Hims Hers Health Inc (HIMS)vsJohnson & Johnson (JNJ)
HIMS
Hims Hers Health Inc
$29.32
+1.19%
HEALTHCARE · Cap: $6.55B
JNJ
Johnson & Johnson
$275.19
+1.53%
HEALTHCARE · Cap: $615.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 3753% more annual revenue ($99.33B vs $2.58B). JNJ leads profitability with a 16.2% profit margin vs -5.5%. HIMS appears more attractively valued with a PEG of 2.59. JNJ earns a higher WallStSmart Score of 57/100 (C).
HIMS
Hold37
out of 100
Grade: F
JNJ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.4%
Fair Value
$26.94
Current Price
$29.32
$2.38 premium
Margin of Safety
-83.0%
Fair Value
$144.12
Current Price
$275.19
$131.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.2% year-over-year
Mega-cap, among the largest globally
Strong operational efficiency at 25.1%
Generating 6.4B in free cash flow
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 96.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMS
The strongest argument for HIMS centers on Revenue Growth. Revenue growth of 38.2% demonstrates continued momentum.
Bull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 16.2% and operating margin at 25.1%.
Bear Case : HIMS
The primary concerns for HIMS are Altman Z-Score, Piotroski F-Score, PEG Ratio. Debt-to-equity of 4.77 is elevated, increasing financial risk.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
HIMS profiles as a hypergrowth stock while JNJ is a mature play — different risk/reward profiles.
HIMS carries more volatility with a beta of 2.43 — expect wider price swings.
HIMS is growing revenue faster at 38.2% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (57/100 vs 37/100), backed by strong 16.2% margins. 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 →Johnson & Johnson
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Johnson & Johnson (J&J) is an American multinational corporation founded in 1886 that develops medical devices, pharmaceuticals, and consumer packaged goods. Its common stock is a component of the Dow Jones Industrial Average and the company is ranked No. 36 on the 2021 Fortune 500 list of the largest United States corporations by total revenue. Johnson & Johnson is one of the world's most valuable companies, and is one of only two U.S.-based companies that has a prime credit rating of AAA, higher than that of the United States government.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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