Doximity, Inc. (DOCS) vs Waystar Holding Corp. (WAY)
Doximity, Inc. and Waystar Holding Corp. are both Health Information Services companies. Doximity, Inc. and Waystar Holding Corp. are of similar size ($4.7B and $4.6B). Doximity, Inc. trades at the lower P/E: 29.6× against 34.3×. Waystar Holding Corp. grew revenue faster over the last twelve months: 19.2% against 11.2%. Doximity, Inc. has the higher net margin (25.5% vs 11.2%) and the higher return on invested capital (53.1% vs 3.30%). Across the 20 metrics below, Doximity, Inc. leads on 14 and Waystar Holding Corp. on 6.
Valuation
Profitability
| Metric | DOCS | WAY | Health Information Services median |
|---|---|---|---|
| Gross margin | 88.07% | 69.11% | 63.38% |
| Operating margin | 29.60% | 22.87% | (8.35%) |
| Net margin | 25.48% | 11.18% | (14.70%) |
| Free cash flow margin | 45.31% | 20.42% | 0.58% |
| Return on equity | 17.21% | 3.77% | (6.82%) |
| Return on assets | 14.60% | 2.56% | (6.02%) |
| Return on invested capital | 53.13% | 3.30% | 0.00% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack