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Doximity, Inc.（DOCS）与TACTILE SYSTEMS TECHNOLOGY INC（TCMD）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TACTILE SYSTEMS TECHNOLOGY INC的1.8倍（$185.1M vs $103.6M），Doximity, Inc.净利率更高（33.3% vs 10.3%，领先23.0%），TACTILE SYSTEMS TECHNOLOGY INC同比增速更快（21.0% vs 9.8%），过去两年TACTILE SYSTEMS TECHNOLOGY INC的营收复合增速更高（30.2% 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。
Dominion Voting Systems Corporation是一家北美企业，在加拿大和美国研发、销售电子投票相关的硬件与软件产品，涵盖投票设备和计票设备等，是该区域电子投票领域的主要供应商之一。
DOCS vs TCMD — 直观对比
营收规模更大
DOCS
是对方的1.8倍
$103.6M
营收增速更快
TCMD
高出11.3%
9.8%
净利率更高
DOCS
高出23.0%
10.3%
两年增速更快
TCMD
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $103.6M |
| 净利润 | $61.6M | $10.6M |
| 毛利率 | 89.9% | 78.2% |
| 营业利润率 | 38.9% | 18.1% |
| 净利率 | 33.3% | 10.3% |
| 营收同比 | 9.8% | 21.0% |
| 净利润同比 | -18.1% | 9.4% |
| 每股收益（稀释后） | $0.31 | $0.45 |
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DOCSTCMD
| Q4 25 | $185.1M | $103.6M | ||
| Q3 25 | $168.5M | $85.8M | ||
| Q2 25 | $145.9M | $78.9M | ||
| Q1 25 | $138.3M | $61.3M | ||
| Q4 24 | $168.6M | $85.6M | ||
| Q3 24 | $136.8M | $73.1M | ||
| Q2 24 | $126.7M | $73.2M | ||
| Q1 24 | $118.1M | $61.1M |
净利润DOCSTCMD
| Q4 25 | $61.6M | $10.6M | ||
| Q3 25 | $62.1M | $8.2M | ||
| Q2 25 | $53.3M | $3.2M | ||
| Q1 25 | $62.5M | $-3.0M | ||
| Q4 24 | $75.2M | $9.7M | ||
| Q3 24 | $44.2M | $5.2M | ||
| Q2 24 | $41.4M | $4.3M | ||
| Q1 24 | $40.6M | $-2.2M |
毛利率DOCSTCMD
| Q4 25 | 89.9% | 78.2% | ||
| Q3 25 | 90.3% | 75.8% | ||
| Q2 25 | 89.2% | 74.5% | ||
| Q1 25 | 89.5% | 74.0% | ||
| Q4 24 | 91.6% | 75.2% | ||
| Q3 24 | 90.0% | 75.0% | ||
| Q2 24 | 89.3% | 73.9% | ||
| Q1 24 | 89.4% | 71.1% |
营业利润率DOCSTCMD
| Q4 25 | 38.9% | 18.1% | ||
| Q3 25 | 37.8% | 12.8% | ||
| Q2 25 | 37.4% | 5.2% | ||
| Q1 25 | 35.2% | -7.4% | ||
| Q4 24 | 47.4% | 14.6% | ||
| Q3 24 | 38.8% | 9.3% | ||
| Q2 24 | 36.4% | 8.0% | ||
| Q1 24 | 35.5% | -4.9% |
净利率DOCSTCMD
| Q4 25 | 33.3% | 10.3% | ||
| Q3 25 | 36.8% | 9.6% | ||
| Q2 25 | 36.5% | 4.1% | ||
| Q1 25 | 45.2% | -4.9% | ||
| Q4 24 | 44.6% | 11.4% | ||
| Q3 24 | 32.3% | 7.1% | ||
| Q2 24 | 32.7% | 5.9% | ||
| Q1 24 | 34.4% | -3.6% |
每股收益（稀释后）DOCSTCMD
| Q4 25 | $0.31 | $0.45 | ||
| Q3 25 | $0.31 | $0.36 | ||
| Q2 25 | $0.27 | $0.14 | ||
| Q1 25 | $0.31 | $-0.13 | ||
| Q4 24 | $0.37 | $0.40 | ||
| Q3 24 | $0.22 | $0.21 | ||
| Q2 24 | $0.21 | $0.18 | ||
| Q1 24 | $0.20 | $-0.09 |
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 | $83.4M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $979.3M | $218.9M |
| 总资产 | $1.2B | $273.9M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资DOCSTCMD
| Q4 25 | $64.8M | $83.4M | ||
| Q3 25 | $169.2M | $66.0M | ||
| Q2 25 | $137.3M | $81.5M | ||
| Q1 25 | $209.6M | $83.6M | ||
| Q4 24 | $165.3M | $94.4M | ||
| Q3 24 | $184.2M | $82.1M | ||
| Q2 24 | $111.4M | $73.6M | ||
| Q1 24 | $96.8M | $60.7M |
总债务DOCSTCMD
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
股东权益DOCSTCMD
| Q4 25 | $979.3M | $218.9M | ||
| Q3 25 | $1.1B | $204.9M | ||
| Q2 25 | $1.0B | $194.9M | ||
| Q1 25 | $1.1B | $205.6M | ||
| Q4 24 | $1.0B | $216.6M | ||
| Q3 24 | $961.2M | $207.9M | ||
| Q2 24 | $913.6M | $200.7M | ||
| Q1 24 | $901.4M | $193.5M |
总资产DOCSTCMD
| Q4 25 | $1.2B | $273.9M | ||
| Q3 25 | $1.3B | $259.2M | ||
| Q2 25 | $1.2B | $273.0M | ||
| Q1 25 | $1.3B | $280.2M | ||
| Q4 24 | $1.2B | $297.9M | ||
| Q3 24 | $1.1B | $287.7M | ||
| Q2 24 | $1.1B | $278.8M | ||
| Q1 24 | $1.1B | $272.0M |
负债/权益比DOCSTCMD
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 16.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.63× |
| 过去12个月自由现金流最近4个季度 | — | $40.4M |
8季度趋势，按日历期对齐
经营现金流DOCSTCMD
| Q4 25 | $60.9M | $17.3M | ||
| Q3 25 | $93.9M | $10.3M | ||
| Q2 25 | $62.1M | $14.8M | ||
| Q1 25 | $98.5M | $417.0K | ||
| Q4 24 | $65.2M | $16.3M | ||
| Q3 24 | $68.3M | $10.3M | ||
| Q2 24 | $41.2M | $13.1M | ||
| Q1 24 | $63.9M | $924.0K |
自由现金流DOCSTCMD
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $38.0K | ||
| Q4 24 | — | $15.9M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | $12.6M | ||
| Q1 24 | — | $442.0K |
自由现金流率DOCSTCMD
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 17.3% | ||
| Q1 24 | — | 0.7% |
资本支出强度DOCSTCMD
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.0% | 0.7% | ||
| Q1 24 | 0.0% | 0.8% |
现金转化率DOCSTCMD
| Q4 25 | 0.99× | 1.63× | ||
| Q3 25 | 1.51× | 1.26× | ||
| Q2 25 | 1.16× | 4.59× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 1.68× | ||
| Q3 24 | 1.55× | 1.99× | ||
| Q2 24 | 1.00× | 3.06× | ||
| 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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
