Doximity, Inc. (DOCS) vs Schrodinger, Inc. (SDGR)
Doximity, Inc. and Schrodinger, Inc. are both Health Information Services companies. Doximity, Inc. is the larger, with a market value of $4.6B against $2.2B — 2.1× the size. Schrodinger, Inc. has negative trailing earnings, so its P/E is not meaningful; Doximity, Inc. trades at 29.6×. Doximity, Inc. grew revenue faster over the last twelve months: 11.2% against 8.88%. Doximity, Inc. has the higher net margin (25.5% vs −21.0%) and the higher return on invested capital (53.1% vs 0.00%). Across the 18 metrics below, Doximity, Inc. leads on 17 and Schrodinger, Inc. on 1.
Valuation
Profitability
| Metric | DOCS | SDGR | Health Information Services median |
|---|---|---|---|
| Gross margin | 88.07% | 56.87% | 63.38% |
| Operating margin | 29.60% | (59.24%) | (8.35%) |
| Net margin | 25.48% | (20.98%) | (14.70%) |
| Free cash flow margin | 45.31% | (50.29%) | 0.58% |
| Return on equity | 17.21% | (16.18%) | (6.82%) |
| Return on assets | 14.60% | (8.18%) | (6.02%) |
| Return on invested capital | 53.13% | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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