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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Doximity, Inc. (DOCS). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $185.1M, roughly 1.3× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 4.4%, a 28.9% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 9.8%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 5.1%).
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.
CSW vs DOCS — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $185.1M |
| Net Profit | $10.3M | $61.6M |
| Gross Margin | 39.7% | 89.9% |
| Operating Margin | 7.4% | 38.9% |
| Net Margin | 4.4% | 33.3% |
| Revenue YoY | 20.3% | 9.8% |
| Net Profit YoY | -61.9% | -18.1% |
| EPS (diluted) | $0.62 | $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.
| Q4 25 | $233.0M | $185.1M | ||
| Q3 25 | $277.0M | $168.5M | ||
| Q2 25 | $263.6M | $145.9M | ||
| Q1 25 | $230.5M | $138.3M | ||
| Q4 24 | $193.6M | $168.6M | ||
| Q3 24 | $227.9M | $136.8M | ||
| Q2 24 | $226.2M | $126.7M | ||
| Q1 24 | $210.9M | $118.1M |
| Q4 25 | $10.3M | $61.6M | ||
| Q3 25 | $40.7M | $62.1M | ||
| Q2 25 | $40.9M | $53.3M | ||
| Q1 25 | $35.1M | $62.5M | ||
| Q4 24 | $26.9M | $75.2M | ||
| Q3 24 | $36.1M | $44.2M | ||
| Q2 24 | $38.6M | $41.4M | ||
| Q1 24 | $31.8M | $40.6M |
| Q4 25 | 39.7% | 89.9% | ||
| Q3 25 | 43.0% | 90.3% | ||
| Q2 25 | 43.8% | 89.2% | ||
| Q1 25 | 44.2% | 89.5% | ||
| Q4 24 | 41.4% | 91.6% | ||
| Q3 24 | 45.6% | 90.0% | ||
| Q2 24 | 47.5% | 89.3% | ||
| Q1 24 | 44.4% | 89.4% |
| Q4 25 | 7.4% | 38.9% | ||
| Q3 25 | 20.5% | 37.8% | ||
| Q2 25 | 20.8% | 37.4% | ||
| Q1 25 | 19.5% | 35.2% | ||
| Q4 24 | 15.3% | 47.4% | ||
| Q3 24 | 22.6% | 38.8% | ||
| Q2 24 | 24.3% | 36.4% | ||
| Q1 24 | 21.0% | 35.5% |
| Q4 25 | 4.4% | 33.3% | ||
| Q3 25 | 14.7% | 36.8% | ||
| Q2 25 | 15.5% | 36.5% | ||
| Q1 25 | 15.2% | 45.2% | ||
| Q4 24 | 13.9% | 44.6% | ||
| Q3 24 | 15.8% | 32.3% | ||
| Q2 24 | 17.1% | 32.7% | ||
| Q1 24 | 15.1% | 34.4% |
| Q4 25 | $0.62 | $0.31 | ||
| Q3 25 | $2.41 | $0.31 | ||
| Q2 25 | $2.43 | $0.27 | ||
| Q1 25 | $2.05 | $0.31 | ||
| Q4 24 | $1.60 | $0.37 | ||
| Q3 24 | $2.26 | $0.22 | ||
| Q2 24 | $2.47 | $0.21 | ||
| Q1 24 | $2.03 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $64.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $979.3M |
| Total Assets | $2.3B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $64.8M | ||
| Q3 25 | $31.5M | $169.2M | ||
| Q2 25 | $38.0M | $137.3M | ||
| Q1 25 | $225.8M | $209.6M | ||
| Q4 24 | $213.8M | $165.3M | ||
| Q3 24 | $273.2M | $184.2M | ||
| Q2 24 | $18.9M | $111.4M | ||
| Q1 24 | $22.2M | $96.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $979.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $1.0B | $961.2M | ||
| Q2 24 | $650.2M | $913.6M | ||
| Q1 24 | $615.7M | $901.4M |
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $28.9M | $60.9M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $60.9M | ||
| Q3 25 | $61.8M | $93.9M | ||
| Q2 25 | $60.6M | $62.1M | ||
| Q1 25 | $27.3M | $98.5M | ||
| Q4 24 | $11.6M | $65.2M | ||
| Q3 24 | $66.8M | $68.3M | ||
| Q2 24 | $62.7M | $41.2M | ||
| Q1 24 | $22.4M | $63.9M |
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | 0.0% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 2.4% | 0.0% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | 2.3% | 0.0% |
| Q4 25 | 2.81× | 0.99× | ||
| Q3 25 | 1.52× | 1.51× | ||
| Q2 25 | 1.48× | 1.16× | ||
| Q1 25 | 0.78× | 1.58× | ||
| Q4 24 | 0.43× | 0.87× | ||
| Q3 24 | 1.85× | 1.55× | ||
| Q2 24 | 1.62× | 1.00× | ||
| Q1 24 | 0.71× | 1.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
