WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Doximity, Inc. vs Microsoft Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Doximity, Inc.

DOCS · New York Stock Exchange

Market cap (USD)$5.1B
Gross margin (TTM)88.1%
Operating margin (TTM)29.6%
Net margin (TTM)25.5%
SectorHealthcare
IndustryInternet platforms
CountryUS
Data as of2026-08-23
86/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Doximity, Inc.'s moat claims, evidence, and risks.

View DOCS analysis

Microsoft Corporation

MSFT · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (95 / 100 vs 86 / 100 for Doximity, Inc.).
  • Segment focus: Doximity, Inc. has 1 segment (100% in Medical professional platform and healthcare customer solutions); Microsoft Corporation has 2 segments (80.8% in Agents and Infra).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Doximity, Inc. has 4 moat types across 2 domains; Microsoft Corporation has 8 across 4.

Primary market context

Doximity, Inc.

Medical professional platform and healthcare customer solutions

Market

U.S. digital medical professional network, HCP marketing, hiring, workflow and telehealth solutions

Geography

United States

Customer

Physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, health systems and medical recruiters

Role

Verified clinician network, engagement platform, workflow software and subscription-based commercial solutions provider

Revenue share

100%

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

Side-by-side metrics

Doximity, Inc.
Microsoft Corporation
Ticker / Exchange
DOCS - New York Stock Exchange
MSFT - The Nasdaq Global Select Market
Market cap (USD)
$5.1B
$3.9T
Gross margin (TTM)
88.1%
67.9%
Operating margin (TTM)
29.6%
46.8%
Net margin (TTM)
25.5%
40.3%
Sector
Healthcare
Technology
Industry
Internet platforms
Infrastructure software
HQ country
US
US
Primary segment
Medical professional platform and healthcare customer solutions
Agents and Infra
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
86 / 100
95 / 100
Moat domains
Network, Demand
Demand, Network, Supply, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

No overlap yet.

Doximity, Inc. strengths

Direct Network EffectsData Network EffectsProcurement InertiaBrand Trust

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsDefault OS GatewayContent Rights Currency

Segment mix

Doximity, Inc. segments

Full profile >

Medical professional platform and healthcare customer solutions

Competitive

100%

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.