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DCI vs. DOCS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DCI vs. DOCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Donaldson Company, Inc. (DCI) and Doximity, Inc. (DOCS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DCI achieves a -2.28% return, which is significantly higher than DOCS's -54.74% return.


DCI

1D
1.18%
1M
5.44%
YTD
-2.28%
6M
-6.11%
1Y
27.67%
3Y*
13.77%
5Y*
8.47%
10Y*
11.09%

DOCS

1D
0.10%
1M
5.64%
YTD
-54.74%
6M
-54.30%
1Y
-64.16%
3Y*
-14.86%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DCI vs. DOCS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DCI
Donaldson Company, Inc.
-2.28%33.71%4.62%12.80%0.96%-3.29%
DOCS
Doximity, Inc.
-54.74%-17.06%90.41%-16.45%-33.05%21.76%

Correlation

The correlation between DCI and DOCS is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Jun 24, 2021

0.27

Over the past year, the correlation between DCI and DOCS has dropped to 0.07 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

DCI:

$10.20B

DOCS:

$3.91B

EPS

DCI:

$3.72

DOCS:

$0.98

PE Ratio

DCI:

23.23

DOCS:

20.35

PEG Ratio

DCI:

2.69

DOCS:

1.74

PS Ratio

DCI:

2.68

DOCS:

6.19

PB Ratio

DCI:

6.02

DOCS:

4.11

Total Revenue (TTM)

DCI:

$3.81B

DOCS:

$644.86M

Gross Profit (TTM)

DCI:

$1.30B

DOCS:

$574.54M

EBITDA (TTM)

DCI:

$664.30M

DOCS:

$245.76M

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Return for Risk

DCI vs. DOCS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DCI
DCI Risk / Return Rank: 6868
Overall Rank
DCI Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
DCI Sortino Ratio Rank: 6868
Sortino Ratio Rank
DCI Omega Ratio Rank: 7070
Omega Ratio Rank
DCI Calmar Ratio Rank: 6363
Calmar Ratio Rank
DCI Martin Ratio Rank: 6363
Martin Ratio Rank

DOCS
DOCS Risk / Return Rank: 55
Overall Rank
DOCS Sharpe Ratio Rank: 22
Sharpe Ratio Rank
DOCS Sortino Ratio Rank: 33
Sortino Ratio Rank
DOCS Omega Ratio Rank: 22
Omega Ratio Rank
DOCS Calmar Ratio Rank: 99
Calmar Ratio Rank
DOCS Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DCI vs. DOCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and Doximity, Inc. (DOCS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DCIDOCSDifference
Sharpe ratioReturn per unit of total volatility

+2.19

Sortino ratioReturn per unit of downside risk

+3.47

Omega ratioGain probability vs. loss probability

1.21

0.72

+0.49

Calmar ratioReturn relative to maximum drawdown

1.00

-0.85

+1.85

Martin ratioReturn relative to average drawdown

2.17

-1.43

+3.59

DCI vs. DOCS - Sharpe Ratio Comparison

The current DCI Sharpe Ratio is 0.99, which is higher than the DOCS Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of DCI and DOCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DCI vs. DOCS - Drawdown Comparison

The maximum DCI drawdown since its inception was -56.90%, smaller than the maximum DOCS drawdown of -82.35%. Use the drawdown chart below to compare losses from any high point for DCI and DOCS.


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Drawdown Indicators


DCIDOCSDifference

Max Drawdown

Largest peak-to-trough decline

-56.90%

-82.35%

+25.45%

Max Drawdown (1Y)

Largest decline over 1 year

-26.05%

-76.03%

+49.98%

Max Drawdown (3Y)

Largest decline over 3 years

-26.05%

-78.34%

+52.29%

Max Drawdown (5Y)

Largest decline over 5 years

-32.20%

Max Drawdown (10Y)

Largest decline over 10 years

-42.72%

Current Drawdown

Current decline from peak

-21.65%

-80.36%

+58.71%

Average Drawdown

Average peak-to-trough decline

-11.09%

-57.18%

+46.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.98%

45.49%

-33.51%

Volatility

DCI vs. DOCS - Volatility Comparison

The current volatility for Donaldson Company, Inc. (DCI) is 8.17%, while Doximity, Inc. (DOCS) has a volatility of 29.57%. This indicates that DCI experiences smaller price fluctuations and is considered to be less risky than DOCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DCIDOCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.17%

29.57%

-21.40%

Volatility (6M)

Calculated over the trailing 6-month period

20.95%

44.93%

-23.98%

Volatility (1Y)

Calculated over the trailing 1-year period

26.36%

54.14%

-27.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.53%

70.07%

-46.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.90%

70.07%

-44.17%

Dividends

DCI vs. DOCS - Dividend Comparison

DCI's dividend yield for the trailing twelve months is around 1.39%, while DOCS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DCI
Donaldson Company, Inc.
1.39%1.32%1.57%1.50%1.55%1.47%1.50%1.42%1.73%1.45%1.65%2.36%
DOCS
Doximity, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

DCI vs. DOCS - Financials Comparison

This section allows you to compare key financial metrics between Donaldson Company, Inc. and Doximity, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
995.10M
145.37M
(DCI) Total Revenue
(DOCS) Total Revenue
Values in USD except per share items

DCI vs. DOCS - Profitability Comparison

The chart below illustrates the profitability comparison between Donaldson Company, Inc. and Doximity, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
33.5%
86.7%
Portfolio components
DCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Donaldson Company, Inc. reported a gross profit of 333.40M and revenue of 995.10M. Therefore, the gross margin over that period was 33.5%.

DOCS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Doximity, Inc. reported a gross profit of 125.97M and revenue of 145.37M. Therefore, the gross margin over that period was 86.7%.

DCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Donaldson Company, Inc. reported an operating income of 155.30M and revenue of 995.10M, resulting in an operating margin of 15.6%.

DOCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Doximity, Inc. reported an operating income of 24.83M and revenue of 145.37M, resulting in an operating margin of 17.1%.

DCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Donaldson Company, Inc. reported a net income of 118.10M and revenue of 995.10M, resulting in a net margin of 11.9%.

DOCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Doximity, Inc. reported a net income of 19.11M and revenue of 145.37M, resulting in a net margin of 13.2%.


Frequently Asked Questions


DCI and DOCS have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DOCS has higher volatility (29.57%) compared to DCI (8.17%). In terms of maximum drawdown, DCI dropped -56.90% vs DOCS's -82.35%.

DCI currently has the higher Sharpe Ratio (0.99 vs -1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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