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Doximity, Inc.（DOCS）与Texas Pacific Land Corporation（TPL）财务数据对比。点击上方公司名可切换其他公司
Texas Pacific Land Corporation的季度营收约是Doximity, Inc.的1.1倍（$211.6M vs $185.1M），Texas Pacific Land Corporation净利率更高（58.3% vs 33.3%，领先25.0%），Texas Pacific Land Corporation同比增速更快（13.9% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 10.2%）
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。
Texas Pacific Land Corporation（简称TPL）是一家公开上市的不动产运营企业，行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩（约3600平方公里）土地，是得州规模最大的私人土地所有者之一，前身为得克萨斯太平洋土地信托。
DOCS vs TPL — 直观对比
营收规模更大
TPL
是对方的1.1倍
$185.1M
营收增速更快
TPL
高出4.1%
9.8%
净利率更高
TPL
高出25.0%
33.3%
两年增速更快
DOCS
近两年复合增速
10.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $211.6M |
| 净利润 | $61.6M | $123.3M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 70.5% |
| 净利率 | 33.3% | 58.3% |
| 营收同比 | 9.8% | 13.9% |
| 净利润同比 | -18.1% | 4.2% |
| 每股收益（稀释后） | $0.31 | $-8.59 |
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DOCSTPL
| Q4 25 | $185.1M | $211.6M | ||
| Q3 25 | $168.5M | $203.1M | ||
| Q2 25 | $145.9M | $187.5M | ||
| Q1 25 | $138.3M | $196.0M | ||
| Q4 24 | $168.6M | $185.8M | ||
| Q3 24 | $136.8M | $173.6M | ||
| Q2 24 | $126.7M | $172.3M | ||
| Q1 24 | $118.1M | $174.1M |
净利润DOCSTPL
| Q4 25 | $61.6M | $123.3M | ||
| Q3 25 | $62.1M | $121.2M | ||
| Q2 25 | $53.3M | $116.1M | ||
| Q1 25 | $62.5M | $120.7M | ||
| Q4 24 | $75.2M | $118.4M | ||
| Q3 24 | $44.2M | $106.6M | ||
| Q2 24 | $41.4M | $114.6M | ||
| Q1 24 | $40.6M | $114.4M |
毛利率DOCSTPL
| 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DOCSTPL
| Q4 25 | 38.9% | 70.5% | ||
| Q3 25 | 37.8% | 73.4% | ||
| Q2 25 | 37.4% | 76.6% | ||
| Q1 25 | 35.2% | 76.6% | ||
| Q4 24 | 47.4% | 76.7% | ||
| Q3 24 | 38.8% | 73.4% | ||
| Q2 24 | 36.4% | 77.3% | ||
| Q1 24 | 35.5% | 78.1% |
净利率DOCSTPL
| Q4 25 | 33.3% | 58.3% | ||
| Q3 25 | 36.8% | 59.7% | ||
| Q2 25 | 36.5% | 61.9% | ||
| Q1 25 | 45.2% | 61.6% | ||
| Q4 24 | 44.6% | 63.7% | ||
| Q3 24 | 32.3% | 61.4% | ||
| Q2 24 | 32.7% | 66.5% | ||
| Q1 24 | 34.4% | 65.7% |
每股收益（稀释后）DOCSTPL
| Q4 25 | $0.31 | $-8.59 | ||
| Q3 25 | $0.31 | $5.27 | ||
| Q2 25 | $0.27 | $5.05 | ||
| Q1 25 | $0.31 | $5.24 | ||
| Q4 24 | $0.37 | $5.14 | ||
| Q3 24 | $0.22 | $4.63 | ||
| Q2 24 | $0.21 | $4.98 | ||
| Q1 24 | $0.20 | $4.97 |
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 | $144.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.5B |
| 总资产 | $1.2B | $1.6B |
| 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DOCSTPL
| Q4 25 | $64.8M | $144.8M | ||
| Q3 25 | $169.2M | $531.8M | ||
| Q2 25 | $137.3M | $543.9M | ||
| Q1 25 | $209.6M | $460.4M | ||
| Q4 24 | $165.3M | $369.8M | ||
| Q3 24 | $184.2M | $533.9M | ||
| Q2 24 | $111.4M | $894.7M | ||
| Q1 24 | $96.8M | $837.1M |
股东权益DOCSTPL
| Q4 25 | $979.3M | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $961.2M | $1.1B | ||
| Q2 24 | $913.6M | $1.2B | ||
| Q1 24 | $901.4M | $1.1B |
总资产DOCSTPL
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.1B | $1.3B |
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 | $113.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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× | 0.92× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCSTPL
| Q4 25 | $60.9M | $113.7M | ||
| Q3 25 | $93.9M | $154.6M | ||
| Q2 25 | $62.1M | $120.9M | ||
| Q1 25 | $98.5M | $156.7M | ||
| Q4 24 | $65.2M | $126.6M | ||
| Q3 24 | $68.3M | $118.6M | ||
| Q2 24 | $41.2M | $98.3M | ||
| Q1 24 | $63.9M | $147.2M |
资本支出强度DOCSTPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率DOCSTPL
| Q4 25 | 0.99× | 0.92× | ||
| Q3 25 | 1.51× | 1.28× | ||
| Q2 25 | 1.16× | 1.04× | ||
| Q1 25 | 1.58× | 1.30× | ||
| Q4 24 | 0.87× | 1.07× | ||
| Q3 24 | 1.55× | 1.11× | ||
| Q2 24 | 1.00× | 0.86× | ||
| Q1 24 | 1.57× | 1.29× |
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% |
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |
