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Doximity, Inc.（DOCS）与Xometry, Inc.（XMTR）财务数据对比。点击上方公司名可切换其他公司
Xometry, Inc.的季度营收约是Doximity, Inc.的1.0倍（$192.4M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -4.5%，领先37.8%），Xometry, Inc.同比增速更快（29.5% vs 9.8%），过去两年Xometry, Inc.的营收复合增速更高（25.2% vs 25.2%）
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。
Xometry是一家按需制造零部件采购线上平台，服务覆盖原型研发到规模化生产的全流程需求，为各行业客户高效匹配制造产能，简化定制零部件的采购流程，助力企业缩短产品落地周期。
DOCS vs XMTR — 直观对比
营收规模更大
XMTR
是对方的1.0倍
$185.1M
营收增速更快
XMTR
高出19.8%
9.8%
净利率更高
DOCS
高出37.8%
-4.5%
两年增速更快
XMTR
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $192.4M |
| 净利润 | $61.6M | $-8.6M |
| 毛利率 | 89.9% | 39.1% |
| 营业利润率 | 38.9% | -4.6% |
| 净利率 | 33.3% | -4.5% |
| 营收同比 | 9.8% | 29.5% |
| 净利润同比 | -18.1% | 12.7% |
| 每股收益（稀释后） | $0.31 | — |
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DOCSXMTR
| Q4 25 | $185.1M | $192.4M | ||
| Q3 25 | $168.5M | $180.7M | ||
| Q2 25 | $145.9M | $162.5M | ||
| Q1 25 | $138.3M | $151.0M | ||
| Q4 24 | $168.6M | $148.5M | ||
| Q3 24 | $136.8M | $141.7M | ||
| Q2 24 | $126.7M | $132.6M | ||
| Q1 24 | $118.1M | $122.7M |
净利润DOCSXMTR
| Q4 25 | $61.6M | $-8.6M | ||
| Q3 25 | $62.1M | $-11.6M | ||
| Q2 25 | $53.3M | $-26.4M | ||
| Q1 25 | $62.5M | $-15.1M | ||
| Q4 24 | $75.2M | $-9.9M | ||
| Q3 24 | $44.2M | $-10.2M | ||
| Q2 24 | $41.4M | $-13.7M | ||
| Q1 24 | $40.6M | $-16.6M |
毛利率DOCSXMTR
| Q4 25 | 89.9% | 39.1% | ||
| Q3 25 | 90.3% | 39.9% | ||
| Q2 25 | 89.2% | 40.1% | ||
| Q1 25 | 89.5% | 37.3% | ||
| Q4 24 | 91.6% | 39.7% | ||
| Q3 24 | 90.0% | 39.4% | ||
| Q2 24 | 89.3% | 39.9% | ||
| Q1 24 | 89.4% | 39.0% |
营业利润率DOCSXMTR
| Q4 25 | 38.9% | -4.6% | ||
| Q3 25 | 37.8% | -6.1% | ||
| Q2 25 | 37.4% | -6.3% | ||
| Q1 25 | 35.2% | -10.2% | ||
| Q4 24 | 47.4% | -7.8% | ||
| Q3 24 | 38.8% | -8.1% | ||
| Q2 24 | 36.4% | -11.5% | ||
| Q1 24 | 35.5% | -14.6% |
净利率DOCSXMTR
| Q4 25 | 33.3% | -4.5% | ||
| Q3 25 | 36.8% | -6.4% | ||
| Q2 25 | 36.5% | -16.3% | ||
| Q1 25 | 45.2% | -10.0% | ||
| Q4 24 | 44.6% | -6.7% | ||
| Q3 24 | 32.3% | -7.2% | ||
| Q2 24 | 32.7% | -10.3% | ||
| Q1 24 | 34.4% | -13.5% |
每股收益（稀释后）DOCSXMTR
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.20 | — |
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 | $219.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $275.6M |
| 总资产 | $1.2B | $703.7M |
| 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DOCSXMTR
| Q4 25 | $64.8M | $219.1M | ||
| Q3 25 | $169.2M | $224.5M | ||
| Q2 25 | $137.3M | $225.8M | ||
| Q1 25 | $209.6M | $231.4M | ||
| Q4 24 | $165.3M | $239.8M | ||
| Q3 24 | $184.2M | $234.0M | ||
| Q2 24 | $111.4M | $240.9M | ||
| Q1 24 | $96.8M | $253.8M |
股东权益DOCSXMTR
| Q4 25 | $979.3M | $275.6M | ||
| Q3 25 | $1.1B | $272.0M | ||
| Q2 25 | $1.0B | $270.4M | ||
| Q1 25 | $1.1B | $309.9M | ||
| Q4 24 | $1.0B | $314.5M | ||
| Q3 24 | $961.2M | $315.2M | ||
| Q2 24 | $913.6M | $315.8M | ||
| Q1 24 | $901.4M | $320.4M |
总资产DOCSXMTR
| Q4 25 | $1.2B | $703.7M | ||
| Q3 25 | $1.3B | $698.9M | ||
| Q2 25 | $1.2B | $687.0M | ||
| Q1 25 | $1.3B | $690.1M | ||
| Q4 24 | $1.2B | $680.1M | ||
| Q3 24 | $1.1B | $678.2M | ||
| Q2 24 | $1.1B | $678.6M | ||
| Q1 24 | $1.1B | $692.5M |
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 | $4.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.9M |
| 自由现金流率自由现金流/营收 | — | -3.0% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 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 | — | $-24.1M |
8季度趋势，按日历期对齐
经营现金流DOCSXMTR
| Q4 25 | $60.9M | $4.4M | ||
| Q3 25 | $93.9M | $5.8M | ||
| Q2 25 | $62.1M | $-427.0K | ||
| Q1 25 | $98.5M | $-3.7M | ||
| Q4 24 | $65.2M | $9.1M | ||
| Q3 24 | $68.3M | $-3.6M | ||
| Q2 24 | $41.2M | $-9.1M | ||
| Q1 24 | $63.9M | $-11.7M |
自由现金流DOCSXMTR
| Q4 25 | — | $-5.9M | ||
| Q3 25 | — | $-1.7M | ||
| Q2 25 | — | $-7.4M | ||
| Q1 25 | — | $-9.2M | ||
| Q4 24 | — | $4.5M | ||
| Q3 24 | — | $-8.4M | ||
| Q2 24 | — | $-13.5M | ||
| Q1 24 | — | $-16.1M |
自由现金流率DOCSXMTR
| Q4 25 | — | -3.0% | ||
| Q3 25 | — | -0.9% | ||
| Q2 25 | — | -4.5% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | -6.0% | ||
| Q2 24 | — | -10.2% | ||
| Q1 24 | — | -13.1% |
资本支出强度DOCSXMTR
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | 0.0% | 3.6% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 0.0% | 3.4% | ||
| Q2 24 | 0.0% | 3.3% | ||
| Q1 24 | 0.0% | 3.5% |
现金转化率DOCSXMTR
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| 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% |
XMTR
| US | $159.1M | 83% |
| Non Us | $33.3M | 17% |
