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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Trade Desk (The) is the larger business by last-quarter revenue ($846.8M vs $617.8M, roughly 1.4× Hims & Hers Health, Inc.). Trade Desk (The) runs the higher net margin — 22.1% vs 3.3%, a 18.7% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 14.3%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 31.3%).
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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
HIMS vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $846.8M |
| Net Profit | $20.6M | $186.9M |
| Gross Margin | 71.9% | 80.7% |
| Operating Margin | 1.5% | 30.3% |
| Net Margin | 3.3% | 22.1% |
| Revenue YoY | 28.4% | 14.3% |
| Net Profit YoY | -20.8% | 2.6% |
| EPS (diluted) | $0.08 | $0.39 |
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 | $846.8M | ||
| Q3 25 | $599.0M | $739.4M | ||
| Q2 25 | $544.8M | $694.0M | ||
| Q1 25 | $586.0M | $616.0M | ||
| Q4 24 | $481.1M | $741.0M | ||
| Q3 24 | $401.6M | $628.0M | ||
| Q2 24 | $315.6M | $584.5M | ||
| Q1 24 | $278.2M | $491.3M |
| Q4 25 | $20.6M | $186.9M | ||
| Q3 25 | $15.8M | $115.5M | ||
| Q2 25 | $42.5M | $90.1M | ||
| Q1 25 | $49.5M | $50.7M | ||
| Q4 24 | $26.0M | $182.2M | ||
| Q3 24 | $75.6M | $94.2M | ||
| Q2 24 | $13.3M | $85.0M | ||
| Q1 24 | $11.1M | $31.7M |
| Q4 25 | 71.9% | 80.7% | ||
| Q3 25 | 73.8% | 78.1% | ||
| Q2 25 | 76.4% | 78.2% | ||
| Q1 25 | 73.5% | 76.8% | ||
| Q4 24 | 76.8% | 81.7% | ||
| Q3 24 | 79.2% | 80.5% | ||
| Q2 24 | 81.3% | 81.1% | ||
| Q1 24 | 82.4% | 78.9% |
| Q4 25 | 1.5% | 30.3% | ||
| Q3 25 | 2.0% | 21.8% | ||
| Q2 25 | 4.9% | 16.8% | ||
| Q1 25 | 9.9% | 8.8% | ||
| Q4 24 | 3.9% | 26.4% | ||
| Q3 24 | 5.6% | 17.3% | ||
| Q2 24 | 3.5% | 16.2% | ||
| Q1 24 | 3.6% | 5.8% |
| Q4 25 | 3.3% | 22.1% | ||
| Q3 25 | 2.6% | 15.6% | ||
| Q2 25 | 7.8% | 13.0% | ||
| Q1 25 | 8.4% | 8.2% | ||
| Q4 24 | 5.4% | 24.6% | ||
| Q3 24 | 18.8% | 15.0% | ||
| Q2 24 | 4.2% | 14.5% | ||
| Q1 24 | 4.0% | 6.4% |
| Q4 25 | $0.08 | $0.39 | ||
| Q3 25 | $0.06 | $0.23 | ||
| Q2 25 | $0.17 | $0.18 | ||
| Q1 25 | $0.20 | $0.10 | ||
| Q4 24 | $0.10 | $0.36 | ||
| Q3 24 | $0.32 | $0.19 | ||
| Q2 24 | $0.06 | $0.17 | ||
| Q1 24 | $0.05 | $0.06 |
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 | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $540.9M | $2.5B |
| Total Assets | $2.2B | $6.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $228.6M | $1.3B | ||
| Q3 25 | $345.8M | $1.4B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $273.7M | $1.7B | ||
| Q4 24 | $220.6M | $1.9B | ||
| Q3 24 | $165.5M | $1.7B | ||
| Q2 24 | $129.3M | $1.5B | ||
| Q1 24 | $105.2M | $1.4B |
| Q4 25 | $540.9M | $2.5B | ||
| Q3 25 | $581.0M | $2.6B | ||
| Q2 25 | $562.7M | $2.7B | ||
| Q1 25 | $549.3M | $2.7B | ||
| Q4 24 | $476.7M | $2.9B | ||
| Q3 24 | $440.1M | $2.6B | ||
| Q2 24 | $362.0M | $2.4B | ||
| Q1 24 | $344.5M | $2.2B |
| Q4 25 | $2.2B | $6.2B | ||
| Q3 25 | $2.2B | $5.9B | ||
| Q2 25 | $1.9B | $6.0B | ||
| Q1 25 | $891.7M | $5.7B | ||
| Q4 24 | $707.5M | $6.1B | ||
| Q3 24 | $602.3M | $5.5B | ||
| Q2 24 | $480.5M | $5.2B | ||
| Q1 24 | $448.1M | $4.7B |
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 | $311.6M |
| Free Cash FlowOCF − Capex | $-2.5M | $285.3M |
| FCF MarginFCF / Revenue | -0.4% | 33.7% |
| Capex IntensityCapex / Revenue | 10.3% | 3.1% |
| Cash ConversionOCF / Net Profit | 2.98× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $61.3M | $311.6M | ||
| Q3 25 | $148.7M | $224.7M | ||
| Q2 25 | $-19.1M | $165.0M | ||
| Q1 25 | $109.1M | $291.4M | ||
| Q4 24 | $86.4M | $199.4M | ||
| Q3 24 | $85.3M | $273.3M | ||
| Q2 24 | $53.6M | $81.3M | ||
| Q1 24 | $25.8M | $185.5M |
| Q4 25 | $-2.5M | $285.3M | ||
| Q3 25 | $79.3M | $158.3M | ||
| Q2 25 | $-69.5M | $119.8M | ||
| Q1 25 | $50.1M | $232.3M | ||
| Q4 24 | $59.5M | $179.2M | ||
| Q3 24 | $79.4M | $224.6M | ||
| Q2 24 | $47.6M | $59.1M | ||
| Q1 24 | $11.8M | $178.2M |
| Q4 25 | -0.4% | 33.7% | ||
| Q3 25 | 13.2% | 21.4% | ||
| Q2 25 | -12.8% | 17.3% | ||
| Q1 25 | 8.5% | 37.7% | ||
| Q4 24 | 12.4% | 24.2% | ||
| Q3 24 | 19.8% | 35.8% | ||
| Q2 24 | 15.1% | 10.1% | ||
| Q1 24 | 4.3% | 36.3% |
| Q4 25 | 10.3% | 3.1% | ||
| Q3 25 | 11.6% | 9.0% | ||
| Q2 25 | 9.3% | 6.5% | ||
| Q1 25 | 10.1% | 9.6% | ||
| Q4 24 | 5.6% | 2.7% | ||
| Q3 24 | 1.5% | 7.8% | ||
| Q2 24 | 1.9% | 3.8% | ||
| Q1 24 | 5.0% | 1.5% |
| Q4 25 | 2.98× | 1.67× | ||
| Q3 25 | 9.43× | 1.94× | ||
| Q2 25 | -0.45× | 1.83× | ||
| Q1 25 | 2.20× | 5.75× | ||
| Q4 24 | 3.32× | 1.09× | ||
| Q3 24 | 1.13× | 2.90× | ||
| Q2 24 | 4.03× | 0.96× | ||
| Q1 24 | 2.32× | 5.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIMS
Segment breakdown not available.
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
