WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Zoetis Inc generates 302% more annual revenue ($9.53B vs $2.37B). ZTS leads profitability with a 28.0% profit margin vs -0.6%. ZTS appears more attractively valued with a PEG of 1.88. ZTS earns a higher WallStSmart Score of 66/100 (B-).

HIMS

Avoid

27

out of 100

Grade: F

Growth: 5.3Profit: 2.5Value: 4.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.58

ZTS

Strong Buy

66

out of 100

Grade: B-

Growth: 5.3Profit: 10.0Value: 6.0Quality: 7.0
Piotroski: 4/9Altman Z: 3.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HIMSOvervalued (-7.0%)

Margin of Safety

-7.0%

Fair Value

$25.38

Current Price

$28.00

$2.62 premium

UndervaluedFair: $25.38Overvalued
ZTSUndervalued (+11.8%)

Margin of Safety

+11.8%

Fair Value

$145.86

Current Price

$79.44

$66.42 discount

UndervaluedFair: $145.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIMS0 strengths · Avg: 0/10

No standout strengths identified

ZTS5 strengths · Avg: 9.4/10
Return on EquityProfitability
81.8%10/10

Every $100 of equity generates 82 in profit

Operating MarginProfitability
36.6%10/10

Strong operational efficiency at 36.6%

Altman Z-ScoreHealth
3.1410/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
28.0%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Areas to Watch

HIMS4 concerns · Avg: 4.0/10
PEG RatioValuation
2.164/10

Expensive relative to growth rate

Price/BookValuation
14.5x4/10

Trading at 14.5x book value

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Altman Z-ScoreHealth
1.584/10

Distress zone — elevated risk

ZTS4 concerns · Avg: 3.3/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

Debt/EquityHealth
2.861/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : HIMS

HIMS has a balanced fundamental profile.

Bull Case : ZTS

The strongest argument for ZTS centers on Return on Equity, Operating Margin, Altman Z-Score. Profitability is solid with margins at 28.0% and operating margin at 36.6%.

Bear Case : HIMS

The primary concerns for HIMS are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 2.54 is elevated, increasing financial risk.

Bear Case : ZTS

The primary concerns for ZTS are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 2.86 is elevated, increasing financial risk.

Key Dynamics to Monitor

HIMS profiles as a turnaround stock while ZTS is a value play — different risk/reward profiles.

HIMS carries more volatility with a beta of 2.42 — expect wider price swings.

HIMS is growing revenue faster at 3.8% — sustainability is the question.

ZTS generates stronger free cash flow (291M), providing more financial flexibility.

Bottom Line

ZTS scores higher overall (66/100 vs 27/100), backed by strong 28.0% margins. Both earn "Strong Buy" and "Avoid" 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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