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Side-by-side financial comparison of Doximity, Inc. (DOCS) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
XPLR Infrastructure, LP is the larger business by last-quarter revenue ($249.0M vs $185.1M, roughly 1.3× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 11.2%, a 22.0% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -15.3%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs -1.6%).
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.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
DOCS vs XIFR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $249.0M |
| Net Profit | $61.6M | $28.0M |
| Gross Margin | 89.9% | — |
| Operating Margin | 38.9% | -19.3% |
| Net Margin | 33.3% | 11.2% |
| Revenue YoY | 9.8% | -15.3% |
| Net Profit YoY | -18.1% | 124.3% |
| 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 | $249.0M | ||
| Q3 25 | $168.5M | $315.0M | ||
| Q2 25 | $145.9M | $342.0M | ||
| Q1 25 | $138.3M | $282.0M | ||
| Q4 24 | $168.6M | $294.0M | ||
| Q3 24 | $136.8M | $319.0M | ||
| Q2 24 | $126.7M | $360.0M | ||
| Q1 24 | $118.1M | $257.0M |
| Q4 25 | $61.6M | $28.0M | ||
| Q3 25 | $62.1M | $-37.0M | ||
| Q2 25 | $53.3M | $79.0M | ||
| Q1 25 | $62.5M | $-98.0M | ||
| Q4 24 | $75.2M | $-115.0M | ||
| Q3 24 | $44.2M | $-40.0M | ||
| Q2 24 | $41.4M | $62.0M | ||
| Q1 24 | $40.6M | $70.0M |
| 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% | -19.3% | ||
| Q3 25 | 37.8% | 1.6% | ||
| Q2 25 | 37.4% | 26.3% | ||
| Q1 25 | 35.2% | -82.6% | ||
| Q4 24 | 47.4% | -188.1% | ||
| Q3 24 | 38.8% | 15.4% | ||
| Q2 24 | 36.4% | 18.3% | ||
| Q1 24 | 35.5% | -8.2% |
| Q4 25 | 33.3% | 11.2% | ||
| Q3 25 | 36.8% | -11.7% | ||
| Q2 25 | 36.5% | 23.1% | ||
| Q1 25 | 45.2% | -34.8% | ||
| Q4 24 | 44.6% | -39.1% | ||
| Q3 24 | 32.3% | -12.5% | ||
| Q2 24 | 32.7% | 17.2% | ||
| Q1 24 | 34.4% | 27.2% |
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $-0.40 | ||
| Q2 25 | $0.27 | $0.84 | ||
| Q1 25 | $0.31 | $-1.05 | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | $-0.43 | ||
| Q2 24 | $0.21 | $0.66 | ||
| Q1 24 | $0.20 | $0.75 |
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 | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $979.3M | $10.9B |
| Total Assets | $1.2B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $960.0M | ||
| Q3 25 | $169.2M | $711.0M | ||
| Q2 25 | $137.3M | $880.0M | ||
| Q1 25 | $209.6M | $1.5B | ||
| Q4 24 | $165.3M | $283.0M | ||
| Q3 24 | $184.2M | $290.0M | ||
| Q2 24 | $111.4M | $281.0M | ||
| Q1 24 | $96.8M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $979.3M | $10.9B | ||
| Q3 25 | $1.1B | $11.0B | ||
| Q2 25 | $1.0B | $11.3B | ||
| Q1 25 | $1.1B | $12.6B | ||
| Q4 24 | $1.0B | $12.9B | ||
| Q3 24 | $961.2M | $13.6B | ||
| Q2 24 | $913.6M | $13.9B | ||
| Q1 24 | $901.4M | $14.0B |
| Q4 25 | $1.2B | $19.6B | ||
| Q3 25 | $1.3B | $19.1B | ||
| Q2 25 | $1.2B | $20.5B | ||
| Q1 25 | $1.3B | $21.4B | ||
| Q4 24 | $1.2B | $20.3B | ||
| Q3 24 | $1.1B | $20.9B | ||
| Q2 24 | $1.1B | $21.7B | ||
| Q1 24 | $1.1B | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| 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 | $186.0M |
| Free Cash FlowOCF − Capex | — | $-88.0M |
| FCF MarginFCF / Revenue | — | -35.3% |
| Capex IntensityCapex / Revenue | — | 110.0% |
| Cash ConversionOCF / Net Profit | 0.99× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $186.0M | ||
| Q3 25 | $93.9M | $231.0M | ||
| Q2 25 | $62.1M | $232.0M | ||
| Q1 25 | $98.5M | $90.0M | ||
| Q4 24 | $65.2M | $283.0M | ||
| Q3 24 | $68.3M | $208.0M | ||
| Q2 24 | $41.2M | $231.0M | ||
| Q1 24 | $63.9M | $78.0M |
| Q4 25 | — | $-88.0M | ||
| Q3 25 | — | $-283.0M | ||
| Q2 25 | — | $151.0M | ||
| Q1 25 | — | $1.0M | ||
| Q4 24 | — | $231.0M | ||
| Q3 24 | — | $152.0M | ||
| Q2 24 | — | $162.0M | ||
| Q1 24 | — | $14.0M |
| Q4 25 | — | -35.3% | ||
| Q3 25 | — | -89.8% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 78.6% | ||
| Q3 24 | — | 47.6% | ||
| Q2 24 | — | 45.0% | ||
| Q1 24 | — | 5.4% |
| Q4 25 | — | 110.0% | ||
| Q3 25 | — | 163.2% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | 0.0% | 31.6% | ||
| Q4 24 | 0.0% | 17.7% | ||
| Q3 24 | 0.0% | 17.6% | ||
| Q2 24 | 0.0% | 19.2% | ||
| Q1 24 | 0.0% | 24.9% |
| Q4 25 | 0.99× | 6.64× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 2.94× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | 3.73× | ||
| Q1 24 | 1.57× | 1.11× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
