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Side-by-side financial comparison of DELUXE CORP (DLX) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Hims & Hers Health, Inc. is the larger business by last-quarter revenue ($617.8M vs $535.2M, roughly 1.2× DELUXE CORP). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs 2.2%, a 1.1% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 2.8%). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 0.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
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.
DLX vs HIMS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $617.8M |
| Net Profit | $12.0M | $20.6M |
| Gross Margin | 52.2% | 71.9% |
| Operating Margin | 8.9% | 1.5% |
| Net Margin | 2.2% | 3.3% |
| Revenue YoY | 2.8% | 28.4% |
| Net Profit YoY | -5.0% | -20.8% |
| EPS (diluted) | $0.25 | $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 | $535.2M | $617.8M | ||
| Q3 25 | $540.2M | $599.0M | ||
| Q2 25 | $521.3M | $544.8M | ||
| Q1 25 | $536.5M | $586.0M | ||
| Q4 24 | $520.6M | $481.1M | ||
| Q3 24 | $528.4M | $401.6M | ||
| Q2 24 | $537.8M | $315.6M | ||
| Q1 24 | $535.0M | $278.2M |
| Q4 25 | $12.0M | $20.6M | ||
| Q3 25 | $33.7M | $15.8M | ||
| Q2 25 | $22.4M | $42.5M | ||
| Q1 25 | $14.0M | $49.5M | ||
| Q4 24 | $12.6M | $26.0M | ||
| Q3 24 | $8.9M | $75.6M | ||
| Q2 24 | $20.5M | $13.3M | ||
| Q1 24 | $10.8M | $11.1M |
| Q4 25 | 52.2% | 71.9% | ||
| Q3 25 | 53.9% | 73.8% | ||
| Q2 25 | 53.6% | 76.4% | ||
| Q1 25 | 52.4% | 73.5% | ||
| Q4 24 | 52.3% | 76.8% | ||
| Q3 24 | 53.3% | 79.2% | ||
| Q2 24 | 53.7% | 81.3% | ||
| Q1 24 | 53.0% | 82.4% |
| Q4 25 | 8.9% | 1.5% | ||
| Q3 25 | 14.0% | 2.0% | ||
| Q2 25 | 11.7% | 4.9% | ||
| Q1 25 | 9.0% | 9.9% | ||
| Q4 24 | 9.0% | 3.9% | ||
| Q3 24 | 7.9% | 5.6% | ||
| Q2 24 | 11.0% | 3.5% | ||
| Q1 24 | 8.3% | 3.6% |
| Q4 25 | 2.2% | 3.3% | ||
| Q3 25 | 6.2% | 2.6% | ||
| Q2 25 | 4.3% | 7.8% | ||
| Q1 25 | 2.6% | 8.4% | ||
| Q4 24 | 2.4% | 5.4% | ||
| Q3 24 | 1.7% | 18.8% | ||
| Q2 24 | 3.8% | 4.2% | ||
| Q1 24 | 2.0% | 4.0% |
| Q4 25 | $0.25 | $0.08 | ||
| Q3 25 | $0.74 | $0.06 | ||
| Q2 25 | $0.50 | $0.17 | ||
| Q1 25 | $0.31 | $0.20 | ||
| Q4 24 | $0.28 | $0.10 | ||
| Q3 24 | $0.20 | $0.32 | ||
| Q2 24 | $0.46 | $0.06 | ||
| Q1 24 | $0.24 | $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 | $36.9M | $228.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $540.9M |
| Total Assets | $2.9B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | $228.6M | ||
| Q3 25 | $25.8M | $345.8M | ||
| Q2 25 | $26.0M | $1.1B | ||
| Q1 25 | $30.3M | $273.7M | ||
| Q4 24 | $34.4M | $220.6M | ||
| Q3 24 | $41.3M | $165.5M | ||
| Q2 24 | $23.1M | $129.3M | ||
| Q1 24 | $23.5M | $105.2M |
| Q4 25 | $680.7M | $540.9M | ||
| Q3 25 | $664.1M | $581.0M | ||
| Q2 25 | $638.7M | $562.7M | ||
| Q1 25 | $622.5M | $549.3M | ||
| Q4 24 | $620.9M | $476.7M | ||
| Q3 24 | $612.7M | $440.1M | ||
| Q2 24 | $620.5M | $362.0M | ||
| Q1 24 | $608.4M | $344.5M |
| Q4 25 | $2.9B | $2.2B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.6B | $891.7M | ||
| Q4 24 | $2.8B | $707.5M | ||
| Q3 24 | $2.6B | $602.3M | ||
| Q2 24 | $2.7B | $480.5M | ||
| Q1 24 | $2.7B | $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 | $102.1M | $61.3M |
| Free Cash FlowOCF − Capex | — | $-2.5M |
| FCF MarginFCF / Revenue | — | -0.4% |
| Capex IntensityCapex / Revenue | — | 10.3% |
| Cash ConversionOCF / Net Profit | 8.53× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | — | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | $61.3M | ||
| Q3 25 | $67.1M | $148.7M | ||
| Q2 25 | $51.1M | $-19.1M | ||
| Q1 25 | $50.3M | $109.1M | ||
| Q4 24 | $60.2M | $86.4M | ||
| Q3 24 | $67.9M | $85.3M | ||
| Q2 24 | $39.6M | $53.6M | ||
| Q1 24 | $26.6M | $25.8M |
| Q4 25 | — | $-2.5M | ||
| Q3 25 | — | $79.3M | ||
| Q2 25 | $27.8M | $-69.5M | ||
| Q1 25 | $24.3M | $50.1M | ||
| Q4 24 | — | $59.5M | ||
| Q3 24 | $46.7M | $79.4M | ||
| Q2 24 | $11.4M | $47.6M | ||
| Q1 24 | $6.1M | $11.8M |
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | 5.3% | -12.8% | ||
| Q1 25 | 4.5% | 8.5% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | 8.8% | 19.8% | ||
| Q2 24 | 2.1% | 15.1% | ||
| Q1 24 | 1.1% | 4.3% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | 4.5% | 9.3% | ||
| Q1 25 | 4.8% | 10.1% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | 4.0% | 1.5% | ||
| Q2 24 | 5.2% | 1.9% | ||
| Q1 24 | 3.8% | 5.0% |
| Q4 25 | 8.53× | 2.98× | ||
| Q3 25 | 1.99× | 9.43× | ||
| Q2 25 | 2.28× | -0.45× | ||
| Q1 25 | 3.59× | 2.20× | ||
| Q4 24 | 4.77× | 3.32× | ||
| Q3 24 | 7.60× | 1.13× | ||
| Q2 24 | 1.94× | 4.03× | ||
| Q1 24 | 2.46× | 2.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
HIMS
Segment breakdown not available.
