vs
Side-by-side financial comparison of Doximity, Inc. (DOCS) and OMEGA HEALTHCARE INVESTORS INC (OHI). Click either name above to swap in a different company.
OMEGA HEALTHCARE INVESTORS INC is the larger business by last-quarter revenue ($323.0M vs $185.1M, roughly 1.7× Doximity, Inc.). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 49.1% vs 33.3%, a 15.8% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (16.7% vs 9.8%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 13.0%).
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.
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
DOCS vs OHI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $323.0M |
| Net Profit | $61.6M | $158.6M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | — |
| Net Margin | 33.3% | 49.1% |
| Revenue YoY | 9.8% | 16.7% |
| Net Profit YoY | -18.1% | 41.5% |
| EPS (diluted) | $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.
| Q1 26 | — | $323.0M | ||
| Q4 25 | $185.1M | $319.2M | ||
| Q3 25 | $168.5M | $311.6M | ||
| Q2 25 | $145.9M | $282.5M | ||
| Q1 25 | $138.3M | $276.8M | ||
| Q4 24 | $168.6M | $279.3M | ||
| Q3 24 | $136.8M | $276.0M | ||
| Q2 24 | $126.7M | $252.7M |
| Q1 26 | — | $158.6M | ||
| Q4 25 | $61.6M | $172.0M | ||
| Q3 25 | $62.1M | $179.7M | ||
| Q2 25 | $53.3M | $136.6M | ||
| Q1 25 | $62.5M | $109.0M | ||
| Q4 24 | $75.2M | $116.5M | ||
| Q3 24 | $44.2M | $111.8M | ||
| Q2 24 | $41.4M | $113.9M |
| 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 | — | — | ||
| Q4 25 | 38.9% | 53.7% | ||
| Q3 25 | 37.8% | 61.4% | ||
| Q2 25 | 37.4% | 52.1% | ||
| Q1 25 | 35.2% | 41.4% | ||
| Q4 24 | 47.4% | 42.5% | ||
| Q3 24 | 38.8% | 40.3% | ||
| Q2 24 | 36.4% | 47.1% |
| Q1 26 | — | 49.1% | ||
| Q4 25 | 33.3% | 53.9% | ||
| Q3 25 | 36.8% | 57.7% | ||
| Q2 25 | 36.5% | 48.4% | ||
| Q1 25 | 45.2% | 39.4% | ||
| Q4 24 | 44.6% | 41.7% | ||
| Q3 24 | 32.3% | 40.5% | ||
| Q2 24 | 32.7% | 45.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.31 | $0.56 | ||
| Q3 25 | $0.31 | $0.59 | ||
| Q2 25 | $0.27 | $0.46 | ||
| Q1 25 | $0.31 | $0.33 | ||
| Q4 24 | $0.37 | $0.41 | ||
| Q3 24 | $0.22 | $0.42 | ||
| Q2 24 | $0.21 | $0.45 |
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 | $26.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $5.2B |
| Total Assets | $1.2B | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $26.1M | ||
| Q4 25 | $64.8M | $27.0M | ||
| Q3 25 | $169.2M | $737.2M | ||
| Q2 25 | $137.3M | $734.2M | ||
| Q1 25 | $209.6M | $368.0M | ||
| Q4 24 | $165.3M | $518.3M | ||
| Q3 24 | $184.2M | $342.4M | ||
| Q2 24 | $111.4M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.9B | ||
| Q2 24 | — | $4.7B |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $979.3M | $5.2B | ||
| Q3 25 | $1.1B | $5.0B | ||
| Q2 25 | $1.0B | $5.0B | ||
| Q1 25 | $1.1B | $4.7B | ||
| Q4 24 | $1.0B | $4.5B | ||
| Q3 24 | $961.2M | $4.2B | ||
| Q2 24 | $913.6M | $3.7B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $1.2B | $10.0B | ||
| Q3 25 | $1.3B | $10.6B | ||
| Q2 25 | $1.2B | $10.5B | ||
| Q1 25 | $1.3B | $9.7B | ||
| Q4 24 | $1.2B | $9.9B | ||
| Q3 24 | $1.1B | $9.6B | ||
| Q2 24 | $1.1B | $8.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 1.26× |
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 | $878.6M | ||
| Q3 25 | $93.9M | $226.7M | ||
| Q2 25 | $62.1M | $239.3M | ||
| Q1 25 | $98.5M | $182.0M | ||
| Q4 24 | $65.2M | $749.4M | ||
| Q3 24 | $68.3M | $184.9M | ||
| Q2 24 | $41.2M | $184.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $797.7M | ||
| Q3 25 | — | $205.5M | ||
| Q2 25 | — | $226.5M | ||
| Q1 25 | — | $161.8M | ||
| Q4 24 | — | $711.7M | ||
| Q3 24 | — | $176.6M | ||
| Q2 24 | — | $177.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 249.9% | ||
| Q3 25 | — | 65.9% | ||
| Q2 25 | — | 80.2% | ||
| Q1 25 | — | 58.4% | ||
| Q4 24 | — | 254.8% | ||
| Q3 24 | — | 64.0% | ||
| Q2 24 | — | 70.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | 0.0% | 7.3% | ||
| Q4 24 | 0.0% | 13.5% | ||
| Q3 24 | 0.0% | 3.0% | ||
| Q2 24 | 0.0% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 5.11× | ||
| Q3 25 | 1.51× | 1.26× | ||
| Q2 25 | 1.16× | 1.75× | ||
| Q1 25 | 1.58× | 1.67× | ||
| Q4 24 | 0.87× | 6.43× | ||
| Q3 24 | 1.55× | 1.65× | ||
| Q2 24 | 1.00× | 1.62× |
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% |
OHI
| Rental income | $266.9M | 83% |
| Other | $45.2M | 14% |
| Resident fees and services | $6.7M | 2% |
| Real estate tax and ground lease income | $3.8M | 1% |
| Miscellaneous income | $526.0K | 0% |
