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Side-by-side financial comparison of Doximity, Inc. (DOCS) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $105.1M, roughly 1.8× OLAPLEX HOLDINGS, INC.). Doximity, Inc. runs the higher net margin — 33.3% vs -12.5%, a 45.7% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs 4.3%). 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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
DOCS vs OLPX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $105.1M |
| Net Profit | $61.6M | $-13.1M |
| Gross Margin | 89.9% | 68.0% |
| Operating Margin | 38.9% | -4.3% |
| Net Margin | 33.3% | -12.5% |
| Revenue YoY | 9.8% | 4.3% |
| Net Profit YoY | -18.1% | -48.9% |
| EPS (diluted) | $0.31 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $168.5M | $114.6M | ||
| Q2 25 | $145.9M | $106.3M | ||
| Q1 25 | $138.3M | $97.0M | ||
| Q4 24 | $168.6M | $100.7M | ||
| Q3 24 | $136.8M | $119.1M | ||
| Q2 24 | $126.7M | $103.9M | ||
| Q1 24 | $118.1M | $98.9M |
| Q4 25 | $61.6M | $-13.1M | ||
| Q3 25 | $62.1M | $11.1M | ||
| Q2 25 | $53.3M | $-7.7M | ||
| Q1 25 | $62.5M | $465.0K | ||
| Q4 24 | $75.2M | $-8.8M | ||
| Q3 24 | $44.2M | $14.8M | ||
| Q2 24 | $41.4M | $5.8M | ||
| Q1 24 | $40.6M | $7.7M |
| Q4 25 | 89.9% | 68.0% | ||
| Q3 25 | 90.3% | 69.1% | ||
| Q2 25 | 89.2% | 71.2% | ||
| Q1 25 | 89.5% | 69.5% | ||
| Q4 24 | 91.6% | 66.3% | ||
| Q3 24 | 90.0% | 68.6% | ||
| Q2 24 | 89.3% | 69.7% | ||
| Q1 24 | 89.4% | 72.1% |
| Q4 25 | 38.9% | -4.3% | ||
| Q3 25 | 37.8% | 3.7% | ||
| Q2 25 | 37.4% | -1.1% | ||
| Q1 25 | 35.2% | 8.7% | ||
| Q4 24 | 47.4% | 3.0% | ||
| Q3 24 | 38.8% | 23.5% | ||
| Q2 24 | 36.4% | 15.7% | ||
| Q1 24 | 35.5% | 19.8% |
| Q4 25 | 33.3% | -12.5% | ||
| Q3 25 | 36.8% | 9.7% | ||
| Q2 25 | 36.5% | -7.3% | ||
| Q1 25 | 45.2% | 0.5% | ||
| Q4 24 | 44.6% | -8.7% | ||
| Q3 24 | 32.3% | 12.4% | ||
| Q2 24 | 32.7% | 5.6% | ||
| Q1 24 | 34.4% | 7.8% |
| Q4 25 | $0.31 | $-0.02 | ||
| Q3 25 | $0.31 | $0.02 | ||
| Q2 25 | $0.27 | $-0.01 | ||
| Q1 25 | $0.31 | $0.00 | ||
| Q4 24 | $0.37 | $-0.01 | ||
| Q3 24 | $0.22 | $0.02 | ||
| Q2 24 | $0.21 | $0.01 | ||
| Q1 24 | $0.20 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $979.3M | $879.4M |
| Total Assets | $1.2B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $318.7M | ||
| Q3 25 | $169.2M | $286.4M | ||
| Q2 25 | $137.3M | $289.3M | ||
| Q1 25 | $209.6M | $580.9M | ||
| Q4 24 | $165.3M | $586.0M | ||
| Q3 24 | $184.2M | $538.8M | ||
| Q2 24 | $111.4M | $507.9M | ||
| Q1 24 | $96.8M | $507.5M |
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $979.3M | $879.4M | ||
| Q3 25 | $1.1B | $888.7M | ||
| Q2 25 | $1.0B | $874.2M | ||
| Q1 25 | $1.1B | $878.3M | ||
| Q4 24 | $1.0B | $874.4M | ||
| Q3 24 | $961.2M | $879.7M | ||
| Q2 24 | $913.6M | $863.3M | ||
| Q1 24 | $901.4M | $855.7M |
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $1.8B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | — | $32.6M |
| FCF MarginFCF / Revenue | — | 31.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $32.7M | ||
| Q3 25 | $93.9M | $8.0M | ||
| Q2 25 | $62.1M | $20.9M | ||
| Q1 25 | $98.5M | $-2.9M | ||
| Q4 24 | $65.2M | $49.7M | ||
| Q3 24 | $68.3M | $33.5M | ||
| Q2 24 | $41.2M | $16.2M | ||
| Q1 24 | $63.9M | $43.7M |
| Q4 25 | — | $32.6M | ||
| Q3 25 | — | $7.9M | ||
| Q2 25 | — | $20.8M | ||
| Q1 25 | — | $-3.0M | ||
| Q4 24 | — | $49.2M | ||
| Q3 24 | — | $33.3M | ||
| Q2 24 | — | $16.1M | ||
| Q1 24 | — | $43.3M |
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | 48.9% | ||
| Q3 24 | — | 28.0% | ||
| Q2 24 | — | 15.5% | ||
| Q1 24 | — | 43.7% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 0.0% | 0.0% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | 0.1% | ||
| Q1 24 | 0.0% | 0.5% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 0.72× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | -6.27× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 2.26× | ||
| Q2 24 | 1.00× | 2.81× | ||
| Q1 24 | 1.57× | 5.64× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
