Finanzas de Doximity Inc (DOCS)DOCSDoximity Inc

Doximity, Inc. (DOCS) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Subscription, accounting for 93.4% of total sales, equivalent to $146.30M. Another important revenue stream is Other. Understanding this composition is critical for investors evaluating how DOCS navigates market cycles within the Software industry.

Evaluating the bottom line, Doximity, Inc. maintains a gross margin of 84.87%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 21.54%, while the net margin is 15.53%. These profitability ratios, combined with a Return on Equity (ROE) of 17.21%, provide a clear picture of how effectively DOCS converts its operational activities into shareholder value.

In the context of the broader market, DOCS competes directly with industry leaders such as NIQ and NYAX. With a market capitalization of $5.45B, it holds a significant position in the sector. When comparing efficiency, DOCS's gross margin of 84.87% stands against NIQ's 41.59% and NYAX's 43.55%. Such benchmarking helps identify whether Doximity, Inc. is trading at a premium or discount relative to its financial performance.

Doximity's gross margin is strong at 89.89% for Q3 2026, but net income has significantly decreased to $19.11 million in Q4 2026, down from $61.56 million in Q3 2026, indicating potential profitability issues. The company has also seen a year-to-date decline of 28.46%.