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Side-by-side financial comparison of Doximity, Inc. (DOCS) and Perion Network Ltd. (PERI). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $185.1M, roughly 2.0× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 2.1%, a 31.2% gap on every dollar of revenue. Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 16.4%).
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.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
DOCS vs PERI — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $368.7M |
| Net Profit | $61.6M | $7.7M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 2.0% |
| Net Margin | 33.3% | 2.1% |
| Revenue YoY | 9.8% | — |
| Net Profit YoY | -18.1% | — |
| 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.
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $368.7M | ||
| Q2 25 | $145.9M | $266.5M | ||
| Q1 25 | $138.3M | $157.8M | ||
| Q4 24 | $168.6M | — | ||
| Q3 24 | $136.8M | $508.9M | ||
| Q2 24 | $126.7M | $323.6M | ||
| Q1 24 | $118.1M | $145.2M |
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $7.7M | ||
| Q2 25 | $53.3M | $5.6M | ||
| Q1 25 | $62.5M | $11.8M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $78.0M | ||
| Q2 24 | $41.4M | $45.2M | ||
| Q1 24 | $40.6M | $23.8M |
| 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% | — | ||
| Q3 25 | 37.8% | 2.0% | ||
| Q2 25 | 37.4% | -1.7% | ||
| Q1 25 | 35.2% | 5.4% | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | 15.1% | ||
| Q2 24 | 36.4% | 13.7% | ||
| Q1 24 | 35.5% | 16.9% |
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 2.1% | ||
| Q2 25 | 36.5% | 2.1% | ||
| Q1 25 | 45.2% | 7.5% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 15.3% | ||
| Q2 24 | 32.7% | 14.0% | ||
| Q1 24 | 34.4% | 16.4% |
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.20 | — |
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 | $156.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $722.9M |
| Total Assets | $1.2B | $915.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $156.2M | ||
| Q2 25 | $137.3M | $156.2M | ||
| Q1 25 | $209.6M | $156.2M | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | $187.6M | ||
| Q2 24 | $111.4M | $187.6M | ||
| Q1 24 | $96.8M | $187.6M |
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $722.9M | ||
| Q2 25 | $1.0B | $722.9M | ||
| Q1 25 | $1.1B | $722.9M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | $718.1M | ||
| Q2 24 | $913.6M | $718.1M | ||
| Q1 24 | $901.4M | $718.1M |
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $915.5M | ||
| Q2 25 | $1.2B | $915.5M | ||
| Q1 25 | $1.3B | $915.5M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
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 | $2.6M |
| Free Cash FlowOCF − Capex | — | $-2.9M |
| FCF MarginFCF / Revenue | — | -0.8% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $2.6M | ||
| Q2 25 | $62.1M | — | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | $105.2M | ||
| Q2 24 | $41.2M | — | ||
| Q1 24 | $63.9M | $17.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $104.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $17.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 12.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | 0.1% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 0.34× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 1.35× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | 0.75× |
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% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
