Added to YB: 2026-09-10
Pitch date: 2026-09-08
DOCS [neutral]
Doximity, Inc.
-0.7%
current return
Author Info
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Company Info
Doximity, Inc. operates a digital platform for medical professionals in the United States. Its Doximity platform includes a personalized newsfeed that presents clinical and professional content to members, which offers medical articles, clinical trials or research results in an easy-to-consume video format, professional updates and accomplishments of their peers and colleagues, clinical discussions, Op-Med articles for publication, and sponsored content from pharmaceutical manufacturers and health systems.
Market Cap
$4.7B
Pitch Price
$24.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.11
P/E
31.27
EV/Sales
6.13
Sector
Health Care Technology
Category
value
Sycamore Watchlist | 3 Small Caps in Deep Drawdowns - Doximity, Inc.
DOCS (monitor): Doximity’s network reaches more than 85% of U.S. physicians and remains highly cash generative, with a 50.6% FY2026 FCF margin, ~6.3% forward FCF yield, and $688M of cash and marketable securities with no debt. However, Q1 FY2027 revenue grew just 7%, full-year guidance calls for mid-single-digit growth, and Q1 FCF fell 34% year over year while stock-based compensation rose substantially. Watch whether workflow and AI products can reaccelerate growth.
Read full article (3 min)