Hims Hers Health Inc (HIMS)vsUnited Therapeutics Corporation (UTHR)
HIMS
Hims Hers Health Inc
$29.32
+1.19%
HEALTHCARE · Cap: $6.55B
UTHR
United Therapeutics Corporation
$586.48
-0.80%
HEALTHCARE · Cap: $22.87B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 22% more annual revenue ($3.15B vs $2.58B). UTHR leads profitability with a 41.6% profit margin vs -5.5%. UTHR appears more attractively valued with a PEG of 2.22. UTHR earns a higher WallStSmart Score of 61/100 (C+).
HIMS
Hold37
out of 100
Grade: F
UTHR
Buy61
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
+0.7%
Fair Value
$479.17
Current Price
$586.48
$107.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.2% year-over-year
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 42.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
Expensive relative to growth rate
Revenue declined 1.9%
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 : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.6% and operating margin at 42.2%.
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 : UTHR
The primary concerns for UTHR are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
HIMS profiles as a hypergrowth stock while UTHR is a declining 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.
UTHR generates stronger free cash flow (206M), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (61/100 vs 37/100), backed by strong 41.6% 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 →United Therapeutics Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
United Therapeutics Corporation, a biotechnology company, is dedicated to the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company is headquartered in Silver Spring, Maryland.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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