Doximity vs Skyworks

Doximity vs Skyworks: This page compares the two firms’ business models, financial performance, and market context in a clear, neutral overview. It explains company structures, revenue considerations, and industry environment to support understanding and comparison. Educational content, not financial advice.

Doximity vs Skyworks: This page compares the two firms’ business models, financial performance, and market context in a clear, neutral overview. It explains company structures, revenue considerations,...

Comparison Snapshot

Key Financial Metrics

DOCS

Metric

SWKS

$7.02B

Market Cap

$8.52B

77.80%

Potential Profit

47.81%

Buy

Analyst Rating

Hold

Investment Analysis

Doximity

DOCS

Pros

Doximity maintains a high return on assets and equity, reflecting strong profitability and efficient use of capital.
The company operates a leading digital platform for US medical professionals, giving it a unique position in the healthcare information sector.
Doximity has a robust balance sheet with a very high current and quick ratio, indicating strong liquidity and low financial risk.

Considerations

Doximity trades at a high valuation multiple, with a price-to-earnings ratio well above market averages, raising concerns about downside risk.
The company's growth is closely tied to the US healthcare sector, making it vulnerable to regulatory and reimbursement changes.
Doximity's business model relies heavily on user engagement, which could be disrupted by competition or shifts in digital adoption among physicians.

Skyworks

SWKS

Pros

Skyworks reported robust revenue growth in automotive and IoT markets, diversifying its business beyond traditional mobile segments.
The company maintains a solid dividend yield and a history of returning capital to shareholders through dividends and buybacks.
Skyworks has a strong balance sheet and consistent cash flow generation, supporting resilience in cyclical semiconductor markets.

Considerations

Skyworks faces declining mobile segment revenue, with reduced RF content expected in upcoming flagship smartphones.
The company's stock is exposed to cyclical demand in semiconductors, which can lead to volatility in earnings and share price.
Analyst consensus is a 'Hold' rating, with limited upside forecast and some concerns about market share loss in key product areas.

Related Market Insights

No insights available in this category

Related Market Insights

No insights available in this category

About The Companies

Doximity (DOCS)

Doximity, Inc. operates a leading digital platform for medical professionals across the United States, often described as a 'LinkedIn for doctors'. The company provides a secure network for clinicians to collaborate, share research, and manage their careers. Doximity generates revenue through three main streams: marketing solutions for pharmaceutical and health system clients wanting to reach medical professionals; hiring solutions for hospitals and recruitment firms looking to source talent; and workflow tools, including telehealth and AI-powered administrative solutions, designed to make a doctor's day-to-day work more efficient. By embedding itself in the professional lives of healthcare workers, Doximity has created a specialised and potentially valuable ecosystem. As with any investment, it's important to remember that the value of shares can go down as well as up, and past success doesn't guarantee future returns.

Skyworks (SWKS)

Skyworks Solutions Inc. (SWKS) designs and supplies analogue and mixed‑signal semiconductors that enable wireless connectivity. Its products — including RF front‑end modules, power amplifiers and connectivity components — are used in smartphones, Wi‑Fi and Bluetooth devices, IoT nodes, infrastructure and automotive systems. With a market capitalisation of about $11.34bn, Skyworks is a mid‑to‑large cap specialist in RF and connectivity chips. Investors should be aware of cyclicality in end markets (notably smartphones), customer concentration, competitive pressure and supply‑chain sensitivity; the company typically outsources wafer fabrication and focuses on design and integration. Potential opportunities include ongoing 5G rollout, growing IoT deployments and increased in‑vehicle connectivity, while risks include demand swings, pricing pressure and technological competition. This note is general educational information, not personal investment advice — values can fall as well as rise. Check company filings and speak to a financial adviser for tailored guidance.

Which Baskets Do They Appear In?

No baskets available in this category

Which Baskets Do They Appear In?

No baskets available in this category

Discover More Comparisons

Doximity vs Procore

Doximity vs Manhattan Associates

Doximity vs Manhattan Associates: a stock comparison

Doximity vs MACOM

Doximity vs MACOM: Stock comparison

Doximity vs Skyworks

Comparison Snapshot