Hims & Hers Health, Inc. (HIMS) vs Lantheus Holdings, Inc. (LNTH)

Hims & Hers Health, Inc. and Lantheus Holdings, Inc. are both Drug Manufacturers Specialty & Generic companies. Hims & Hers Health, Inc. and Lantheus Holdings, Inc. are of similar size ($6.9B and $6.5B). Hims & Hers Health, Inc. has negative trailing earnings, so its P/E is not meaningful; Lantheus Holdings, Inc. trades at 23.7×. Hims & Hers Health, Inc. grew revenue faster over the last twelve months: 28.0% against 2.35%. Lantheus Holdings, Inc. has the higher net margin (17.7% vs −5.51%) and the higher return on invested capital (14.7% vs −11.4%). Across the 19 metrics below, Lantheus Holdings, Inc. leads on 13 and Hims & Hers Health, Inc. on 6.

Valuation

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
P/E n/m 23.69 20.14
P/S 2.65 4.18 2.25
P/B 21.07 4.95 1.90
Price to free cash flow 82.23 16.54 16.54
EV/EBITDA n/m 16.38 12.29
EV/Sales 2.85 4.16 2.56
Earnings yield (2.07%) 4.22% (2.99%)
Free cash flow yield 1.22% 6.04% 0.00%

Profitability

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Gross margin 68.43% 60.14% 53.94%
Operating margin (5.99%) 19.43% 0.00%
Net margin (5.51%) 17.69% 0.00%
Free cash flow margin 3.22% 25.24% 0.00%
Return on equity (32.03%) 22.21% (0.40%)
Return on assets (5.16%) 12.15% (3.32%)
Return on invested capital (11.38%) 14.65% 0.00%

Growth

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Revenue growth (TTM) 28.04% 2.35% 10.01%
EPS growth (last fiscal year) (3.77%) (21.79%) —
Revenue growth, 5-year CAGR 53.90% 35.35% 6.74%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Debt to equity 4.21 0.44 0.05
Current ratio 0.93 3.06 2.31
Net debt to EBITDA 2.43 0.55 0.85

Dividend

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

Size

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Market cap 6.87b 6.51b 337.35m

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