Hims Hers Health Inc (HIMS)vsZoetis Inc (ZTS)
HIMS
Hims Hers Health Inc
$29.32
+1.19%
HEALTHCARE · Cap: $6.55B
ZTS
Zoetis Inc
$77.80
-0.55%
HEALTHCARE · Cap: $32.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Zoetis Inc generates 269% more annual revenue ($9.53B vs $2.58B). ZTS leads profitability with a 27.7% profit margin vs -5.5%. HIMS appears more attractively valued with a PEG of 2.59. ZTS earns a higher WallStSmart Score of 58/100 (C).
HIMS
Hold37
out of 100
Grade: F
ZTS
Buy58
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
+10.3%
Fair Value
$143.36
Current Price
$77.80
$65.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.2% year-over-year
Every $100 of equity generates 83 in profit
Strong operational efficiency at 40.7%
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
Trading at 10.2x book value
1.2% earnings growth
Expensive relative to growth rate
Revenue declined 0.2%
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 : ZTS
The strongest argument for ZTS centers on Return on Equity, Operating Margin, Altman Z-Score. Profitability is solid with margins at 27.7% and operating margin at 40.7%.
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 : ZTS
The primary concerns for ZTS are Price/Book, EPS Growth, PEG Ratio. Debt-to-equity of 2.93 is elevated, increasing financial risk.
Key Dynamics to Monitor
HIMS profiles as a hypergrowth stock while ZTS 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.
ZTS generates stronger free cash flow (538M), providing more financial flexibility.
Bottom Line
ZTS scores higher overall (58/100 vs 37/100), backed by strong 27.7% 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 →Zoetis Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Zoetis Inc. is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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