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Side-by-side financial comparison of Doximity, Inc. (DOCS) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $185.1M, roughly 1.2× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 27.6%, a 5.6% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs 9.1%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
DOCS vs STAG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $224.2M |
| Net Profit | $61.6M | $62.0M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | — |
| Net Margin | 33.3% | 27.6% |
| Revenue YoY | 9.8% | 9.1% |
| Net Profit YoY | -18.1% | — |
| EPS (diluted) | $0.31 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $185.1M | $220.9M | ||
| Q3 25 | $168.5M | $211.1M | ||
| Q2 25 | $145.9M | $207.6M | ||
| Q1 25 | $138.3M | $205.6M | ||
| Q4 24 | $168.6M | $199.3M | ||
| Q3 24 | $136.8M | $190.7M | ||
| Q2 24 | $126.7M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $61.6M | $83.5M | ||
| Q3 25 | $62.1M | $48.6M | ||
| Q2 25 | $53.3M | $50.0M | ||
| Q1 25 | $62.5M | $91.4M | ||
| Q4 24 | $75.2M | $51.0M | ||
| Q3 24 | $44.2M | $41.9M | ||
| Q2 24 | $41.4M | $59.8M |
| 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% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 36.4% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 33.3% | 37.8% | ||
| Q3 25 | 36.8% | 23.0% | ||
| Q2 25 | 36.5% | 24.1% | ||
| Q1 25 | 45.2% | 44.5% | ||
| Q4 24 | 44.6% | 25.6% | ||
| Q3 24 | 32.3% | 21.9% | ||
| Q2 24 | 32.7% | 31.5% |
| Q1 26 | — | $0.32 | ||
| 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 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $3.6B |
| Total Assets | $1.2B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $64.8M | $14.9M | ||
| Q3 25 | $169.2M | $17.3M | ||
| Q2 25 | $137.3M | $15.4M | ||
| Q1 25 | $209.6M | $9.3M | ||
| Q4 24 | $165.3M | $36.3M | ||
| Q3 24 | $184.2M | $70.0M | ||
| Q2 24 | $111.4M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $979.3M | $3.6B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $1.0B | $3.4B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.0B | $3.5B | ||
| Q3 24 | $961.2M | $3.3B | ||
| Q2 24 | $913.6M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.2B | $7.2B | ||
| Q3 25 | $1.3B | $6.9B | ||
| Q2 25 | $1.2B | $6.8B | ||
| Q1 25 | $1.3B | $6.8B | ||
| Q4 24 | $1.2B | $6.8B | ||
| Q3 24 | $1.1B | $6.6B | ||
| Q2 24 | $1.1B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $93.9M | $143.5M | ||
| Q2 25 | $62.1M | $111.9M | ||
| Q1 25 | $98.5M | $103.5M | ||
| Q4 24 | $65.2M | $104.9M | ||
| Q3 24 | $68.3M | $128.0M | ||
| Q2 24 | $41.2M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $95.5M | ||
| Q2 25 | — | $62.3M | ||
| Q1 25 | — | $57.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | — | $86.7M | ||
| Q2 24 | — | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | 45.5% | ||
| Q2 24 | — | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 0.0% | 22.5% | ||
| Q4 24 | 0.0% | 33.8% | ||
| Q3 24 | 0.0% | 21.6% | ||
| Q2 24 | 0.0% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 1.25× | ||
| Q3 25 | 1.51× | 2.95× | ||
| Q2 25 | 1.16× | 2.24× | ||
| Q1 25 | 1.58× | 1.13× | ||
| Q4 24 | 0.87× | 2.06× | ||
| Q3 24 | 1.55× | 3.06× | ||
| Q2 24 | 1.00× | 2.04× |
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% |
STAG
Segment breakdown not available.
