WallStSmart

Hims Hers Health Inc (HIMS)vsTakeda Pharmaceutical Co Ltd ADR (TAK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Takeda Pharmaceutical Co Ltd ADR generates 179060% more annual revenue ($4.62T vs $2.58B). TAK leads profitability with a -3.5% profit margin vs -5.5%. TAK appears more attractively valued with a PEG of 0.43. TAK earns a higher WallStSmart Score of 53/100 (C-).

HIMS

Hold

37

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 3.7Quality: 3.5
Piotroski: 2/9Altman Z: 1.61

TAK

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HIMSFair Value (-2.7%)

Margin of Safety

-2.7%

Fair Value

$27.16

Current Price

$27.51

$0.35 premium

UndervaluedFair: $27.16Overvalued

Intrinsic value data unavailable for TAK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIMS1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
38.2%10/10

Revenue surging 38.2% year-over-year

TAK4 strengths · Avg: 9.8/10
PEG RatioValuation
0.4310/10

Growing faster than its price suggests

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$73.81B10/10

Generating 73.8B in free cash flow

Market CapQuality
$58.92B9/10

Large-cap with strong market position

Areas to Watch

HIMS4 concerns · Avg: 3.3/10
Price/BookValuation
19.8x4/10

Trading at 19.8x book value

Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.532/10

Expensive relative to growth rate

TAK4 concerns · Avg: 2.0/10
Return on EquityProfitability
2.4%3/10

ROE of 2.4% — below average capital efficiency

EPS GrowthGrowth
-9.8%2/10

Earnings declined 9.8%

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Profit MarginProfitability
-3.5%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : HIMS

The strongest argument for HIMS centers on Revenue Growth. Revenue growth of 38.2% demonstrates continued momentum.

Bull Case : TAK

The strongest argument for TAK centers on PEG Ratio, Price/Book, Free Cash Flow. Revenue growth of 10.2% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.

Bear Case : HIMS

The primary concerns for HIMS are Price/Book, Altman Z-Score, Piotroski F-Score. Debt-to-equity of 4.77 is elevated, increasing financial risk.

Bear Case : TAK

The primary concerns for TAK are Return on Equity, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

HIMS profiles as a hypergrowth stock while TAK is a turnaround play — different risk/reward profiles.

HIMS carries more volatility with a beta of 2.41 — expect wider price swings.

HIMS is growing revenue faster at 38.2% — sustainability is the question.

TAK generates stronger free cash flow (73.8B), providing more financial flexibility.

Bottom Line

TAK scores higher overall (53/100 vs 37/100) and 10.2% 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.

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Takeda Pharmaceutical Co Ltd ADR

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.

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