COMPARE · Data as of August 21, 2026
DOCS vs NBIX
Verdict: Side-by-side breakdown using the Bull Rankings model. DOCS scored 84.1, NBIX scored 88.0 — NBIX leads.
Compare another set
DOCS
Doximity, Inc.
84.1
$25.94 · $4.6B
fundamentals as of
Score gap
3.9
NBIX leads
NBIX
Neurocrine Biosciences, Inc.
88
$152.93 · $15.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestNBIX22.4x
- Fastest growthNBIX+34.4%
- Strongest balance sheetDOCS0.01
- Highest qualityDOCS89 / 100
- Largest discount to fair valueNBIX-11%
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)
DOCS
stronger →← stronger
NBIX
89
Qualityreturns · margins · balance sheet
81
85
Growthrevenue & earnings expansion
96
79
Valuevaluation vs sector peers
88
NBIX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DOCS
NBIX
$306mC
FCF
$870mC+
+11.2%B
Rev
+34.4%A
0.01A-
D/E
0.12B+
30.9xB
P/E
22.4xB+
0.59A-
PEG
0.46A
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
DOCS
NBIX
6% below
Price vs fair valuelower is cheaper
11% below
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-7%
1-yr DCF upside
-6%
+7%
5-yr DCF upside
+12%
+30%
10-yr DCF upside
+46%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DOCS
Why this score
- Durable high returns
NBIX
Why this score
- Durable high returns
- Diluting shareholders
The companies
DOCSDoximity, Inc.
Why now
Health Information Services · market cap $4.6b. Down 66% 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 +13% 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 66% 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 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
NBIXNeurocrine Biosciences, Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $15.5b. 18% off the 52-week high of $186.12. Revenue growing +34% — in hypergrowth territory. PEG 0.46 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $211.57 (implying +38% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 123% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
The model favors DOCS with an 89.5 quality-growth score, primarily due to its superior Quality pillar score of 88 compared to NBIX's 81. However, a contrarian might prefer NBIX for its 10% discount to DCF fair value and its robust 34.4% revenue growth, despite the model's "Diluting shareholders" signal.
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 DOCS and NBIX diverge
On the headline score the gap is 3.9 points in favor of NBIX. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthDOCS 85.0 · NBIX 95.9NBIX +10.9
- ValueDOCS 78.9 · NBIX 87.7NBIX +8.8
- QualityDOCS 88.6 · NBIX 81.1DOCS +7.5
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.