Added to YB: 2024-09-30
Pitch date: 2024-09-27
DOCS [neutral]
Doximity, Inc.
+2.38%
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
$42.83
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
I like this Health-Tech stock - Doximity
DOCS (waiting for 20-30% pullback): 80% US doctors on platform. 95% subscription rev, 114% net retention. 26.6% 3yr rev CAGR. Strong financials: 38% op margin, 48% ROIC, 0 debt. TAM $18.5B. Risks: MSFT competition, hiring segment decline. 29% rev growth needed for 100% upside. Attractive on 20-30% pullback.
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