Added to YB: 2025-06-25
Pitch date: 2025-06-23
DOCS [bullish]
Doximity, Inc.
-61.04%
current return
Author Info
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Company Info
Doximity, Inc. operates a digital platform for medical professionals in the United States. Its Doximity platform includes a personalized newsfeed that presents clinical and professional content to members, which offers medical articles, clinical trials or research results in an easy-to-consume video format, professional updates and accomplishments of their peers and colleagues, clinical discussions, Op-Med articles for publication, and sponsored content from pharmaceutical manufacturers and health systems.
Market Cap
$3.7B
Pitch Price
$58.68
Price Target
75.00 (+228%)
Dividend
N/A
EV/EBITDA
12.86
P/E
20.67
EV/Sales
4.60
Sector
Health Care Technology
Category
growth
What Happens When a Healthcare Platform Thinks Like a Clinician - Doximity, Inc.
DOCS: Dominant medical network (80% US physicians), creates self-reinforcing advantage. 90% gross margins, 55% adj EBITDA, $267M FCF (+50% YoY). 119% net revenue retention (123% top clients). Monetizes via pharma/hospital marketing (10-13x ROI). Growth slowing to 10% for FY26 but AI monetization (DocsGPT) ramping. Risks: client concentration, AI execution. DCF values $65-75/share vs $56 current.
Read full article (18 min)