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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $617.8M, roughly 1.7× Hims & Hers Health, Inc.). 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 4.5%). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs -6.2%).
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.
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
HIMS vs LBRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $1.0B |
| Net Profit | $20.6M | $22.6M |
| Gross Margin | 71.9% | — |
| Operating Margin | 1.5% | 2.2% |
| Net Margin | 3.3% | 2.2% |
| Revenue YoY | 28.4% | 4.5% |
| Net Profit YoY | -20.8% | 64.8% |
| EPS (diluted) | $0.08 | $0.14 |
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.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $617.8M | $1.0B | ||
| Q3 25 | $599.0M | $947.4M | ||
| Q2 25 | $544.8M | $1.0B | ||
| Q1 25 | $586.0M | $977.5M | ||
| Q4 24 | $481.1M | $943.6M | ||
| Q3 24 | $401.6M | $1.1B | ||
| Q2 24 | $315.6M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $20.6M | $13.7M | ||
| Q3 25 | $15.8M | $43.1M | ||
| Q2 25 | $42.5M | $71.0M | ||
| Q1 25 | $49.5M | $20.1M | ||
| Q4 24 | $26.0M | $51.9M | ||
| Q3 24 | $75.6M | $73.8M | ||
| Q2 24 | $13.3M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | 20.6% | ||
| Q3 25 | 73.8% | 18.7% | ||
| Q2 25 | 76.4% | 22.1% | ||
| Q1 25 | 73.5% | 22.1% | ||
| Q4 24 | 76.8% | 21.4% | ||
| Q3 24 | 79.2% | 26.2% | ||
| Q2 24 | 81.3% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.5% | 1.9% | ||
| Q3 25 | 2.0% | -0.3% | ||
| Q2 25 | 4.9% | 3.6% | ||
| Q1 25 | 9.9% | 1.9% | ||
| Q4 24 | 3.9% | 2.6% | ||
| Q3 24 | 5.6% | 9.4% | ||
| Q2 24 | 3.5% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.3% | 1.3% | ||
| Q3 25 | 2.6% | 4.5% | ||
| Q2 25 | 7.8% | 6.8% | ||
| Q1 25 | 8.4% | 2.1% | ||
| Q4 24 | 5.4% | 5.5% | ||
| Q3 24 | 18.8% | 6.5% | ||
| Q2 24 | 4.2% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.08 | $0.08 | ||
| Q3 25 | $0.06 | $0.26 | ||
| Q2 25 | $0.17 | $0.43 | ||
| Q1 25 | $0.20 | $0.12 | ||
| Q4 24 | $0.10 | $0.31 | ||
| Q3 24 | $0.32 | $0.44 | ||
| Q2 24 | $0.06 | $0.64 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $228.6M | $699.1M |
| Total DebtLower is stronger | — | $7.1M |
| Stockholders' EquityBook value | $540.9M | $1.9B |
| Total Assets | $2.2B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $228.6M | $27.6M | ||
| Q3 25 | $345.8M | $13.5M | ||
| Q2 25 | $1.1B | $19.6M | ||
| Q1 25 | $273.7M | $24.1M | ||
| Q4 24 | $220.6M | $20.0M | ||
| Q3 24 | $165.5M | $23.0M | ||
| Q2 24 | $129.3M | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $540.9M | $2.1B | ||
| Q3 25 | $581.0M | $2.1B | ||
| Q2 25 | $562.7M | $2.0B | ||
| Q1 25 | $549.3M | $2.0B | ||
| Q4 24 | $476.7M | $2.0B | ||
| Q3 24 | $440.1M | $2.0B | ||
| Q2 24 | $362.0M | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.2B | $3.5B | ||
| Q2 25 | $1.9B | $3.4B | ||
| Q1 25 | $891.7M | $3.4B | ||
| Q4 24 | $707.5M | $3.3B | ||
| Q3 24 | $602.3M | $3.3B | ||
| Q2 24 | $480.5M | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $61.3M | — |
| Free Cash FlowOCF − Capex | $-2.5M | — |
| FCF MarginFCF / Revenue | -0.4% | — |
| Capex IntensityCapex / Revenue | 10.3% | 13.1% |
| Cash ConversionOCF / Net Profit | 2.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $61.3M | $195.4M | ||
| Q3 25 | $148.7M | $51.5M | ||
| Q2 25 | $-19.1M | $170.6M | ||
| Q1 25 | $109.1M | $192.1M | ||
| Q4 24 | $86.4M | $177.3M | ||
| Q3 24 | $85.3M | $244.5M | ||
| Q2 24 | $53.6M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $-10.0M | ||
| Q3 25 | $79.3M | $-67.2M | ||
| Q2 25 | $-69.5M | $33.1M | ||
| Q1 25 | $50.1M | $58.2M | ||
| Q4 24 | $59.5M | $-26.2M | ||
| Q3 24 | $79.4M | $77.9M | ||
| Q2 24 | $47.6M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | -1.0% | ||
| Q3 25 | 13.2% | -7.1% | ||
| Q2 25 | -12.8% | 3.2% | ||
| Q1 25 | 8.5% | 6.0% | ||
| Q4 24 | 12.4% | -2.8% | ||
| Q3 24 | 19.8% | 6.8% | ||
| Q2 24 | 15.1% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 10.3% | 19.8% | ||
| Q3 25 | 11.6% | 12.5% | ||
| Q2 25 | 9.3% | 13.2% | ||
| Q1 25 | 10.1% | 13.7% | ||
| Q4 24 | 5.6% | 21.6% | ||
| Q3 24 | 1.5% | 14.6% | ||
| Q2 24 | 1.9% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 14.28× | ||
| Q3 25 | 9.43× | 1.20× | ||
| Q2 25 | -0.45× | 2.40× | ||
| Q1 25 | 2.20× | 9.55× | ||
| Q4 24 | 3.32× | 3.42× | ||
| Q3 24 | 1.13× | 3.31× | ||
| Q2 24 | 4.03× | 2.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
