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Side-by-side financial comparison of CALERES INC (CAL) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $617.8M, roughly 1.3× Hims & Hers Health, Inc.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs 0.3%, a 3.0% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 6.6%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($-2.5M vs $-12.4M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 6.5%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
CAL vs HIMS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $790.1M | $617.8M |
| Net Profit | $2.4M | $20.6M |
| Gross Margin | 41.8% | 71.9% |
| Operating Margin | 1.5% | 1.5% |
| Net Margin | 0.3% | 3.3% |
| Revenue YoY | 6.6% | 28.4% |
| Net Profit YoY | -94.2% | -20.8% |
| EPS (diluted) | $0.07 | $0.08 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $790.1M | $617.8M | ||
| Q3 25 | $658.5M | $599.0M | ||
| Q2 25 | $614.2M | $544.8M | ||
| Q1 25 | $639.2M | $586.0M | ||
| Q4 24 | $740.9M | $481.1M | ||
| Q3 24 | $683.3M | $401.6M | ||
| Q2 24 | $659.2M | $315.6M | ||
| Q1 24 | $697.1M | $278.2M |
| Q4 25 | $2.4M | $20.6M | ||
| Q3 25 | $6.7M | $15.8M | ||
| Q2 25 | $6.9M | $42.5M | ||
| Q1 25 | $4.9M | $49.5M | ||
| Q4 24 | $41.4M | $26.0M | ||
| Q3 24 | $30.0M | $75.6M | ||
| Q2 24 | $30.9M | $13.3M | ||
| Q1 24 | $55.7M | $11.1M |
| Q4 25 | 41.8% | 71.9% | ||
| Q3 25 | 43.4% | 73.8% | ||
| Q2 25 | 45.4% | 76.4% | ||
| Q1 25 | 43.0% | 73.5% | ||
| Q4 24 | 44.1% | 76.8% | ||
| Q3 24 | 45.5% | 79.2% | ||
| Q2 24 | 46.9% | 81.3% | ||
| Q1 24 | 43.9% | 82.4% |
| Q4 25 | 1.5% | 1.5% | ||
| Q3 25 | 1.4% | 2.0% | ||
| Q2 25 | 1.9% | 4.9% | ||
| Q1 25 | 1.2% | 9.9% | ||
| Q4 24 | 7.7% | 3.9% | ||
| Q3 24 | 6.2% | 5.6% | ||
| Q2 24 | 6.5% | 3.5% | ||
| Q1 24 | 4.4% | 3.6% |
| Q4 25 | 0.3% | 3.3% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | 1.1% | 7.8% | ||
| Q1 25 | 0.8% | 8.4% | ||
| Q4 24 | 5.6% | 5.4% | ||
| Q3 24 | 4.4% | 18.8% | ||
| Q2 24 | 4.7% | 4.2% | ||
| Q1 24 | 8.0% | 4.0% |
| Q4 25 | $0.07 | $0.08 | ||
| Q3 25 | $0.20 | $0.06 | ||
| Q2 25 | $0.21 | $0.17 | ||
| Q1 25 | $0.17 | $0.20 | ||
| Q4 24 | $1.19 | $0.10 | ||
| Q3 24 | $0.85 | $0.32 | ||
| Q2 24 | $0.88 | $0.06 | ||
| Q1 24 | $1.56 | $0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.0M | $228.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $616.8M | $540.9M |
| Total Assets | $2.1B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $228.6M | ||
| Q3 25 | $191.5M | $345.8M | ||
| Q2 25 | $33.1M | $1.1B | ||
| Q1 25 | $29.6M | $273.7M | ||
| Q4 24 | $33.7M | $220.6M | ||
| Q3 24 | $51.8M | $165.5M | ||
| Q2 24 | $30.7M | $129.3M | ||
| Q1 24 | $21.4M | $105.2M |
| Q4 25 | $616.8M | $540.9M | ||
| Q3 25 | $613.3M | $581.0M | ||
| Q2 25 | $605.2M | $562.7M | ||
| Q1 25 | $599.0M | $549.3M | ||
| Q4 24 | $598.3M | $476.7M | ||
| Q3 24 | $606.1M | $440.1M | ||
| Q2 24 | $570.3M | $362.0M | ||
| Q1 24 | $560.6M | $344.5M |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $1.9B | $891.7M | ||
| Q4 24 | $2.0B | $707.5M | ||
| Q3 24 | $2.0B | $602.3M | ||
| Q2 24 | $1.9B | $480.5M | ||
| Q1 24 | $1.8B | $448.1M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | $61.3M |
| Free Cash FlowOCF − Capex | $-12.4M | $-2.5M |
| FCF MarginFCF / Revenue | -1.6% | -0.4% |
| Capex IntensityCapex / Revenue | 1.4% | 10.3% |
| Cash ConversionOCF / Net Profit | -0.50× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $61.3M | ||
| Q3 25 | $47.3M | $148.7M | ||
| Q2 25 | $-5.7M | $-19.1M | ||
| Q1 25 | $28.7M | $109.1M | ||
| Q4 24 | $-39.8M | $86.4M | ||
| Q3 24 | $79.6M | $85.3M | ||
| Q2 24 | $36.1M | $53.6M | ||
| Q1 24 | $43.0M | $25.8M |
| Q4 25 | $-12.4M | $-2.5M | ||
| Q3 25 | $35.0M | $79.3M | ||
| Q2 25 | $-26.2M | $-69.5M | ||
| Q1 25 | $18.0M | $50.1M | ||
| Q4 24 | $-57.4M | $59.5M | ||
| Q3 24 | $68.5M | $79.4M | ||
| Q2 24 | $26.3M | $47.6M | ||
| Q1 24 | $32.4M | $11.8M |
| Q4 25 | -1.6% | -0.4% | ||
| Q3 25 | 5.3% | 13.2% | ||
| Q2 25 | -4.3% | -12.8% | ||
| Q1 25 | 2.8% | 8.5% | ||
| Q4 24 | -7.7% | 12.4% | ||
| Q3 24 | 10.0% | 19.8% | ||
| Q2 24 | 4.0% | 15.1% | ||
| Q1 24 | 4.6% | 4.3% |
| Q4 25 | 1.4% | 10.3% | ||
| Q3 25 | 1.9% | 11.6% | ||
| Q2 25 | 3.3% | 9.3% | ||
| Q1 25 | 1.7% | 10.1% | ||
| Q4 24 | 2.4% | 5.6% | ||
| Q3 24 | 1.6% | 1.5% | ||
| Q2 24 | 1.5% | 1.9% | ||
| Q1 24 | 1.5% | 5.0% |
| Q4 25 | -0.50× | 2.98× | ||
| Q3 25 | 7.05× | 9.43× | ||
| Q2 25 | -0.81× | -0.45× | ||
| Q1 25 | 5.82× | 2.20× | ||
| Q4 24 | -0.96× | 3.32× | ||
| Q3 24 | 2.66× | 1.13× | ||
| Q2 24 | 1.17× | 4.03× | ||
| Q1 24 | 0.77× | 2.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
HIMS
Segment breakdown not available.