WallStSmart

Hims Hers Health Inc (HIMS)vsUnited Therapeutics Corporation (UTHR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Therapeutics Corporation generates 34% more annual revenue ($3.17B vs $2.37B). UTHR leads profitability with a 40.6% profit margin vs -0.6%. HIMS appears more attractively valued with a PEG of 2.16. UTHR earns a higher WallStSmart Score of 57/100 (C).

HIMS

Avoid

27

out of 100

Grade: F

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

UTHR

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 9.0Value: 5.3Quality: 7.8
Piotroski: 5/9Altman Z: 8.56
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
UTHRUndervalued (+2.5%)

Margin of Safety

+2.5%

Fair Value

$487.82

Current Price

$549.87

$62.05 discount

UndervaluedFair: $487.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIMS0 strengths · Avg: 0/10

No standout strengths identified

UTHR4 strengths · Avg: 9.8/10
Profit MarginProfitability
40.6%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
41.7%10/10

Strong operational efficiency at 41.7%

Altman Z-ScoreHealth
8.5610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

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

UTHR3 concerns · Avg: 2.7/10
PEG RatioValuation
2.284/10

Expensive relative to growth rate

Revenue GrowthGrowth
-1.6%2/10

Revenue declined 1.6%

EPS GrowthGrowth
-12.2%2/10

Earnings declined 12.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : HIMS

HIMS has a balanced fundamental profile.

Bull Case : UTHR

The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 40.6% and operating margin at 41.7%.

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 : UTHR

The primary concerns for UTHR are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

HIMS profiles as a turnaround stock while UTHR is a declining 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.

UTHR generates stronger free cash flow (363M), providing more financial flexibility.

Bottom Line

UTHR scores higher overall (57/100 vs 27/100), backed by strong 40.6% 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 →

United Therapeutics Corporation

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

United Therapeutics Corporation, a biotechnology company, is dedicated to the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company is headquartered in Silver Spring, Maryland.

Visit Website →

Want to dig deeper into these stocks?