Added to YB: 2024-04-02
Pitch date: 2024-04-01
DOCS [bearish]
Doximity, Inc.
+12.04%
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
$3.7B
Pitch Price
$25.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.86
P/E
20.67
EV/Sales
4.60
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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