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. Lantheus Holdings, Inc. is the larger, with a market value of $6.6B against $5.6B — 1.2× the size. Hims & Hers Health, Inc. has negative trailing earnings, so its P/E is not meaningful; Lantheus Holdings, Inc. trades at 24.3×. Hims & Hers Health, Inc. grew revenue faster over the last twelve months: 28.0% against 2.38%. Lantheus Holdings, Inc. has the higher net margin (17.3% vs −5.51%) and the higher return on invested capital (14.6% 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 24.34 20.55
P/S 2.17 4.21 2.08
P/B 17.24 4.85 1.79
Price to free cash flow 67.30 16.89 16.29
EV/EBITDA n/m 16.74 12.22
EV/Sales 2.37 4.14 2.87
Earnings yield (2.53%) 4.11% (15.94%)
Free cash flow yield 1.49% 5.92% 0.00%

Profitability

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Gross margin 68.43% 61.26% 53.51%
Operating margin (5.99%) 18.62% 0.00%
Net margin (5.51%) 17.28% (2.45%)
Free cash flow margin 3.22% 26.21% 0.00%
Return on equity (32.03%) 21.81% (0.80%)
Return on assets (5.16%) 11.41% (1.67%)
Return on invested capital (11.38%) 14.62% 0.00%

Growth

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Revenue growth (TTM) 28.04% 2.38% 5.22%
EPS growth (last fiscal year) (3.77%) (21.79%) 42.91%
Revenue growth, 5-year CAGR 73.63% 35.35% 7.24%
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 0.42 0.04
Current ratio 0.93 3.25 2.41
Net debt to EBITDA 2.43 0.55 1.01

Dividend

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Dividend yield — — 1.45%
Payout ratio — — 0.27

Size

Metric HIMS LNTH Drug Manufacturers Specialty & Generic median
Market cap 5.61b 6.58b 315.39m

Compare with another peer

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