Added to YB: 2025-06-25
Pitch date: 2025-06-23
DOCS [bullish]
Doximity, Inc.
-25.27%
current return
Author Info
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Company Info
Doximity, Inc. operates as a digital platform for medical professionals in the United States. Its platform provides its members with digital tools built for medicine, that enables its members to collaborate with colleagues, stay up to date with the latest medical news and research, manage their careers and on-call schedules, streamline documentation and administrative paperwork, and conduct virtual patient visits.
Market Cap
$12.4B
Pitch Price
$58.68
Price Target
75.00 (+71%)
Dividend
N/A
EV/EBITDA
47.18
P/E
56.79
EV/Sales
19.69
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)