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Doximity, Inc.

Doximity, Inc.

NYSE•DOCS
CEO: Mr. Jeffrey A. Tangney
セクター: Healthcare
業種: Medical - Healthcare Information Services
上場日: 2021-06-24
Doximity, Inc. operates a cloud-based digital platform for medical professionals in the United States. The company's 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. It primarily serves physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, and healthcare systems. The company was formerly known as 3MD Communications, Inc. and changed its name to Doximity, Inc. in June 2010. Doximity, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
連絡先情報
500 3rd Street, Suite 510, San Francisco, CA, 94107, United States
650-549-4330
www.doximity.com
時価総額
$4.70B
PER (TTM)
19.6
27.3
配当利回り
--
52週高値
$79.97
52週安値
$23.66
52週レンジ
2%
順位22Top 8.4%
5.9
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
堅調 • 5.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2026 データ

売上高

$185.05M+0.00%
直近4四半期の推移

EPS

$0.33+0.00%
直近4四半期の推移

フリーCF

$62.86M+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Subscription revenue grew 16% to $499.5M for nine months ended December 31, 2025; driven by new customers.
Adjusted EBITDA Strong Adjusted EBITDA reached $292.0M for nine months, marking nearly 20% growth over prior period results.
Solid Net Income Performance Net income totaled $176.9M for nine months, an increase of $16.2M compared to the prior year.
Strong Liquidity Position Total cash and marketable securities stand at $735.1M as of December 31, 2025, supporting operations.

リスク要因

Securities Lawsuit Settlement Recognized $31M liability for securities lawsuit settlement; derivative lawsuits remain outstanding with uncertain outcomes.
Revenue Retention Rate Decline Net revenue retention rate decreased to 112% as of December 31, 2025, down from 117% last year.
Increased Operating Expenses R&D expenses surged 54% for the quarter due to stock compensation and increases in average headcount.
Contingent Earn-out Liability Contingent earn-out liability decreased to $5.8M, but changes in Level 3 inputs significantly impact fair value.

見通し

Pathway Acquisition Integration Completed Pathway Medical acquisition in July 2025 for $36.3M to enhance AI knowledge platform capabilities.
Share Repurchase Availability $83.0M remains authorized for Class A common stock repurchase under the existing $500M program.
Future Capital Requirements Future capital needs depend on growth, R&D spending, and potential future acquisitions; financing may be required.
R&D Investment Focus Expect R&D expenses to increase absolutely as engineering teams build new products and improve existing offerings.

同業比較

売上高 (TTM)

Universal Health Services, Inc.UHS
$16.99B
+10.2%
Viatris Inc.VTRS
$14.12B
-6.1%
Baxter International Inc.BAX
$11.24B
+5.7%

粗利益率 (最新四半期)

Neurocrine Biosciences, Inc.NBIX
97.8%
-0.5pp
Universal Health Services, Inc.UHS
90.8%
+0.6pp
Doximity, Inc.DOCS
89.9%
+0.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
EXAS$19.61B-19.8-40.4%43.0%
VTRS$18.16B-5.0-22.7%38.8%
COO$16.50B43.94.5%22.5%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
10.2%
安定成長
4四半期純利益CAGR
-0.5%
収益性の安定
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月13日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2026

    会計期末: 2025年12月31日|提出日: 2026年2月5日|
    売上高: $185.05M+0.0%
    |
    EPS: $0.33+0.0%
    予想を下回る

  • Form 10-Q - Q2 2026

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $168.53M+23.2%
    |
    EPS: $0.33+37.5%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $145.91M+15.2%
    |
    EPS: $0.28+27.3%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年5月20日|
    売上高: $570.40M+20.0%
    |
    EPS: $1.19+52.6%
    予想を上回る

  • Form 10-Q - Q3 2025

    会計期末: 2024年12月31日|提出日: 2025年2月6日|
    売上高: $168.60M+24.6%
    |
    EPS: $0.40+53.8%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $136.83M+20.4%
    |
    EPS: $0.24+50.0%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $126.68M+16.8%
    |
    EPS: $0.22+46.7%
    予想通り

  • Form 10-K - FY 2024

    会計期末: 2024年3月31日|提出日: 2024年5月23日|
    売上高: $475.42M+13.5%
    |
    EPS: $0.78+34.5%
    予想を上回る