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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and NATIONAL FUEL GAS CO (NFG). 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 $425.9M, roughly 1.5× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 3.3%, a 32.4% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 1.7%). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 12.1%).
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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
HIMS vs NFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | ||
|---|---|---|
| Revenue | $617.8M | $425.9M |
| Net Profit | $20.6M | $152.0M |
| Gross Margin | 71.9% | — |
| Operating Margin | 1.5% | 81.5% |
| Net Margin | 3.3% | 35.7% |
| Revenue YoY | 28.4% | 1.7% |
| Net Profit YoY | -20.8% | — |
| EPS (diluted) | $0.08 | $1.59 |
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 | — | $425.9M | ||
| Q4 25 | $617.8M | $637.9M | ||
| Q3 25 | $599.0M | $443.1M | ||
| Q2 25 | $544.8M | $527.4M | ||
| Q1 25 | $586.0M | $734.8M | ||
| Q4 24 | $481.1M | $513.8M | ||
| Q3 24 | $401.6M | $310.0M | ||
| Q2 24 | $315.6M | $338.6M |
| Q1 26 | — | $152.0M | ||
| Q4 25 | $20.6M | $181.6M | ||
| Q3 25 | $15.8M | $107.3M | ||
| Q2 25 | $42.5M | $149.8M | ||
| Q1 25 | $49.5M | $216.4M | ||
| Q4 24 | $26.0M | $45.0M | ||
| Q3 24 | $75.6M | $-167.6M | ||
| Q2 24 | $13.3M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | 86.6% | ||
| Q3 25 | 73.8% | — | ||
| Q2 25 | 76.4% | 94.7% | ||
| Q1 25 | 73.5% | 81.6% | ||
| Q4 24 | 76.8% | 87.3% | ||
| Q3 24 | 79.2% | — | ||
| Q2 24 | 81.3% | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | 1.5% | 43.3% | ||
| Q3 25 | 2.0% | 40.6% | ||
| Q2 25 | 4.9% | 43.7% | ||
| Q1 25 | 9.9% | 43.2% | ||
| Q4 24 | 3.9% | 16.8% | ||
| Q3 24 | 5.6% | -63.4% | ||
| Q2 24 | 3.5% | -15.2% |
| Q1 26 | — | 35.7% | ||
| Q4 25 | 3.3% | 28.5% | ||
| Q3 25 | 2.6% | 24.2% | ||
| Q2 25 | 7.8% | 28.4% | ||
| Q1 25 | 8.4% | 29.4% | ||
| Q4 24 | 5.4% | 8.8% | ||
| Q3 24 | 18.8% | -54.1% | ||
| Q2 24 | 4.2% | -16.0% |
| Q1 26 | — | $1.59 | ||
| Q4 25 | $0.08 | $1.98 | ||
| Q3 25 | $0.06 | $1.18 | ||
| Q2 25 | $0.17 | $1.64 | ||
| Q1 25 | $0.20 | $2.37 | ||
| Q4 24 | $0.10 | $0.49 | ||
| Q3 24 | $0.32 | $-1.81 | ||
| Q2 24 | $0.06 | $-0.59 |
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 | — |
| Total DebtLower is stronger | — | $300.0M |
| Stockholders' EquityBook value | $540.9M | — |
| Total Assets | $2.2B | $9.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $228.6M | $271.4M | ||
| Q3 25 | $345.8M | $43.2M | ||
| Q2 25 | $1.1B | $39.3M | ||
| Q1 25 | $273.7M | $40.0M | ||
| Q4 24 | $220.6M | $48.7M | ||
| Q3 24 | $165.5M | $38.2M | ||
| Q2 24 | $129.3M | $81.4M |
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | $540.9M | $3.6B | ||
| Q3 25 | $581.0M | $3.1B | ||
| Q2 25 | $562.7M | $3.0B | ||
| Q1 25 | $549.3M | $2.8B | ||
| Q4 24 | $476.7M | $-76.2M | ||
| Q3 24 | $440.1M | $-15.5M | ||
| Q2 24 | $362.0M | $5.0M |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.2B | $9.2B | ||
| Q3 25 | $2.2B | $8.7B | ||
| Q2 25 | $1.9B | $8.4B | ||
| Q1 25 | $891.7M | $8.5B | ||
| Q4 24 | $707.5M | $8.3B | ||
| Q3 24 | $602.3M | $8.3B | ||
| Q2 24 | $480.5M | $8.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| Free Cash FlowOCF − Capex | $-2.5M | — |
| FCF MarginFCF / Revenue | -0.4% | — |
| Capex IntensityCapex / Revenue | 10.3% | 117.0% |
| Cash ConversionOCF / Net Profit | 2.98× | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $657.3M | ||
| Q4 25 | $61.3M | $274.9M | ||
| Q3 25 | $148.7M | $237.8M | ||
| Q2 25 | $-19.1M | $388.4M | ||
| Q1 25 | $109.1M | $253.8M | ||
| Q4 24 | $86.4M | $220.1M | ||
| Q3 24 | $85.3M | $197.9M | ||
| Q2 24 | $53.6M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $-2.7M | ||
| Q3 25 | $79.3M | $-47.8M | ||
| Q2 25 | $-69.5M | $195.3M | ||
| Q1 25 | $50.1M | $59.9M | ||
| Q4 24 | $59.5M | $-20.3M | ||
| Q3 24 | $79.4M | $-49.1M | ||
| Q2 24 | $47.6M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | -0.4% | ||
| Q3 25 | 13.2% | -10.8% | ||
| Q2 25 | -12.8% | 37.0% | ||
| Q1 25 | 8.5% | 8.2% | ||
| Q4 24 | 12.4% | -4.0% | ||
| Q3 24 | 19.8% | -15.8% | ||
| Q2 24 | 15.1% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 10.3% | 43.5% | ||
| Q3 25 | 11.6% | 64.4% | ||
| Q2 25 | 9.3% | 36.6% | ||
| Q1 25 | 10.1% | 26.4% | ||
| Q4 24 | 5.6% | 46.8% | ||
| Q3 24 | 1.5% | 79.7% | ||
| Q2 24 | 1.9% | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | 2.98× | 1.51× | ||
| Q3 25 | 9.43× | 2.21× | ||
| Q2 25 | -0.45× | 2.59× | ||
| Q1 25 | 2.20× | 1.17× | ||
| Q4 24 | 3.32× | 4.89× | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIMS
Segment breakdown not available.
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |