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Doximity, Inc.（DOCS）与Thryv Holdings, Inc.（THRY）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Thryv Holdings, Inc.的1.1倍（$185.1M vs $167.7M），Doximity, Inc.净利率更高（33.3% vs 2.7%，领先30.6%），Doximity, Inc.同比增速更快（9.8% vs -7.5%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
DOCS vs THRY — 直观对比
营收规模更大
DOCS
是对方的1.1倍
$167.7M
营收增速更快
DOCS
高出17.3%
-7.5%
净利率更高
DOCS
高出30.6%
2.7%
两年增速更快
DOCS
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $167.7M |
| 净利润 | $61.6M | $4.5M |
| 毛利率 | 89.9% | 65.2% |
| 营业利润率 | 38.9% | 37.3% |
| 净利率 | 33.3% | 2.7% |
| 营收同比 | 9.8% | -7.5% |
| 净利润同比 | -18.1% | 147.2% |
| 每股收益（稀释后） | $0.31 | $0.10 |
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DOCSTHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | $185.1M | $191.6M | ||
| Q3 25 | $168.5M | $201.6M | ||
| Q2 25 | $145.9M | $210.5M | ||
| Q1 25 | $138.3M | $181.4M | ||
| Q4 24 | $168.6M | $186.6M | ||
| Q3 24 | $136.8M | $179.9M | ||
| Q2 24 | $126.7M | $224.1M |
净利润DOCSTHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | $61.6M | $-9.7M | ||
| Q3 25 | $62.1M | $5.7M | ||
| Q2 25 | $53.3M | $13.9M | ||
| Q1 25 | $62.5M | $-9.6M | ||
| Q4 24 | $75.2M | $7.9M | ||
| Q3 24 | $44.2M | $-96.1M | ||
| Q2 24 | $41.4M | $5.5M |
毛利率DOCSTHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | 89.9% | 68.0% | ||
| Q3 25 | 90.3% | 67.7% | ||
| Q2 25 | 89.2% | 69.7% | ||
| Q1 25 | 89.5% | 65.8% | ||
| Q4 24 | 91.6% | 65.9% | ||
| Q3 24 | 90.0% | 62.3% | ||
| Q2 24 | 89.3% | 66.3% |
营业利润率DOCSTHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | 38.9% | 5.3% | ||
| Q3 25 | 37.8% | 9.9% | ||
| Q2 25 | 37.4% | 14.0% | ||
| Q1 25 | 35.2% | -1.7% | ||
| Q4 24 | 47.4% | -3.9% | ||
| Q3 24 | 38.8% | -49.2% | ||
| Q2 24 | 36.4% | 14.0% |
净利率DOCSTHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | 33.3% | -5.0% | ||
| Q3 25 | 36.8% | 2.8% | ||
| Q2 25 | 36.5% | 6.6% | ||
| Q1 25 | 45.2% | -5.3% | ||
| Q4 24 | 44.6% | 4.2% | ||
| Q3 24 | 32.3% | -53.4% | ||
| Q2 24 | 32.7% | 2.5% |
每股收益（稀释后）DOCSTHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $0.31 | $-0.21 | ||
| Q3 25 | $0.31 | $0.13 | ||
| Q2 25 | $0.27 | $0.31 | ||
| Q1 25 | $0.31 | $-0.22 | ||
| Q4 24 | $0.37 | $0.28 | ||
| Q3 24 | $0.22 | $-2.65 | ||
| Q2 24 | $0.21 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $225.4M |
| 总资产 | $1.2B | $693.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DOCSTHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | $64.8M | $10.8M | ||
| Q3 25 | $169.2M | $11.6M | ||
| Q2 25 | $137.3M | $10.8M | ||
| Q1 25 | $209.6M | $11.0M | ||
| Q4 24 | $165.3M | $16.3M | ||
| Q3 24 | $184.2M | $12.5M | ||
| Q2 24 | $111.4M | $15.5M |
总债务DOCSTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | — | $268.2M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | — | $284.3M | ||
| Q3 24 | — | $307.8M | ||
| Q2 24 | — | $342.1M |
股东权益DOCSTHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | $979.3M | $218.1M | ||
| Q3 25 | $1.1B | $221.1M | ||
| Q2 25 | $1.0B | $214.9M | ||
| Q1 25 | $1.1B | $193.2M | ||
| Q4 24 | $1.0B | $196.9M | ||
| Q3 24 | $961.2M | $94.5M | ||
| Q2 24 | $913.6M | $183.1M |
总资产DOCSTHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | $1.2B | $688.6M | ||
| Q3 25 | $1.3B | $701.8M | ||
| Q2 25 | $1.2B | $687.7M | ||
| Q1 25 | $1.3B | $703.7M | ||
| Q4 24 | $1.2B | $712.2M | ||
| Q3 24 | $1.1B | $654.8M | ||
| Q2 24 | $1.1B | $785.5M |
负债/权益比DOCSTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 3.26× | ||
| Q2 24 | — | 1.87× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $-5.5M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $43.3M |
8季度趋势，按日历期对齐
经营现金流DOCSTHRY
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $22.2M | ||
| Q3 25 | $93.9M | $22.2M | ||
| Q2 25 | $62.1M | $29.6M | ||
| Q1 25 | $98.5M | $-10.5M | ||
| Q4 24 | $65.2M | $26.1M | ||
| Q3 24 | $68.3M | $36.0M | ||
| Q2 24 | $41.2M | $22.2M |
自由现金流DOCSTHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $14.6M | ||
| Q2 25 | — | $21.8M | ||
| Q1 25 | — | $-17.6M | ||
| Q4 24 | — | $17.3M | ||
| Q3 24 | — | $27.5M | ||
| Q2 24 | — | $13.3M |
自由现金流率DOCSTHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 10.4% | ||
| Q1 25 | — | -9.7% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 5.9% |
资本支出强度DOCSTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 0.0% | 3.9% | ||
| Q4 24 | 0.0% | 4.7% | ||
| Q3 24 | 0.0% | 4.7% | ||
| Q2 24 | 0.0% | 4.0% |
现金转化率DOCSTHRY
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 3.93× | ||
| Q2 25 | 1.16× | 2.12× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 3.32× | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | 4.01× |
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% |
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
