Hims Hers Health Inc (HIMS)vsHaleon plc (HLN)
HIMS
Hims Hers Health Inc
$22.02
-8.86%
HEALTHCARE · Cap: $5.67B
HLN
Haleon plc
$10.23
-0.78%
HEALTHCARE · Cap: $45.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 370% more annual revenue ($11.03B vs $2.35B). HLN leads profitability with a 15.1% profit margin vs 5.5%. HLN appears more attractively valued with a PEG of 2.48. HLN earns a higher WallStSmart Score of 58/100 (C).
HIMS
Hold50
out of 100
Grade: D+
HLN
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-538.6%
Fair Value
$3.47
Current Price
$22.02
$18.55 premium
Margin of Safety
+51.3%
Fair Value
$22.93
Current Price
$10.23
$12.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Revenue surging 28.4% year-over-year
Revenue surging 60.0% year-over-year
Earnings expanding 92.0% YoY
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Areas to Watch
Trading at 9.3x book value
Distress zone — elevated risk
5.5% margin — thin
Operating margin of 2.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMS
The strongest argument for HIMS centers on Return on Equity, Revenue Growth. Revenue growth of 28.4% demonstrates continued momentum.
Bull Case : HLN
The strongest argument for HLN centers on Revenue Growth, EPS Growth, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%. Revenue growth of 60.0% demonstrates continued momentum.
Bear Case : HIMS
The primary concerns for HIMS are Price/Book, Altman Z-Score, Profit Margin. A P/E of 48.8x leaves little room for execution misses. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio.
Key Dynamics to Monitor
HIMS carries more volatility with a beta of 2.61 — expect wider price swings.
HLN is growing revenue faster at 60.0% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HLN scores higher overall (58/100 vs 50/100), backed by strong 15.1% margins and 60.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hims Hers Health Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Hims & Hers Health, Inc. operates a multi-specialty telehealth platform that connects consumers with licensed healthcare professionals. The company is headquartered in San Francisco, California.
Visit Website →Haleon plc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Haleon plc (HLN) is a leading global consumer health company focused on delivering innovative health solutions across critical segments including oral care, pain relief, respiratory health, and dietary supplements. Formed from the spin-off of GlaxoSmithKline, Haleon boasts a strong portfolio of well-established brands, such as Sensodyne, Panadol, and Voltaren, solidifying its presence in the lucrative consumer health market. With a commitment to sustainability and consumer-driven innovation, the company is well-positioned to enhance health outcomes on a global scale while driving growth and delivering shareholder value through strategic investments and product advancements.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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