Doximity Inc (DOCS)vsR1 RCM Inc (RCM)
DOCS
Doximity Inc
$25.98
-0.19%
HEALTHCARE · Cap: $4.90B
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 286% more annual revenue ($2.46B vs $637.78M). DOCS leads profitability with a 37.5% profit margin vs -2.5%. DOCS appears more attractively valued with a PEG of 0.69. DOCS earns a higher WallStSmart Score of 66/100 (B-).
DOCS
Strong Buy66
out of 100
Grade: B-
RCM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.4%
Fair Value
$46.71
Current Price
$25.98
$20.73 discount
Margin of Safety
+47.9%
Fair Value
$27.45
Current Price
$14.31
$13.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 38.9%
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Earnings declined 16.2%
Expensive relative to growth rate
Operating margin of 3.8%
ROE of -2.2% — below average capital efficiency
Earnings declined 99.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : DOCS
The strongest argument for DOCS centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.5% and operating margin at 38.9%. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bull Case : RCM
The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : DOCS
The primary concerns for DOCS are EPS Growth.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Key Dynamics to Monitor
DOCS profiles as a mature stock while RCM is a turnaround play — different risk/reward profiles.
DOCS carries more volatility with a beta of 1.35 — expect wider price swings.
RCM is growing revenue faster at 14.7% — sustainability is the question.
RCM generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
DOCS scores higher overall (66/100 vs 39/100), backed by strong 37.5% margins. RCM offers better value entry with a 47.9% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Doximity Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Doximity, Inc. (Ticker: DOCS) is a U.S. healthcare technology company that operates a digital platform tailored for medical professionals. The company’s cloud-based network provides secure communication and collaboration tools, telemedicine services, clinical workflow solutions, and access to medical news, research, and career-management features for physicians, nurse practitioners, physician assistants, and other clinicians. Headquartered in San Francisco, California, Doximity’s Class A common stock trades on the New York Stock Exchange under the ticker DOCS.
R1 RCM Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
R1 RCM Inc (RCM) is a premier provider of technology-driven revenue cycle management services that enhance the financial performance of healthcare organizations nationwide. Utilizing cutting-edge analytics and industry insights, R1 RCM delivers holistic solutions that streamline billing processes and boost operational efficiencies for a wide range of clients, including hospitals and outpatient facilities. The company’s innovative methodologies not only optimize revenue capture but also significantly improve patient experiences, solidifying its position as a pivotal player in the dynamic healthcare landscape. With a strategic focus on expanding its service capabilities and market penetration, R1 RCM is well-positioned to meet the surging demand for sophisticated revenue cycle solutions within the healthcare industry.
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