Added to YB: 2024-04-02
Pitch date: 2024-04-01
DOCS [bearish]
Doximity, Inc.
-68.72%
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
$25.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.18
P/E
56.79
EV/Sales
19.69
Sector
Health Care Technology
Category
N/A
Doximity, Inc. - $DOCS
DOCS short: 1) Shrinking 3-6%/yr vs Street's dbl-digit growth est 2) Aggressive rev rec like CEO's last co 3) Likely big FY25 miss 4) CFO dismisses rev rec Qs 5) Low customer ROI 6) Declining user engagement 7) Limited ad space 8) LinkedIn now formidable competitor 9) Key mgmt departures 10) Inexperienced CFO concerning
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