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Doximity, Inc.（DOCS）与VERACYTE, INC.（VCYT）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VERACYTE, INC.的1.3倍（$185.1M vs $140.6M），Doximity, Inc.净利率更高（33.3% vs 29.3%，领先4.0%），VERACYTE, INC.同比增速更快（18.5% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 20.5%）
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。
Veracyte是一家领先的分子诊断企业，专注开发专有的基因组检测方案，可实现癌症及其他复杂疾病的早期精准检测，产品服务于医疗机构以优化临床决策，核心市场位于美国，正稳步拓展全球业务布局。
DOCS vs VCYT — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$140.6M
营收增速更快
VCYT
高出8.8%
9.8%
净利率更高
DOCS
高出4.0%
29.3%
两年增速更快
DOCS
近两年复合增速
20.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $140.6M |
| 净利润 | $61.6M | $41.1M |
| 毛利率 | 89.9% | 72.5% |
| 营业利润率 | 38.9% | 26.4% |
| 净利率 | 33.3% | 29.3% |
| 营收同比 | 9.8% | 18.5% |
| 净利润同比 | -18.1% | 704.8% |
| 每股收益（稀释后） | $0.31 | $0.50 |
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DOCSVCYT
| Q4 25 | $185.1M | $140.6M | ||
| Q3 25 | $168.5M | $131.9M | ||
| Q2 25 | $145.9M | $130.2M | ||
| Q1 25 | $138.3M | $114.5M | ||
| Q4 24 | $168.6M | $118.6M | ||
| Q3 24 | $136.8M | $115.9M | ||
| Q2 24 | $126.7M | $114.4M | ||
| Q1 24 | $118.1M | $96.8M |
净利润DOCSVCYT
| Q4 25 | $61.6M | $41.1M | ||
| Q3 25 | $62.1M | $19.1M | ||
| Q2 25 | $53.3M | $-980.0K | ||
| Q1 25 | $62.5M | $7.0M | ||
| Q4 24 | $75.2M | $5.1M | ||
| Q3 24 | $44.2M | $15.2M | ||
| Q2 24 | $41.4M | $5.7M | ||
| Q1 24 | $40.6M | $-1.9M |
毛利率DOCSVCYT
| Q4 25 | 89.9% | 72.5% | ||
| Q3 25 | 90.3% | 69.2% | ||
| Q2 25 | 89.2% | 69.0% | ||
| Q1 25 | 89.5% | 69.5% | ||
| Q4 24 | 91.6% | 66.4% | ||
| Q3 24 | 90.0% | 68.2% | ||
| Q2 24 | 89.3% | 68.1% | ||
| Q1 24 | 89.4% | 64.5% |
营业利润率DOCSVCYT
| Q4 25 | 38.9% | 26.4% | ||
| Q3 25 | 37.8% | 17.4% | ||
| Q2 25 | 37.4% | -4.0% | ||
| Q1 25 | 35.2% | 2.5% | ||
| Q4 24 | 47.4% | 3.5% | ||
| Q3 24 | 38.8% | 10.4% | ||
| Q2 24 | 36.4% | 4.0% | ||
| Q1 24 | 35.5% | -4.8% |
净利率DOCSVCYT
| Q4 25 | 33.3% | 29.3% | ||
| Q3 25 | 36.8% | 14.5% | ||
| Q2 25 | 36.5% | -0.8% | ||
| Q1 25 | 45.2% | 6.2% | ||
| Q4 24 | 44.6% | 4.3% | ||
| Q3 24 | 32.3% | 13.1% | ||
| Q2 24 | 32.7% | 5.0% | ||
| Q1 24 | 34.4% | -1.9% |
每股收益（稀释后）DOCSVCYT
| Q4 25 | $0.31 | $0.50 | ||
| Q3 25 | $0.31 | $0.24 | ||
| Q2 25 | $0.27 | $-0.01 | ||
| Q1 25 | $0.31 | $0.09 | ||
| Q4 24 | $0.37 | $0.07 | ||
| Q3 24 | $0.22 | $0.19 | ||
| Q2 24 | $0.21 | $0.07 | ||
| Q1 24 | $0.20 | $-0.02 |
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 | $362.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.3B |
| 总资产 | $1.2B | $1.4B |
| 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DOCSVCYT
| Q4 25 | $64.8M | $362.6M | ||
| Q3 25 | $169.2M | $315.6M | ||
| Q2 25 | $137.3M | $219.5M | ||
| Q1 25 | $209.6M | $186.1M | ||
| Q4 24 | $165.3M | $239.1M | ||
| Q3 24 | $184.2M | $274.1M | ||
| Q2 24 | $111.4M | $235.9M | ||
| Q1 24 | $96.8M | $209.2M |
股东权益DOCSVCYT
| Q4 25 | $979.3M | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $961.2M | $1.2B | ||
| Q2 24 | $913.6M | $1.1B | ||
| Q1 24 | $901.4M | $1.1B |
总资产DOCSVCYT
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $1.2B |
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 | $52.6M |
| 自由现金流经营现金流 - 资本支出 | — | $48.8M |
| 自由现金流率自由现金流/营收 | — | 34.7% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $126.6M |
8季度趋势，按日历期对齐
经营现金流DOCSVCYT
| Q4 25 | $60.9M | $52.6M | ||
| Q3 25 | $93.9M | $44.8M | ||
| Q2 25 | $62.1M | $33.6M | ||
| Q1 25 | $98.5M | $5.4M | ||
| Q4 24 | $65.2M | $24.5M | ||
| Q3 24 | $68.3M | $30.0M | ||
| Q2 24 | $41.2M | $29.6M | ||
| Q1 24 | $63.9M | $-9.0M |
自由现金流DOCSVCYT
| Q4 25 | — | $48.8M | ||
| Q3 25 | — | $42.0M | ||
| Q2 25 | — | $32.3M | ||
| Q1 25 | — | $3.5M | ||
| Q4 24 | — | $20.4M | ||
| Q3 24 | — | $27.7M | ||
| Q2 24 | — | $26.8M | ||
| Q1 24 | — | $-11.1M |
自由现金流率DOCSVCYT
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 31.8% | ||
| Q2 25 | — | 24.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 23.9% | ||
| Q2 24 | — | 23.4% | ||
| Q1 24 | — | -11.5% |
资本支出强度DOCSVCYT
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 0.0% | 1.6% | ||
| Q4 24 | 0.0% | 3.5% | ||
| Q3 24 | 0.0% | 1.9% | ||
| Q2 24 | 0.0% | 2.4% | ||
| Q1 24 | 0.0% | 2.2% |
现金转化率DOCSVCYT
| Q4 25 | 0.99× | 1.28× | ||
| Q3 25 | 1.51× | 2.34× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 0.76× | ||
| Q4 24 | 0.87× | 4.80× | ||
| Q3 24 | 1.55× | 1.98× | ||
| Q2 24 | 1.00× | 5.16× | ||
| 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% |
VCYT
| Testing | $135.8M | 97% |
| Products | $3.8M | 3% |
| Biopharmaceutical And Other | $686.0K | 0% |
