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Doximity, Inc.（DOCS）与Turning Point Brands, Inc.（TPB）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Turning Point Brands, Inc.的1.5倍（$185.1M vs $121.0M），Doximity, Inc.净利率更高（33.3% vs 6.8%，领先26.5%），Turning Point Brands, Inc.同比增速更快（29.2% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 20.7%）
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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
DOCS vs TPB — 直观对比
营收规模更大
DOCS
是对方的1.5倍
$121.0M
营收增速更快
TPB
高出19.4%
9.8%
净利率更高
DOCS
高出26.5%
6.8%
两年增速更快
DOCS
近两年复合增速
20.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $121.0M |
| 净利润 | $61.6M | $8.2M |
| 毛利率 | 89.9% | 55.9% |
| 营业利润率 | 38.9% | 16.5% |
| 净利率 | 33.3% | 6.8% |
| 营收同比 | 9.8% | 29.2% |
| 净利润同比 | -18.1% | 239.8% |
| 每股收益（稀释后） | $0.31 | $0.40 |
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DOCSTPB
| Q4 25 | $185.1M | $121.0M | ||
| Q3 25 | $168.5M | $119.0M | ||
| Q2 25 | $145.9M | $116.6M | ||
| Q1 25 | $138.3M | $106.4M | ||
| Q4 24 | $168.6M | $93.7M | ||
| Q3 24 | $136.8M | $90.7M | ||
| Q2 24 | $126.7M | $93.2M | ||
| Q1 24 | $118.1M | $83.1M |
净利润DOCSTPB
| Q4 25 | $61.6M | $8.2M | ||
| Q3 25 | $62.1M | $21.1M | ||
| Q2 25 | $53.3M | $14.5M | ||
| Q1 25 | $62.5M | $14.4M | ||
| Q4 24 | $75.2M | $2.4M | ||
| Q3 24 | $44.2M | $12.4M | ||
| Q2 24 | $41.4M | $13.0M | ||
| Q1 24 | $40.6M | $12.0M |
毛利率DOCSTPB
| Q4 25 | 89.9% | 55.9% | ||
| Q3 25 | 90.3% | 59.2% | ||
| Q2 25 | 89.2% | 57.1% | ||
| Q1 25 | 89.5% | 56.0% | ||
| Q4 24 | 91.6% | 56.0% | ||
| Q3 24 | 90.0% | 55.6% | ||
| Q2 24 | 89.3% | 54.1% | ||
| Q1 24 | 89.4% | 58.2% |
营业利润率DOCSTPB
| Q4 25 | 38.9% | 16.5% | ||
| Q3 25 | 37.8% | 21.8% | ||
| Q2 25 | 37.4% | 22.6% | ||
| Q1 25 | 35.2% | 21.8% | ||
| Q4 24 | 47.4% | 19.1% | ||
| Q3 24 | 38.8% | 22.9% | ||
| Q2 24 | 36.4% | 24.5% | ||
| Q1 24 | 35.5% | 23.2% |
净利率DOCSTPB
| Q4 25 | 33.3% | 6.8% | ||
| Q3 25 | 36.8% | 17.7% | ||
| Q2 25 | 36.5% | 12.4% | ||
| Q1 25 | 45.2% | 13.5% | ||
| Q4 24 | 44.6% | 2.6% | ||
| Q3 24 | 32.3% | 13.6% | ||
| Q2 24 | 32.7% | 14.0% | ||
| Q1 24 | 34.4% | 14.5% |
每股收益（稀释后）DOCSTPB
| Q4 25 | $0.31 | $0.40 | ||
| Q3 25 | $0.31 | $1.13 | ||
| Q2 25 | $0.27 | $0.79 | ||
| Q1 25 | $0.31 | $0.79 | ||
| Q4 24 | $0.37 | $0.15 | ||
| Q3 24 | $0.22 | $0.68 | ||
| Q2 24 | $0.21 | $0.68 | ||
| Q1 24 | $0.20 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $372.0M |
| 总资产 | $1.2B | $763.8M |
| 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DOCSTPB
| Q4 25 | $64.8M | $222.8M | ||
| Q3 25 | $169.2M | $201.2M | ||
| Q2 25 | $137.3M | $109.9M | ||
| Q1 25 | $209.6M | $99.6M | ||
| Q4 24 | $165.3M | $48.9M | ||
| Q3 24 | $184.2M | $33.6M | ||
| Q2 24 | $111.4M | $142.2M | ||
| Q1 24 | $96.8M | $130.9M |
股东权益DOCSTPB
| Q4 25 | $979.3M | $372.0M | ||
| Q3 25 | $1.1B | $358.2M | ||
| Q2 25 | $1.0B | $224.8M | ||
| Q1 25 | $1.1B | $203.4M | ||
| Q4 24 | $1.0B | $190.4M | ||
| Q3 24 | $961.2M | $185.7M | ||
| Q2 24 | $913.6M | $172.8M | ||
| Q1 24 | $901.4M | $160.0M |
总资产DOCSTPB
| Q4 25 | $1.2B | $763.8M | ||
| Q3 25 | $1.3B | $742.8M | ||
| Q2 25 | $1.2B | $595.8M | ||
| Q1 25 | $1.3B | $564.6M | ||
| Q4 24 | $1.2B | $493.4M | ||
| Q3 24 | $1.1B | $488.0M | ||
| Q2 24 | $1.1B | $591.6M | ||
| Q1 24 | $1.1B | $586.3M |
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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | — | $21.5M |
| 自由现金流率自由现金流/营收 | — | 17.8% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 0.99× | 3.03× |
| 过去12个月自由现金流最近4个季度 | — | $43.8M |
8季度趋势，按日历期对齐
经营现金流DOCSTPB
| Q4 25 | $60.9M | $24.9M | ||
| Q3 25 | $93.9M | $3.3M | ||
| Q2 25 | $62.1M | $11.8M | ||
| Q1 25 | $98.5M | $17.4M | ||
| Q4 24 | $65.2M | $17.7M | ||
| Q3 24 | $68.3M | $13.2M | ||
| Q2 24 | $41.2M | $13.4M | ||
| Q1 24 | $63.9M | $22.6M |
自由现金流DOCSTPB
| Q4 25 | — | $21.5M | ||
| Q3 25 | — | $-721.0K | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $15.2M | ||
| Q4 24 | — | $16.6M | ||
| Q3 24 | — | $12.6M | ||
| Q2 24 | — | $10.9M | ||
| Q1 24 | — | $22.3M |
自由现金流率DOCSTPB
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 17.8% | ||
| Q3 24 | — | 13.9% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 26.8% |
资本支出强度DOCSTPB
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | 0.0% | 2.1% | ||
| Q4 24 | 0.0% | 1.2% | ||
| Q3 24 | 0.0% | 0.7% | ||
| Q2 24 | 0.0% | 2.7% | ||
| Q1 24 | 0.0% | 0.4% |
现金转化率DOCSTPB
| Q4 25 | 0.99× | 3.03× | ||
| Q3 25 | 1.51× | 0.16× | ||
| Q2 25 | 1.16× | 0.82× | ||
| Q1 25 | 1.58× | 1.21× | ||
| Q4 24 | 0.87× | 7.34× | ||
| Q3 24 | 1.55× | 1.07× | ||
| Q2 24 | 1.00× | 1.03× | ||
| Q1 24 | 1.57× | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
