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Side-by-side financial comparison of Doximity, Inc. (DOCS) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $185.1M, roughly 1.1× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs -3.1%, a 36.3% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -6.7%). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 25.2%).
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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
DOCS vs STKS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $207.0M |
| Net Profit | $61.6M | $-6.4M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 2.2% |
| Net Margin | 33.3% | -3.1% |
| Revenue YoY | 9.8% | -6.7% |
| Net Profit YoY | -18.1% | -531.8% |
| EPS (diluted) | $0.31 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $168.5M | $180.2M | ||
| Q2 25 | $145.9M | $207.4M | ||
| Q1 25 | $138.3M | $211.1M | ||
| Q4 24 | $168.6M | $221.9M | ||
| Q3 24 | $136.8M | $194.0M | ||
| Q2 24 | $126.7M | $172.5M | ||
| Q1 24 | $118.1M | $85.0M |
| Q4 25 | $61.6M | $-6.4M | ||
| Q3 25 | $62.1M | $-76.7M | ||
| Q2 25 | $53.3M | $-10.1M | ||
| Q1 25 | $62.5M | $975.0K | ||
| Q4 24 | $75.2M | $1.5M | ||
| Q3 24 | $44.2M | $-9.3M | ||
| Q2 24 | $41.4M | $-7.3M | ||
| Q1 24 | $40.6M | $-2.1M |
| 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% | 2.2% | ||
| Q3 25 | 37.8% | -4.4% | ||
| Q2 25 | 37.4% | 0.3% | ||
| Q1 25 | 35.2% | 5.1% | ||
| Q4 24 | 47.4% | 5.5% | ||
| Q3 24 | 38.8% | -1.9% | ||
| Q2 24 | 36.4% | 0.6% | ||
| Q1 24 | 35.5% | -0.7% |
| Q4 25 | 33.3% | -3.1% | ||
| Q3 25 | 36.8% | -42.6% | ||
| Q2 25 | 36.5% | -4.9% | ||
| Q1 25 | 45.2% | 0.5% | ||
| Q4 24 | 44.6% | 0.7% | ||
| Q3 24 | 32.3% | -4.8% | ||
| Q2 24 | 32.7% | -4.3% | ||
| Q1 24 | 34.4% | -2.4% |
| Q4 25 | $0.31 | $-0.50 | ||
| Q3 25 | $0.31 | $-2.75 | ||
| Q2 25 | $0.27 | $-0.59 | ||
| Q1 25 | $0.31 | $-0.21 | ||
| Q4 24 | $0.37 | $-0.18 | ||
| Q3 24 | $0.22 | $-0.53 | ||
| Q2 24 | $0.21 | $-0.38 | ||
| Q1 24 | $0.20 | $-0.07 |
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 | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $979.3M | $-75.8M |
| Total Assets | $1.2B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $4.2M | ||
| Q3 25 | $169.2M | $5.5M | ||
| Q2 25 | $137.3M | $4.7M | ||
| Q1 25 | $209.6M | $21.4M | ||
| Q4 24 | $165.3M | $27.6M | ||
| Q3 24 | $184.2M | $28.2M | ||
| Q2 24 | $111.4M | $32.2M | ||
| Q1 24 | $96.8M | $15.4M |
| Q4 25 | — | $354.2M | ||
| Q3 25 | — | $355.0M | ||
| Q2 25 | — | $347.4M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M | ||
| Q1 24 | — | $73.5M |
| Q4 25 | $979.3M | $-75.8M | ||
| Q3 25 | $1.1B | $-61.5M | ||
| Q2 25 | $1.0B | $23.0M | ||
| Q1 25 | $1.1B | $40.5M | ||
| Q4 24 | $1.0B | $45.9M | ||
| Q3 24 | $961.2M | $51.4M | ||
| Q2 24 | $913.6M | $68.1M | ||
| Q1 24 | $901.4M | $68.3M |
| Q4 25 | $1.2B | $884.2M | ||
| Q3 25 | $1.3B | $879.5M | ||
| Q2 25 | $1.2B | $935.7M | ||
| Q1 25 | $1.3B | $956.0M | ||
| Q4 24 | $1.2B | $960.1M | ||
| Q3 24 | $1.1B | $953.5M | ||
| Q2 24 | $1.1B | $945.9M | ||
| Q1 24 | $1.1B | $309.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.07× | ||
| Q1 25 | — | 8.61× | ||
| Q4 24 | — | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× | ||
| Q1 24 | — | 1.08× |
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 | $13.1M |
| Free Cash FlowOCF − Capex | — | $-329.0K |
| FCF MarginFCF / Revenue | — | -0.2% |
| Capex IntensityCapex / Revenue | — | 6.5% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $13.1M | ||
| Q3 25 | $93.9M | $5.9M | ||
| Q2 25 | $62.1M | $2.8M | ||
| Q1 25 | $98.5M | $8.5M | ||
| Q4 24 | $65.2M | $18.5M | ||
| Q3 24 | $68.3M | $19.1M | ||
| Q2 24 | $41.2M | $-3.8M | ||
| Q1 24 | $63.9M | $10.4M |
| Q4 25 | — | $-329.0K | ||
| Q3 25 | — | $-6.1M | ||
| Q2 25 | — | $-15.0M | ||
| Q1 25 | — | $-5.8M | ||
| Q4 24 | — | $733.0K | ||
| Q3 24 | — | $287.0K | ||
| Q2 24 | — | $-23.0M | ||
| Q1 24 | — | $-5.4M |
| Q4 25 | — | -0.2% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | -7.2% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | -13.3% | ||
| Q1 24 | — | -6.4% |
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | 0.0% | 6.8% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.0% | 9.7% | ||
| Q2 24 | 0.0% | 11.1% | ||
| Q1 24 | 0.0% | 18.6% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 8.76× | ||
| Q4 24 | 0.87× | 12.54× | ||
| 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% |
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
