Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DOCS
HOLDDoximity, Inc. · Healthcare · United States · $3.7B · Avg Vol: $68M/d
COMPANY DESCRIPTION
Doximity, Inc. operates the largest digital platform for U.S. medical professionals, offering tools for collaboration, news, telehealth, and career opportunities. The company's network effect, with a vast majority of U.S. physicians as members, creates a powerful competitive moat, attracting both users and pharmaceutical advertisers. Doximity serves as a critical digital hub for physicians, providing a highly engaged audience for healthcare communication and marketing.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 343.5M | 419.1M | 475.4M | 570.4M | 644.9M | 17.0% | 644.9M | 670.3M | 712.4M | 5.1% |
| EPS | 0.82 | 0.58 | 0.78 | 1.19 | 1.05 | 6.4% | 0.99 | 0.99 | 1.10 | 2.4% |
| Shares | 192.4M | 193.9M | 186.6M | 188.9M | 183.1M | -4.9% | — | — | — | — |
| Debt | 1.1M | 15.6M | 14.5M | 12.4M | 10.2M | 74.9% | 10.2M | — | — | — |
| Equity | 878.6M | 966.1M | 901.4M | 1.1B | 950.8M | 2.0% | — | — | — | — |
| Op CF | 126.6M | 179.6M | 184.1M | 273.3M | 326.5M | 26.7% | 326.5M | — | — | — |
| Inv CF | -640.6M | -59.9M | 31.2M | -29.3M | 147.2M | — | — | — | — | — |
| Fin CF | 560.4M | -74.5M | -276.5M | -131.1M | -464.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of DOCS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DOCS | Doximity, Inc.(you) | $3.7B | 62 | HOLD |
| WAY | Waystar Holding Corp. | $4.3B | 65 | HOLD |
| PRVA | Privia Health Group, Inc. | $3.2B | 57 | HOLD |
| OMCL | Omnicell, Inc. | $1.9B | 66 | BUY |
| TXG | 10x Genomics, Inc. | $5.9B | 75 | BUY |
| OMDA | Omada Health, Inc. | $1.2B | 62 | HOLD |
| HNGE | Hinge Health, Inc. | $5.8B | 81 | STRONG BUY |
| CERT | Certara, Inc. | $1.2B | 55 | HOLD |
| TALK | Talkspace, Inc. | $873M | 64 | HOLD |
| TDOC | Teladoc Health, Inc. | $1.6B | 77 | BUY |
Peer medians: ROE -25.6% · P/E 27.7x · Gross margin 50.5%