Alkermes plc (ALKS) vs Hims & Hers Health, Inc. (HIMS)

Alkermes plc and Hims & Hers Health, Inc. are both Drug Manufacturers Specialty & Generic companies. Alkermes plc is the larger, with a market value of $7.5B against $5.6B — 1.3× the size. Hims & Hers Health, Inc. grew revenue faster over the last twelve months: 28.0% against 15.3%. Alkermes plc has the higher net margin (−0.02% vs −5.51%) and the higher return on invested capital (1.54% vs −11.4%). Across the 19 metrics below, Alkermes plc leads on 14 and Hims & Hers Health, Inc. on 5.

Valuation

Metric ALKS HIMS Drug Manufacturers Specialty & Generic median
P/E n/m n/m 20.45
P/S 4.37 2.33 2.11
P/B 4.11 18.53 1.69
Price to free cash flow 33.55 72.32 15.98
EV/EBITDA 38.69 n/m 12.21
EV/Sales 4.79 2.53 2.79
Earnings yield 0.00% (2.35%) (15.61%)
Free cash flow yield 2.98% 1.38% 0.00%

Profitability

Metric ALKS HIMS Drug Manufacturers Specialty & Generic median
Gross margin 82.89% 68.43% 53.51%
Operating margin 3.66% (5.99%) 0.00%
Net margin (0.02%) (5.51%) (2.31%)
Free cash flow margin 13.03% 3.22% 0.00%
Return on equity (0.02%) (32.03%) (0.80%)
Return on assets (0.01%) (5.16%) (1.67%)
Return on invested capital 1.54% (11.38%) 0.00%

Growth

Metric ALKS HIMS Drug Manufacturers Specialty & Generic median
Revenue growth (TTM) 15.27% 28.04% 5.22%
EPS growth (last fiscal year) (34.10%) (3.77%) 42.91%
Revenue growth, 5-year CAGR 7.28% 73.63% 7.24%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALKS HIMS Drug Manufacturers Specialty & Generic median
Debt to equity 0.80 4.21 0.04
Current ratio 2.42 0.93 2.46
Net debt to EBITDA (4.69) 2.43 1.01

Dividend

Metric ALKS HIMS Drug Manufacturers Specialty & Generic median
Dividend yield — — 1.47%
Payout ratio — — 0.28

Size

Metric ALKS HIMS Drug Manufacturers Specialty & Generic median
Market cap 7.48b 5.61b 300.78m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack