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Doximity, Inc.（DOCS）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是Doximity, Inc.的1.8倍（$340.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -12.9%，领先46.2%），Doximity, Inc.同比增速更快（9.8% vs -0.4%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 22.1%）
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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
DOCS vs WD — 直观对比
营收规模更大
WD
是对方的1.8倍
$185.1M
营收增速更快
DOCS
高出10.2%
-0.4%
净利率更高
DOCS
高出46.2%
-12.9%
两年增速更快
DOCS
近两年复合增速
22.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $340.0M |
| 净利润 | $61.6M | $-13.9M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -17.2% |
| 净利率 | 33.3% | -12.9% |
| 营收同比 | 9.8% | -0.4% |
| 净利润同比 | -18.1% | -131.0% |
| 每股收益（稀释后） | $0.31 | $-0.41 |
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DOCSWD
| Q4 25 | $185.1M | $340.0M | ||
| Q3 25 | $168.5M | $337.7M | ||
| Q2 25 | $145.9M | $319.2M | ||
| Q1 25 | $138.3M | $237.4M | ||
| Q4 24 | $168.6M | $341.5M | ||
| Q3 24 | $136.8M | $292.3M | ||
| Q2 24 | $126.7M | $270.7M | ||
| Q1 24 | $118.1M | $228.1M |
净利润DOCSWD
| Q4 25 | $61.6M | $-13.9M | ||
| Q3 25 | $62.1M | $33.5M | ||
| Q2 25 | $53.3M | $34.0M | ||
| Q1 25 | $62.5M | $2.8M | ||
| Q4 24 | $75.2M | $44.8M | ||
| Q3 24 | $44.2M | $28.8M | ||
| Q2 24 | $41.4M | $22.7M | ||
| Q1 24 | $40.6M | $11.9M |
毛利率DOCSWD
| 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DOCSWD
| Q4 25 | 38.9% | -17.2% | ||
| Q3 25 | 37.8% | 13.6% | ||
| Q2 25 | 37.4% | 14.5% | ||
| Q1 25 | 35.2% | 2.2% | ||
| Q4 24 | 47.4% | 15.3% | ||
| Q3 24 | 38.8% | 12.8% | ||
| Q2 24 | 36.4% | 10.4% | ||
| Q1 24 | 35.5% | 6.0% |
净利率DOCSWD
| Q4 25 | 33.3% | -12.9% | ||
| Q3 25 | 36.8% | 9.9% | ||
| Q2 25 | 36.5% | 10.6% | ||
| Q1 25 | 45.2% | 1.2% | ||
| Q4 24 | 44.6% | 13.1% | ||
| Q3 24 | 32.3% | 9.9% | ||
| Q2 24 | 32.7% | 8.4% | ||
| Q1 24 | 34.4% | 5.2% |
每股收益（稀释后）DOCSWD
| Q4 25 | $0.31 | $-0.41 | ||
| Q3 25 | $0.31 | $0.98 | ||
| Q2 25 | $0.27 | $0.99 | ||
| Q1 25 | $0.31 | $0.08 | ||
| Q4 24 | $0.37 | $1.32 | ||
| Q3 24 | $0.22 | $0.85 | ||
| Q2 24 | $0.21 | $0.67 | ||
| Q1 24 | $0.20 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.7B |
| 总资产 | $1.2B | $5.1B |
| 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DOCSWD
| Q4 25 | $64.8M | $299.3M | ||
| Q3 25 | $169.2M | $274.8M | ||
| Q2 25 | $137.3M | $233.7M | ||
| Q1 25 | $209.6M | $181.0M | ||
| Q4 24 | $165.3M | $279.3M | ||
| Q3 24 | $184.2M | $179.8M | ||
| Q2 24 | $111.4M | $208.1M | ||
| Q1 24 | $96.8M | $216.5M |
股东权益DOCSWD
| Q4 25 | $979.3M | $1.7B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $961.2M | $1.7B | ||
| Q2 24 | $913.6M | $1.7B | ||
| Q1 24 | $901.4M | $1.7B |
总资产DOCSWD
| Q4 25 | $1.2B | $5.1B | ||
| Q3 25 | $1.3B | $5.8B | ||
| Q2 25 | $1.2B | $4.7B | ||
| Q1 25 | $1.3B | $4.5B | ||
| Q4 24 | $1.2B | $4.4B | ||
| Q3 24 | $1.1B | $4.6B | ||
| Q2 24 | $1.1B | $4.2B | ||
| Q1 24 | $1.1B | $3.8B |
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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-680.1M |
| 自由现金流率自由现金流/营收 | — | -200.0% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 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 | — | $-2.2B |
8季度趋势，按日历期对齐
经营现金流DOCSWD
| Q4 25 | $60.9M | $-664.3M | ||
| Q3 25 | $93.9M | $-948.1M | ||
| Q2 25 | $62.1M | $-238.5M | ||
| Q1 25 | $98.5M | $-281.1M | ||
| Q4 24 | $65.2M | $129.4M | ||
| Q3 24 | $68.3M | $-202.0M | ||
| Q2 24 | $41.2M | $-237.8M | ||
| Q1 24 | $63.9M | $38.4M |
自由现金流DOCSWD
| Q4 25 | — | $-680.1M | ||
| Q3 25 | — | $-950.4M | ||
| Q2 25 | — | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | — | $-241.7M | ||
| Q1 24 | — | $35.2M |
自由现金流率DOCSWD
| Q4 25 | — | -200.0% | ||
| Q3 25 | — | -281.5% | ||
| Q2 25 | — | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | — | -89.3% | ||
| Q1 24 | — | 15.4% |
资本支出强度DOCSWD
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | 0.0% | 1.5% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 0.0% | 0.7% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.0% | 1.4% |
现金转化率DOCSWD
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | -28.34× | ||
| Q2 25 | 1.16× | -7.02× | ||
| Q1 25 | 1.58× | -102.07× | ||
| Q4 24 | 0.87× | 2.89× | ||
| Q3 24 | 1.55× | -7.01× | ||
| Q2 24 | 1.00× | -10.49× | ||
| Q1 24 | 1.57× | 3.24× |
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% |
WD
暂无分部数据
