Hims Hers Health Inc (HIMS)vsTakeda Pharmaceutical Co Ltd ADR (TAK)
HIMS
Hims Hers Health Inc
$28.09
-14.20%
HEALTHCARE · Cap: $6.50B
TAK
Takeda Pharmaceutical Co Ltd ADR
$17.24
+2.50%
HEALTHCARE · Cap: $53.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Takeda Pharmaceutical Co Ltd ADR generates 190036% more annual revenue ($4.51T vs $2.37B). HIMS leads profitability with a -0.0% profit margin vs -3.4%. TAK appears more attractively valued with a PEG of 0.42. TAK earns a higher WallStSmart Score of 57/100 (C).
HIMS
Avoid29
out of 100
Grade: F
TAK
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.1%
Fair Value
$25.32
Current Price
$28.09
$2.77 premium
Intrinsic value data unavailable for TAK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 330.2% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 14.6x book value
0.0% revenue growth
Distress zone — elevated risk
3.9% revenue growth
ROE of 2.5% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMS
HIMS has a balanced fundamental profile.
Bull Case : TAK
The strongest argument for TAK centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.42 suggests the stock is reasonably priced for its growth.
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 : TAK
The primary concerns for TAK are Revenue Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
HIMS carries more volatility with a beta of 2.34 — expect wider price swings.
TAK is growing revenue faster at 3.9% — sustainability is the question.
HIMS generates stronger free cash flow (53M), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TAK scores higher overall (57/100 vs 29/100). 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 →Takeda Pharmaceutical Co Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.
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