Hims Hers Health Inc (HIMS)vsHaleon plc (HLN)
HIMS
Hims Hers Health Inc
$28.00
+6.66%
HEALTHCARE · Cap: $6.05B
HLN
Haleon plc
$9.12
+1.79%
HEALTHCARE · Cap: $40.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 365% more annual revenue ($11.03B vs $2.37B). HLN leads profitability with a 15.1% profit margin vs -0.6%. HIMS appears more attractively valued with a PEG of 2.16. HLN earns a higher WallStSmart Score of 63/100 (C+).
HIMS
Avoid27
out of 100
Grade: F
HLN
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.0%
Fair Value
$25.38
Current Price
$28.00
$2.62 premium
Intrinsic value data unavailable for HLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 92.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 14.5x book value
3.8% revenue growth
Distress zone — elevated risk
Expensive relative to growth rate
0.6% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMS
HIMS has a balanced fundamental profile.
Bull Case : HLN
The strongest argument for HLN centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%.
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 : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
HIMS profiles as a turnaround stock while HLN 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.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
HLN scores higher overall (63/100 vs 27/100), backed by strong 15.1% margins. Both earn "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.
Visit Website →Haleon plc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Haleon plc (HLN) is a leading global consumer health company, formed as a spin-off from GlaxoSmithKline, that specializes in delivering innovative health solutions through its extensive portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. With a focus on key health segments such as oral care, pain relief, and dietary supplements, Haleon leverages strong brand recognition to meet the evolving needs of consumers. The company's commitment to sustainability and continuous innovation positions it strategically for long-term growth, aimed at enhancing health outcomes and delivering shareholder value through targeted investments and ongoing product development.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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