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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Walker & Dunlop, Inc. (WD). 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 $340.0M, roughly 1.8× Walker & Dunlop, Inc.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs -12.9%, a 16.2% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs -0.4%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($-2.5M vs $-680.1M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 22.1%).
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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
HIMS vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $340.0M |
| Net Profit | $20.6M | $-13.9M |
| Gross Margin | 71.9% | — |
| Operating Margin | 1.5% | -17.2% |
| Net Margin | 3.3% | -12.9% |
| Revenue YoY | 28.4% | -0.4% |
| Net Profit YoY | -20.8% | -131.0% |
| EPS (diluted) | $0.08 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $599.0M | $337.7M | ||
| Q2 25 | $544.8M | $319.2M | ||
| Q1 25 | $586.0M | $237.4M | ||
| Q4 24 | $481.1M | $341.5M | ||
| Q3 24 | $401.6M | $292.3M | ||
| Q2 24 | $315.6M | $270.7M | ||
| Q1 24 | $278.2M | $228.1M |
| Q4 25 | $20.6M | $-13.9M | ||
| Q3 25 | $15.8M | $33.5M | ||
| Q2 25 | $42.5M | $34.0M | ||
| Q1 25 | $49.5M | $2.8M | ||
| Q4 24 | $26.0M | $44.8M | ||
| Q3 24 | $75.6M | $28.8M | ||
| Q2 24 | $13.3M | $22.7M | ||
| Q1 24 | $11.1M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 2.0% | 13.6% | ||
| Q2 25 | 4.9% | 14.5% | ||
| Q1 25 | 9.9% | 2.2% | ||
| Q4 24 | 3.9% | 15.3% | ||
| Q3 24 | 5.6% | 12.8% | ||
| Q2 24 | 3.5% | 10.4% | ||
| Q1 24 | 3.6% | 6.0% |
| Q4 25 | 3.3% | -12.9% | ||
| Q3 25 | 2.6% | 9.9% | ||
| Q2 25 | 7.8% | 10.6% | ||
| Q1 25 | 8.4% | 1.2% | ||
| Q4 24 | 5.4% | 13.1% | ||
| Q3 24 | 18.8% | 9.9% | ||
| Q2 24 | 4.2% | 8.4% | ||
| Q1 24 | 4.0% | 5.2% |
| Q4 25 | $0.08 | $-0.41 | ||
| Q3 25 | $0.06 | $0.98 | ||
| Q2 25 | $0.17 | $0.99 | ||
| Q1 25 | $0.20 | $0.08 | ||
| Q4 24 | $0.10 | $1.32 | ||
| Q3 24 | $0.32 | $0.85 | ||
| Q2 24 | $0.06 | $0.67 | ||
| Q1 24 | $0.05 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $540.9M | $1.7B |
| Total Assets | $2.2B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $228.6M | $299.3M | ||
| Q3 25 | $345.8M | $274.8M | ||
| Q2 25 | $1.1B | $233.7M | ||
| Q1 25 | $273.7M | $181.0M | ||
| Q4 24 | $220.6M | $279.3M | ||
| Q3 24 | $165.5M | $179.8M | ||
| Q2 24 | $129.3M | $208.1M | ||
| Q1 24 | $105.2M | $216.5M |
| Q4 25 | $540.9M | $1.7B | ||
| Q3 25 | $581.0M | $1.8B | ||
| Q2 25 | $562.7M | $1.8B | ||
| Q1 25 | $549.3M | $1.7B | ||
| Q4 24 | $476.7M | $1.7B | ||
| Q3 24 | $440.1M | $1.7B | ||
| Q2 24 | $362.0M | $1.7B | ||
| Q1 24 | $344.5M | $1.7B |
| Q4 25 | $2.2B | $5.1B | ||
| Q3 25 | $2.2B | $5.8B | ||
| Q2 25 | $1.9B | $4.7B | ||
| Q1 25 | $891.7M | $4.5B | ||
| Q4 24 | $707.5M | $4.4B | ||
| Q3 24 | $602.3M | $4.6B | ||
| Q2 24 | $480.5M | $4.2B | ||
| Q1 24 | $448.1M | $3.8B |
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 | $-664.3M |
| Free Cash FlowOCF − Capex | $-2.5M | $-680.1M |
| FCF MarginFCF / Revenue | -0.4% | -200.0% |
| Capex IntensityCapex / Revenue | 10.3% | 4.6% |
| Cash ConversionOCF / Net Profit | 2.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $61.3M | $-664.3M | ||
| Q3 25 | $148.7M | $-948.1M | ||
| Q2 25 | $-19.1M | $-238.5M | ||
| Q1 25 | $109.1M | $-281.1M | ||
| Q4 24 | $86.4M | $129.4M | ||
| Q3 24 | $85.3M | $-202.0M | ||
| Q2 24 | $53.6M | $-237.8M | ||
| Q1 24 | $25.8M | $38.4M |
| Q4 25 | $-2.5M | $-680.1M | ||
| Q3 25 | $79.3M | $-950.4M | ||
| Q2 25 | $-69.5M | $-241.0M | ||
| Q1 25 | $50.1M | $-284.7M | ||
| Q4 24 | $59.5M | $116.4M | ||
| Q3 24 | $79.4M | $-204.0M | ||
| Q2 24 | $47.6M | $-241.7M | ||
| Q1 24 | $11.8M | $35.2M |
| Q4 25 | -0.4% | -200.0% | ||
| Q3 25 | 13.2% | -281.5% | ||
| Q2 25 | -12.8% | -75.5% | ||
| Q1 25 | 8.5% | -120.0% | ||
| Q4 24 | 12.4% | 34.1% | ||
| Q3 24 | 19.8% | -69.8% | ||
| Q2 24 | 15.1% | -89.3% | ||
| Q1 24 | 4.3% | 15.4% |
| Q4 25 | 10.3% | 4.6% | ||
| Q3 25 | 11.6% | 0.7% | ||
| Q2 25 | 9.3% | 0.8% | ||
| Q1 25 | 10.1% | 1.5% | ||
| Q4 24 | 5.6% | 3.8% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 1.9% | 1.4% | ||
| Q1 24 | 5.0% | 1.4% |
| Q4 25 | 2.98× | — | ||
| Q3 25 | 9.43× | -28.34× | ||
| Q2 25 | -0.45× | -7.02× | ||
| Q1 25 | 2.20× | -102.07× | ||
| Q4 24 | 3.32× | 2.89× | ||
| Q3 24 | 1.13× | -7.01× | ||
| Q2 24 | 4.03× | -10.49× | ||
| Q1 24 | 2.32× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
