Professional
Added to YB: 2024-03-01
Pitch date: 2024-03-01
DOCS [bullish]
Doximity, Inc.
-13.75%
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
$4.7B
Pitch Price
$28.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.99
P/E
21.30
EV/Sales
6.20
Sector
Health Care Technology
Category
turnaround
(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)