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Doximity, Inc.（DOCS）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是Tarsus Pharmaceuticals, Inc.的1.2倍（$185.1M vs $151.7M），Doximity, Inc.净利率更高（33.3% vs -5.5%，领先38.8%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 9.8%），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 25.2%）
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
DOCS vs TARS — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$151.7M
营收增速更快
TARS
高出118.6%
9.8%
净利率更高
DOCS
高出38.8%
-5.5%
两年增速更快
TARS
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $151.7M |
| 净利润 | $61.6M | $-8.4M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -5.3% |
| 净利率 | 33.3% | -5.5% |
| 营收同比 | 9.8% | 128.4% |
| 净利润同比 | -18.1% | 63.8% |
| 每股收益（稀释后） | $0.31 | $-0.17 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收DOCSTARS
| Q4 25 | $185.1M | $151.7M | ||
| Q3 25 | $168.5M | $118.7M | ||
| Q2 25 | $145.9M | $102.7M | ||
| Q1 25 | $138.3M | $78.3M | ||
| Q4 24 | $168.6M | $66.4M | ||
| Q3 24 | $136.8M | $48.1M | ||
| Q2 24 | $126.7M | $40.8M | ||
| Q1 24 | $118.1M | $27.6M |
净利润DOCSTARS
| Q4 25 | $61.6M | $-8.4M | ||
| Q3 25 | $62.1M | $-12.6M | ||
| Q2 25 | $53.3M | $-20.3M | ||
| Q1 25 | $62.5M | $-25.1M | ||
| Q4 24 | $75.2M | $-23.1M | ||
| Q3 24 | $44.2M | $-23.4M | ||
| Q2 24 | $41.4M | $-33.3M | ||
| Q1 24 | $40.6M | $-35.7M |
毛利率DOCSTARS
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSTARS
| Q4 25 | 38.9% | -5.3% | ||
| Q3 25 | 37.8% | -12.2% | ||
| Q2 25 | 37.4% | -21.6% | ||
| Q1 25 | 35.2% | -33.5% | ||
| Q4 24 | 47.4% | -36.8% | ||
| Q3 24 | 38.8% | -52.3% | ||
| Q2 24 | 36.4% | -81.6% | ||
| Q1 24 | 35.5% | -136.5% |
净利率DOCSTARS
| Q4 25 | 33.3% | -5.5% | ||
| Q3 25 | 36.8% | -10.6% | ||
| Q2 25 | 36.5% | -19.8% | ||
| Q1 25 | 45.2% | -32.1% | ||
| Q4 24 | 44.6% | -34.8% | ||
| Q3 24 | 32.3% | -48.7% | ||
| Q2 24 | 32.7% | -81.6% | ||
| Q1 24 | 34.4% | -129.4% |
每股收益（稀释后）DOCSTARS
| Q4 25 | $0.31 | $-0.17 | ||
| Q3 25 | $0.31 | $-0.30 | ||
| Q2 25 | $0.27 | $-0.48 | ||
| Q1 25 | $0.31 | $-0.64 | ||
| Q4 24 | $0.37 | $-0.57 | ||
| Q3 24 | $0.22 | $-0.61 | ||
| Q2 24 | $0.21 | $-0.88 | ||
| Q1 24 | $0.20 | $-1.01 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $64.8M | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $979.3M | $343.4M |
| 总资产 | $1.2B | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资DOCSTARS
| Q4 25 | $64.8M | $417.3M | ||
| Q3 25 | $169.2M | $401.8M | ||
| Q2 25 | $137.3M | $381.1M | ||
| Q1 25 | $209.6M | $407.9M | ||
| Q4 24 | $165.3M | $291.4M | ||
| Q3 24 | $184.2M | $317.0M | ||
| Q2 24 | $111.4M | $323.6M | ||
| Q1 24 | $96.8M | $298.5M |
总债务DOCSTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益DOCSTARS
| Q4 25 | $979.3M | $343.4M | ||
| Q3 25 | $1.1B | $335.1M | ||
| Q2 25 | $1.0B | $332.6M | ||
| Q1 25 | $1.1B | $342.5M | ||
| Q4 24 | $1.0B | $224.5M | ||
| Q3 24 | $961.2M | $237.5M | ||
| Q2 24 | $913.6M | $252.2M | ||
| Q1 24 | $901.4M | $275.2M |
总资产DOCSTARS
| Q4 25 | $1.2B | $562.2M | ||
| Q3 25 | $1.3B | $534.6M | ||
| Q2 25 | $1.2B | $495.0M | ||
| Q1 25 | $1.3B | $500.8M | ||
| Q4 24 | $1.2B | $377.0M | ||
| Q3 24 | $1.1B | $376.3M | ||
| Q2 24 | $1.1B | $376.8M | ||
| Q1 24 | $1.1B | $349.3M |
负债/权益比DOCSTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $60.9M | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | — | $-22.3M |
8季度趋势，按日历期对齐
经营现金流DOCSTARS
| Q4 25 | $60.9M | $19.3M | ||
| Q3 25 | $93.9M | $18.3M | ||
| Q2 25 | $62.1M | $-29.4M | ||
| Q1 25 | $98.5M | $-20.7M | ||
| Q4 24 | $65.2M | $-22.2M | ||
| Q3 24 | $68.3M | $-8.7M | ||
| Q2 24 | $41.2M | $-14.4M | ||
| Q1 24 | $63.9M | $-37.8M |
自由现金流DOCSTARS
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $16.3M | ||
| Q2 25 | — | $-30.4M | ||
| Q1 25 | — | $-21.2M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $-15.4M | ||
| Q1 24 | — | $-38.0M |
自由现金流率DOCSTARS
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | -29.6% | ||
| Q1 25 | — | -27.1% | ||
| Q4 24 | — | -33.5% | ||
| Q3 24 | — | -18.6% | ||
| Q2 24 | — | -37.8% | ||
| Q1 24 | — | -137.5% |
资本支出强度DOCSTARS
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 0.0% | 0.8% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.0% | 0.6% | ||
| Q2 24 | 0.0% | 2.5% | ||
| Q1 24 | 0.0% | 0.6% |
现金转化率DOCSTARS
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
TARS
暂无分部数据
