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Doximity, Inc.（DOCS）与Udemy, Inc.（UDMY）财务数据对比。点击上方公司名可切换其他公司
Udemy, Inc.的季度营收约是Doximity, Inc.的1.0倍（$194.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -1.2%，领先34.5%），Doximity, Inc.同比增速更快（9.8% vs -3.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -0.7%）
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。
Udemy是一家总部位于美国的教育科技企业，2010年成立，最初定位为大规模开放在线课程提供商，目前核心办公地点位于加州旧金山，在美、澳、印、爱、墨、土多国均设有分支机构。它主打在线教育平台，支持用户自主创建并分享课程，平台课程以按需点播的视频内容为主，截至2025年初已拥有数百万个人用户。
DOCS vs UDMY — 直观对比
营收规模更大
UDMY
是对方的1.0倍
$185.1M
营收增速更快
DOCS
高出12.7%
-3.0%
净利率更高
DOCS
高出34.5%
-1.2%
两年增速更快
DOCS
近两年复合增速
-0.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $194.0M |
| 净利润 | $61.6M | $-2.3M |
| 毛利率 | 89.9% | 66.0% |
| 营业利润率 | 38.9% | -1.8% |
| 净利率 | 33.3% | -1.2% |
| 营收同比 | 9.8% | -3.0% |
| 净利润同比 | -18.1% | 76.4% |
| 每股收益（稀释后） | $0.31 | $-0.01 |
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DOCSUDMY
| Q4 25 | $185.1M | $194.0M | ||
| Q3 25 | $168.5M | $195.7M | ||
| Q2 25 | $145.9M | $199.9M | ||
| Q1 25 | $138.3M | $200.3M | ||
| Q4 24 | $168.6M | $199.9M | ||
| Q3 24 | $136.8M | $195.4M | ||
| Q2 24 | $126.7M | $194.4M | ||
| Q1 24 | $118.1M | $196.8M |
净利润DOCSUDMY
| Q4 25 | $61.6M | $-2.3M | ||
| Q3 25 | $62.1M | $1.6M | ||
| Q2 25 | $53.3M | $6.3M | ||
| Q1 25 | $62.5M | $-1.8M | ||
| Q4 24 | $75.2M | $-9.9M | ||
| Q3 24 | $44.2M | $-25.3M | ||
| Q2 24 | $41.4M | $-31.8M | ||
| Q1 24 | $40.6M | $-18.3M |
毛利率DOCSUDMY
| Q4 25 | 89.9% | 66.0% | ||
| Q3 25 | 90.3% | 65.9% | ||
| Q2 25 | 89.2% | 66.1% | ||
| Q1 25 | 89.5% | 64.6% | ||
| Q4 24 | 91.6% | 63.6% | ||
| Q3 24 | 90.0% | 63.0% | ||
| Q2 24 | 89.3% | 62.3% | ||
| Q1 24 | 89.4% | 61.2% |
营业利润率DOCSUDMY
| Q4 25 | 38.9% | -1.8% | ||
| Q3 25 | 37.8% | -0.1% | ||
| Q2 25 | 37.4% | 2.0% | ||
| Q1 25 | 35.2% | -2.2% | ||
| Q4 24 | 47.4% | -5.8% | ||
| Q3 24 | 38.8% | -15.1% | ||
| Q2 24 | 36.4% | -13.1% | ||
| Q1 24 | 35.5% | -11.5% |
净利率DOCSUDMY
| Q4 25 | 33.3% | -1.2% | ||
| Q3 25 | 36.8% | 0.8% | ||
| Q2 25 | 36.5% | 3.1% | ||
| Q1 25 | 45.2% | -0.9% | ||
| Q4 24 | 44.6% | -4.9% | ||
| Q3 24 | 32.3% | -12.9% | ||
| Q2 24 | 32.7% | -16.4% | ||
| Q1 24 | 34.4% | -9.3% |
每股收益（稀释后）DOCSUDMY
| Q4 25 | $0.31 | $-0.01 | ||
| Q3 25 | $0.31 | $0.01 | ||
| Q2 25 | $0.27 | $0.04 | ||
| Q1 25 | $0.31 | $-0.01 | ||
| Q4 24 | $0.37 | $-0.06 | ||
| Q3 24 | $0.22 | $-0.17 | ||
| Q2 24 | $0.21 | $-0.21 | ||
| Q1 24 | $0.20 | $-0.12 |
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 | $358.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $210.5M |
| 总资产 | $1.2B | $617.7M |
| 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DOCSUDMY
| Q4 25 | $64.8M | $358.7M | ||
| Q3 25 | $169.2M | $371.2M | ||
| Q2 25 | $137.3M | $392.0M | ||
| Q1 25 | $209.6M | $357.0M | ||
| Q4 24 | $165.3M | $354.4M | ||
| Q3 24 | $184.2M | $357.1M | ||
| Q2 24 | $111.4M | $420.9M | ||
| Q1 24 | $96.8M | $430.7M |
股东权益DOCSUDMY
| Q4 25 | $979.3M | $210.5M | ||
| Q3 25 | $1.1B | $221.8M | ||
| Q2 25 | $1.0B | $233.4M | ||
| Q1 25 | $1.1B | $209.4M | ||
| Q4 24 | $1.0B | $197.4M | ||
| Q3 24 | $961.2M | $196.3M | ||
| Q2 24 | $913.6M | $252.3M | ||
| Q1 24 | $901.4M | $296.5M |
总资产DOCSUDMY
| Q4 25 | $1.2B | $617.7M | ||
| Q3 25 | $1.3B | $618.9M | ||
| Q2 25 | $1.2B | $644.0M | ||
| Q1 25 | $1.3B | $639.0M | ||
| Q4 24 | $1.2B | $605.6M | ||
| Q3 24 | $1.1B | $608.9M | ||
| Q2 24 | $1.1B | $671.9M | ||
| Q1 24 | $1.1B | $708.5M |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | — | $15.0M |
| 自由现金流率自由现金流/营收 | — | 7.7% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $81.9M |
8季度趋势，按日历期对齐
经营现金流DOCSUDMY
| Q4 25 | $60.9M | $15.5M | ||
| Q3 25 | $93.9M | $15.7M | ||
| Q2 25 | $62.1M | $44.2M | ||
| Q1 25 | $98.5M | $12.2M | ||
| Q4 24 | $65.2M | $9.6M | ||
| Q3 24 | $68.3M | $-6.1M | ||
| Q2 24 | $41.2M | $28.6M | ||
| Q1 24 | $63.9M | $21.0M |
自由现金流DOCSUDMY
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $15.1M | ||
| Q2 25 | — | $41.9M | ||
| Q1 25 | — | $9.8M | ||
| Q4 24 | — | $8.4M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $20.8M |
自由现金流率DOCSUDMY
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | 14.5% | ||
| Q1 24 | — | 10.6% |
资本支出强度DOCSUDMY
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 0.0% | 1.2% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 0.2% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率DOCSUDMY
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 9.58× | ||
| Q2 25 | 1.16× | 7.06× | ||
| 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% |
UDMY
暂无分部数据
