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Doximity, Inc.（DOCS）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）财务数据对比。点击上方公司名可切换其他公司
VIRTUS INVESTMENT PARTNERS, INC.的季度营收约是Doximity, Inc.的1.1倍（$199.5M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 3.6%，领先29.7%），Doximity, Inc.同比增速更快（9.8% vs -4.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
DOCS vs VRTS — 直观对比
营收规模更大
VRTS
是对方的1.1倍
$185.1M
营收增速更快
DOCS
高出13.8%
-4.1%
净利率更高
DOCS
高出29.7%
3.6%
两年增速更快
DOCS
近两年复合增速
-5.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $199.5M |
| 净利润 | $61.6M | $7.1M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 7.7% |
| 净利率 | 33.3% | 3.6% |
| 营收同比 | 9.8% | -4.1% |
| 净利润同比 | -18.1% | -78.1% |
| 每股收益（稀释后） | $0.31 | $1.05 |
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DOCSVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $185.1M | $208.0M | ||
| Q3 25 | $168.5M | $216.4M | ||
| Q2 25 | $145.9M | $210.5M | ||
| Q1 25 | $138.3M | $217.9M | ||
| Q4 24 | $168.6M | $233.5M | ||
| Q3 24 | $136.8M | $227.0M | ||
| Q2 24 | $126.7M | $224.4M |
净利润DOCSVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $61.6M | $33.9M | ||
| Q3 25 | $62.1M | $31.3M | ||
| Q2 25 | $53.3M | $42.7M | ||
| Q1 25 | $62.5M | $28.1M | ||
| Q4 24 | $75.2M | $39.5M | ||
| Q3 24 | $44.2M | $49.1M | ||
| Q2 24 | $41.4M | $26.0M |
毛利率DOCSVRTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DOCSVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 38.9% | 19.1% | ||
| Q3 25 | 37.8% | 21.7% | ||
| Q2 25 | 37.4% | 21.5% | ||
| Q1 25 | 35.2% | 16.8% | ||
| Q4 24 | 47.4% | 21.7% | ||
| Q3 24 | 38.8% | 24.3% | ||
| Q2 24 | 36.4% | 19.7% |
净利率DOCSVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 33.3% | 16.3% | ||
| Q3 25 | 36.8% | 14.5% | ||
| Q2 25 | 36.5% | 20.3% | ||
| Q1 25 | 45.2% | 12.9% | ||
| Q4 24 | 44.6% | 16.9% | ||
| Q3 24 | 32.3% | 21.6% | ||
| Q2 24 | 32.7% | 11.6% |
每股收益（稀释后）DOCSVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.31 | $5.15 | ||
| Q3 25 | $0.31 | $4.65 | ||
| Q2 25 | $0.27 | $6.12 | ||
| Q1 25 | $0.31 | $4.05 | ||
| Q4 24 | $0.37 | $4.65 | ||
| Q3 24 | $0.22 | $5.71 | ||
| Q2 24 | $0.21 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $93.6B |
| 总资产 | $1.2B | — |
| 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DOCSVRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $111.4M | — |
总债务DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益DOCSVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $979.3M | $934.0M | ||
| Q3 25 | $1.1B | $918.7M | ||
| Q2 25 | $1.0B | $896.4M | ||
| Q1 25 | $1.1B | $893.7M | ||
| Q4 24 | $1.0B | $897.5M | ||
| Q3 24 | $961.2M | $889.0M | ||
| Q2 24 | $913.6M | $868.7M |
总资产DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $4.3B | ||
| Q3 25 | $1.3B | $3.9B | ||
| Q2 25 | $1.2B | $3.7B | ||
| Q1 25 | $1.3B | $3.7B | ||
| Q4 24 | $1.2B | $4.0B | ||
| Q3 24 | $1.1B | $3.6B | ||
| Q2 24 | $1.1B | $3.6B |
负债/权益比DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 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× | — |
| 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DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $-67.2M | ||
| Q3 25 | $93.9M | $108.3M | ||
| Q2 25 | $62.1M | $75.8M | ||
| Q1 25 | $98.5M | $-3.8M | ||
| Q4 24 | $65.2M | $1.8M | ||
| Q3 24 | $68.3M | $69.1M | ||
| Q2 24 | $41.2M | $70.0M |
自由现金流DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $-74.1M | ||
| Q3 25 | — | $106.9M | ||
| Q2 25 | — | $74.2M | ||
| Q1 25 | — | $-6.8M | ||
| Q4 24 | — | $-3.8M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | — | $68.6M |
自由现金流率DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | -35.6% | ||
| Q3 25 | — | 49.4% | ||
| Q2 25 | — | 35.2% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | -1.6% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 30.6% |
资本支出强度DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | 0.0% | 1.4% | ||
| Q4 24 | 0.0% | 2.4% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | 0.0% | 0.6% |
现金转化率DOCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | -1.99× | ||
| Q3 25 | 1.51× | 3.45× | ||
| Q2 25 | 1.16× | 1.77× | ||
| Q1 25 | 1.58× | -0.13× | ||
| Q4 24 | 0.87× | 0.04× | ||
| Q3 24 | 1.55× | 1.41× | ||
| Q2 24 | 1.00× | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
