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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $608.1M, roughly 2.0× Hims & Hers Health, Inc.). On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 3.8%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($53.0M vs $24.0M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (38.8% CAGR vs 4.5%).
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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
HIMS vs UPBD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $608.1M | $1.2B |
| Net Profit | — | $19.7M |
| Gross Margin | 65.2% | 49.0% |
| Operating Margin | 21.9% | 4.8% |
| Net Margin | — | 1.7% |
| Revenue YoY | 3.8% | 10.9% |
| Net Profit YoY | — | -36.3% |
| EPS (diluted) | $-0.40 | $0.35 |
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 | — | ||
| Q4 25 | $617.8M | $1.2B | ||
| Q3 25 | $599.0M | $1.2B | ||
| Q2 25 | $544.8M | $1.2B | ||
| Q1 25 | $586.0M | $1.2B | ||
| Q4 24 | $481.1M | $1.1B | ||
| Q3 24 | $401.6M | $1.1B | ||
| Q2 24 | $315.6M | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | $20.6M | $19.7M | ||
| Q3 25 | $15.8M | $13.2M | ||
| Q2 25 | $42.5M | $15.5M | ||
| Q1 25 | $49.5M | $24.8M | ||
| Q4 24 | $26.0M | $31.0M | ||
| Q3 24 | $75.6M | $30.9M | ||
| Q2 24 | $13.3M | $33.9M |
| Q1 26 | 65.2% | — | ||
| Q4 25 | 71.9% | 49.0% | ||
| Q3 25 | 73.8% | 48.3% | ||
| Q2 25 | 76.4% | 49.4% | ||
| Q1 25 | 73.5% | 46.8% | ||
| Q4 24 | 76.8% | 47.1% | ||
| Q3 24 | 79.2% | 47.8% | ||
| Q2 24 | 81.3% | 49.4% |
| Q1 26 | 21.9% | — | ||
| Q4 25 | 1.5% | 4.8% | ||
| Q3 25 | 2.0% | 4.5% | ||
| Q2 25 | 4.9% | 4.4% | ||
| Q1 25 | 9.9% | 5.3% | ||
| Q4 24 | 3.9% | 7.3% | ||
| Q3 24 | 5.6% | 6.6% | ||
| Q2 24 | 3.5% | 7.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 1.7% | ||
| Q3 25 | 2.6% | 1.1% | ||
| Q2 25 | 7.8% | 1.3% | ||
| Q1 25 | 8.4% | 2.1% | ||
| Q4 24 | 5.4% | 2.9% | ||
| Q3 24 | 18.8% | 2.9% | ||
| Q2 24 | 4.2% | 3.2% |
| Q1 26 | $-0.40 | — | ||
| Q4 25 | $0.08 | $0.35 | ||
| Q3 25 | $0.06 | $0.22 | ||
| Q2 25 | $0.17 | $0.26 | ||
| Q1 25 | $0.20 | $0.42 | ||
| Q4 24 | $0.10 | $0.55 | ||
| Q3 24 | $0.32 | $0.55 | ||
| Q2 24 | $0.06 | $0.61 |
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 | $120.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $446.2M | $695.7M |
| Total Assets | $2.3B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.3M | — | ||
| Q4 25 | $228.6M | $120.5M | ||
| Q3 25 | $345.8M | $107.0M | ||
| Q2 25 | $1.1B | $106.8M | ||
| Q1 25 | $273.7M | $107.3M | ||
| Q4 24 | $220.6M | $60.9M | ||
| Q3 24 | $165.5M | $85.1M | ||
| Q2 24 | $129.3M | $82.5M |
| Q1 26 | $446.2M | — | ||
| Q4 25 | $540.9M | $695.7M | ||
| Q3 25 | $581.0M | $687.3M | ||
| Q2 25 | $562.7M | $685.5M | ||
| Q1 25 | $549.3M | $679.2M | ||
| Q4 24 | $476.7M | $629.0M | ||
| Q3 24 | $440.1M | $611.8M | ||
| Q2 24 | $362.0M | $596.3M |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $1.9B | $3.1B | ||
| Q1 25 | $891.7M | $3.0B | ||
| Q4 24 | $707.5M | $2.6B | ||
| Q3 24 | $602.3M | $2.6B | ||
| Q2 24 | $480.5M | $2.6B |
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 | $41.6M |
| Free Cash FlowOCF − Capex | $53.0M | $24.0M |
| FCF MarginFCF / Revenue | 8.7% | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $60.3M | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $89.4M | — | ||
| Q4 25 | $61.3M | $41.6M | ||
| Q3 25 | $148.7M | $118.4M | ||
| Q2 25 | $-19.1M | $7.8M | ||
| Q1 25 | $109.1M | $137.7M | ||
| Q4 24 | $86.4M | $-61.9M | ||
| Q3 24 | $85.3M | $106.2M | ||
| Q2 24 | $53.6M | $15.0M |
| Q1 26 | $53.0M | — | ||
| Q4 25 | $-2.5M | $24.0M | ||
| Q3 25 | $79.3M | $97.9M | ||
| Q2 25 | $-69.5M | $-10.4M | ||
| Q1 25 | $50.1M | $127.2M | ||
| Q4 24 | $59.5M | $-74.0M | ||
| Q3 24 | $79.4M | $88.3M | ||
| Q2 24 | $47.6M | $613.0K |
| Q1 26 | 8.7% | — | ||
| Q4 25 | -0.4% | 2.0% | ||
| Q3 25 | 13.2% | 8.4% | ||
| Q2 25 | -12.8% | -0.9% | ||
| Q1 25 | 8.5% | 10.8% | ||
| Q4 24 | 12.4% | -6.9% | ||
| Q3 24 | 19.8% | 8.3% | ||
| Q2 24 | 15.1% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 1.5% | ||
| Q3 25 | 11.6% | 1.8% | ||
| Q2 25 | 9.3% | 1.6% | ||
| Q1 25 | 10.1% | 0.9% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.9% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 2.11× | ||
| Q3 25 | 9.43× | 8.96× | ||
| Q2 25 | -0.45× | 0.50× | ||
| Q1 25 | 2.20× | 5.56× | ||
| Q4 24 | 3.32× | -2.00× | ||
| Q3 24 | 1.13× | 3.44× | ||
| Q2 24 | 4.03× | 0.44× |
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% |
UPBD
Segment breakdown not available.
