Doximity Inc (DOCS)vsR1 RCM Inc (RCM)
DOCS
Doximity Inc
$20.07
-0.53%
HEALTHCARE · Cap: $3.66B
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 282% more annual revenue ($2.46B vs $644.86M). DOCS leads profitability with a 30.4% profit margin vs -2.5%. DOCS appears more attractively valued with a PEG of 0.59. DOCS earns a higher WallStSmart Score of 62/100 (C+).
DOCS
Buy62
out of 100
Grade: C+
RCM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.5%
Fair Value
$51.38
Current Price
$20.07
$31.31 discount
Margin of Safety
+27.4%
Fair Value
$19.71
Current Price
$14.31
$5.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.6%
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Earnings declined 69.0%
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, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 30.4% and operating margin at 21.6%. PEG of 0.59 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 Piotroski F-Score, 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 1.29 — expect wider price swings.
RCM is growing revenue faster at 14.7% — sustainability is the question.
DOCS generates stronger free cash flow (107M), providing more financial flexibility.
Bottom Line
DOCS scores higher overall (62/100 vs 39/100), backed by strong 30.4% margins. RCM offers better value entry with a 27.4% margin of safety. Both earn "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 solutions, dedicated to significantly improving the financial performance of healthcare organizations throughout the United States. By harnessing advanced analytics and extensive industry expertise, the company delivers comprehensive services that streamline billing processes and enhance operational efficiency for both hospitals and outpatient facilities. R1 RCM's innovative solutions not only maximize revenue capture but also enhance patient experiences, positioning the company as a vital player in the dynamic healthcare landscape. With a focus on expanding service offerings and increasing market share, R1 RCM is well-equipped to meet the growing demand for sophisticated revenue cycle management services, ensuring robust growth and competitive advantage in the marketplace.
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