DOCS Class A Doximity, Inc. Class A Common Stock
NYSE · Health Care · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$27.93
· of 52w range
· above low
· to high
$17.1552w low
$74.3352w high
Market Cap (MRQ)
$5.02B
P/E (TTM)
33.2
EPS (TTM)
$0.84
Revenue (TTM)
$656M
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52W Range
$17–$74
Analyst Rating
HOLD
Price Target
$30
P/E
33.2
ROE
17.2%
Net Profit Margin
25.5%
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DOCS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$27.93
Market Cap (MRQ)
$5.02B
P/E (TTM)
33.2
EPS (TTM)
$0.84
Revenue (TTM)
$656M
ROE (TTM)
17.2%
52W Range
$17–$74
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About Doximity, Inc. Class A Common Stock Company overview from Wikipedia
Doximity is an online networking service for medical professionals. Launched in 2010, the platform offers its members curated medical news, telehealth tools, and case collaboration.
History
The company was launched in March 2011 by co-founders Nate Gross, Jeff Tangney and Shari Buck. In 2013, founder Jeff Tangney remained CEO while the company was based in San Mateo, California. By 2013, it became one of the largest networks for U.S. healthcare professionals, with approximately 10 percent of U.S. doctors as members.
By the beginning of 2014, 40 percent of U.S. physicians became members. In 2016, it began offering a free service for doctors to call patients using their work number on their mobile phones. In 2018, the company announced that it had reached 1 million members, accounting for more than 70 percent of U.S. physicians. In 2021, Doximity served more than 2 million registered members, including over 80 percent of U.S. physicians and over 50 percent of nurse practitioners and physician assistants.
In 2016, the company was ranked #6 on the Deloitte Technology Fast 500 list. In November 2019, Doximity was listed on the Deloitte Technology Fast 500 list for the fourth consecutive year. In May 2020, the company added video. Dialer Video, a video telehealth app, allows physicians to video call patients through personal smartphones. In June 2020, Doximity Acquires THMED and launches the Curative Brand. Curative is a staffing and recruiting company offering permanent and Locum/Temporary placement services.
In May 2021, Doximity, a professional network for physicians with telehealth and scheduling tools, filed for an initial public offering (IPO) seeking to raise $100 million. Morgan Stanley, Goldman Sachs and J.P. Morgan Securities were the lead underwriters for the IPO. Doximity raised nearly $606 million in its IPO. In its June 2021 IPO on the NYSE, gave it a market cap shortly after its debut of $9.4 billion.
In 2021 August, CNBC reported that the site's news feed was "inundated" with vaccine misinformation shared among physicians, despite Doximity's community guidelines banning medical misinformation. At the time, 80% of its revenue came from ads paid by pharmaceutical firms and hospitals, and directed at physicians on the site. In November 2023, Doximity released DocDefender, a free service that removed a physician's personal phone numbers and addresses from public websites.
Investors
In April 2014, the company announced it had raised a $54 million financing round led by the venture capital firm Draper Fisher Jurvetson and the mutual fund company T. Rowe Price. Morgan Stanley Investment Management also invested. This investment brought Doximity's total funding to $81 million. Doximity received $10.8 million in venture capital funding from Emergence Capital Partners and Interwest Partners in March 2011, and $17 million in Series B funding led by Morgenthaler Ventures in September 2012.
Products and services
Dialer
In 2016, Doximity built Dialer, a free communication tool for physicians to call their patients. The Doximity Dialer app allows physicians to call patients from their personal cell phone, and the patient sees the doctor's office number on caller ID.
Dialer Video
In May 2020, Doximity released Dialer Video, a telemedicine tool that allows physicians to video call their patients directly from their own smartphones. In July 2020, Doximity said that more than 100,000 U.S. Doctors use Dialer Video, its telemedicine app.
Acquisition
In June 2020, Doximity acquired THMED, a healthcare company. Following the purchase, THMED changed its name to Curative and started concentrating on customized medical-personnel queries. In February 2022, Doximity acquired Amion, an on-call doctor scheduling company. In August 2025, Doximity acquired Pathway Medical, a Canadian startup specializing in medical AI and evidence-based clinical reference tools.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorHealth Care
industryHealth Care
employees880
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$645M2020-03-31 → 2026-03-31
EPS$0.982020-03-31 → 2026-03-31
Free Cash Flow$326M2022-03-31 → 2026-03-31
Net margin25.5%2022-03-31 → 2026-03-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | DOCS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 33.25Y avg ≈49.8 | ≈49.8 | · | · | |
| P/S (TTM) | 7.75Y avg ≈16.1 | ≈16.1 | · | · | |
| P/B (MRQ) | 5.55Y avg ≈7.6 | ≈7.6 | · | · | |
| Price / FCF | 15.75Y avg ≈39.2 | ≈39.2 | · | · | |
| Price / Cash Flow | 15.75Y avg ≈38.9 | ≈38.9 | · | · | |
| Price / Tangible Book (MRQ) | 5.75Y avg ≈8.3 | ≈8.3 | · | · | |
| PEG Ratio | ≈1.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | DOCS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 88.1%5Y avg ≈88.9% | ≈88.9% | · | · | |
| Operating Margin (TTM) | 29.6%5Y avg ≈34.1% | ≈34.1% | · | · | |
| EBITDA Margin (TTM) | 32.0%5Y avg ≈36.2% | ≈36.2% | · | · | |
| Pretax Margin (TTM) | 34.5%5Y avg ≈37.8% | ≈37.8% | · | · | |
| Net Profit Margin (TTM) | 25.5%5Y avg ≈34.5% | ≈34.5% | · | · | |
| ROA (TTM) | 14.6%5Y avg ≈16.9% | ≈16.9% | · | · | |
| ROE (TTM) | 17.2%5Y avg ≈17.4% | ≈17.4% | · | · | |
| ROIC | 17.7%5Y avg ≈15.7% | ≈15.7% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | DOCS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 6.15Y avg ≈6.9 | ≈6.9 | · | · | |
| Quick Ratio | 2.35Y avg ≈1.9 | ≈1.9 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | DOCS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 13.1%5Y avg ≈26.9% | ≈26.9% | · | · | |
| Revenue CAGR 3Y | 15.4%5Y avg ≈21.9% | ≈21.9% | · | · | |
| Revenue CAGR 5Y | 25.5% | · | · | · | |
| EPS YoY | -11.7%5Y avg ≈51.7% | ≈51.7% | · | · | |
| Net Income YoY | -12.2%5Y avg ≈50.2% | ≈50.2% | · | · | |
| EPS CAGR 3Y | 22.7%5Y avg ≈28.5% | ≈28.5% | · | · | |
| EPS CAGR 5Y | 33.6% | · | · | · | |
| Net Income CAGR 3Y | 20.2%5Y avg ≈25.5% | ≈25.5% | · | · | |
| Net Income CAGR 5Y | 31.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | DOCS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.5 | ≈0.5 | · | · | |
| Receivables Turnover | 4.75Y avg ≈4.8 | ≈4.8 | · | · | |
| Revenue / Employee | ≈$732.8K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
3.3%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $0.29 | $0.31 | -6.7% | |
| March 31, 2026 | $0.26 | $0.29 | -10.0% | |
| Dec. 31, 2025 | $0.46 | $0.45 | 1.2% | |
| Sept. 30, 2025 | $0.45 | $0.39 | 16.4% | |
| June 30, 2025 | $0.36 | $0.31 | 17.5% | |
| March 31, 2025 | $0.46 | $0.45 | 1.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $645M | $570M | $475M | $419M | $344M | $207M | $116M | |
| Cost of Revenue | $70M | $56M | $51M | $53M | $40M | $31M | $15M | |
| Gross Profit | $575M | $515M | $425M | $366M | $304M | $176M | $101M | |
| R&D Expense | $131M | $93M | $82M | $80M | $62M | $44M | $32M | |
| SG&A Expense | $65M | $46M | $38M | $37M | $36M | $16M | $7M | |
| Operating Expenses | $360M | $287M | $261M | $240M | $190M | $122M | $79M | |
| Operating Income | $215M | $228M | $164M | $125M | $114M | $53M | $22M | |
| Other Non-op | $-806.0K | $-247.0K | $62.0K | $-146.0K | $-448.0K | $4M | $1M | |
| Pretax Income | $250M | $264M | $185M | $133M | $114M | $58M | $24M | |
| Income Tax | $54M | $40M | $38M | $20M | $-41M | $8M | $-6M | |
| Net Income | $196M | $223M | $148M | $113M | $155M | $50M | $30M | |
| EPS (Basic) | $1.05 | $1.19 | $0.78 | $0.58 | $0.82 | $0.29 | $0.16 | |
| EPS (Diluted) | $0.98 | $1.11 | $0.72 | $0.53 | $0.70 | $0.23 | $0.13 | |
| Shares (Basic) | 187,014,000 | 186,841,000 | 190,172,000 | 193,176,000 | 163,484,000 | 74,342,000 | 66,758,000 | |
| Shares (Diluted) | 199,048,000 | 201,208,000 | 205,734,000 | 213,425,000 | 191,017,000 | 95,134,000 | 81,710,000 | |
| EBITDA | $229M | $238M | $174M | $135M | $119M | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $219M | $210M | $97M | $158M | $113M | $66M | · | |
| Receivables | $145M | $128M | $101M | $107M | $81M | $50M | · | |
| Prepaid Expense | $51M | $45M | $49M | $27M | $19M | $11M | · | |
| Current Assets | $944M | $1.09B | $913M | $975M | $904M | $209M | · | |
| PP&E (Net) | $18M | $14M | $12M | $11M | $8M | $8M | · | |
| PP&E (Gross) | $49M | $39M | $31M | $25M | $17M | $12M | · | |
| Accum. Depreciation | $31M | $25M | $19M | $14M | $8M | $5M | · | |
| Goodwill | $85M | $68M | $68M | $68M | $19M | $19M | · | |
| Intangibles | $35M | $23M | $27M | $32M | $8M | $10M | · | |
| Other Non-current Assets | $2M | $2M | $1M | $2M | $2M | $3M | · | |
| Total Assets | $1.12B | $1.26B | $1.08B | $1.14B | $991M | $252M | · | |
| Accounts Payable | $4M | $1M | $2M | $1M | $463.0K | $2M | · | |
| Accrued Liabilities | $43M | $38M | $44M | $31M | $25M | $16M | · | |
| Current Liabilities | $155M | $156M | $147M | $140M | $111M | $102M | · | |
| Capital Leases | $8M | $10M | $12M | $14M | $447.0K | $284.0K | · | |
| Other Non-current Liabilities | $9M | $9M | $7M | $1M | $956.0K | $972.0K | · | |
| Total Liabilities | $173M | $182M | $178M | $171M | $113M | $104M | · | |
| Common Stock | $183.0K | $189.0K | $187.0K | $194.0K | $192.0K | $83.0K | · | |
| Paid-in Capital | $1.00B | $894M | $824M | $762M | $703M | $30M | · | |
| Retained Earnings | $-51M | $187M | $80M | $218M | $191M | $36M | · | |
| AOCI | $28.0K | $1M | $-3M | $-14M | $-15M | $-21.0K | · | |
| Stockholders' Equity | $951M | $1.08B | $901M | $966M | $879M | $67M | $1M | |
| Liabilities + Equity | $1.12B | $1.26B | $1.08B | $1.14B | $991M | $252M | · | |
| Shares Outstanding | 183,060,000 | 188,875,000 | 186,562,000 | 193,941,000 | 192,398,000 | 82,910,000 | · |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $14M | $11M | $10M | $10M | $5M | $4M | $900.0K | |
| Stock-based Comp | $122M | $72M | $51M | $48M | $31M | $7M | $2M | |
| Deferred Tax | $32M | $-12M | $-9M | $13M | $-41M | $5M | $-7M | |
| Amort. of Intangibles | $6M | $4M | $5M | $5M | $1M | $1M | $0 | |
| Restructuring | · | $2M | $8M | $0 | $0 | · | · | |
| Other Non-cash | $-38M | $-21M | $-16M | $-5M | $-23M | · | · | |
| Operating Cash Flow | $326M | $273M | $184M | $180M | $127M | $83M | $26M | |
| CapEx | $0 | $0 | $147.0K | $2M | $2M | $245.0K | $285.0K | |
| Investing Cash Flow | $147M | $-29M | $31M | $-60M | $-641M | $-70M | $-13M | |
| Stock Repurchased | $432M | $120M | $281M | $85M | $3M | $2M | $0 | |
| Net Stock Activity | $-432M | $-120M | $-281M | $-85M | $-3M | · | · | |
| Financing Cash Flow | $-464M | $-131M | $-277M | $-74M | $560M | $5M | $2M | |
| Net Change in Cash | $10M | $113M | $-61M | $45M | $46M | $18M | $15M | |
| Taxes Paid | $22M | · | · | · | · | · | · | |
| Free Cash Flow | $326M | $273M | $184M | $178M | $125M | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 89.1% | 90.2% | 89.3% | 87.2% | 88.4% | · | · | |
| Operating Margin | 33.3% | 39.9% | 34.5% | 29.9% | 33.1% | · | · | |
| Net Margin | 30.4% | 39.1% | 31.0% | 26.9% | 45.1% | · | · | |
| Pretax Margin | 38.8% | 46.2% | 39.0% | 31.8% | 33.2% | · | · | |
| EBITDA Margin | 35.6% | 41.8% | 36.6% | 32.3% | 34.5% | · | · | |
| ROA | 16.4% | 19.1% | 13.3% | 10.6% | 24.9% | · | · | |
| ROE | 19.2% | 21.1% | 16.7% | 11.9% | 18.0% | · | · | |
| ROIC | 17.7% | 17.8% | 14.5% | 11.0% | 17.5% | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.1 | 7.0 | 6.2 | 7.0 | 8.1 | · | · | |
| Quick Ratio | 2.3 | 2.2 | 1.3 | 1.9 | 1.7 | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.4 | 0.6 | · | · | |
| Receivables Turnover | 4.7 | 5.0 | 4.6 | 4.5 | 5.2 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.19 | $5.73 | $4.83 | $4.98 | $4.57 | · | · | |
| Revenue / Share | $3.24 | $2.83 | $2.31 | $1.96 | $1.80 | · | · | |
| Cash Flow / Share | $1.64 | $1.36 | $0.89 | $0.84 | $0.66 | · | · | |
| Cash / Share | $1.20 | $1.11 | $0.52 | $0.81 | $0.59 | · | · | |
| EPS (TTM) | $0.98 | $1.11 | $0.72 | $0.53 | $0.70 | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.1% | 20.0% | 13.5% | 22.0% | 66.0% | · | · | |
| Revenue CAGR 3Y | 15.4% | 18.4% | 32.0% | · | · | · | · | |
| Revenue CAGR 5Y | 25.5% | · | · | · | · | · | · | |
| EPS YoY | -11.7% | 54.2% | 35.9% | -24.3% | 204.3% | · | · | |
| EPS CAGR 3Y | 22.7% | 16.6% | 46.3% | · | · | · | · | |
| EPS CAGR 5Y | 33.6% | · | · | · | · | · | · | |
| Net Income YoY | -12.2% | 51.2% | 30.8% | -27.1% | 208.3% | · | · | |
| Net Income CAGR 3Y | 20.2% | 13.0% | 43.2% | · | · | · | · | |
| Net Income CAGR 5Y | 31.3% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $645M | $570M | $475M | $419M | $344M | · | · | |
| Net Income TTM | $196M | $223M | $148M | $113M | $155M | · | · | |
| Market Cap | $4.27B | $10.96B | $5.02B | $6.28B | $10.02B | · | · | |
| P/E | 23.8 | 52.3 | 37.4 | 61.1 | 74.4 | · | · | |
| P/S | 6.6 | 19.2 | 10.6 | 15.0 | 29.2 | · | · | |
| P/B | 4.5 | 10.1 | 5.6 | 6.5 | 11.4 | · | · | |
| P / Tangible Book | 5.1 | 11.1 | 6.2 | 7.2 | 11.8 | · | · | |
| P / Cash Flow | 13.1 | 40.1 | 27.3 | 35.0 | 79.2 | · | · | |
| P / FCF | 13.1 | 40.1 | 27.3 | 35.3 | 80.4 | · | · | |
| Earnings Yield | 4.2% | 1.9% | 2.7% | 1.6% | 1.3% | · | · |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $157M | $145M | $185M | $169M | $146M | $138M | $169M | $137M | $127M | $118M | $135M | $114M | $108M | $111M | $115M | $102M | |
| Cost of Revenue | $24M | $19M | $19M | $16M | $16M | $14M | $14M | $14M | $14M | $13M | $12M | $13M | $13M | $14M | $14M | $13M | |
| Gross Profit | $133M | $126M | $166M | $152M | $130M | $124M | $154M | $123M | $113M | $105M | $123M | $101M | $95M | $97M | $102M | $89M | |
| R&D Expense | $38M | $39M | $35M | $30M | $27M | $25M | $22M | $23M | $23M | $20M | $20M | $20M | $22M | $22M | $21M | $19M | |
| SG&A Expense | $16M | $16M | $18M | $19M | $12M | $13M | $14M | $10M | $9M | $10M | $10M | $9M | $9M | $10M | $10M | $9M | |
| Operating Expenses | $99M | $101M | $94M | $88M | $76M | $75M | $74M | $70M | $67M | $64M | $65M | $67M | $66M | $64M | $63M | $57M | |
| Operating Income | $34M | $25M | $72M | $64M | $55M | $49M | $80M | $53M | $46M | $42M | $59M | $34M | $30M | $33M | $38M | $32M | |
| Other Non-op | $-286.0K | $-235.0K | $-158.0K | $-178.0K | $-235.0K | $-51.0K | $-30.0K | $-114.0K | $-52.0K | $73.0K | $-55.0K | $-50.0K | $94.0K | $-27.0K | $-25.0K | $-48.0K | |
| Pretax Income | $40M | $32M | $81M | $73M | $64M | $58M | $90M | $62M | $53M | $48M | $63M | $40M | $35M | $37M | $41M | $33M | |
| Income Tax | $16M | $13M | $19M | $11M | $11M | $-4M | $15M | $18M | $12M | $7M | $15M | $9M | $6M | $6M | $7M | $7M | |
| Net Income | $24M | $19M | $62M | $62M | $53M | $62M | $75M | $44M | $41M | $41M | $48M | $31M | $28M | $31M | $33M | $26M | |
| EPS (Basic) | $0.13 | $0.11 | $0.33 | $0.33 | $0.28 | $0.33 | $0.40 | $0.24 | $0.22 | $0.21 | $0.26 | $0.16 | $0.15 | $0.15 | $0.17 | $0.14 | |
| EPS (Diluted) | $0.13 | $0.09 | $0.31 | $0.31 | $0.27 | $0.31 | $0.37 | $0.22 | $0.21 | $0.20 | $0.24 | $0.15 | $0.13 | $0.15 | $0.16 | $0.12 | |
| Shares (Basic) | 182,569,000 | · | 187,478,000 | 187,705,000 | 187,984,000 | · | 187,161,000 | 186,252,000 | 185,610,000 | · | 186,309,000 | 193,112,000 | 194,521,000 | · | 192,805,000 | 193,137,000 | |
| Shares (Diluted) | 191,169,000 | · | 199,224,000 | 200,745,000 | 201,158,000 | · | 202,233,000 | 200,407,000 | 199,224,000 | · | 200,463,000 | 209,014,000 | 212,355,000 | · | 212,065,000 | 213,949,000 | |
| EBITDA | $38M | · | $72M | $64M | $57M | · | $80M | $53M | $49M | · | $59M | $34M | $32M | · | $38M | $32M |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $274M | $219M | $65M | $169M | $137M | $210M | $165M | $184M | $111M | $97M | $123M | $108M | $307M | · | $136M | $74M | |
| Receivables | $178M | $145M | $157M | $129M | $142M | $128M | $138M | $125M | $121M | $101M | $98M | $97M | $93M | · | $75M | $79M | |
| Prepaid Expense | $49M | $51M | $102M | $85M | $52M | $45M | $30M | $27M | $37M | $49M | $27M | $33M | $20M | · | $17M | $16M | |
| Current Assets | $914M | $944M | $993M | $1.09B | $1.03B | $1.09B | $1.01B | $958M | $908M | $913M | $841M | $863M | $990M | · | $899M | $848M | |
| PP&E (Net) | $19M | $18M | $17M | $16M | $14M | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $12M | · | $12M | $12M | |
| PP&E (Gross) | $53M | $49M | $47M | $43M | $41M | $39M | $37M | $35M | $33M | $31M | $29M | $28M | $26M | · | $24M | $22M | |
| Accum. Depreciation | $34M | $31M | $30M | $28M | $26M | $25M | $23M | $22M | $21M | $19M | $18M | $16M | $15M | · | $12M | $11M | |
| Goodwill | $85M | $85M | $85M | $85M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | · | $68M | $68M | |
| Intangibles | $33M | $35M | $37M | $39M | $22M | $23M | $24M | $25M | $26M | $27M | $28M | $29M | $31M | · | $33M | $34M | |
| Other Non-current Assets | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $2M | $2M | $1M | · | $1M | $1M | |
| Total Assets | $1.08B | $1.12B | $1.16B | $1.26B | $1.20B | $1.26B | $1.17B | $1.12B | $1.07B | $1.08B | $1.00B | $1.03B | $1.15B | · | $1.07B | $1.03B | |
| Accounts Payable | $6M | $4M | $5M | $4M | $2M | $1M | $2M | $3M | $2M | $2M | $2M | $714.0K | $582.0K | · | $2M | $1M | |
| Accrued Liabilities | $33M | · | $77M | $34M | $38M | $38M | $43M | $34M | $28M | $44M | $34M | $29M | $32M | · | $33M | $26M | |
| Current Liabilities | $150M | $155M | $150M | $140M | $160M | $156M | $116M | $132M | $135M | $147M | $105M | $123M | $133M | · | $106M | $118M | |
| Capital Leases | $8M | $8M | $9M | $9M | $10M | $10M | $11M | $11M | $12M | $12M | $13M | $13M | $14M | · | $14M | $15M | |
| Other Non-current Liabilities | $10M | $9M | $19M | $12M | $9M | $9M | $9M | $8M | $7M | $7M | $841.0K | $7M | $6M | · | $1M | $1M | |
| Total Liabilities | $168M | $173M | $178M | $162M | $179M | $182M | $141M | $157M | $160M | $178M | $136M | $154M | $163M | · | $137M | $149M | |
| Common Stock | $180.0K | $183.0K | $185.0K | $188.0K | $187.0K | $189.0K | $188.0K | $187.0K | $186.0K | $187.0K | $186.0K | $188.0K | $195.0K | · | $193.0K | $192.0K | |
| Paid-in Capital | $1.04B | $1.00B | $957M | $936M | $907M | $894M | $879M | $863M | $841M | $824M | $808M | $795M | $778M | · | $746M | $731M | |
| Retained Earnings | $-119M | $-51M | $21M | $158M | $117M | $187M | $151M | $95M | $73M | $80M | $61M | $85M | $225M | · | $203M | $170M | |
| AOCI | $-348.0K | $28.0K | $1M | $1M | $1M | $1M | $1M | $3M | $-1M | $-3M | $-5M | $-9M | $-12M | · | $-19M | $-22M | |
| Stockholders' Equity | $916M | $951M | $979M | $1.10B | $1.03B | $1.08B | $1.03B | $961M | $914M | $901M | $865M | $871M | $991M | $966M | $930M | $879M | |
| Liabilities + Equity | $1.08B | $1.12B | $1.16B | $1.26B | $1.20B | $1.26B | $1.17B | $1.12B | $1.07B | $1.08B | $1.00B | $1.03B | $1.15B | · | $1.07B | $1.03B | |
| Shares Outstanding | 179,849,000 | 183,060,000 | 184,992,000 | 188,090,000 | 187,453,000 | 188,875,000 | 187,584,000 | 186,781,000 | 185,704,000 | 186,562,000 | 186,175,000 | 188,518,000 | 194,649,000 | 193,941,000 | 193,252,000 | 192,302,000 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $37M | $37M | $34M | $29M | $22M | $18M | $19M | $18M | $17M | $12M | $12M | $13M | $14M | $13M | $14M | $11M | |
| Deferred Tax | · | $32M | $0 | · | · | $-14M | $2M | · | · | $-9M | $0 | $0 | $0 | $4M | $9M | $0 | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Restructuring | · | · | · | · | · | $0 | $0 | $2M | · | $0 | $0 | $8M | · | $0 | $0 | $0 | |
| Other Non-cash | $-23M | · | · | · | $-16M | · | · | · | $-20M | · | · | · | $12M | · | · | · | |
| Operating Cash Flow | $42M | $110M | $61M | $94M | $62M | $98M | $65M | $68M | $41M | $64M | $50M | $13M | $57M | $47M | $49M | $40M | |
| CapEx | $62.0K | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $36.0K | $41.0K | $70.0K | $21.0K | $204.0K | $766.0K | |
| Investing Cash Flow | $113M | $138M | $38M | $-32M | $3M | $-24M | $-59M | $24M | $30M | $-76M | $40M | $-50M | $117M | $-13M | $13M | $-19M | |
| Stock Repurchased | $92M | $91M | $197M | $22M | $122M | $27M | $19M | $23M | $51M | $18M | $77M | $164M | $22M | $15M | $0 | $61M | |
| Net Stock Activity | $-92M | · | · | · | $-122M | · | · | · | $-51M | · | · | · | $-22M | · | · | · | |
| Financing Cash Flow | $-101M | $-93M | $-204M | $-30M | $-137M | $-30M | $-25M | $-20M | $-57M | $-14M | $-76M | $-161M | $-26M | $-12M | $779.0K | $-57M | |
| Net Change in Cash | $54M | $154M | $-104M | $32M | $-72M | $44M | $-19M | $73M | $15M | $-26M | $15M | $-198M | $149M | $22M | $63M | $-36M | |
| Taxes Paid | · | · | · | · | · | · | $14M | $9M | $13M | · | $9M | $29M | $0 | · | $2M | · | |
| Free Cash Flow | $42M | · | · | · | · | · | · | · | $41M | · | · | · | $57M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 84.9% | · | 89.9% | 90.2% | 89.2% | · | 91.6% | 90.0% | 89.3% | · | 91.0% | 88.8% | 87.9% | · | 88.3% | 87.1% | |
| Operating Margin | 21.5% | · | 38.9% | 37.8% | 37.4% | · | 47.4% | 38.8% | 36.4% | · | 43.3% | 29.7% | 27.4% | · | 33.4% | 31.4% | |
| Net Margin | 15.5% | · | 33.3% | 36.8% | 36.5% | · | 44.6% | 32.3% | 32.7% | · | 35.4% | 26.9% | 26.2% | · | 29.0% | 25.7% | |
| Pretax Margin | 25.8% | · | 43.7% | 43.3% | 44.0% | · | 53.3% | 45.4% | 42.0% | · | 46.6% | 34.9% | 31.8% | · | 35.5% | 32.3% | |
| EBITDA Margin | 24.2% | · | 38.9% | 37.8% | 39.3% | · | 47.4% | 38.8% | 38.4% | · | 43.3% | 29.7% | 29.8% | · | 33.4% | 31.4% | |
| ROA | 2.1% | · | 5.3% | 5.2% | 4.7% | · | 6.9% | 4.1% | 3.7% | · | 4.6% | 3.0% | 2.6% | · | 3.4% | 2.8% | |
| ROE | 2.5% | · | 6.1% | 6.0% | 5.5% | · | 7.9% | 4.8% | 4.3% | · | 5.3% | 3.5% | 3.0% | · | 3.8% | 3.2% | |
| ROIC | 2.2% | · | 5.6% | 5.0% | 4.4% | · | 6.5% | 3.9% | 3.9% | · | 5.1% | 3.0% | 2.5% | · | 3.4% | 2.9% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.1 | · | 6.6 | 7.8 | 6.5 | · | 8.7 | 7.2 | 6.7 | · | 8.0 | 7.0 | 7.5 | · | 8.5 | 7.2 | |
| Quick Ratio | 3.0 | · | 1.5 | 2.1 | 1.7 | · | 2.6 | 2.3 | 1.7 | · | 2.1 | 1.7 | 3.0 | · | 2.0 | 1.3 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 1.0 | · | 1.3 | 1.3 | 1.1 | · | 1.4 | 1.2 | 1.2 | · | 1.6 | 1.3 | 1.3 | · | 1.6 | 1.5 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.09 | · | $5.29 | $5.82 | $5.47 | · | $5.50 | $5.15 | $4.92 | · | $4.64 | $4.62 | $5.09 | · | $4.81 | $4.57 | |
| Revenue / Share | $0.82 | · | $0.93 | $0.84 | $0.73 | · | $0.83 | $0.68 | $0.64 | · | $0.67 | $0.54 | $0.51 | · | $0.54 | $0.48 | |
| Cash Flow / Share | $0.22 | · | · | · | $0.31 | · | · | · | $0.21 | · | · | · | $0.27 | · | · | · | |
| Cash / Share | $1.52 | · | $0.35 | $0.90 | $0.73 | · | $0.88 | $0.99 | $0.60 | · | $0.66 | $0.57 | $1.58 | · | $0.71 | $0.38 | |
| EPS (TTM) | $0.84 | · | $1.20 | $1.26 | $1.17 | · | $1.00 | $0.87 | $0.80 | · | $0.67 | $0.59 | $0.56 | · | $0.56 | $0.66 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $656M | · | $638M | $621M | $590M | · | $550M | $517M | $494M | · | $468M | $448M | $437M | · | $402M | $384M | |
| Net Income TTM | $167M | · | $239M | $253M | $235M | · | $201M | $174M | $161M | · | $138M | $123M | $119M | · | $119M | $141M | |
| Market Cap | $3.73B | · | $8.19B | $13.76B | $11.50B | · | $10.02B | $8.14B | $5.19B | · | $5.22B | $4.00B | $6.62B | · | $6.49B | $5.81B | |
| P/E | 24.7 | · | 36.9 | 58.1 | 52.4 | · | 53.4 | 50.1 | 35.0 | · | 41.9 | 36.0 | 60.8 | · | 59.9 | 45.8 | |
| P/S | 5.7 | · | 12.8 | 22.1 | 19.5 | · | 18.2 | 15.7 | 10.5 | · | 11.1 | 8.9 | 15.2 | · | 16.1 | 15.1 | |
| P/B | 4.1 | · | 8.4 | 12.6 | 11.2 | · | 9.7 | 8.5 | 5.7 | · | 6.0 | 4.6 | 6.7 | · | 7.0 | 6.6 | |
| P / Tangible Book | 4.7 | · | 9.6 | 14.2 | 12.3 | · | 10.7 | 9.4 | 6.3 | · | 6.8 | 5.2 | 7.4 | · | 7.8 | 7.5 | |
| P / Cash Flow | 88.8 | · | · | · | 185.2 | · | · | · | 125.9 | · | · | · | 115.8 | · | · | · | |
| Earnings Yield | 4.0% | · | 2.7% | 1.7% | 1.9% | · | 1.9% | 2.0% | 2.9% | · | 2.4% | 2.8% | 1.7% | · | 1.7% | 2.2% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Revenue | $645M | $570M | $475M | $419M | $344M |
| Gross Margin % | 89.1% | 90.2% | 89.3% | 87.2% | 88.4% |
| Operating Margin % | 33.3% | 39.9% | 34.5% | 29.9% | 33.1% |
| Net Income | $196M | $223M | $148M | $113M | $155M |
| Diluted EPS | $0.98 | $1.11 | $0.72 | $0.53 | $0.70 |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Current Ratio | 6.1 | 7.0 | 6.2 | 7.0 | 8.1 |
| Quick Ratio | 2.3 | 2.2 | 1.3 | 1.9 | 1.7 |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $326M | $273M | $184M | $178M | $125M |
Institutional owners (13F) 410 filers · $3.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
410
Value held
$3.3B
New positions
44
Exited positions
100
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 44 (-51 vs prior Q) | 100 (-12 vs prior Q) | 132 (-36 vs prior Q) | 147 (+21 vs prior Q) | +3.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $588,281,276 | 13,285,485 | 17.59% | Shares |
| BlackRock, Inc. | $296,729,585 | 14,307,116 | 8.87% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132,468,433 | 6,387,099 | 3.96% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $123,971,960 | 5,977,433 | 3.71% | Shares |
| D. E. Shaw & Co., Inc. | $122,826,179 | 5,922,188 | 3.67% | Shares |
| TWO SIGMA INVESTMENTS, LP | $96,385,189 | 4,647,309 | 2.88% | Shares |
| STATE STREET CORP | $87,334,253 | 4,210,909 | 2.61% | Shares |
| GOLDMAN SACHS GROUP INC | $84,762,882 | 4,086,928 | 2.53% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $79,848,140 | 3,849,310 | 2.39% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $65,022,244 | 3,135,113 | 1.94% | Shares |
| DEUTSCHE BANK AG\ | $60,011,895 | 2,893,534 | 1.79% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $59,184,680 | 2,853,649 | 1.77% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $55,840,936 | 2,692,427 | 1.67% | Shares |
| Carmignac Gestion | $48,861,366 | 2,355,900 | 1.46% | Shares |
| FEDERATED HERMES, INC. | $48,345,085 | 2,331,007 | 1.45% | Shares |
| MORGAN STANLEY | $46,575,609 | 2,245,689 | 1.39% | Shares |
| LOOMIS SAYLES & CO L P | $45,345,771 | 2,186,392 | 1.36% | Shares |
| Squarepoint Ops LLC | $45,090,336 | 2,174,076 | 1.35% | Shares |
| MILLENNIUM MANAGEMENT LLC | $42,902,785 | 2,068,601 | 1.28% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $42,682,967 | 1,831,887 | 1.28% | Shares |
| Invesco Ltd. | $39,908,904 | 1,924,248 | 1.19% | Shares |
| Amundi | $39,467,726 | 1,902,977 | 1.18% | Shares |
| NORGES BANK | $39,178,461 | 1,889,029 | 1.17% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $37,860,213 | 1,838,767 | 1.13% | Shares |
| Gotham Asset Management, LLC | $35,523,762 | 1,712,814 | 1.06% | Shares |
| CITADEL ADVISORS LLC | $32,385,137 | 1,561,482 | 0.97% | Shares |
| Iron Triangle Partners LP | $30,401,231 | 686,568 | 0.91% | Shares |
| AXA Investment Managers S.A. | $29,339,221 | 401,083 | 0.88% | Shares |
| Walleye Capital LLC | $29,032,972 | 1,399,854 | 0.87% | Shares |
| BANK OF AMERICA CORP /DE/ | $28,029,302 | 1,351,461 | 0.84% | Shares |
| Qube Research & Technologies Ltd | $26,585,445 | 1,281,844 | 0.80% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24,611,432 | 1,186,665 | 0.74% | Shares |
| NORTHERN TRUST CORP | $24,398,059 | 1,176,377 | 0.73% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $24,081,214 | 1,161,100 | 0.72% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $21,706,360 | 1,046,594 | 0.65% | Shares |
| CITIGROUP INC | $21,132,360 | 1,018,918 | 0.63% | Shares |
| TUDOR INVESTMENT CORP ET AL | $21,106,040 | 1,017,649 | 0.63% | Shares |
| Swedbank AB | $20,958,994 | 1,010,559 | 0.63% | Shares |
| UBS Group AG | $18,868,401 | 909,759 | 0.56% | Shares |
| JANE STREET GROUP, LLC | $18,450,221 | 889,596 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $17,517,170 | 844,608 | 0.52% | Shares |
| JPMORGAN CHASE & CO | $16,959,200 | 817,890 | 0.51% | Shares |
| Bank of New York Mellon Corp | $16,627,817 | 801,727 | 0.50% | Shares |
| ALGERT GLOBAL LLC | $16,161,002 | 779,219 | 0.48% | Shares |
| BANK OF NOVA SCOTIA | $15,850,607 | 764,253 | 0.47% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $14,559,480 | 702,000 | 0.44% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $13,859,558 | 668,303 | 0.41% | Shares |
| Fundsmith LLP | $13,549,940 | 653,324 | 0.41% | Shares |
| BAILLIE GIFFORD & CO | $13,349,820 | 643,675 | 0.40% | Shares |
| Glenmede Investment Management, LP | $13,095,165 | 179,018 | 0.39% | Shares |
Company insiders 15 insiders · 8 officers · 6 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jeffrey Tangney | Chief Executive Officer | Aug. 15, 2026 F | 2,531,955 | 0 | 0 | $0 |
| Matthew Sonefeldt | Chief Financial Officer | Aug. 15, 2026 F | 486,238 | 0 | 0 | $0 |
| Anna Bryson | Chief Financial Officer | Feb. 15, 2026 F | 505,549 | 0 | 0 | $0 |
| Steven L Zatz | President | Sept. 24, 2026 A | 204,291 | 0 | 0 | $0 |
| Siddharth Sitaram | Chief Accounting Officer | Sept. 15, 2026 C | 96,045 | 0 | 8 | $-419,352 |
| Craig Overpeck | Senior Vice President, Commercial Operations | May 16, 2024 S | 108,609 | 0 | 0 | $0 |
| Paul W. Jorgensen | Chief Revenue Officer | Feb. 15, 2023 F | 313,059 | 0 | 0 | $0 |
| Joseph B. Kleine | Chief Commercial Officer | Jan. 12, 2022 C | 441,760 | 0 | 0 | $0 |
| Watkin Phoebe L. Yang | Director | Sept. 30, 2026 S | 24,744 | 0 | 1 | $-34,456 |
| Kira Scherer Wampler | Director | Sept. 1, 2026 C | 27,923 | 0 | 9 | $-927,380 |
| Regina M. Benjamin | Director | Aug. 27, 2026 A | 58,987 | 0 | 1 | $-354,200 |
| Kevin Spain | Director | Aug. 27, 2026 A | 11,305 | 0 | 0 | $0 |
| Timothy S Cabral | Director | Aug. 27, 2026 A | 11,305 | 0 | 2 | $-793,325 |
| Andreas Stavropoulos | 10% owner | June 28, 2021 C | · | 0 | 0 | $0 |
| Gilbert H Kliman | · | Aug. 2, 2022 D | 449,960 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 80 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2.03% | 352,435 SH | Oct. 1, 2026 | Daily |
| LSEQ · Harbor ETF Trust | 2.02% | 14,749 NS | July 31, 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 1.37% | 686,526 NS | July 31, 2026 | N-PORT |
| SMLL · Harbor ETF Trust | 1.35% | 9,053 NS | July 31, 2026 | N-PORT |
| RNIN · EA Series Trust | 1.13% | 98,433 NS | July 31, 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 1.03% | 525 NS | July 31, 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.73% | 1,377,723 SH | Oct. 1, 2026 | Daily |
| BUL · Pacer Funds Trust | 0.49% | 30,738 NS | July 31, 2026 | N-PORT |
| IHF · iShares Trust | 0.48% | 257,076 SH | Sept. 11, 2026 | Daily |
| RFG · Invesco Exchange-Traded Fund Trust | 0.43% | 49,865 SH | Oct. 1, 2026 | Daily |
| COWG · Pacer Funds Trust | 0.33% | 349,670 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.32% | 557,810 NS | July 31, 2026 | N-PORT |
| ESUM · Strategy Shares | 0.18% | 15,942 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.15% | 132,035 SH | Aug. 19, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.14% | 19,674 SH | Oct. 1, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.12% | 5,010 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 25,655 NS | July 31, 2026 | N-PORT |
| EWUS · iShares Trust | 0.11% | 52,582 SH | Sept. 11, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.11% | 25,965 SH | Aug. 19, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.11% | 30,537 SH | Oct. 1, 2026 | Daily |
| ESSC · Strategy Shares | 0.10% | 1,770 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.10% | 39,666 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 33,755 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.08% | 97,882 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.08% | 76,205 SH | Oct. 1, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.08% | 215,901 SH | Aug. 19, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.08% | 14,760 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.07% | 1,747,294 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.06% | 1,965 NS | July 31, 2026 | N-PORT |
| IYH · iShares Trust | 0.05% | 77,403 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.05% | 56,863 SH | Sept. 11, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.05% | 21,465 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.04% | 69,284 SH | Sept. 11, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.04% | 362,894 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.04% | 2,374 NS | July 31, 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0.04% | 57,235 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.03% | 53,898 SH | Sept. 11, 2026 | Daily |
| IEUS · iShares Trust | 0.03% | 67,403 SH | Sept. 11, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.03% | 14,182 SH | Oct. 1, 2026 | Daily |
| IWS · iShares Trust | 0.03% | 193,300 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 1,537,722 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 3,033,009 SH | Aug. 19, 2026 | Daily |
| IWR · iShares Trust | 0.02% | 538,960 SH | Sept. 11, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.02% | 446 NS | July 31, 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.02% | 68,821 SH | Oct. 1, 2026 | Daily |
| LRND · New York Life Investments ETF Trust | 0.02% | 2,967 NS | July 31, 2026 | N-PORT |
| SCZ · iShares Trust | 0.01% | 2,047,043 SH | Sept. 11, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 2,102,305 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 78,419 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.01% | 2,526 NS | July 31, 2026 | N-PORT |
| IUSG · iShares Trust | 0.01% | 114,485 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.01% | 288,768 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.00% | 5,691 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 179,485 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.00% | 90,563 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 36,814 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 99,952 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 3,539 NS | July 31, 2026 | N-PORT |
| IEUR · iShares Trust | 0.00% | 334,412 SH | Sept. 11, 2026 | Daily |
| IDEV · iShares Trust | 0.00% | 905,897 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 23,098 NS | July 31, 2026 | N-PORT |
| IEFA · iShares Trust | 0.00% | 4,370,632 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.00% | 3,112 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 10,812 NS | July 31, 2026 | N-PORT |
| IXUS · iShares Trust | 0.00% | 862,826 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 158 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,200,411 SH | Aug. 19, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 7,970,190 SH | Aug. 19, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 1,396,695 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 598,294 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 5,431,499 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.00% | 22,610 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 10,642 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 95,335 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 29,384 SH | Aug. 19, 2026 | Daily |
| IJH · iShares Trust | · | 4,694,508 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 774,827 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 18,322 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 5,605 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 103,220 SH | Sept. 11, 2026 | Daily |
DOCS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 28 analysts
BUY
Median target
$28.00
+0.3%
4 14.3%
Strong Buy
10 35.7%
Buy
12 42.9%
Hold
2 7.1%
Sell
0 0.0%
Strong Sell
12-Month Price Target
18 analysts · 2026-10-03Mean target $29.67 +6.2%
Now
Current price $27.93
Low$18.00
Mean$29.67
High$47.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| DOCS | $4.27B | 23.8 | 13.1% | 30.4% | 19.2% | 89.1% |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
| WAY | $6.27B | 53.7 | 16.5% | 10.2% | 3.2% | · |
| HTFL | $2.49B | -9.2 | 39.9% | -66.3% | 39.3% | 76.8% |
| SDGR | · | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | · |
| GDRX | · | 30.1 | 0.57% | 3.8% | 4.8% | · |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | · |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | · |
| PHR | · | 335.8 | 14.5% | 0.48% | 0.73% | · |
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Source: SEC 10-Q filed Aug 6, 2026