WallStSmart

Hims Hers Health Inc (HIMS)vsZoetis Inc (ZTS)

VS

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 2.53. ZTS earns a higher WallStSmart Score of 58/100 (C).

HIMS

Hold

37

out of 100

Grade: F

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

ZTS

Buy

58

out of 100

Grade: C

Growth: 4.0Profit: 10.0Value: 6.0Quality: 7.0
Piotroski: 4/9Altman Z: 3.14
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
ZTSUndervalued (+11.3%)

Margin of Safety

+11.3%

Fair Value

$145.00

Current Price

$72.97

$72.03 discount

UndervaluedFair: $145.00Overvalued

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

ZTS5 strengths · Avg: 9.8/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
83.1%10/10

Every $100 of equity generates 83 in profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Altman Z-ScoreHealth
3.1410/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
27.7%9/10

Keeps 28 of every $100 in revenue as profit

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

ZTS4 concerns · Avg: 3.0/10
Price/BookValuation
9.3x4/10

Trading at 9.3x book value

EPS GrowthGrowth
1.2%4/10

1.2% earnings growth

PEG RatioValuation
7.052/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.2%2/10

Revenue declined 0.2%

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 : ZTS

The strongest argument for ZTS centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 27.7% and operating margin at 40.7%.

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 : 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 2.41 — 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.

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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.

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