Hims Hers Health Inc (HIMS)vsUnited Therapeutics Corporation (UTHR)
HIMS
Hims Hers Health Inc
$22.02
-8.86%
HEALTHCARE · Cap: $5.67B
UTHR
United Therapeutics Corporation
$524.28
-0.52%
HEALTHCARE · Cap: $23.67B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 36% more annual revenue ($3.18B vs $2.35B). UTHR leads profitability with a 41.9% profit margin vs 5.5%. UTHR appears more attractively valued with a PEG of 2.07. UTHR earns a higher WallStSmart Score of 67/100 (B-).
HIMS
Hold50
out of 100
Grade: D+
UTHR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-538.6%
Fair Value
$3.47
Current Price
$22.02
$18.55 premium
Margin of Safety
+63.2%
Fair Value
$1294.44
Current Price
$524.28
$770.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Revenue surging 28.4% year-over-year
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.0%
Safe zone — low bankruptcy risk
Earnings expanding 24.5% YoY
Areas to Watch
Trading at 9.3x book value
Distress zone — elevated risk
5.5% margin — thin
Operating margin of 2.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMS
The strongest argument for HIMS centers on Return on Equity, Revenue Growth. Revenue growth of 28.4% demonstrates continued momentum.
Bull Case : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.9% and operating margin at 45.0%.
Bear Case : HIMS
The primary concerns for HIMS are Price/Book, Altman Z-Score, Profit Margin. A P/E of 48.8x leaves little room for execution misses. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio.
Key Dynamics to Monitor
HIMS profiles as a growth stock while UTHR is a mature play — different risk/reward profiles.
HIMS carries more volatility with a beta of 2.61 — expect wider price swings.
HIMS is growing revenue faster at 28.4% — sustainability is the question.
UTHR generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (67/100 vs 50/100), backed by strong 41.9% margins. Both earn "Strong 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.
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 →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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