Doximity vs Manhattan Associates

This page compares Doximity, Inc. and Manhattan Associates, Inc., highlighting business models, financial performance, and market context in a neutral, accessible manner. It presents objective information to help readers understand differences and similarities without guidance. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

DOCS

Metric

MANH

$7.74B

Market Cap

$10.00B

66.37%

Potential Profit

32.44%

Buy

Analyst Rating

Buy

Investment Analysis

Doximity

DOCS

Pros

Doximity has shown strong revenue growth of 19.98% in 2024, reaching approximately $570 million.
The company benefits from robust profitability, with net income rising 51.23% to over $223 million in 2024.
Doximity is innovating with expanded digital tools and AI-driven products, enhancing its healthcare communications platform.

Considerations

Despite growth, Doximity’s stock appears overvalued by about 37%, with a high PE ratio above 58.
Recent Q3 2025 revenue guidance disappointed, signaling potential near-term growth challenges.
Increasing competition in digital healthcare communication may pressure market share and margins.

Manhattan Associates

MANH

Pros

Manhattan Associates is a leading provider of supply chain and warehouse management software, with strong industry positioning.
The company has demonstrated steady revenue growth driven by increased demand for supply chain optimisation.
Manhattan maintains an efficient business model with consistent profitability metrics and operating leverage.

Considerations

The stock is sensitive to macroeconomic conditions affecting retail and logistics spending.
Significant execution risks exist in integrating acquisitions and scaling complex software implementations.
Valuation levels are elevated compared to historical averages, reflecting expectations of continued growth but limiting margin of safety.

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.

Manhattan Associates (MANH)

Manhattan Associates, Inc. (MANH) is a US‑based enterprise software company specialising in supply‑chain and omnichannel commerce solutions. Its platforms—covering warehouse, transportation, inventory and order management—help retailers, manufacturers and logistics providers coordinate fulfilment across channels. Over recent years Manhattan has shifted from licence sales to a recurring, cloud‑centric subscription model, improving revenue visibility and margins. Growth drivers include rising e‑commerce volumes, retailers’ need for real‑time inventory and fulfilment optimisation, and ongoing digitalisation of supply chains. At a market capitalisation of about $12.33bn, it sits in the mid‑cap enterprise software space with solid cash generation but exposure to cyclical customer spending. Key risks include strong competition from larger cloud providers and niche vendors, implementation complexity, customer churn and sensitivity to macroeconomic slowdowns. This summary is general educational information only and not personalised investment advice; investors should assess their own goals and consider seeking professional guidance.

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Doximity vs Manhattan Associates

Comparison Snapshot

Investment Analysis

Doximity

Pros

Considerations

Manhattan Associates

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy DOCS or MANH in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Doximity vs Skyworks

Doximity vs Procore

Doximity vs MACOM

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Comparison Snapshot

About The Companies