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Side-by-side financial comparison of Doximity, Inc. (DOCS) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $185.1M, roughly 1.7× Doximity, Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 33.3%, a 16.3% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -0.8%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 2.3%).
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.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
DOCS vs ESNT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $312.4M |
| Net Profit | $61.6M | $155.0M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 59.1% |
| Net Margin | 33.3% | 49.6% |
| Revenue YoY | 9.8% | -0.8% |
| Net Profit YoY | -18.1% | -7.7% |
| EPS (diluted) | $0.31 | $1.61 |
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 | $185.1M | $312.4M | ||
| Q3 25 | $168.5M | $311.8M | ||
| Q2 25 | $145.9M | $319.1M | ||
| Q1 25 | $138.3M | $317.6M | ||
| Q4 24 | $168.6M | $315.0M | ||
| Q3 24 | $136.8M | $316.6M | ||
| Q2 24 | $126.7M | $312.9M | ||
| Q1 24 | $118.1M | $298.4M |
| Q4 25 | $61.6M | $155.0M | ||
| Q3 25 | $62.1M | $164.2M | ||
| Q2 25 | $53.3M | $195.3M | ||
| Q1 25 | $62.5M | $175.4M | ||
| Q4 24 | $75.2M | $167.9M | ||
| Q3 24 | $44.2M | $176.2M | ||
| Q2 24 | $41.4M | $203.6M | ||
| Q1 24 | $40.6M | $181.7M |
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
| Q4 25 | 38.9% | 59.1% | ||
| Q3 25 | 37.8% | 63.9% | ||
| Q2 25 | 37.4% | 72.4% | ||
| Q1 25 | 35.2% | 65.2% | ||
| Q4 24 | 47.4% | 61.9% | ||
| Q3 24 | 38.8% | 65.6% | ||
| Q2 24 | 36.4% | 76.4% | ||
| Q1 24 | 35.5% | 71.6% |
| Q4 25 | 33.3% | 49.6% | ||
| Q3 25 | 36.8% | 52.7% | ||
| Q2 25 | 36.5% | 61.2% | ||
| Q1 25 | 45.2% | 55.2% | ||
| Q4 24 | 44.6% | 53.3% | ||
| Q3 24 | 32.3% | 55.6% | ||
| Q2 24 | 32.7% | 65.1% | ||
| Q1 24 | 34.4% | 60.9% |
| Q4 25 | $0.31 | $1.61 | ||
| Q3 25 | $0.31 | $1.67 | ||
| Q2 25 | $0.27 | $1.93 | ||
| Q1 25 | $0.31 | $1.69 | ||
| Q4 24 | $0.37 | $1.59 | ||
| Q3 24 | $0.22 | $1.65 | ||
| Q2 24 | $0.21 | $1.91 | ||
| Q1 24 | $0.20 | $1.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $64.8M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $5.8B |
| Total Assets | $1.2B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $111.4M | — | ||
| Q1 24 | $96.8M | — |
| Q4 25 | $979.3M | $5.8B | ||
| Q3 25 | $1.1B | $5.7B | ||
| Q2 25 | $1.0B | $5.7B | ||
| Q1 25 | $1.1B | $5.7B | ||
| Q4 24 | $1.0B | $5.6B | ||
| Q3 24 | $961.2M | $5.6B | ||
| Q2 24 | $913.6M | $5.4B | ||
| Q1 24 | $901.4M | $5.2B |
| Q4 25 | $1.2B | $7.4B | ||
| Q3 25 | $1.3B | $7.4B | ||
| Q2 25 | $1.2B | $7.2B | ||
| Q1 25 | $1.3B | $7.2B | ||
| Q4 24 | $1.2B | $7.1B | ||
| Q3 24 | $1.1B | $7.1B | ||
| Q2 24 | $1.1B | $6.7B | ||
| Q1 24 | $1.1B | $6.6B |
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 | $60.9M | $856.1M |
| Free Cash FlowOCF − Capex | — | $848.7M |
| FCF MarginFCF / Revenue | — | 271.7% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $856.1M | ||
| Q3 25 | $93.9M | $215.9M | ||
| Q2 25 | $62.1M | $189.5M | ||
| Q1 25 | $98.5M | $221.6M | ||
| Q4 24 | $65.2M | $861.5M | ||
| Q3 24 | $68.3M | $229.2M | ||
| Q2 24 | $41.2M | $188.7M | ||
| Q1 24 | $63.9M | $216.9M |
| Q4 25 | — | $848.7M | ||
| Q3 25 | — | $210.6M | ||
| Q2 25 | — | $188.8M | ||
| Q1 25 | — | $221.3M | ||
| Q4 24 | — | $854.8M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $187.6M | ||
| Q1 24 | — | $212.5M |
| Q4 25 | — | 271.7% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 59.2% | ||
| Q1 25 | — | 69.7% | ||
| Q4 24 | — | 271.3% | ||
| Q3 24 | — | 72.2% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 71.2% |
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.0% | 2.1% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | 0.0% | 0.3% | ||
| Q1 24 | 0.0% | 1.5% |
| Q4 25 | 0.99× | 5.52× | ||
| Q3 25 | 1.51× | 1.31× | ||
| Q2 25 | 1.16× | 0.97× | ||
| Q1 25 | 1.58× | 1.26× | ||
| Q4 24 | 0.87× | 5.13× | ||
| Q3 24 | 1.55× | 1.30× | ||
| Q2 24 | 1.00× | 0.93× | ||
| Q1 24 | 1.57× | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
