Added to YB: 2024-09-30
Pitch date: 2024-09-27
DOCS [neutral]
Doximity, Inc.
-48.96%
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
$42.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.86
P/E
20.67
EV/Sales
4.60
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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