BrightSpring Health Services, Inc. (BTSG) vs Doximity, Inc. (DOCS)

BrightSpring Health Services, Inc. and Doximity, Inc. are both Health Information Services companies. BrightSpring Health Services, Inc. is the larger, with a market value of $11.1B against $4.6B — 2.4× the size. Doximity, Inc. trades at the lower P/E: 29.6× against 31.6×. BrightSpring Health Services, Inc. grew revenue faster over the last twelve months: 26.4% against 11.2%. Doximity, Inc. has the higher net margin (25.5% vs 2.55%) and the higher return on invested capital (53.1% vs 7.56%). Across the 20 metrics below, Doximity, Inc. leads on 15 and BrightSpring Health Services, Inc. on 5.

Valuation

Metric BTSG DOCS Health Information Services median
P/E 31.61 29.61 39.52
P/S 0.81 7.34 2.65
P/B 5.69 5.25 2.32
Price to free cash flow 28.98 16.20 16.77
EV/EBITDA 21.47 18.90 12.35
EV/Sales 0.93 6.29 3.06
Earnings yield 3.16% 3.38% (1.68%)
Free cash flow yield 3.45% 6.17% 0.54%

Profitability

Metric BTSG DOCS Health Information Services median
Gross margin 12.38% 88.07% 63.38%
Operating margin 3.12% 29.60% (8.35%)
Net margin 2.55% 25.48% (14.70%)
Free cash flow margin 2.80% 45.31% 0.58%
Return on equity 19.31% 17.21% (6.82%)
Return on assets 6.14% 14.60% (6.02%)
Return on invested capital 7.56% 53.13% 0.00%

Growth

Metric BTSG DOCS Health Information Services median
Revenue growth (TTM) 26.35% 11.18% 8.62%
EPS growth (last fiscal year) 1,066.67% (11.71%) —
Revenue growth, 5-year CAGR — 25.53% 12.36%
Net income growth, 5-year CAGR — 55.51% 0.00%

Health

Metric BTSG DOCS Health Information Services median
Debt to equity 1.08 0.00 0.01
Current ratio 1.59 6.08 2.37
Net debt to EBITDA 5.17 (3.18) 0.50

Dividend

Metric BTSG DOCS Health Information Services median
Dividend yield — — 0.85%
Payout ratio — 0.00 0.00

Size

Metric BTSG DOCS Health Information Services median
Market cap 11.08b 4.64b 352.86m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack