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Side-by-side financial comparison of Doximity, Inc. (DOCS) and El Pollo Loco Holdings, Inc. (LOCO). Click either name above to swap in a different company.
Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $123.5M, roughly 1.5× El Pollo Loco Holdings, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 5.3%, a 28.0% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs 8.1%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 3.1%).
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.
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
DOCS vs LOCO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $123.5M |
| Net Profit | $61.6M | $6.5M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 8.3% |
| Net Margin | 33.3% | 5.3% |
| Revenue YoY | 9.8% | 8.1% |
| Net Profit YoY | -18.1% | 9.9% |
| EPS (diluted) | $0.31 | $0.22 |
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 | $123.5M | ||
| Q3 25 | $168.5M | $121.5M | ||
| Q2 25 | $145.9M | $125.8M | ||
| Q1 25 | $138.3M | $119.2M | ||
| Q4 24 | $168.6M | $114.3M | ||
| Q3 24 | $136.8M | $120.4M | ||
| Q2 24 | $126.7M | $122.2M | ||
| Q1 24 | $118.1M | $116.2M |
| Q4 25 | $61.6M | $6.5M | ||
| Q3 25 | $62.1M | $7.4M | ||
| Q2 25 | $53.3M | $7.1M | ||
| Q1 25 | $62.5M | $5.5M | ||
| Q4 24 | $75.2M | $6.0M | ||
| Q3 24 | $44.2M | $6.2M | ||
| Q2 24 | $41.4M | $7.6M | ||
| Q1 24 | $40.6M | $5.9M |
| 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% | 8.3% | ||
| Q3 25 | 37.8% | 9.4% | ||
| Q2 25 | 37.4% | 9.0% | ||
| Q1 25 | 35.2% | 7.5% | ||
| Q4 24 | 47.4% | 7.9% | ||
| Q3 24 | 38.8% | 8.4% | ||
| Q2 24 | 36.4% | 10.1% | ||
| Q1 24 | 35.5% | 8.3% |
| Q4 25 | 33.3% | 5.3% | ||
| Q3 25 | 36.8% | 6.1% | ||
| Q2 25 | 36.5% | 5.6% | ||
| Q1 25 | 45.2% | 4.6% | ||
| Q4 24 | 44.6% | 5.2% | ||
| Q3 24 | 32.3% | 5.1% | ||
| Q2 24 | 32.7% | 6.2% | ||
| Q1 24 | 34.4% | 5.1% |
| Q4 25 | $0.31 | $0.22 | ||
| Q3 25 | $0.31 | $0.25 | ||
| Q2 25 | $0.27 | $0.24 | ||
| Q1 25 | $0.31 | $0.19 | ||
| Q4 24 | $0.37 | $0.21 | ||
| Q3 24 | $0.22 | $0.21 | ||
| Q2 24 | $0.21 | $0.25 | ||
| Q1 24 | $0.20 | $0.19 |
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 | $6.2M |
| Total DebtLower is stronger | — | $51.0M |
| Stockholders' EquityBook value | $979.3M | $291.1M |
| Total Assets | $1.2B | $606.6M |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $6.2M | ||
| Q3 25 | $169.2M | $10.9M | ||
| Q2 25 | $137.3M | $9.0M | ||
| Q1 25 | $209.6M | $4.3M | ||
| Q4 24 | $165.3M | $2.5M | ||
| Q3 24 | $184.2M | $7.9M | ||
| Q2 24 | $111.4M | $10.5M | ||
| Q1 24 | $96.8M | $9.1M |
| Q4 25 | — | $51.0M | ||
| Q3 25 | — | $61.0M | ||
| Q2 25 | — | $69.0M | ||
| Q1 25 | — | $73.0M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $80.0M |
| Q4 25 | $979.3M | $291.1M | ||
| Q3 25 | $1.1B | $282.9M | ||
| Q2 25 | $1.0B | $274.2M | ||
| Q1 25 | $1.1B | $265.7M | ||
| Q4 24 | $1.0B | $260.7M | ||
| Q3 24 | $961.2M | $255.2M | ||
| Q2 24 | $913.6M | $248.6M | ||
| Q1 24 | $901.4M | $256.3M |
| Q4 25 | $1.2B | $606.6M | ||
| Q3 25 | $1.3B | $602.7M | ||
| Q2 25 | $1.2B | $596.8M | ||
| Q1 25 | $1.3B | $590.5M | ||
| Q4 24 | $1.2B | $592.0M | ||
| Q3 24 | $1.1B | $590.0M | ||
| Q2 24 | $1.1B | $593.8M | ||
| Q1 24 | $1.1B | $598.0M |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.31× |
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 | $13.9M |
| Free Cash FlowOCF − Capex | — | $5.1M |
| FCF MarginFCF / Revenue | — | 4.1% |
| Capex IntensityCapex / Revenue | — | 7.1% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.13× |
| TTM Free Cash FlowTrailing 4 quarters | — | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $13.9M | ||
| Q3 25 | $93.9M | $15.3M | ||
| Q2 25 | $62.1M | $14.1M | ||
| Q1 25 | $98.5M | $4.7M | ||
| Q4 24 | $65.2M | $5.6M | ||
| Q3 24 | $68.3M | $13.0M | ||
| Q2 24 | $41.2M | $17.0M | ||
| Q1 24 | $63.9M | $11.2M |
| Q4 25 | — | $5.1M | ||
| Q3 25 | — | $9.9M | ||
| Q2 25 | — | $9.1M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $1.1M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | — | $10.4M | ||
| Q1 24 | — | $7.0M |
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 7.6% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 6.0% |
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 0.0% | 2.8% | ||
| Q4 24 | 0.0% | 3.9% | ||
| Q3 24 | 0.0% | 3.2% | ||
| Q2 24 | 0.0% | 5.3% | ||
| Q1 24 | 0.0% | 3.6% |
| Q4 25 | 0.99× | 2.13× | ||
| Q3 25 | 1.51× | 2.08× | ||
| Q2 25 | 1.16× | 1.99× | ||
| Q1 25 | 1.58× | 0.86× | ||
| Q4 24 | 0.87× | 0.95× | ||
| Q3 24 | 1.55× | 2.11× | ||
| Q2 24 | 1.00× | 2.22× | ||
| Q1 24 | 1.57× | 1.89× |
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% |
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
