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Side-by-side financial comparison of Doximity, Inc. (DOCS) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $159.0M, roughly 1.2× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 33.3%, a 18.9% gap on every dollar of revenue. Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 17.7%).
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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
DOCS vs SFBS — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $159.0M |
| Net Profit | $61.6M | $83.0M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | — |
| Net Margin | 33.3% | 52.2% |
| Revenue YoY | 9.8% | — |
| Net Profit YoY | -18.1% | 31.2% |
| EPS (diluted) | $0.31 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $185.1M | $162.2M | ||
| Q3 25 | $168.5M | $136.3M | ||
| Q2 25 | $145.9M | $132.1M | ||
| Q1 25 | $138.3M | $131.8M | ||
| Q4 24 | $168.6M | $131.9M | ||
| Q3 24 | $136.8M | $123.7M | ||
| Q2 24 | $126.7M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $61.6M | $86.4M | ||
| Q3 25 | $62.1M | $65.6M | ||
| Q2 25 | $53.3M | $61.4M | ||
| Q1 25 | $62.5M | $63.2M | ||
| Q4 24 | $75.2M | $65.2M | ||
| Q3 24 | $44.2M | $59.9M | ||
| Q2 24 | $41.4M | $52.1M |
| 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% | 66.3% | ||
| Q3 25 | 37.8% | 57.8% | ||
| Q2 25 | 37.4% | 58.0% | ||
| Q1 25 | 35.2% | 60.0% | ||
| Q4 24 | 47.4% | 60.2% | ||
| Q3 24 | 38.8% | 58.5% | ||
| Q2 24 | 36.4% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 33.3% | 59.0% | ||
| Q3 25 | 36.8% | 48.1% | ||
| Q2 25 | 36.5% | 46.5% | ||
| Q1 25 | 45.2% | 48.0% | ||
| Q4 24 | 44.6% | 52.9% | ||
| Q3 24 | 32.3% | 48.4% | ||
| Q2 24 | 32.7% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.31 | $1.58 | ||
| Q3 25 | $0.31 | $1.20 | ||
| Q2 25 | $0.27 | $1.12 | ||
| Q1 25 | $0.31 | $1.16 | ||
| Q4 24 | $0.37 | $1.19 | ||
| Q3 24 | $0.22 | $1.10 | ||
| Q2 24 | $0.21 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $1.9B |
| Total Assets | $1.2B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $111.4M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $979.3M | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $961.2M | $1.6B | ||
| Q2 24 | $913.6M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.2B | $17.7B | ||
| Q3 25 | $1.3B | $17.6B | ||
| Q2 25 | $1.2B | $17.4B | ||
| Q1 25 | $1.3B | $18.6B | ||
| Q4 24 | $1.2B | $17.4B | ||
| Q3 24 | $1.1B | $16.4B | ||
| Q2 24 | $1.1B | $16.0B |
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 | $355.2M | ||
| Q3 25 | $93.9M | $140.9M | ||
| Q2 25 | $62.1M | $67.6M | ||
| Q1 25 | $98.5M | $48.0M | ||
| Q4 24 | $65.2M | $252.9M | ||
| Q3 24 | $68.3M | $84.0M | ||
| Q2 24 | $41.2M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 4.11× | ||
| Q3 25 | 1.51× | 2.15× | ||
| Q2 25 | 1.16× | 1.10× | ||
| Q1 25 | 1.58× | 0.76× | ||
| Q4 24 | 0.87× | 3.88× | ||
| Q3 24 | 1.55× | 1.40× | ||
| Q2 24 | 1.00× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
