COMPARE · Data as of August 21, 2026
BTSG vs DOCS
Verdict: Side-by-side breakdown using the Bull Rankings model. BTSG scored 54.3, DOCS scored 84.1 — DOCS leads.
Compare another set
BTSG
BrightSpring Health Services, Inc.
54.3
$58.87 · $11.6B
fundamentals as of
Score gap
29.8
DOCS leads
DOCS
Doximity, Inc.
84.1
$25.33 · $4.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDOCS30.2x
- Fastest growthBTSG+26.4%
- Strongest balance sheetDOCS0.01
- Highest qualityDOCS89 / 100
- Largest discount to fair valueDOCS-8%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BTSG
stronger →← stronger
DOCS
51
Qualityreturns · margins · balance sheet
89
92
Growthrevenue & earnings expansion
85
34
Valuevaluation vs sector peers
79
DOCS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BTSG
DOCS
$402mC
FCF
$306mC
+26.4%A-
Rev
+11.2%B
1.16C
D/E
0.01A-
52.6xC
P/E
30.2xB
2.11C
PEG
0.59A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BTSG
DOCS
112% above
Price vs fair valuelower is cheaper
8% below
~37%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
-64%
1-yr DCF upside
-5%
-53%
5-yr DCF upside
+9%
-33%
10-yr DCF upside
+33%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BTSG
Why this score
- Diluting shareholders
- Short track record
DOCS
Why this score
- Durable high returns
The companies
BTSGBrightSpring Health Services, Inc.
Why now
Health Information Services · market cap $11.6b. Down 20% from 52-week high of $73.75 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $78.94 (implying +34% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 52.6x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.88 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 2.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
DOCSDoximity, Inc.
Why now
Health Information Services · market cap $4.5b. Down 67% from 52-week high of $76.51 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.59 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Hold with a mean 1-yr target of $29.39 (implying +16% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 183% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 67% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BTSG and DOCS diverge
On the headline score the gap is 29.8 points in favor of DOCS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBTSG 34.4 · DOCS 78.9DOCS +44.5
- QualityBTSG 50.6 · DOCS 88.6DOCS +38.0
- GrowthBTSG 92.0 · DOCS 85.0BTSG +7.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.