Doximity, Inc. (DOCS) vs Heartflow, Inc. (HTFL)
Doximity, Inc. and Heartflow, Inc. are both Health Information Services companies. Doximity, Inc. and Heartflow, Inc. are of similar size ($4.6B and $4.2B). Heartflow, Inc. has negative trailing earnings, so its P/E is not meaningful; Doximity, Inc. trades at 29.6×. Heartflow, Inc. grew revenue faster over the last twelve months: 42.8% against 11.2%. Doximity, Inc. has the higher net margin (25.5% vs −55.8%) and the higher return on invested capital (53.1% vs −42.8%). Across the 16 metrics below, Doximity, Inc. leads on 13 and Heartflow, Inc. on 3.
Valuation
Profitability
| Metric | DOCS | HTFL | Health Information Services median |
|---|---|---|---|
| Gross margin | 88.07% | 80.08% | 63.38% |
| Operating margin | 29.60% | (37.84%) | (8.35%) |
| Net margin | 25.48% | (55.82%) | (14.70%) |
| Free cash flow margin | 45.31% | (27.91%) | 0.58% |
| Return on equity | 17.21% | 38.49% | (6.82%) |
| Return on assets | 14.60% | (46.99%) | (6.02%) |
| Return on invested capital | 53.13% | (42.81%) | 0.00% |
Growth
Health
Dividend
Size
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