vs
Side-by-side financial comparison of Doximity, Inc. (DOCS) and RADIAN GROUP INC (RDN). Click either name above to swap in a different company.
RADIAN GROUP INC is the larger business by last-quarter revenue ($300.5M vs $185.1M, roughly 1.6× Doximity, Inc.). RADIAN GROUP INC runs the higher net margin — 51.5% vs 33.3%, a 18.3% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs 2.7%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs -0.2%).
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.
Radian Group Inc. is a mortgage insurance company with a suite of mortgage, risk, real estate, and title services.
DOCS vs RDN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $185.1M | $300.5M |
| Net Profit | $61.6M | $154.8M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 76.2% |
| Net Margin | 33.3% | 51.5% |
| Revenue YoY | 9.8% | 2.7% |
| Net Profit YoY | -18.1% | 4.4% |
| EPS (diluted) | $0.31 | $1.11 |
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 | $300.5M | ||
| Q3 25 | $168.5M | $303.2M | ||
| Q2 25 | $145.9M | $298.6M | ||
| Q1 25 | $138.3M | $294.8M | ||
| Q4 24 | $168.6M | $292.7M | ||
| Q3 24 | $136.8M | $313.4M | ||
| Q2 24 | $126.7M | $298.6M | ||
| Q1 24 | $118.1M | $301.7M |
| Q4 25 | $61.6M | $154.8M | ||
| Q3 25 | $62.1M | $141.4M | ||
| Q2 25 | $53.3M | $141.8M | ||
| Q1 25 | $62.5M | $144.6M | ||
| Q4 24 | $75.2M | $148.3M | ||
| Q3 24 | $44.2M | $151.9M | ||
| Q2 24 | $41.4M | $151.9M | ||
| Q1 24 | $40.6M | $152.4M |
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 97.2% | ||
| Q1 25 | 89.5% | 97.0% | ||
| Q4 24 | 91.6% | 96.6% | ||
| Q3 24 | 90.0% | 97.0% | ||
| Q2 24 | 89.3% | 96.8% | ||
| Q1 24 | 89.4% | 96.9% |
| Q4 25 | 38.9% | 76.2% | ||
| Q3 25 | 37.8% | 65.5% | ||
| Q2 25 | 37.4% | 58.6% | ||
| Q1 25 | 35.2% | 63.9% | ||
| Q4 24 | 47.4% | 83.6% | ||
| Q3 24 | 38.8% | 68.4% | ||
| Q2 24 | 36.4% | 63.0% | ||
| Q1 24 | 35.5% | 65.8% |
| Q4 25 | 33.3% | 51.5% | ||
| Q3 25 | 36.8% | 46.7% | ||
| Q2 25 | 36.5% | 47.5% | ||
| Q1 25 | 45.2% | 49.0% | ||
| Q4 24 | 44.6% | 50.7% | ||
| Q3 24 | 32.3% | 48.5% | ||
| Q2 24 | 32.7% | 50.9% | ||
| Q1 24 | 34.4% | 50.5% |
| Q4 25 | $0.31 | $1.11 | ||
| Q3 25 | $0.31 | $1.03 | ||
| Q2 25 | $0.27 | $1.02 | ||
| Q1 25 | $0.31 | $0.98 | ||
| Q4 24 | $0.37 | $0.97 | ||
| Q3 24 | $0.22 | $0.99 | ||
| Q2 24 | $0.21 | $0.98 | ||
| Q1 24 | $0.20 | $0.98 |
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 | $24.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $4.8B |
| Total Assets | $1.2B | $8.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $24.8M | ||
| Q3 25 | $169.2M | $15.3M | ||
| Q2 25 | $137.3M | $22.1M | ||
| Q1 25 | $209.6M | $24.2M | ||
| Q4 24 | $165.3M | $19.2M | ||
| Q3 24 | $184.2M | $28.1M | ||
| Q2 24 | $111.4M | $13.8M | ||
| Q1 24 | $96.8M | $27.0M |
| Q4 25 | $979.3M | $4.8B | ||
| Q3 25 | $1.1B | $4.7B | ||
| Q2 25 | $1.0B | $4.5B | ||
| Q1 25 | $1.1B | $4.6B | ||
| Q4 24 | $1.0B | $4.6B | ||
| Q3 24 | $961.2M | $4.7B | ||
| Q2 24 | $913.6M | $4.5B | ||
| Q1 24 | $901.4M | $4.4B |
| Q4 25 | $1.2B | $8.1B | ||
| Q3 25 | $1.3B | $8.2B | ||
| Q2 25 | $1.2B | $9.6B | ||
| Q1 25 | $1.3B | $8.8B | ||
| Q4 24 | $1.2B | $8.7B | ||
| Q3 24 | $1.1B | $8.4B | ||
| Q2 24 | $1.1B | $8.1B | ||
| Q1 24 | $1.1B | $7.8B |
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 | $119.9M |
| Free Cash FlowOCF − Capex | — | $115.7M |
| FCF MarginFCF / Revenue | — | 38.5% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-174.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $119.9M | ||
| Q3 25 | $93.9M | $358.4M | ||
| Q2 25 | $62.1M | $-713.3M | ||
| Q1 25 | $98.5M | $67.8M | ||
| Q4 24 | $65.2M | $-663.6M | ||
| Q3 24 | $68.3M | $-237.9M | ||
| Q2 24 | $41.2M | $-207.3M | ||
| Q1 24 | $63.9M | $51.0M |
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $357.6M | ||
| Q2 25 | — | $-714.6M | ||
| Q1 25 | — | $66.6M | ||
| Q4 24 | — | $-665.1M | ||
| Q3 24 | — | $-239.2M | ||
| Q2 24 | — | $-208.3M | ||
| Q1 24 | — | $49.5M |
| Q4 25 | — | 38.5% | ||
| Q3 25 | — | 117.9% | ||
| Q2 25 | — | -239.4% | ||
| Q1 25 | — | 22.6% | ||
| Q4 24 | — | -227.3% | ||
| Q3 24 | — | -76.3% | ||
| Q2 24 | — | -69.8% | ||
| Q1 24 | — | 16.4% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | 0.0% | 0.4% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.5% |
| Q4 25 | 0.99× | 0.77× | ||
| Q3 25 | 1.51× | 2.53× | ||
| Q2 25 | 1.16× | -5.03× | ||
| Q1 25 | 1.58× | 0.47× | ||
| Q4 24 | 0.87× | -4.47× | ||
| Q3 24 | 1.55× | -1.57× | ||
| Q2 24 | 1.00× | -1.36× | ||
| Q1 24 | 1.57× | 0.34× |
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% |
RDN
Segment breakdown not available.