vs
Doximity, Inc.（DOCS）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是Doximity, Inc.的1.4倍（$257.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 7.3%，领先25.9%），VERRA MOBILITY Corp同比增速更快（16.4% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 10.9%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
DOCS vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.4倍
$185.1M
营收增速更快
VRRM
高出6.7%
9.8%
净利率更高
DOCS
高出25.9%
7.3%
两年增速更快
DOCS
近两年复合增速
10.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $257.9M |
| 净利润 | $61.6M | $18.9M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 16.7% |
| 净利率 | 33.3% | 7.3% |
| 营收同比 | 9.8% | 16.4% |
| 净利润同比 | -18.1% | 128.3% |
| 每股收益（稀释后） | $0.31 | $0.12 |
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DOCSVRRM
| Q4 25 | $185.1M | $257.9M | ||
| Q3 25 | $168.5M | $261.9M | ||
| Q2 25 | $145.9M | $236.0M | ||
| Q1 25 | $138.3M | $223.3M | ||
| Q4 24 | $168.6M | $221.5M | ||
| Q3 24 | $136.8M | $225.6M | ||
| Q2 24 | $126.7M | $222.4M | ||
| Q1 24 | $118.1M | $209.7M |
净利润DOCSVRRM
| Q4 25 | $61.6M | $18.9M | ||
| Q3 25 | $62.1M | $46.8M | ||
| Q2 25 | $53.3M | $38.6M | ||
| Q1 25 | $62.5M | $32.3M | ||
| Q4 24 | $75.2M | $-66.7M | ||
| Q3 24 | $44.2M | $34.7M | ||
| Q2 24 | $41.4M | $34.2M | ||
| Q1 24 | $40.6M | $29.1M |
毛利率DOCSVRRM
| 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DOCSVRRM
| Q4 25 | 38.9% | 16.7% | ||
| Q3 25 | 37.8% | 28.6% | ||
| Q2 25 | 37.4% | 26.8% | ||
| Q1 25 | 35.2% | 25.7% | ||
| Q4 24 | 47.4% | -19.6% | ||
| Q3 24 | 38.8% | 28.3% | ||
| Q2 24 | 36.4% | 27.5% | ||
| Q1 24 | 35.5% | 25.9% |
净利率DOCSVRRM
| Q4 25 | 33.3% | 7.3% | ||
| Q3 25 | 36.8% | 17.9% | ||
| Q2 25 | 36.5% | 16.3% | ||
| Q1 25 | 45.2% | 14.5% | ||
| Q4 24 | 44.6% | -30.1% | ||
| Q3 24 | 32.3% | 15.4% | ||
| Q2 24 | 32.7% | 15.4% | ||
| Q1 24 | 34.4% | 13.9% |
每股收益（稀释后）DOCSVRRM
| Q4 25 | $0.31 | $0.12 | ||
| Q3 25 | $0.31 | $0.29 | ||
| Q2 25 | $0.27 | $0.24 | ||
| Q1 25 | $0.31 | $0.20 | ||
| Q4 24 | $0.37 | $-0.39 | ||
| Q3 24 | $0.22 | $0.21 | ||
| Q2 24 | $0.21 | $0.20 | ||
| Q1 24 | $0.20 | $0.17 |
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 | $65.3M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $979.3M | $293.0M |
| 总资产 | $1.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 3.51× |
8季度趋势，按日历期对齐
现金及短期投资DOCSVRRM
| Q4 25 | $64.8M | $65.3M | ||
| Q3 25 | $169.2M | $196.1M | ||
| Q2 25 | $137.3M | $147.7M | ||
| Q1 25 | $209.6M | $108.5M | ||
| Q4 24 | $165.3M | $77.6M | ||
| Q3 24 | $184.2M | $206.1M | ||
| Q2 24 | $111.4M | $122.0M | ||
| Q1 24 | $96.8M | $149.5M |
总债务DOCSVRRM
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益DOCSVRRM
| Q4 25 | $979.3M | $293.0M | ||
| Q3 25 | $1.1B | $403.1M | ||
| Q2 25 | $1.0B | $352.1M | ||
| Q1 25 | $1.1B | $299.6M | ||
| Q4 24 | $1.0B | $265.1M | ||
| Q3 24 | $961.2M | $486.5M | ||
| Q2 24 | $913.6M | $438.6M | ||
| Q1 24 | $901.4M | $449.0M |
总资产DOCSVRRM
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $1.8B |
负债/权益比DOCSVRRM
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× | ||
| Q1 24 | — | 2.31× |
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 | $40.0M |
| 自由现金流经营现金流 - 资本支出 | — | $5.7M |
| 自由现金流率自由现金流/营收 | — | 2.2% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $136.7M |
8季度趋势，按日历期对齐
经营现金流DOCSVRRM
| Q4 25 | $60.9M | $40.0M | ||
| Q3 25 | $93.9M | $77.7M | ||
| Q2 25 | $62.1M | $75.1M | ||
| Q1 25 | $98.5M | $63.0M | ||
| Q4 24 | $65.2M | $40.5M | ||
| Q3 24 | $68.3M | $108.8M | ||
| Q2 24 | $41.2M | $40.0M | ||
| Q1 24 | $63.9M | $34.3M |
自由现金流DOCSVRRM
| Q4 25 | — | $5.7M | ||
| Q3 25 | — | $49.0M | ||
| Q2 25 | — | $40.3M | ||
| Q1 25 | — | $41.7M | ||
| Q4 24 | — | $21.6M | ||
| Q3 24 | — | $85.1M | ||
| Q2 24 | — | $26.0M | ||
| Q1 24 | — | $20.1M |
自由现金流率DOCSVRRM
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 18.7% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 9.6% |
资本支出强度DOCSVRRM
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | 0.0% | 9.5% | ||
| Q4 24 | 0.0% | 8.5% | ||
| Q3 24 | 0.0% | 10.5% | ||
| Q2 24 | 0.0% | 6.3% | ||
| Q1 24 | 0.0% | 6.8% |
现金转化率DOCSVRRM
| Q4 25 | 0.99× | 2.12× | ||
| Q3 25 | 1.51× | 1.66× | ||
| Q2 25 | 1.16× | 1.95× | ||
| Q1 25 | 1.58× | 1.95× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 3.13× | ||
| Q2 24 | 1.00× | 1.17× | ||
| Q1 24 | 1.57× | 1.18× |
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% |
VRRM
| Services | $239.5M | 93% |
| CA | $8.4M | 3% |
| GB | $5.7M | 2% |
| Other Customer | $1.6M | 1% |
| Parking Solutions | $1.1M | 0% |
