Added to YB: 2025-08-28
Pitch date: 2025-08-26
DOCS [neutral]
Doximity, Inc.
-34.36%
current return
Author Info
The Financial Pen is a finance industry veteran hunting mispriced quality. They investigate misunderstood opportunities, spotlight overlooked bets, and deploy capital across U.S. and pan-Asian markets. Sign up for the newsletter.
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
$66.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.18
P/E
56.79
EV/Sales
19.69
Sector
Health Care Technology
Category
growth
Earnings Notes (Aug 2025) - Doximity, Inc.
DOCS (earnings update): Q1 revs +15% to $146M, NI $53M, FCF up 50%+, 55% EBITDA margin, $841M cash. NRR 118%, $500K+ clients growing. Free AI tools (Scribe, Pathway) driving 75%+ weekly engagement. Risk: free tools delay monetization, rising stock comp. Rare profitable network expanding from marketing to medical infrastructure.
Read full article (1 min)