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Doximity, Inc.（DOCS）与Zscaler, Inc.（ZS）财务数据对比。点击上方公司名可切换其他公司
Zscaler, Inc.的季度营收约是Doximity, Inc.的4.3倍（$788.1M vs $185.1M）。Doximity, Inc.净利率更高（33.3% vs -1.5%，领先34.7%）。Zscaler, Inc.同比增速更快（25.5% vs 9.8%）。过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 22.5%）
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。
Zscaler是总部位于美国加利福尼亚州圣何塞的云安全企业，专注提供云原生安全服务，为全球各行业企业的网络系统与数据资产提供全方位防护，助力企业在数字化运营过程中抵御各类安全风险，保障业务稳定开展。
DOCS vs ZS — 直观对比
营收规模更大
ZS
是对方的4.3倍
$185.1M
营收增速更快
ZS
高出15.7%
9.8%
净利率更高
DOCS
高出34.7%
-1.5%
两年增速更快
DOCS
近两年复合增速
22.5%
损益表 — Q3 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $788.1M |
| 净利润 | $61.6M | $-11.6M |
| 毛利率 | 89.9% | 76.6% |
| 营业利润率 | 38.9% | -4.6% |
| 净利率 | 33.3% | -1.5% |
| 营收同比 | 9.8% | 25.5% |
| 净利润同比 | -18.1% | 3.6% |
| 每股收益（稀释后） | $0.31 | $-0.07 |
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DOCSZS
| Q4 25 | $185.1M | $788.1M | ||
| Q3 25 | $168.5M | $719.2M | ||
| Q2 25 | $145.9M | $678.0M | ||
| Q1 25 | $138.3M | $647.9M | ||
| Q4 24 | $168.6M | $628.0M | ||
| Q3 24 | $136.8M | $592.9M | ||
| Q2 24 | $126.7M | $553.2M | ||
| Q1 24 | $118.1M | $525.0M |
净利润DOCSZS
| Q4 25 | $61.6M | $-11.6M | ||
| Q3 25 | $62.1M | $-17.6M | ||
| Q2 25 | $53.3M | $-4.1M | ||
| Q1 25 | $62.5M | $-7.7M | ||
| Q4 24 | $75.2M | $-12.1M | ||
| Q3 24 | $44.2M | $-14.9M | ||
| Q2 24 | $41.4M | $19.1M | ||
| Q1 24 | $40.6M | $-28.5M |
毛利率DOCSZS
| Q4 25 | 89.9% | 76.6% | ||
| Q3 25 | 90.3% | 76.1% | ||
| Q2 25 | 89.2% | 77.0% | ||
| Q1 25 | 89.5% | 77.1% | ||
| Q4 24 | 91.6% | 77.5% | ||
| Q3 24 | 90.0% | 78.0% | ||
| Q2 24 | 89.3% | 78.6% | ||
| Q1 24 | 89.4% | 77.7% |
营业利润率DOCSZS
| Q4 25 | 38.9% | -4.6% | ||
| Q3 25 | 37.8% | -4.5% | ||
| Q2 25 | 37.4% | -3.7% | ||
| Q1 25 | 35.2% | -6.2% | ||
| Q4 24 | 47.4% | -4.9% | ||
| Q3 24 | 38.8% | -4.5% | ||
| Q2 24 | 36.4% | -0.5% | ||
| Q1 24 | 35.5% | -8.7% |
净利率DOCSZS
| Q4 25 | 33.3% | -1.5% | ||
| Q3 25 | 36.8% | -2.4% | ||
| Q2 25 | 36.5% | -0.6% | ||
| Q1 25 | 45.2% | -1.2% | ||
| Q4 24 | 44.6% | -1.9% | ||
| Q3 24 | 32.3% | -2.5% | ||
| Q2 24 | 32.7% | 3.5% | ||
| Q1 24 | 34.4% | -5.4% |
每股收益（稀释后）DOCSZS
| Q4 25 | $0.31 | $-0.07 | ||
| Q3 25 | $0.31 | $-0.11 | ||
| Q2 25 | $0.27 | $-0.03 | ||
| Q1 25 | $0.31 | $-0.05 | ||
| Q4 24 | $0.37 | $-0.08 | ||
| Q3 24 | $0.22 | $-0.09 | ||
| Q2 24 | $0.21 | $0.12 | ||
| Q1 24 | $0.20 | $-0.19 |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $2.0B |
| 总资产 | $1.2B | $6.5B |
| 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DOCSZS
| Q4 25 | $64.8M | $1.3B | ||
| Q3 25 | $169.2M | $2.4B | ||
| Q2 25 | $137.3M | $2.0B | ||
| Q1 25 | $209.6M | $1.8B | ||
| Q4 24 | $165.3M | $1.6B | ||
| Q3 24 | $184.2M | $1.4B | ||
| Q2 24 | $111.4M | $1.3B | ||
| Q1 24 | $96.8M | $1.4B |
总债务DOCSZS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益DOCSZS
| Q4 25 | $979.3M | $2.0B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $961.2M | $1.3B | ||
| Q2 24 | $913.6M | $1.1B | ||
| Q1 24 | $901.4M | $958.9M |
总资产DOCSZS
| Q4 25 | $1.2B | $6.5B | ||
| Q3 25 | $1.3B | $6.4B | ||
| Q2 25 | $1.2B | $5.3B | ||
| Q1 25 | $1.3B | $5.0B | ||
| Q4 24 | $1.2B | $4.7B | ||
| Q3 24 | $1.1B | $4.7B | ||
| Q2 24 | $1.1B | $4.2B | ||
| Q1 24 | $1.1B | $3.9B |
负债/权益比DOCSZS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.80× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 1.19× |
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 | $448.3M |
| 自由现金流经营现金流 - 资本支出 | — | $431.0M |
| 自由现金流率自由现金流/营收 | — | 54.7% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 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 | — | $924.9M |
8季度趋势，按日历期对齐
经营现金流DOCSZS
| Q4 25 | $60.9M | $448.3M | ||
| Q3 25 | $93.9M | $250.6M | ||
| Q2 25 | $62.1M | $211.1M | ||
| Q1 25 | $98.5M | $179.4M | ||
| Q4 24 | $65.2M | $331.3M | ||
| Q3 24 | $68.3M | $203.6M | ||
| Q2 24 | $41.2M | $173.4M | ||
| Q1 24 | $63.9M | $142.1M |
自由现金流DOCSZS
| Q4 25 | — | $431.0M | ||
| Q3 25 | — | $190.6M | ||
| Q2 25 | — | $138.9M | ||
| Q1 25 | — | $164.4M | ||
| Q4 24 | — | $314.3M | ||
| Q3 24 | — | $154.2M | ||
| Q2 24 | — | $137.8M | ||
| Q1 24 | — | $111.2M |
自由现金流率DOCSZS
| Q4 25 | — | 54.7% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 25.4% | ||
| Q4 24 | — | 50.1% | ||
| Q3 24 | — | 26.0% | ||
| Q2 24 | — | 24.9% | ||
| Q1 24 | — | 21.2% |
资本支出强度DOCSZS
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | 0.0% | 2.3% | ||
| Q4 24 | 0.0% | 2.7% | ||
| Q3 24 | 0.0% | 8.3% | ||
| Q2 24 | 0.0% | 6.4% | ||
| Q1 24 | 0.0% | 5.9% |
现金转化率DOCSZS
| 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× | 9.07× | ||
| 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% |
ZS
暂无分部数据
