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Side-by-side financial comparison of Doximity, Inc. (DOCS) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $148.5M, roughly 1.2× OPKO HEALTH, INC.). Doximity, Inc. runs the higher net margin — 33.3% vs -21.1%, a 54.3% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -19.2%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs -7.5%).
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.
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
DOCS vs OPK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $148.5M |
| Net Profit | $61.6M | $-31.3M |
| Gross Margin | 89.9% | 43.1% |
| Operating Margin | 38.9% | -25.8% |
| Net Margin | 33.3% | -21.1% |
| Revenue YoY | 9.8% | -19.2% |
| Net Profit YoY | -18.1% | -322.8% |
| EPS (diluted) | $0.31 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $168.5M | $151.7M | ||
| Q2 25 | $145.9M | $156.8M | ||
| Q1 25 | $138.3M | $150.0M | ||
| Q4 24 | $168.6M | $183.6M | ||
| Q3 24 | $136.8M | $173.6M | ||
| Q2 24 | $126.7M | $182.2M | ||
| Q1 24 | $118.1M | $173.7M |
| Q4 25 | $61.6M | $-31.3M | ||
| Q3 25 | $62.1M | $21.6M | ||
| Q2 25 | $53.3M | $-148.4M | ||
| Q1 25 | $62.5M | $-67.6M | ||
| Q4 24 | $75.2M | $14.0M | ||
| Q3 24 | $44.2M | $24.9M | ||
| Q2 24 | $41.4M | $-10.3M | ||
| Q1 24 | $40.6M | $-81.8M |
| Q4 25 | 89.9% | 43.1% | ||
| Q3 25 | 90.3% | 32.9% | ||
| Q2 25 | 89.2% | 31.5% | ||
| Q1 25 | 89.5% | 28.4% | ||
| Q4 24 | 91.6% | 46.1% | ||
| Q3 24 | 90.0% | 23.1% | ||
| Q2 24 | 89.3% | 28.4% | ||
| Q1 24 | 89.4% | 24.2% |
| Q4 25 | 38.9% | -25.8% | ||
| Q3 25 | 37.8% | 31.7% | ||
| Q2 25 | 37.4% | -38.3% | ||
| Q1 25 | 35.2% | -44.8% | ||
| Q4 24 | 47.4% | -18.0% | ||
| Q3 24 | 38.8% | 8.2% | ||
| Q2 24 | 36.4% | -33.9% | ||
| Q1 24 | 35.5% | -41.2% |
| Q4 25 | 33.3% | -21.1% | ||
| Q3 25 | 36.8% | 14.3% | ||
| Q2 25 | 36.5% | -94.7% | ||
| Q1 25 | 45.2% | -45.1% | ||
| Q4 24 | 44.6% | 7.6% | ||
| Q3 24 | 32.3% | 14.3% | ||
| Q2 24 | 32.7% | -5.7% | ||
| Q1 24 | 34.4% | -47.1% |
| Q4 25 | $0.31 | $-0.04 | ||
| Q3 25 | $0.31 | $0.03 | ||
| Q2 25 | $0.27 | $-0.19 | ||
| Q1 25 | $0.31 | $-0.10 | ||
| Q4 24 | $0.37 | $0.02 | ||
| Q3 24 | $0.22 | $0.03 | ||
| Q2 24 | $0.21 | $-0.01 | ||
| Q1 24 | $0.20 | $-0.12 |
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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $979.3M | $1.3B |
| Total Assets | $1.2B | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $364.4M | ||
| Q3 25 | $169.2M | $412.0M | ||
| Q2 25 | $137.3M | $267.3M | ||
| Q1 25 | $209.6M | $428.8M | ||
| Q4 24 | $165.3M | $426.6M | ||
| Q3 24 | $184.2M | $400.1M | ||
| Q2 24 | $111.4M | $40.6M | ||
| Q1 24 | $96.8M | $75.6M |
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | — | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M | ||
| Q1 24 | — | $350.1M |
| Q4 25 | $979.3M | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $961.2M | $1.4B | ||
| Q2 24 | $913.6M | $1.4B | ||
| Q1 24 | $901.4M | $1.3B |
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $2.0B |
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.28× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | — | $-28.6M |
| FCF MarginFCF / Revenue | — | -19.3% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $-25.9M | ||
| Q3 25 | $93.9M | $-34.6M | ||
| Q2 25 | $62.1M | $-83.4M | ||
| Q1 25 | $98.5M | $-34.6M | ||
| Q4 24 | $65.2M | $-44.4M | ||
| Q3 24 | $68.3M | $-77.1M | ||
| Q2 24 | $41.2M | $-26.4M | ||
| Q1 24 | $63.9M | $-35.6M |
| Q4 25 | — | $-28.6M | ||
| Q3 25 | — | $-37.8M | ||
| Q2 25 | — | $-86.7M | ||
| Q1 25 | — | $-37.7M | ||
| Q4 24 | — | $-49.8M | ||
| Q3 24 | — | $-85.0M | ||
| Q2 24 | — | $-33.7M | ||
| Q1 24 | — | $-40.0M |
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | -24.9% | ||
| Q2 25 | — | -55.3% | ||
| Q1 25 | — | -25.2% | ||
| Q4 24 | — | -27.1% | ||
| Q3 24 | — | -49.0% | ||
| Q2 24 | — | -18.5% | ||
| Q1 24 | — | -23.0% |
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 0.0% | 2.1% | ||
| Q4 24 | 0.0% | 2.9% | ||
| Q3 24 | 0.0% | 4.6% | ||
| Q2 24 | 0.0% | 4.0% | ||
| Q1 24 | 0.0% | 2.6% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | -1.60× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | -3.17× | ||
| Q3 24 | 1.55× | -3.10× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | — |
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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
