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Added to YB: 2024-03-01

Pitch date: 2024-03-01

DOCS [bullish]

Doximity, Inc.

-28.88%

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

$28.15

Price Target

N/A

Dividend

N/A

EV/EBITDA

12.86

P/E

20.67

EV/Sales

4.60

Sector

Health Care Technology

Category

turnaround

Show full summary:
(LSE:DOCS) Dr. Martens: Timeless Appeal

DOCS: UK boot brand down 80% from IPO on temporary operational/inventory issues + footwear cycle headwinds, now fixed. Strong brand w/ 13% Instagram engagement (2x competitors), higher NPS scores, multicultural appeal across genders. DTC shift from distributors driving operating leverage. FY25 est: £1B rev, 9% FCF margin, then 4-7% growth. Trading £0.92B vs £1.48B intrinsic value = 60% upside. Risks: fashion/recession.

Read full article (6 min)