vs
Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) 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 $544.0M, roughly 1.1× Fidelity National Financial, Inc.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs -21.5%, a 24.8% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 10.3%). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 13.7%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
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.
FNF vs HIMS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $617.8M |
| Net Profit | $-117.0M | $20.6M |
| Gross Margin | — | 71.9% |
| Operating Margin | 82.9% | 1.5% |
| Net Margin | -21.5% | 3.3% |
| Revenue YoY | 10.3% | 28.4% |
| Net Profit YoY | -126.0% | -20.8% |
| EPS (diluted) | $-0.44 | $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 | $544.0M | $617.8M | ||
| Q3 25 | $553.0M | $599.0M | ||
| Q2 25 | $547.0M | $544.8M | ||
| Q1 25 | $455.0M | $586.0M | ||
| Q4 24 | $493.0M | $481.1M | ||
| Q3 24 | $506.0M | $401.6M | ||
| Q2 24 | $504.0M | $315.6M | ||
| Q1 24 | $421.0M | $278.2M |
| Q4 25 | $-117.0M | $20.6M | ||
| Q3 25 | $358.0M | $15.8M | ||
| Q2 25 | $278.0M | $42.5M | ||
| Q1 25 | $83.0M | $49.5M | ||
| Q4 24 | $450.0M | $26.0M | ||
| Q3 24 | $266.0M | $75.6M | ||
| Q2 24 | $306.0M | $13.3M | ||
| Q1 24 | $248.0M | $11.1M |
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 73.8% | ||
| Q2 25 | — | 76.4% | ||
| Q1 25 | — | 73.5% | ||
| Q4 24 | — | 76.8% | ||
| Q3 24 | — | 79.2% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 82.4% |
| Q4 25 | 82.9% | 1.5% | ||
| Q3 25 | 81.9% | 2.0% | ||
| Q2 25 | 69.8% | 4.9% | ||
| Q1 25 | 24.4% | 9.9% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 61.9% | 5.6% | ||
| Q2 24 | 90.9% | 3.5% | ||
| Q1 24 | 78.6% | 3.6% |
| Q4 25 | -21.5% | 3.3% | ||
| Q3 25 | 64.7% | 2.6% | ||
| Q2 25 | 50.8% | 7.8% | ||
| Q1 25 | 18.2% | 8.4% | ||
| Q4 24 | 91.3% | 5.4% | ||
| Q3 24 | 52.6% | 18.8% | ||
| Q2 24 | 60.7% | 4.2% | ||
| Q1 24 | 58.9% | 4.0% |
| Q4 25 | $-0.44 | $0.08 | ||
| Q3 25 | $1.33 | $0.06 | ||
| Q2 25 | $1.02 | $0.17 | ||
| Q1 25 | $0.30 | $0.20 | ||
| Q4 24 | $1.65 | $0.10 | ||
| Q3 24 | $0.97 | $0.32 | ||
| Q2 24 | $1.12 | $0.06 | ||
| Q1 24 | $0.91 | $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 | $2.6B | $228.6M |
| Total DebtLower is stronger | $4.4B | — |
| Stockholders' EquityBook value | $7.4B | $540.9M |
| Total Assets | $109.0B | $2.2B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.6B | $228.6M | ||
| Q3 25 | $3.5B | $345.8M | ||
| Q2 25 | $3.3B | $1.1B | ||
| Q1 25 | $4.5B | $273.7M | ||
| Q4 24 | $3.5B | $220.6M | ||
| Q3 24 | $5.0B | $165.5M | ||
| Q2 24 | $4.9B | $129.3M | ||
| Q1 24 | $3.5B | $105.2M |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | $3.9B | — |
| Q4 25 | $7.4B | $540.9M | ||
| Q3 25 | $8.4B | $581.0M | ||
| Q2 25 | $7.9B | $562.7M | ||
| Q1 25 | $7.9B | $549.3M | ||
| Q4 24 | $7.8B | $476.7M | ||
| Q3 24 | $8.1B | $440.1M | ||
| Q2 24 | $7.3B | $362.0M | ||
| Q1 24 | $7.1B | $344.5M |
| Q4 25 | $109.0B | $2.2B | ||
| Q3 25 | $106.6B | $2.2B | ||
| Q2 25 | $102.3B | $1.9B | ||
| Q1 25 | $98.2B | $891.7M | ||
| Q4 24 | $95.4B | $707.5M | ||
| Q3 24 | $94.7B | $602.3M | ||
| Q2 24 | $88.8B | $480.5M | ||
| Q1 24 | $84.5B | $448.1M |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.55× | — |
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 | $1.5B | $61.3M |
| Free Cash FlowOCF − Capex | — | $-2.5M |
| FCF MarginFCF / Revenue | — | -0.4% |
| Capex IntensityCapex / Revenue | — | 10.3% |
| Cash ConversionOCF / Net Profit | — | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | — | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $61.3M | ||
| Q3 25 | $1.3B | $148.7M | ||
| Q2 25 | $1.9B | $-19.1M | ||
| Q1 25 | $1.1B | $109.1M | ||
| Q4 24 | $1.5B | $86.4M | ||
| Q3 24 | $2.4B | $85.3M | ||
| Q2 24 | $1.4B | $53.6M | ||
| Q1 24 | $1.6B | $25.8M |
| Q4 25 | — | $-2.5M | ||
| Q3 25 | — | $79.3M | ||
| Q2 25 | — | $-69.5M | ||
| Q1 25 | — | $50.1M | ||
| Q4 24 | — | $59.5M | ||
| Q3 24 | — | $79.4M | ||
| Q2 24 | — | $47.6M | ||
| Q1 24 | — | $11.8M |
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | -12.8% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 19.8% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 4.3% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 5.0% |
| Q4 25 | — | 2.98× | ||
| Q3 25 | 3.66× | 9.43× | ||
| Q2 25 | 6.82× | -0.45× | ||
| Q1 25 | 13.43× | 2.20× | ||
| Q4 24 | 3.32× | 3.32× | ||
| Q3 24 | 8.89× | 1.13× | ||
| Q2 24 | 4.45× | 4.03× | ||
| Q1 24 | 6.42× | 2.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
HIMS
Segment breakdown not available.
