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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $617.8M, roughly 2.0× Hims & Hers Health, Inc.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs -35.0%, a 38.3% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs -0.7%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($-2.5M vs $-6.0M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 5.2%).
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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
HIMS vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $1.2B |
| Net Profit | $20.6M | $-431.0M |
| Gross Margin | 71.9% | — |
| Operating Margin | 1.5% | — |
| Net Margin | 3.3% | -35.0% |
| Revenue YoY | 28.4% | -0.7% |
| Net Profit YoY | -20.8% | -962.0% |
| EPS (diluted) | $0.08 | $-12.00 |
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 | $1.2B | ||
| Q2 25 | $544.8M | $1.2B | ||
| Q1 25 | $586.0M | $1.1B | ||
| Q4 24 | $481.1M | $1.2B | ||
| Q3 24 | $401.6M | $1.2B | ||
| Q2 24 | $315.6M | $1.1B | ||
| Q1 24 | $278.2M | $1.1B |
| Q4 25 | $20.6M | $-431.0M | ||
| Q3 25 | $15.8M | $-2.0M | ||
| Q2 25 | $42.5M | $69.0M | ||
| Q1 25 | $49.5M | $56.0M | ||
| Q4 24 | $26.0M | $50.0M | ||
| Q3 24 | $75.6M | $84.0M | ||
| Q2 24 | $13.3M | $37.0M | ||
| Q1 24 | $11.1M | $47.0M |
| 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 24 | 82.4% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | 3.6% | — |
| Q4 25 | 3.3% | -35.0% | ||
| Q3 25 | 2.6% | -0.2% | ||
| Q2 25 | 7.8% | 6.0% | ||
| Q1 25 | 8.4% | 5.0% | ||
| Q4 24 | 5.4% | 4.0% | ||
| Q3 24 | 18.8% | 6.9% | ||
| Q2 24 | 4.2% | 3.5% | ||
| Q1 24 | 4.0% | 4.2% |
| Q4 25 | $0.08 | $-12.00 | ||
| Q3 25 | $0.06 | $-0.07 | ||
| Q2 25 | $0.17 | $1.77 | ||
| Q1 25 | $0.20 | $1.46 | ||
| Q4 24 | $0.10 | $1.29 | ||
| Q3 24 | $0.32 | $2.12 | ||
| Q2 24 | $0.06 | $0.98 | ||
| Q1 24 | $0.05 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $540.9M | $2.0B |
| Total Assets | $2.2B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $228.6M | $406.0M | ||
| Q3 25 | $345.8M | $474.0M | ||
| Q2 25 | $1.1B | $205.0M | ||
| Q1 25 | $273.7M | $196.0M | ||
| Q4 24 | $220.6M | $197.0M | ||
| Q3 24 | $165.5M | $197.0M | ||
| Q2 24 | $129.3M | $206.0M | ||
| Q1 24 | $105.2M | $237.0M |
| Q4 25 | $540.9M | $2.0B | ||
| Q3 25 | $581.0M | $2.5B | ||
| Q2 25 | $562.7M | $2.5B | ||
| Q1 25 | $549.3M | $2.4B | ||
| Q4 24 | $476.7M | $2.4B | ||
| Q3 24 | $440.1M | $2.4B | ||
| Q2 24 | $362.0M | $2.4B | ||
| Q1 24 | $344.5M | $2.4B |
| Q4 25 | $2.2B | $9.8B | ||
| Q3 25 | $2.2B | $10.1B | ||
| Q2 25 | $1.9B | $9.9B | ||
| Q1 25 | $891.7M | $9.9B | ||
| Q4 24 | $707.5M | $9.8B | ||
| Q3 24 | $602.3M | $9.7B | ||
| Q2 24 | $480.5M | $9.6B | ||
| Q1 24 | $448.1M | $9.9B |
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 | $6.0M |
| Free Cash FlowOCF − Capex | $-2.5M | $-6.0M |
| FCF MarginFCF / Revenue | -0.4% | -0.5% |
| Capex IntensityCapex / Revenue | 10.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $61.3M | $6.0M | ||
| Q3 25 | $148.7M | $62.0M | ||
| Q2 25 | $-19.1M | $-48.0M | ||
| Q1 25 | $109.1M | $8.0M | ||
| Q4 24 | $86.4M | $100.0M | ||
| Q3 24 | $85.3M | $72.0M | ||
| Q2 24 | $53.6M | $30.0M | ||
| Q1 24 | $25.8M | $3.0M |
| Q4 25 | $-2.5M | $-6.0M | ||
| Q3 25 | $79.3M | $51.0M | ||
| Q2 25 | $-69.5M | $-68.0M | ||
| Q1 25 | $50.1M | $-6.0M | ||
| Q4 24 | $59.5M | $86.0M | ||
| Q3 24 | $79.4M | $58.0M | ||
| Q2 24 | $47.6M | $17.0M | ||
| Q1 24 | $11.8M | $-13.0M |
| Q4 25 | -0.4% | -0.5% | ||
| Q3 25 | 13.2% | 4.3% | ||
| Q2 25 | -12.8% | -5.9% | ||
| Q1 25 | 8.5% | -0.5% | ||
| Q4 24 | 12.4% | 6.9% | ||
| Q3 24 | 19.8% | 4.8% | ||
| Q2 24 | 15.1% | 1.6% | ||
| Q1 24 | 4.3% | -1.2% |
| Q4 25 | 10.3% | 1.0% | ||
| Q3 25 | 11.6% | 0.9% | ||
| Q2 25 | 9.3% | 1.7% | ||
| Q1 25 | 10.1% | 1.3% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% | ||
| Q1 24 | 5.0% | 1.4% |
| Q4 25 | 2.98× | — | ||
| Q3 25 | 9.43× | — | ||
| Q2 25 | -0.45× | -0.70× | ||
| Q1 25 | 2.20× | 0.14× | ||
| Q4 24 | 3.32× | 2.00× | ||
| Q3 24 | 1.13× | 0.86× | ||
| Q2 24 | 4.03× | 0.81× | ||
| Q1 24 | 2.32× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIMS
Segment breakdown not available.
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
