AMNEAL PHARMACEUTICALS, INC. (AMRX) vs Hims & Hers Health, Inc. (HIMS)

AMNEAL PHARMACEUTICALS, INC. and Hims & Hers Health, Inc. are both Drug Manufacturers Specialty & Generic companies. AMNEAL PHARMACEUTICALS, INC. and Hims & Hers Health, Inc. are of similar size ($6.9B and $6.3B). Hims & Hers Health, Inc. has negative trailing earnings, so its P/E is not meaningful; AMNEAL PHARMACEUTICALS, INC. trades at 39.5×. Hims & Hers Health, Inc. grew revenue faster over the last twelve months: 28.0% against 9.28%. AMNEAL PHARMACEUTICALS, INC. has the higher net margin (5.05% vs −5.51%) and the higher return on invested capital (11.1% vs −11.4%). Across the 19 metrics below, Hims & Hers Health, Inc. leads on 10 and AMNEAL PHARMACEUTICALS, INC. on 9.

Valuation

Metric AMRX HIMS Drug Manufacturers Specialty & Generic median
P/E 39.54 n/m 20.14
P/S 2.02 2.65 2.25
P/B 191.09 21.07 1.90
Price to free cash flow n/m 82.23 16.54
EV/EBITDA 13.30 n/m 12.29
EV/Sales 2.84 2.85 2.56
Earnings yield 2.53% (2.07%) (2.99%)
Free cash flow yield (0.18%) 1.22% 0.00%

Profitability

Metric AMRX HIMS Drug Manufacturers Specialty & Generic median
Gross margin 39.32% 68.43% 53.94%
Operating margin 14.56% (5.99%) 0.00%
Net margin 5.05% (5.51%) 0.00%
Free cash flow margin (0.37%) 3.22% 0.00%
Return on equity (395.84%) (32.03%) (0.40%)
Return on assets 4.37% (5.16%) (3.32%)
Return on invested capital 11.05% (11.38%) 0.00%

Growth

Metric AMRX HIMS Drug Manufacturers Specialty & Generic median
Revenue growth (TTM) 9.28% 28.04% 10.01%
EPS growth (last fiscal year) 157.89% (3.77%) —
Revenue growth, 5-year CAGR 8.66% 53.90% 6.74%
Net income growth, 5-year CAGR (4.57%) 0.00% 0.00%

Health

Metric AMRX HIMS Drug Manufacturers Specialty & Generic median
Debt to equity 80.86 4.21 0.05
Current ratio 2.20 0.93 2.31
Net debt to EBITDA 3.62 2.43 0.85

Dividend

Metric AMRX HIMS Drug Manufacturers Specialty & Generic median
Dividend yield 0.27% — 1.70%
Payout ratio 0.00 0.00 0.00

Size

Metric AMRX HIMS Drug Manufacturers Specialty & Generic median
Market cap 6.32b 6.87b 337.35m

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