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Side-by-side financial comparison of Doximity, Inc. (DOCS) and TIDEWATER INC (TDW). Click either name above to swap in a different company.
TIDEWATER INC is the larger business by last-quarter revenue ($336.8M vs $185.1M, roughly 1.8× Doximity, Inc.). TIDEWATER INC runs the higher net margin — 65.3% vs 33.3%, a 32.0% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -2.4%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 2.4%).
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.
Tidewater, Inc. is a publicly traded international petroleum service company headquartered in Houston, Texas, U.S. It operates a fleet of ships, primarily providing vessels and marine services to the offshore petroleum and offshore wind industries.
DOCS vs TDW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $336.8M |
| Net Profit | $61.6M | $219.9M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | 19.0% |
| Net Margin | 33.3% | 65.3% |
| Revenue YoY | 9.8% | -2.4% |
| Net Profit YoY | -18.1% | 495.8% |
| EPS (diluted) | $0.31 | $4.37 |
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 | $336.8M | ||
| Q3 25 | $168.5M | $341.1M | ||
| Q2 25 | $145.9M | $341.4M | ||
| Q1 25 | $138.3M | $333.4M | ||
| Q4 24 | $168.6M | $345.1M | ||
| Q3 24 | $136.8M | $340.4M | ||
| Q2 24 | $126.7M | $339.2M | ||
| Q1 24 | $118.1M | $321.2M |
| Q4 25 | $61.6M | $219.9M | ||
| Q3 25 | $62.1M | $-806.0K | ||
| Q2 25 | $53.3M | $72.9M | ||
| Q1 25 | $62.5M | $42.7M | ||
| Q4 24 | $75.2M | $36.9M | ||
| Q3 24 | $44.2M | $46.4M | ||
| Q2 24 | $41.4M | $50.4M | ||
| Q1 24 | $40.6M | $47.0M |
| 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% | 19.0% | ||
| Q3 25 | 37.8% | 18.4% | ||
| Q2 25 | 37.4% | 23.7% | ||
| Q1 25 | 35.2% | 22.5% | ||
| Q4 24 | 47.4% | 23.6% | ||
| Q3 24 | 38.8% | 20.6% | ||
| Q2 24 | 36.4% | 23.0% | ||
| Q1 24 | 35.5% | 25.5% |
| Q4 25 | 33.3% | 65.3% | ||
| Q3 25 | 36.8% | -0.2% | ||
| Q2 25 | 36.5% | 21.4% | ||
| Q1 25 | 45.2% | 12.8% | ||
| Q4 24 | 44.6% | 10.7% | ||
| Q3 24 | 32.3% | 13.6% | ||
| Q2 24 | 32.7% | 14.8% | ||
| Q1 24 | 34.4% | 14.6% |
| Q4 25 | $0.31 | $4.37 | ||
| Q3 25 | $0.31 | $-0.02 | ||
| Q2 25 | $0.27 | $1.46 | ||
| Q1 25 | $0.31 | $0.83 | ||
| Q4 24 | $0.37 | $0.70 | ||
| Q3 24 | $0.22 | $0.87 | ||
| Q2 24 | $0.21 | $0.94 | ||
| Q1 24 | $0.20 | $0.89 |
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 | $578.8M |
| Total DebtLower is stronger | — | $670.1M |
| Stockholders' EquityBook value | $979.3M | $1.4B |
| Total Assets | $1.2B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $578.8M | ||
| Q3 25 | $169.2M | $428.2M | ||
| Q2 25 | $137.3M | $369.4M | ||
| Q1 25 | $209.6M | $341.8M | ||
| Q4 24 | $165.3M | $324.9M | ||
| Q3 24 | $184.2M | $280.8M | ||
| Q2 24 | $111.4M | $315.9M | ||
| Q1 24 | $96.8M | $280.9M |
| Q4 25 | — | $670.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $647.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $979.3M | $1.4B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $961.2M | $1.1B | ||
| Q2 24 | $913.6M | $1.1B | ||
| Q1 24 | $901.4M | $1.1B |
| Q4 25 | $1.2B | $2.4B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $2.1B | ||
| Q1 24 | $1.1B | $2.1B |
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $153.0M |
| Free Cash FlowOCF − Capex | — | $147.8M |
| FCF MarginFCF / Revenue | — | 43.9% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.70× |
| TTM Free Cash FlowTrailing 4 quarters | — | $353.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $153.0M | ||
| Q3 25 | $93.9M | $54.7M | ||
| Q2 25 | $62.1M | $85.4M | ||
| Q1 25 | $98.5M | $86.0M | ||
| Q4 24 | $65.2M | $100.0M | ||
| Q3 24 | $68.3M | $49.0M | ||
| Q2 24 | $41.2M | $78.6M | ||
| Q1 24 | $63.9M | $54.8M |
| Q4 25 | — | $147.8M | ||
| Q3 25 | — | $49.6M | ||
| Q2 25 | — | $80.2M | ||
| Q1 25 | — | $75.7M | ||
| Q4 24 | — | $95.5M | ||
| Q3 24 | — | $43.3M | ||
| Q2 24 | — | $72.3M | ||
| Q1 24 | — | $43.8M |
| Q4 25 | — | 43.9% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 22.7% | ||
| Q4 24 | — | 27.7% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 13.6% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | 0.0% | 3.1% | ||
| Q4 24 | 0.0% | 1.3% | ||
| Q3 24 | 0.0% | 1.7% | ||
| Q2 24 | 0.0% | 1.9% | ||
| Q1 24 | 0.0% | 3.4% |
| Q4 25 | 0.99× | 0.70× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 1.17× | ||
| Q1 25 | 1.58× | 2.02× | ||
| Q4 24 | 0.87× | 2.71× | ||
| Q3 24 | 1.55× | 1.06× | ||
| Q2 24 | 1.00× | 1.56× | ||
| Q1 24 | 1.57× | 1.16× |
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% |
TDW
Segment breakdown not available.
