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Side-by-side financial comparison of Doximity, Inc. (DOCS) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $93.1M, roughly 2.0× Goosehead Insurance, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 8.6%, a 24.6% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs 9.8%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 9.2%).
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.
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
DOCS vs GSHD — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $93.1M |
| Net Profit | $61.6M | $8.0M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 16.1% |
| Net Margin | 33.3% | 8.6% |
| Revenue YoY | 9.8% | 23.1% |
| Net Profit YoY | -18.1% | 204.0% |
| EPS (diluted) | $0.31 | $0.19 |
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.
| Q1 26 | — | $93.1M | ||
| Q4 25 | $185.1M | $105.3M | ||
| Q3 25 | $168.5M | $90.4M | ||
| Q2 25 | $145.9M | $94.0M | ||
| Q1 25 | $138.3M | $75.6M | ||
| Q4 24 | $168.6M | $93.9M | ||
| Q3 24 | $136.8M | $78.0M | ||
| Q2 24 | $126.7M | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $61.6M | $12.4M | ||
| Q3 25 | $62.1M | $7.9M | ||
| Q2 25 | $53.3M | $5.2M | ||
| Q1 25 | $62.5M | $2.3M | ||
| Q4 24 | $75.2M | $14.9M | ||
| Q3 24 | $44.2M | $7.6M | ||
| Q2 24 | $41.4M | $6.2M |
| Q1 26 | — | — | ||
| 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 26 | — | 16.1% | ||
| Q4 25 | 38.9% | 29.4% | ||
| Q3 25 | 37.8% | 23.5% | ||
| Q2 25 | 37.4% | 16.7% | ||
| Q1 25 | 35.2% | 8.8% | ||
| Q4 24 | 47.4% | 29.7% | ||
| Q3 24 | 38.8% | 21.1% | ||
| Q2 24 | 36.4% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 33.3% | 11.8% | ||
| Q3 25 | 36.8% | 8.7% | ||
| Q2 25 | 36.5% | 5.5% | ||
| Q1 25 | 45.2% | 3.1% | ||
| Q4 24 | 44.6% | 15.8% | ||
| Q3 24 | 32.3% | 9.7% | ||
| Q2 24 | 32.7% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $0.31 | $0.48 | ||
| Q3 25 | $0.31 | $0.29 | ||
| Q2 25 | $0.27 | $0.18 | ||
| Q1 25 | $0.31 | $0.09 | ||
| Q4 24 | $0.37 | $0.58 | ||
| Q3 24 | $0.22 | $0.29 | ||
| Q2 24 | $0.21 | $0.24 |
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 | $25.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $-121.3M |
| Total Assets | $1.2B | $392.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $64.8M | $34.4M | ||
| Q3 25 | $169.2M | $51.6M | ||
| Q2 25 | $137.3M | $92.4M | ||
| Q1 25 | $209.6M | $70.2M | ||
| Q4 24 | $165.3M | $54.3M | ||
| Q3 24 | $184.2M | $47.5M | ||
| Q2 24 | $111.4M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $289.5M | ||
| Q3 25 | — | $290.0M | ||
| Q2 25 | — | $289.8M | ||
| Q1 25 | — | $290.3M | ||
| Q4 24 | — | $82.3M | ||
| Q3 24 | — | $84.6M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | — | $-121.3M | ||
| Q4 25 | $979.3M | $-95.5M | ||
| Q3 25 | $1.1B | $-105.0M | ||
| Q2 25 | $1.0B | $-78.6M | ||
| Q1 25 | $1.1B | $-88.5M | ||
| Q4 24 | $1.0B | $43.9M | ||
| Q3 24 | $961.2M | $58.3M | ||
| Q2 24 | $913.6M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $1.2B | $414.9M | ||
| Q3 25 | $1.3B | $403.6M | ||
| Q2 25 | $1.2B | $436.6M | ||
| Q1 25 | $1.3B | $412.6M | ||
| Q4 24 | $1.2B | $397.7M | ||
| Q3 24 | $1.1B | $358.1M | ||
| Q2 24 | $1.1B | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.87× | ||
| Q3 24 | — | 1.45× | ||
| Q2 24 | — | 2.19× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $91.8M | ||
| Q3 25 | $93.9M | $24.2M | ||
| Q2 25 | $62.1M | $28.9M | ||
| Q1 25 | $98.5M | $15.5M | ||
| Q4 24 | $65.2M | $71.5M | ||
| Q3 24 | $68.3M | $28.1M | ||
| Q2 24 | $41.2M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $86.1M | ||
| Q3 25 | — | $23.7M | ||
| Q2 25 | — | $27.2M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $70.6M | ||
| Q3 24 | — | $28.0M | ||
| Q2 24 | — | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 81.8% | ||
| Q3 25 | — | 26.2% | ||
| Q2 25 | — | 28.9% | ||
| Q1 25 | — | 19.7% | ||
| Q4 24 | — | 75.1% | ||
| Q3 24 | — | 35.9% | ||
| Q2 24 | — | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | 0.0% | 0.8% | ||
| Q4 24 | 0.0% | 1.0% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 7.38× | ||
| Q3 25 | 1.51× | 3.06× | ||
| Q2 25 | 1.16× | 5.61× | ||
| Q1 25 | 1.58× | 6.61× | ||
| Q4 24 | 0.87× | 4.82× | ||
| Q3 24 | 1.55× | 3.72× | ||
| Q2 24 | 1.00× | 3.05× |
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% |
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
