COMPARE · Reviewed July 12, 2026
DOCS vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. DOCS scored 90.2, RMD scored 82.8 — DOCS leads.
Compare another set
DOCS
Doximity, Inc.
90.2
$21.77 · $4.0B
Score gap
7.4
DOCS leads
RMD
ResMed Inc.
82.8
$203.87 · $29.6B
The model, pillar by pillar (0–100 each)
DOCS
stronger →← stronger
RMD
90
Qualityreturns · margins · balance sheet
90
93
Growthrevenue & earnings expansion
81
88
Valuevaluation vs sector peers
78
DOCS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DOCS
RMD
$326mC
FCF
$1.8bC+
+13.1%B+
Rev
+10.3%B
0.01A
D/E
0.13B+
22.2xB+
P/E
19.6xA-
0.59A-
PEG
1.20B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DOCS
RMD
15% below
Price vs fair valuelower is cheaper
17% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~2%/yr
+6%
1-yr DCF upside
+12%
+17%
5-yr DCF upside
+20%
+35%
10-yr DCF upside
+33%
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
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
DOCSDoximity, Inc.
Why now
Health Information Services · market cap $4.0b. Down 72% from 52-week high of $76.51 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.59 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $24.53 (implying +13% upside).
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 167% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 72% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
RMDResMed Inc.
Why now
Medical Instruments & Supplies · market cap $29.6b. Down 31% from 52-week high of $293.81 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $256.07 (implying +26% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.