Doximity (DOCS) Competitors

Doximity (NASDAQ:DOCS) and Zscaler (NASDAQ:ZS) are both large-cap computer software companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, valuation, analyst recommendations, institutional ownership, media sentiment, earnings, profitability and dividends.

Do insiders and institutionals hold more shares of DOCS or ZS?

87.2% of Doximity shares are held by institutional investors. Comparatively, 46.5% of Zscaler shares are held by institutional investors. 31.3% of Doximity shares are held by insiders. Comparatively, 18.1% of Zscaler shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Which has preferable valuation and earnings, DOCS or ZS?

Doximity has higher earnings, but lower revenue than Zscaler. Zscaler is trading at a lower price-to-earnings ratio than Doximity, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Doximity	$570.40M	20.08	$147.58M	$1.11	54.95
Zscaler	$2.17B	20.35	-$57.71M	-$0.26	-1,089.88

Does the media prefer DOCS or ZS?

In the previous week, Doximity and Doximity both had 17 articles in the media. Zscaler's average media sentiment score of 1.38 beat Doximity's score of 0.88 indicating that Zscaler is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Doximity	10 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Zscaler	17 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk and volatility, DOCS or ZS?

Doximity has a beta of 1.37, suggesting that its stock price is 37% more volatile than the S&P 500. Comparatively, Zscaler has a beta of 1.11, suggesting that its stock price is 11% more volatile than the S&P 500.

Do analysts recommend DOCS or ZS?

Doximity currently has a consensus price target of $64.89, suggesting a potential upside of 6.39%. Zscaler has a consensus price target of $296.82, suggesting a potential upside of 4.75%. Given Doximity's higher possible upside, analysts clearly believe Doximity is more favorable than Zscaler.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Doximity	0 Sell rating(s)	10 Hold rating(s)	10 Buy rating(s)	2 Strong Buy rating(s)	2.64
Zscaler	0 Sell rating(s)	7 Hold rating(s)	28 Buy rating(s)	1 Strong Buy rating(s)	2.83

Is DOCS or ZS more profitable?

Doximity has a net margin of 36.60% compared to Zscaler's net margin of -1.52%. Doximity's return on equity of 21.75% beat Zscaler's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Doximity	36.60%	21.75%	18.64%
Zscaler	-1.52%	-0.59%	-0.18%

Summary

Doximity beats Zscaler on 11 of the 16 factors compared between the two stocks.