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Side-by-side financial comparison of Traeger, Inc. (COOK) and Doximity, Inc. (DOCS). Click either name above to swap in a different company.

Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $145.4M, roughly 1.3× Traeger, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs -11.8%, a 45.1% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -13.8%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 0.2%).

Traeger, Inc. designs, manufactures, and sells premium wood pellet grills, related accessories, and wood pellet fuel for outdoor cooking users. It primarily operates in North America, Europe, and Australia, serving residential consumers and commercial food service clients via retail partners and direct-to-consumer channels.

Doximity is an online networking service for medical professionals. Launched in 2010, the platform offers its members curated medical news, telehealth tools, and case collaboration.

COOK vs DOCS — Head-to-Head

Bigger by revenue
DOCS
DOCS
1.3× larger
DOCS
$185.1M
$145.4M
COOK
Growing faster (revenue YoY)
DOCS
DOCS
+23.6% gap
DOCS
9.8%
-13.8%
COOK
Higher net margin
DOCS
DOCS
45.1% more per $
DOCS
33.3%
-11.8%
COOK
Faster 2-yr revenue CAGR
DOCS
DOCS
Annualised
DOCS
25.2%
0.2%
COOK

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
COOK
COOK
DOCS
DOCS
Revenue
$145.4M
$185.1M
Net Profit
$-17.2M
$61.6M
Gross Margin
37.4%
89.9%
Operating Margin
-8.0%
38.9%
Net Margin
-11.8%
33.3%
Revenue YoY
-13.8%
9.8%
Net Profit YoY
-147.2%
-18.1%
EPS (diluted)
$-0.13
$0.31

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
COOK
COOK
DOCS
DOCS
Q4 25
$145.4M
$185.1M
Q3 25
$125.4M
$168.5M
Q2 25
$145.5M
$145.9M
Q1 25
$143.3M
$138.3M
Q4 24
$168.6M
$168.6M
Q3 24
$122.0M
$136.8M
Q2 24
$168.5M
$126.7M
Q1 24
$144.9M
$118.1M
Net Profit
COOK
COOK
DOCS
DOCS
Q4 25
$-17.2M
$61.6M
Q3 25
$-89.8M
$62.1M
Q2 25
$-7.4M
$53.3M
Q1 25
$-778.0K
$62.5M
Q4 24
$-7.0M
$75.2M
Q3 24
$-19.8M
$44.2M
Q2 24
$-2.6M
$41.4M
Q1 24
$-4.7M
$40.6M
Gross Margin
COOK
COOK
DOCS
DOCS
Q4 25
37.4%
89.9%
Q3 25
38.7%
90.3%
Q2 25
39.2%
89.2%
Q1 25
41.5%
89.5%
Q4 24
40.9%
91.6%
Q3 24
42.3%
90.0%
Q2 24
42.9%
89.3%
Q1 24
43.2%
89.4%
Operating Margin
COOK
COOK
DOCS
DOCS
Q4 25
-8.0%
38.9%
Q3 25
-66.5%
37.8%
Q2 25
-4.2%
37.4%
Q1 25
2.4%
35.2%
Q4 24
-0.1%
47.4%
Q3 24
-6.1%
38.8%
Q2 24
2.8%
36.4%
Q1 24
-0.1%
35.5%
Net Margin
COOK
COOK
DOCS
DOCS
Q4 25
-11.8%
33.3%
Q3 25
-71.6%
36.8%
Q2 25
-5.1%
36.5%
Q1 25
-0.5%
45.2%
Q4 24
-4.1%
44.6%
Q3 24
-16.2%
32.3%
Q2 24
-1.5%
32.7%
Q1 24
-3.2%
34.4%
EPS (diluted)
COOK
COOK
DOCS
DOCS
Q4 25
$-0.13
$0.31
Q3 25
$-0.67
$0.31
Q2 25
$-0.06
$0.27
Q1 25
$-0.01
$0.31
Q4 24
$-0.06
$0.37
Q3 24
$-0.15
$0.22
Q2 24
$-0.02
$0.21
Q1 24
$-0.04
$0.20

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
COOK
COOK
DOCS
DOCS
Cash + ST InvestmentsLiquidity on hand
$19.6M
$64.8M
Total DebtLower is stronger
$403.3M
Stockholders' EquityBook value
$170.8M
$979.3M
Total Assets
$676.0M
$1.2B
Debt / EquityLower = less leverage
2.36×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
COOK
COOK
DOCS
DOCS
Q4 25
$19.6M
$64.8M
Q3 25
$5.9M
$169.2M
Q2 25
$10.3M
$137.3M
Q1 25
$12.0M
$209.6M
Q4 24
$15.0M
$165.3M
Q3 24
$16.9M
$184.2M
Q2 24
$18.0M
$111.4M
Q1 24
$23.6M
$96.8M
Total Debt
COOK
COOK
DOCS
DOCS
Q4 25
$403.3M
Q3 25
Q2 25
Q1 25
Q4 24
$403.6M
Q3 24
Q2 24
Q1 24
Stockholders' Equity
COOK
COOK
DOCS
DOCS
Q4 25
$170.8M
$979.3M
Q3 25
$186.1M
$1.1B
Q2 25
$274.2M
$1.0B
Q1 25
$279.6M
$1.1B
Q4 24
$276.4M
$1.0B
Q3 24
$279.8M
$961.2M
Q2 24
$297.3M
$913.6M
Q1 24
$294.6M
$901.4M
Total Assets
COOK
COOK
DOCS
DOCS
Q4 25
$676.0M
$1.2B
Q3 25
$689.6M
$1.3B
Q2 25
$780.6M
$1.2B
Q1 25
$825.6M
$1.3B
Q4 24
$830.7M
$1.2B
Q3 24
$818.1M
$1.1B
Q2 24
$842.4M
$1.1B
Q1 24
$862.1M
$1.1B
Debt / Equity
COOK
COOK
DOCS
DOCS
Q4 25
2.36×
Q3 25
Q2 25
Q1 25
Q4 24
1.46×
Q3 24
Q2 24
Q1 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
COOK
COOK
DOCS
DOCS
Operating Cash FlowLast quarter
$15.5M
$60.9M
Free Cash FlowOCF − Capex
$14.2M
FCF MarginFCF / Revenue
9.8%
Capex IntensityCapex / Revenue
0.9%
Cash ConversionOCF / Net Profit
0.99×
TTM Free Cash FlowTrailing 4 quarters
$13.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
COOK
COOK
DOCS
DOCS
Q4 25
$15.5M
$60.9M
Q3 25
$7.6M
$93.9M
Q2 25
$18.3M
$62.1M
Q1 25
$-20.8M
$98.5M
Q4 24
$7.5M
$65.2M
Q3 24
$15.1M
$68.3M
Q2 24
$13.9M
$41.2M
Q1 24
$-12.6M
$63.9M
Free Cash Flow
COOK
COOK
DOCS
DOCS
Q4 25
$14.2M
Q3 25
$6.4M
Q2 25
$15.7M
Q1 25
$-22.7M
Q4 24
$5.5M
Q3 24
$12.8M
Q2 24
$11.8M
Q1 24
$-18.3M
FCF Margin
COOK
COOK
DOCS
DOCS
Q4 25
9.8%
Q3 25
5.1%
Q2 25
10.8%
Q1 25
-15.8%
Q4 24
3.3%
Q3 24
10.5%
Q2 24
7.0%
Q1 24
-12.6%
Capex Intensity
COOK
COOK
DOCS
DOCS
Q4 25
0.9%
Q3 25
0.9%
Q2 25
1.8%
Q1 25
1.3%
0.0%
Q4 24
1.2%
0.0%
Q3 24
1.9%
0.0%
Q2 24
1.2%
0.0%
Q1 24
3.9%
0.0%
Cash Conversion
COOK
COOK
DOCS
DOCS
Q4 25
0.99×
Q3 25
1.51×
Q2 25
1.16×
Q1 25
1.58×
Q4 24
0.87×
Q3 24
1.55×
Q2 24
1.00×
Q1 24
1.57×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

COOK
COOK

Grills$60.6M42%
Accessories$49.2M34%
Consumables$35.5M24%

DOCS
DOCS

Subscription$175.4M95%
Service Other$9.7M5%

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