Business Description

Doximity, Inc. operates a cloud-based digital platform and professional network tailored specifically for medical professionals in the United States. The company provides a suite of tools that enable physicians to collaborate with peers, conduct telehealth visits, manage patient care, and stay updated on medical news. It primarily generates revenue by offering marketing, hiring, and workflow solutions to pharmaceutical manufacturers, health systems, and medical recruiting firms.

Financial Statements

In thousands, USD
FY 2026FY 2025FY 2024FY 2023
Total Revenues644,863570,399475,422419,052
Cost of Sales70,32655,87450,66953,490
Gross Profit574,537514,525424,753365,562
Selling, General & Administrative Expenses228,915191,383170,956160,268
Research & Development Expenses130,70293,03881,98380,186
Other Operating Expenses2,3047,936
Operating Profit214,920227,800163,878125,108
Non-Operating Income35,08535,77421,3248,048
Total Non-Operating Income35,08535,77421,3248,048
Income Before Provision for Income Taxes250,005263,574185,202133,156
Provision for Income Taxes53,95440,38937,62020,338
Consolidated Net Income196,051223,185147,582112,818
Net Income Attributable to Common Shareholders196,051223,185147,582112,818
Basic EPS1.051.190.780.58
Diluted EPS0.981.110.720.53
Basic Weighted Average Shares Outstanding187,014186,841190,172193,176
Diluted Weighted Average Shares Outstanding199,048201,208205,734213,425
Shares Outstanding183,060188,875186,562193,941
FY 2026FY 2025FY 2024FY 2023
Cash and Cash Equivalents219,178209,61496,785158,027
Short-Term Investments529,423706,050666,115682,972
Total Cash and Cash Equivalents748,601915,664762,900840,999
Accounts Receivable144,783128,354101,332107,047
Total Trade Receivables144,783128,354101,332107,047
Other Current Assets50,88044,60248,70927,407
Total Current Assets944,2641,088,620912,941975,453
Net Property, Plant & Equipment25,22022,54224,65025,098
Net Intangible Assets35,32523,07227,31731,836
Goodwill84,97367,94067,94067,940
Other Long-Term Assets33,90562,13546,52636,561
Total Assets1,123,6871,264,3091,079,3741,136,888
Accounts Payable4,0091,3562,2531,272
Accrued Expenses42,80438,40543,70331,245
Current Portion of Leases2,1102,2112,1491,752
Unearned Revenue106,050114,28599,145105,238
Total Current Liabilities154,973156,257147,250139,507
Leases8,07510,18512,39713,885
Other Long-Term Liabilities9,80215,24218,33017,380
Total Long-Term Liabilities17,87725,42730,72731,265
Total Liabilities172,850181,684177,977170,772
Common Stock183189187194
Additional Paid-in Capital1,001,688894,225823,885762,150
Accumulated Other Comprehensive Income281,323(2,664)(14,083)
Retained Earnings(51,062)186,88879,989217,855
Total Common Shareholders' Equity950,8371,082,625901,397966,116
Total Shareholders' Equity950,8371,082,625901,397966,116
Total Liabilities and Shareholders' Equity1,123,6871,264,3091,079,3741,136,888
FY 2026FY 2025FY 2024FY 2023
Net Income196,051223,185147,582112,818
Depreciation & Amortization14,38310,65910,26510,283
Share-Based Compensation Expense121,62772,38651,07647,834
Other Adjustments40,096(8,868)(303)29,700
Changes in Trade Receivables(16,879)(27,206)3,993(26,242)
Changes in Accrued Expenses4,268(663)8,332(195)
Changes in Unearned Revenue(8,115)15,210(6,080)17,527
Changes in Other Operating Activities(24,973)(11,438)(30,769)(12,123)
Cash from Operating Activities326,458273,265184,096179,602
Capital Expenditure(147)(1,701)
Purchases of Intangible Assets(8,963)(6,525)(5,654)(4,483)
Purchases of Investments(389,159)(675,557)(472,867)(190,560)
Proceeds from Sale of Investments571,820652,784509,854190,321
Payments for Business Acquisitions(26,528)(53,500)
Cash from Investing Activities147,170(29,298)31,186(59,923)
Issuance of Common Shares13,67623,30116,33814,685
Repurchases of Common Shares(472,491)(147,478)(287,472)(89,146)
Net Issuance / (Repurchases) of Common Shares(458,815)(124,177)(271,134)(74,461)
Other Financing Activities(5,249)(6,961)(5,390)
Cash from Financing Activities(464,064)(131,138)(276,524)(74,461)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash9,564112,829(61,242)45,218

Key Metrics & Ratios

MetricValue
Market Cap$4.27B
P/E23.78x
P/S6.61x
EV/EBITDA15.38x
Return on Equity19.3%
Return on Invested Capital80.9%
Current Ratio6.09x
Free Cash Flow Margin50.6%

Margins

Gross margin
89.1%
Operating margin
33.3%
Net margin
30.4%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2027 $157M +7.3% 21.5% $34M
Q4 2026 $145M +5.1% 17.1% $25M
Q3 2026 $185M +9.8% 38.9% $72M
Q2 2026 $169M +23.2% 37.8% $64M
Q1 2026 $146M 37.4% $55M
Q4 2025 $138M 35.2% $49M
Q3 2025 $169M 47.4% $80M
Q2 2025 $137M 38.8% $53M

More on Doximity, Inc.

Figures compiled from public company filings.

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