Hims & Hers Health, Inc. (HIMS) vs Kiniksa Pharmaceuticals International, plc (KNSA)

Hims & Hers Health, Inc. and Kiniksa Pharmaceuticals International, plc are both Drug Manufacturers Specialty & Generic companies. Hims & Hers Health, Inc. is the larger, with a market value of $6.9B against $5.9B — 1.2× the size. Hims & Hers Health, Inc. has negative trailing earnings, so its P/E is not meaningful; Kiniksa Pharmaceuticals International, plc trades at 70.2×. Kiniksa Pharmaceuticals International, plc grew revenue faster over the last twelve months: 58.9% against 28.0%. Kiniksa Pharmaceuticals International, plc has the higher net margin (9.59% vs −5.51%) and the higher return on invested capital (48.9% vs −11.4%). Across the 18 metrics below, Kiniksa Pharmaceuticals International, plc leads on 16 and Hims & Hers Health, Inc. on 2.

Valuation

Metric HIMS KNSA Drug Manufacturers Specialty & Generic median
P/E n/m 70.17 20.14
P/S 2.65 6.93 2.25
P/B 21.07 8.90 1.90
Price to free cash flow 82.23 31.84 16.54
EV/EBITDA n/m 51.93 12.29
EV/Sales 2.85 6.30 2.56
Earnings yield (2.07%) 1.43% (2.99%)
Free cash flow yield 1.22% 3.14% 0.00%

Profitability

Metric HIMS KNSA Drug Manufacturers Specialty & Generic median
Gross margin 68.43% 89.82% 53.94%
Operating margin (5.99%) 11.92% 0.00%
Net margin (5.51%) 9.59% 0.00%
Free cash flow margin 3.22% 21.74% 0.00%
Return on equity (32.03%) 14.04% (0.40%)
Return on assets (5.16%) 10.36% (3.32%)
Return on invested capital (11.38%) 48.87% 0.00%

Growth

Metric HIMS KNSA Drug Manufacturers Specialty & Generic median
Revenue growth (TTM) 28.04% 58.85% 10.01%
EPS growth (last fiscal year) (3.77%) 225.00% —
Revenue growth, 5-year CAGR 53.90% — 6.74%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric HIMS KNSA Drug Manufacturers Specialty & Generic median
Debt to equity 4.21 0.00 0.05
Current ratio 0.93 3.90 2.31
Net debt to EBITDA 2.43 (5.26) 0.85

Dividend

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

Size

Metric HIMS KNSA Drug Manufacturers Specialty & Generic median
Market cap 6.87b 5.90b 337.35m

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