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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Hims & Hers Health, Inc. is the larger business by last-quarter revenue ($608.1M vs $305.9M, roughly 2.0× Strategic Education, Inc.). On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (3.8% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $53.0M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (38.8% CAGR vs -1.0%).
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.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
HIMS vs STRA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $608.1M | $305.9M |
| Net Profit | — | $32.8M |
| Gross Margin | 65.2% | — |
| Operating Margin | 21.9% | 13.4% |
| Net Margin | — | 10.7% |
| Revenue YoY | 3.8% | 0.8% |
| Net Profit YoY | — | 10.3% |
| EPS (diluted) | $-0.40 | $1.48 |
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 | $608.1M | $305.9M | ||
| Q4 25 | $617.8M | $323.2M | ||
| Q3 25 | $599.0M | $319.9M | ||
| Q2 25 | $544.8M | $321.5M | ||
| Q1 25 | $586.0M | $303.6M | ||
| Q4 24 | $481.1M | $311.5M | ||
| Q3 24 | $401.6M | $306.0M | ||
| Q2 24 | $315.6M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $20.6M | $37.9M | ||
| Q3 25 | $15.8M | $26.6M | ||
| Q2 25 | $42.5M | $32.3M | ||
| Q1 25 | $49.5M | $29.7M | ||
| Q4 24 | $26.0M | $25.3M | ||
| Q3 24 | $75.6M | $27.7M | ||
| Q2 24 | $13.3M | $29.9M |
| Q1 26 | 65.2% | — | ||
| 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 26 | 21.9% | 13.4% | ||
| Q4 25 | 1.5% | 16.0% | ||
| Q3 25 | 2.0% | 11.6% | ||
| Q2 25 | 4.9% | 14.2% | ||
| Q1 25 | 9.9% | 13.1% | ||
| Q4 24 | 3.9% | 11.6% | ||
| Q3 24 | 5.6% | 11.9% | ||
| Q2 24 | 3.5% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 3.3% | 11.7% | ||
| Q3 25 | 2.6% | 8.3% | ||
| Q2 25 | 7.8% | 10.1% | ||
| Q1 25 | 8.4% | 9.8% | ||
| Q4 24 | 5.4% | 8.1% | ||
| Q3 24 | 18.8% | 9.1% | ||
| Q2 24 | 4.2% | 9.6% |
| Q1 26 | $-0.40 | $1.48 | ||
| Q4 25 | $0.08 | $1.65 | ||
| Q3 25 | $0.06 | $1.15 | ||
| Q2 25 | $0.17 | $1.37 | ||
| Q1 25 | $0.20 | $1.24 | ||
| Q4 24 | $0.10 | $1.05 | ||
| Q3 24 | $0.32 | $1.15 | ||
| Q2 24 | $0.06 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $222.3M | $150.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $446.2M | $1.6B |
| Total Assets | $2.3B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.3M | $150.3M | ||
| Q4 25 | $228.6M | $148.1M | ||
| Q3 25 | $345.8M | $172.6M | ||
| Q2 25 | $1.1B | $164.9M | ||
| Q1 25 | $273.7M | $182.6M | ||
| Q4 24 | $220.6M | $184.0M | ||
| Q3 24 | $165.5M | $222.1M | ||
| Q2 24 | $129.3M | $256.2M |
| Q1 26 | $446.2M | $1.6B | ||
| Q4 25 | $540.9M | $1.6B | ||
| Q3 25 | $581.0M | $1.7B | ||
| Q2 25 | $562.7M | $1.7B | ||
| Q1 25 | $549.3M | $1.6B | ||
| Q4 24 | $476.7M | $1.7B | ||
| Q3 24 | $440.1M | $1.7B | ||
| Q2 24 | $362.0M | $1.7B |
| Q1 26 | $2.3B | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $891.7M | $2.1B | ||
| Q4 24 | $707.5M | $2.0B | ||
| Q3 24 | $602.3M | $2.2B | ||
| Q2 24 | $480.5M | $2.2B |
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 | $89.4M | $87.4M |
| Free Cash FlowOCF − Capex | $53.0M | $77.3M |
| FCF MarginFCF / Revenue | 8.7% | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $60.3M | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $89.4M | $87.4M | ||
| Q4 25 | $61.3M | $39.2M | ||
| Q3 25 | $148.7M | $60.1M | ||
| Q2 25 | $-19.1M | $31.2M | ||
| Q1 25 | $109.1M | $67.7M | ||
| Q4 24 | $86.4M | $15.9M | ||
| Q3 24 | $85.3M | $51.5M | ||
| Q2 24 | $53.6M | $24.3M |
| Q1 26 | $53.0M | $77.3M | ||
| Q4 25 | $-2.5M | $27.0M | ||
| Q3 25 | $79.3M | $49.3M | ||
| Q2 25 | $-69.5M | $20.4M | ||
| Q1 25 | $50.1M | $57.3M | ||
| Q4 24 | $59.5M | $4.7M | ||
| Q3 24 | $79.4M | $42.1M | ||
| Q2 24 | $47.6M | $13.6M |
| Q1 26 | 8.7% | 25.3% | ||
| Q4 25 | -0.4% | 8.3% | ||
| Q3 25 | 13.2% | 15.4% | ||
| Q2 25 | -12.8% | 6.3% | ||
| Q1 25 | 8.5% | 18.9% | ||
| Q4 24 | 12.4% | 1.5% | ||
| Q3 24 | 19.8% | 13.8% | ||
| Q2 24 | 15.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 3.8% | ||
| Q3 25 | 11.6% | 3.4% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | 10.1% | 3.4% | ||
| Q4 24 | 5.6% | 3.6% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 1.9% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 2.98× | 1.03× | ||
| Q3 25 | 9.43× | 2.26× | ||
| Q2 25 | -0.45× | 0.97× | ||
| Q1 25 | 2.20× | 2.27× | ||
| Q4 24 | 3.32× | 0.63× | ||
| Q3 24 | 1.13× | 1.86× | ||
| Q2 24 | 4.03× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIMS
| United States Revenue | $529.9M | 87% |
| Rest of the World Revenue | $78.2M | 13% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
