DOCS vs HIMS Stock Comparison: AI Score, Valuation, Performance and Upside
Doximity monetizes a physician-facing professional network primarily through pharmaceutical advertising and subscriptions with an established, high-margin model, while Hims & Hers is a consumer-facing telehealth subscription platform riding the weight-loss and direct-to-consumer healthcare boom with more regulatory overhang. Both are digital health platforms, but they sit on opposite sides of the doctor-patient relationship.
Use this DOCS vs HIMS comparison to evaluate two different digital health monetization models. Doximity offers a more established, high-margin B2B2C network effect business targeting physicians and pharma advertisers; Hims & Hers offers faster consumer subscriber growth tied to weight-loss demand but with more regulatory uncertainty.
HIMS holds the edge across 3 of 5 key metrics in this comparison. HIMS has delivered stronger 1-year price return (-53.19% vs -53.71%), though DOCS has the better forward P/E setup (19.59x vs 29.03x for HIMS). On fundamentals, HIMS is growing revenue faster (38.20%), while DOCS maintains the higher operating margin (21.54%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for HIMS (+7.36%) than for DOCS (-2.73%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to a dominant, high-margin physician network with strong pharmaceutical advertising demand
- Prefer a business model less exposed to direct-to-consumer regulatory risk
- Value an asset-light platform with strong free cash flow conversion
- Are comfortable with growth moderating as U.S. physician market penetration matures
- Want high-growth, high-beta exposure to the direct-to-consumer telehealth and weight-loss trend
- Believe branded-partnership access can offset compounding pressure over time
- Are comfortable with regulatory and legal uncertainty around compounded medications
- Prefer a subscriber-growth story over an already-mature network-effect business
| Metric | DOCS | HIMS |
|---|---|---|
| AI scorei | 24.3 | 42.5 |
| AI ranki | #3195 | #1046 |
| Latest closei | $31.50 | $29.38 |
| 1M returni | +22.05% | +5.49% |
| 3M returni | +41.83% | -12.77% |
| 6M returni | +29.90% | +8.86% |
| 1Y returni | -53.71% | -53.19% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | DOCS | HIMS |
|---|---|---|
| 1Y ago | $4.68K (-53.2%) started 2025-10-16 | $4.68K (-53.2%) started 2025-10-15 |
| 5Y ago | $4.46K (-55.4%) started 2021-10-18 | $35.14K (+251.4%) started 2021-10-15 |
| 10Y ago | $5.94K (-40.6%) started 2021-06-24 | $29.98K (+199.8%) started 2019-09-13 |
Hypothetical — past performance does not guarantee future results.
| Metric | DOCS | HIMS |
|---|---|---|
| Market capi | $5.44B | $6.79B |
| Trailing P/Ei | 34.66 | N/A |
| Forward P/Ei | 19.59 | 29.03 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 7.26 | 2.85 |
| Analyst targeti | $29.67 | $31.23 |
| Target upsidei | -2.73% | +7.36% |
| Metric | DOCS | HIMS |
|---|---|---|
| Revenue growthi | 7.30% | 38.20% |
| Earnings growthi | -51.90% | N/A |
| EPS growthi | -51.90% | N/A |
| FCF margini | +36.56% | +32.95% |
| Operating margini | 21.54% | -12.75% |
| Profit margini | 25.48% | -5.51% |
| ROIC proxyi | 17.21% | -32.03% |
| Return on equityi | 17.21% | -32.03% |
| Dividend yieldi | 0.00% | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.22 | 2.42 |
| Debt/equityi | 1.06 | 477.13 |
| Current ratioi | 6.08 | 0.93 |
| Quick ratioi | 5.80 | 0.82 |
Over the past year, DOCS and HIMS have moved weakly in the same direction (correlation of 0.23), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | DOCS | HIMS |
|---|---|---|---|
| 1Y | Growthi | -53.22% | -53.19% |
| CAGRi | -53.28% | -53.21% | |
| Volatilityi | 64.04% | 90.24% | |
| Sharpe ratioi | -0.94 | -0.46 | |
| Sortino ratioi | -1.31 | -0.71 | |
| Max drawdowni | 73.71% | 76.86% | |
| Current drawdowni | 54.01% | 53.19% | |
| Avg drawdowni | 53.68% | 52.10% | |
| Ulcer Indexi | 56.98% | 53.56% | |
| Max daily dropi | 23.00% | 16.03% | |
| Max wkly dropi | 30.81% | 32.71% | |
| 5Y | Growthi | -55.36% | +251.44% |
| CAGRi | -14.92% | +28.58% | |
| Volatilityi | 65.70% | 84.41% | |
| Sharpe ratioi | -0.00 | 0.66 | |
| Sortino ratioi | -0.00 | 1.03 | |
| Max drawdowni | 78.34% | 78.88% | |
| Current drawdowni | 62.11% | 57.26% | |
| Avg drawdowni | 50.19% | 32.82% | |
| Ulcer Indexi | 53.52% | 37.93% | |
| Max daily dropi | 23.00% | 34.63% | |
| Max wkly dropi | 32.63% | 39.06% | |
| 10Y | Growthi | -40.57% | +199.80% |
| CAGRi | -9.33% | +16.75% | |
| Volatilityi | 69.08% | 77.49% | |
| Sharpe ratioi | 0.12 | 0.53 | |
| Sortino ratioi | 0.20 | 0.81 | |
| Max drawdowni | 82.35% | 87.29% | |
| Current drawdowni | 69.12% | 57.26% | |
| Avg drawdowni | 58.41% | 43.81% | |
| Ulcer Indexi | 61.38% | 52.18% | |
| Max daily dropi | 23.00% | 34.63% | |
| Max wkly dropi | 32.63% | 39.06% |
| Category | DOCS | HIMS |
|---|---|---|
| Company | Doximity, Inc. | Hims & Hers Health, Inc. |
| Sector | Healthcare | Healthcare |
| Industry | Health Information Services | Drug Manufacturers - Specialty & Generic |
| Core business | Digital platform for U.S. physicians and healthcare professionals offering networking, telehealth workflow tools, and information resources, monetized primarily through subscriptions and advertising sold to pharmaceutical and health system clients. | Direct-to-consumer telehealth platform selling subscription access to weight loss (including compounded and branded GLP-1 medications), sexual health, dermatology, and mental health treatments through affiliated pharmacies and prescribers. |
| Investor focus | Subscription and advertising revenue growth, physician user engagement and network effects, and high incremental margins as the ad-supported model scales. | Subscriber growth, weight-loss revenue mix, gross margin as compounded GLP-1 access shifts toward branded partnerships, and regulatory risk around compounding. |
- Dominant network effect among U.S. physicians, with a large majority of doctors registered on the platform
- High-margin, asset-light business model funded largely by pharmaceutical advertising and health system subscriptions
- Sticky professional network that is difficult for new entrants to replicate given physician trust and adoption
- Large, fast-growing direct-to-consumer subscriber base with vertically integrated telehealth, pharmacy, and marketing funnel
- Diversified treatment categories beyond weight loss reduce single-category dependence
- Asset-light model generates high incremental margins as the subscriber base scales
- Revenue concentration in pharmaceutical advertising budgets, which can be cyclical
- Growth deceleration risk as physician market penetration in the U.S. matures
- Regulatory or reimbursement changes affecting telehealth workflow tools used within the platform
- Regulatory and legal risk around compounded semaglutide/tirzepatide access as FDA rules evolve
- Dependence on personalized/compounded GLP-1 margins that could compress if forced toward branded partnerships
- Intensifying competition from other telehealth platforms and direct pharma-to-consumer channels
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