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Side-by-side financial comparison of Doximity, Inc. (DOCS) and STRATASYS LTD. (SSYS). Click either name above to swap in a different company.
Doximity, Inc. is the larger business by last-quarter revenue ($185.1M vs $137.0M, roughly 1.4× STRATASYS LTD.). Doximity, Inc. runs the higher net margin — 33.3% vs -40.6%, a 73.9% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -2.2%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs -7.4%).
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.
Stratasys, Ltd. is an American-Israeli manufacturer of 3D printers, software, and materials for polymer additive manufacturing as well as 3D-printed parts on-demand. The company is incorporated in Israel. Engineers use Stratasys systems to model complex geometries in a wide range of polymer materials, including: ABS, polyphenylsulfone (PPSF), polycarbonate (PC), polyetherimide and Nylon 12.
DOCS vs SSYS — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $137.0M |
| Net Profit | $61.6M | $-55.6M |
| Gross Margin | 89.9% | 41.0% |
| Operating Margin | 38.9% | -16.6% |
| Net Margin | 33.3% | -40.6% |
| Revenue YoY | 9.8% | -2.2% |
| Net Profit YoY | -18.1% | -109.0% |
| 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 | $137.0M | ||
| Q2 25 | $145.9M | $138.1M | ||
| Q1 25 | $138.3M | $136.0M | ||
| Q4 24 | $168.6M | — | ||
| Q3 24 | $136.8M | $140.0M | ||
| Q2 24 | $126.7M | $138.0M | ||
| Q1 24 | $118.1M | $144.1M |
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-55.6M | ||
| Q2 25 | $53.3M | $-16.7M | ||
| Q1 25 | $62.5M | $-13.1M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $-26.6M | ||
| Q2 24 | $41.4M | $-25.7M | ||
| Q1 24 | $40.6M | $-26.0M |
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | 41.0% | ||
| Q2 25 | 89.2% | 43.1% | ||
| Q1 25 | 89.5% | 44.3% | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | 44.8% | ||
| Q2 24 | 89.3% | 43.8% | ||
| Q1 24 | 89.4% | 44.4% |
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | -16.6% | ||
| Q2 25 | 37.4% | -12.0% | ||
| Q1 25 | 35.2% | -9.1% | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | -18.2% | ||
| Q2 24 | 36.4% | -18.9% | ||
| Q1 24 | 35.5% | -17.0% |
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -40.6% | ||
| Q2 25 | 36.5% | -12.1% | ||
| Q1 25 | 45.2% | -9.6% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | -19.0% | ||
| Q2 24 | 32.7% | -18.6% | ||
| Q1 24 | 34.4% | -18.0% |
| 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 | $71.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $852.5M |
| Total Assets | $1.2B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $71.5M | ||
| Q2 25 | $137.3M | $71.1M | ||
| Q1 25 | $209.6M | $70.1M | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | $64.0M | ||
| Q2 24 | $111.4M | $70.9M | ||
| Q1 24 | $96.8M | $91.1M |
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $852.5M | ||
| Q2 25 | $1.0B | $902.4M | ||
| Q1 25 | $1.1B | $784.8M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | $831.8M | ||
| Q2 24 | $913.6M | $850.5M | ||
| Q1 24 | $901.4M | $866.1M |
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.0B | ||
| 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 | $6.9M |
| Free Cash FlowOCF − Capex | — | $2.5M |
| FCF MarginFCF / Revenue | — | 1.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $6.9M | ||
| Q2 25 | $62.1M | $-1.1M | ||
| Q1 25 | $98.5M | $4.5M | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | $-4.5M | ||
| Q2 24 | $41.2M | $-2.4M | ||
| Q1 24 | $63.9M | $7.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $-8.4M | ||
| Q1 25 | — | $789.0K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-6.3M | ||
| Q2 24 | — | $-4.9M | ||
| Q1 24 | — | $5.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | -6.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | -3.6% | ||
| Q1 24 | — | 3.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | 0.0% | 2.8% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.0% | 1.8% | ||
| Q1 24 | 0.0% | 1.6% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| 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% |
SSYS
Segment breakdown not available.
