Análisis Argos
DOCS
DOCSBarata · ojo al riesgo
Doximity, Inc. · Healthcare
US$ 21.86
precio al 2026-07-04
Valor justo Argos*
US$ 37–41
vs. su valor justo
46% por debajo
Score Argos
84/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 0.7% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (23%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos84de 100Barata · ojo al riesgo
Ingresos12%
US$ 0.6 B
Margen operativo17%
33.3%
Flujo de caja libre19%
US$ 0.3 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.1B
P/E20.9x
EV/EBITDA16.9x
FCF yield7.8%
ROIC22.7%
Margen operativo33.3%
Crecim. ingresos+13.1%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 3 jul
Did Doximity Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
seekingalpha.com · 30 jun
Doximity: Everyone Is Focused On The Guidance While Missing The Valuation And AI Stories
Doximity issued conservative FY2027 guidance, projecting 4% revenue growth and a 49% adjusted EBITDA margin, triggering a post-earnings stock selloff. I view the selloff as a temporary dislocation and a compelling buying opportunity for value investors given DOCS's resilient core platform usage. Management emphasized record physician engagement and continued dominance of DOCS's core products despite macroeconomic and regulatory headwinds.
benzinga.com · 29 jun
Doximity's AI Expansion Raises Execution Risks: Analyst
Bank of America Securities (BofA) on Monday downgraded Doximity Inc. (NYSE:DOCS), citing limited clarity on the trajectory of revenue/margins.
zacks.com · 25 jun
Doximity (DOCS) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Doximity (DOCS) concluded the recent trading session at $19.85, signifying a -4.7% move from its prior day's close.
prnewswire.com · 25 jun
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
NEW YORK, June 25, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
globenewswire.com · 23 jun
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. (“Doximity” or the “Company”) (NYSE: DOCS).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.
prnewswire.com · 18 jun
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
NEW YORK, June 18, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
zacks.com · 16 jun
Doximity (DOCS) Advances While Market Declines: Some Information for Investors
Doximity (DOCS) closed at $20.89 in the latest trading session, marking a +1.02% move from the prior day.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.