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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Microchip Technology (MCHP). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $617.8M, roughly 1.9× Hims & Hers Health, Inc.). Microchip Technology runs the higher net margin — 5.3% vs 3.3%, a 2.0% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 15.6%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs -5.4%).
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.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
HIMS vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $1.2B |
| Net Profit | $20.6M | $62.7M |
| Gross Margin | 71.9% | 59.6% |
| Operating Margin | 1.5% | 12.8% |
| Net Margin | 3.3% | 5.3% |
| Revenue YoY | 28.4% | 15.6% |
| Net Profit YoY | -20.8% | 217.0% |
| EPS (diluted) | $0.08 | $0.06 |
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 | $617.8M | $1.2B | ||
| Q3 25 | $599.0M | $1.1B | ||
| Q2 25 | $544.8M | $1.1B | ||
| Q1 25 | $586.0M | $970.5M | ||
| Q4 24 | $481.1M | $1.0B | ||
| Q3 24 | $401.6M | $1.2B | ||
| Q2 24 | $315.6M | $1.2B | ||
| Q1 24 | $278.2M | $1.3B |
| Q4 25 | $20.6M | $62.7M | ||
| Q3 25 | $15.8M | $41.7M | ||
| Q2 25 | $42.5M | $-18.6M | ||
| Q1 25 | $49.5M | $-154.6M | ||
| Q4 24 | $26.0M | $-53.6M | ||
| Q3 24 | $75.6M | $78.4M | ||
| Q2 24 | $13.3M | $129.3M | ||
| Q1 24 | $11.1M | $154.7M |
| Q4 25 | 71.9% | 59.6% | ||
| Q3 25 | 73.8% | 55.9% | ||
| Q2 25 | 76.4% | 53.6% | ||
| Q1 25 | 73.5% | 51.6% | ||
| Q4 24 | 76.8% | 54.7% | ||
| Q3 24 | 79.2% | 57.4% | ||
| Q2 24 | 81.3% | 59.4% | ||
| Q1 24 | 82.4% | 59.6% |
| Q4 25 | 1.5% | 12.8% | ||
| Q3 25 | 2.0% | 7.8% | ||
| Q2 25 | 4.9% | 3.0% | ||
| Q1 25 | 9.9% | -10.3% | ||
| Q4 24 | 3.9% | 3.0% | ||
| Q3 24 | 5.6% | 12.6% | ||
| Q2 24 | 3.5% | 17.7% | ||
| Q1 24 | 3.6% | 19.1% |
| Q4 25 | 3.3% | 5.3% | ||
| Q3 25 | 2.6% | 3.7% | ||
| Q2 25 | 7.8% | -1.7% | ||
| Q1 25 | 8.4% | -15.9% | ||
| Q4 24 | 5.4% | -5.2% | ||
| Q3 24 | 18.8% | 6.7% | ||
| Q2 24 | 4.2% | 10.4% | ||
| Q1 24 | 4.0% | 11.7% |
| Q4 25 | $0.08 | $0.06 | ||
| Q3 25 | $0.06 | $0.03 | ||
| Q2 25 | $0.17 | $-0.09 | ||
| Q1 25 | $0.20 | $-0.29 | ||
| Q4 24 | $0.10 | $-0.10 | ||
| Q3 24 | $0.32 | $0.14 | ||
| Q2 24 | $0.06 | $0.24 | ||
| Q1 24 | $0.05 | $0.29 |
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 | $250.7M |
| Total DebtLower is stronger | — | $5.4B |
| Stockholders' EquityBook value | $540.9M | $6.6B |
| Total Assets | $2.2B | $14.3B |
| Debt / EquityLower = less leverage | — | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $228.6M | $250.7M | ||
| Q3 25 | $345.8M | $236.8M | ||
| Q2 25 | $1.1B | $566.5M | ||
| Q1 25 | $273.7M | $771.7M | ||
| Q4 24 | $220.6M | $586.0M | ||
| Q3 24 | $165.5M | $286.1M | ||
| Q2 24 | $129.3M | $315.1M | ||
| Q1 24 | $105.2M | $319.7M |
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | $5.4B | ||
| Q2 25 | — | $5.5B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.0B |
| Q4 25 | $540.9M | $6.6B | ||
| Q3 25 | $581.0M | $6.7B | ||
| Q2 25 | $562.7M | $6.9B | ||
| Q1 25 | $549.3M | $7.1B | ||
| Q4 24 | $476.7M | $6.0B | ||
| Q3 24 | $440.1M | $6.3B | ||
| Q2 24 | $362.0M | $6.4B | ||
| Q1 24 | $344.5M | $6.7B |
| Q4 25 | $2.2B | $14.3B | ||
| Q3 25 | $2.2B | $14.5B | ||
| Q2 25 | $1.9B | $15.0B | ||
| Q1 25 | $891.7M | $15.4B | ||
| Q4 24 | $707.5M | $15.6B | ||
| Q3 24 | $602.3M | $15.6B | ||
| Q2 24 | $480.5M | $15.8B | ||
| Q1 24 | $448.1M | $15.9B |
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | — | 0.90× |
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 | $341.4M |
| Free Cash FlowOCF − Capex | $-2.5M | $318.9M |
| FCF MarginFCF / Revenue | -0.4% | 26.9% |
| Capex IntensityCapex / Revenue | 10.3% | 1.9% |
| Cash ConversionOCF / Net Profit | 2.98× | 5.44× |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $819.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $61.3M | $341.4M | ||
| Q3 25 | $148.7M | $88.1M | ||
| Q2 25 | $-19.1M | $275.6M | ||
| Q1 25 | $109.1M | $205.9M | ||
| Q4 24 | $86.4M | $271.5M | ||
| Q3 24 | $85.3M | $43.6M | ||
| Q2 24 | $53.6M | $377.1M | ||
| Q1 24 | $25.8M | $430.0M |
| Q4 25 | $-2.5M | $318.9M | ||
| Q3 25 | $79.3M | $51.6M | ||
| Q2 25 | $-69.5M | $257.7M | ||
| Q1 25 | $50.1M | $191.7M | ||
| Q4 24 | $59.5M | $253.4M | ||
| Q3 24 | $79.4M | $22.8M | ||
| Q2 24 | $47.6M | $304.2M | ||
| Q1 24 | $11.8M | $389.9M |
| Q4 25 | -0.4% | 26.9% | ||
| Q3 25 | 13.2% | 4.5% | ||
| Q2 25 | -12.8% | 24.0% | ||
| Q1 25 | 8.5% | 19.8% | ||
| Q4 24 | 12.4% | 24.7% | ||
| Q3 24 | 19.8% | 2.0% | ||
| Q2 24 | 15.1% | 24.5% | ||
| Q1 24 | 4.3% | 29.4% |
| Q4 25 | 10.3% | 1.9% | ||
| Q3 25 | 11.6% | 3.2% | ||
| Q2 25 | 9.3% | 1.7% | ||
| Q1 25 | 10.1% | 1.5% | ||
| Q4 24 | 5.6% | 1.8% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 1.9% | 5.9% | ||
| Q1 24 | 5.0% | 3.0% |
| Q4 25 | 2.98× | 5.44× | ||
| Q3 25 | 9.43× | 2.11× | ||
| Q2 25 | -0.45× | — | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | 0.56× | ||
| Q2 24 | 4.03× | 2.92× | ||
| Q1 24 | 2.32× | 2.78× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIMS
Segment breakdown not available.
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
