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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($677.3M vs $617.8M, roughly 1.1× Hims & Hers Health, Inc.). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 14.7% vs 3.3%, a 11.4% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 21.4%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($6.6M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 6.5%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
HIMS vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $677.3M |
| Net Profit | $20.6M | $99.6M |
| Gross Margin | 71.9% | 48.1% |
| Operating Margin | 1.5% | 19.6% |
| Net Margin | 3.3% | 14.7% |
| Revenue YoY | 28.4% | 21.4% |
| Net Profit YoY | -20.8% | 34.6% |
| EPS (diluted) | $0.08 | $2.97 |
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 | — | $677.3M | ||
| Q4 25 | $617.8M | $625.1M | ||
| Q3 25 | $599.0M | $611.7M | ||
| Q2 25 | $544.8M | $643.7M | ||
| Q1 25 | $586.0M | $558.0M | ||
| Q4 24 | $481.1M | $540.4M | ||
| Q3 24 | $401.6M | $543.6M | ||
| Q2 24 | $315.6M | $597.3M |
| Q1 26 | — | $99.6M | ||
| Q4 25 | $20.6M | $83.7M | ||
| Q3 25 | $15.8M | $82.2M | ||
| Q2 25 | $42.5M | $100.9M | ||
| Q1 25 | $49.5M | $74.0M | ||
| Q4 24 | $26.0M | $67.5M | ||
| Q3 24 | $75.6M | $69.1M | ||
| Q2 24 | $13.3M | $82.0M |
| Q1 26 | — | 48.1% | ||
| Q4 25 | 71.9% | 49.5% | ||
| Q3 25 | 73.8% | 48.8% | ||
| Q2 25 | 76.4% | 50.6% | ||
| Q1 25 | 73.5% | 48.8% | ||
| Q4 24 | 76.8% | 46.7% | ||
| Q3 24 | 79.2% | 47.3% | ||
| Q2 24 | 81.3% | 47.7% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | 1.5% | 18.2% | ||
| Q3 25 | 2.0% | 18.2% | ||
| Q2 25 | 4.9% | 21.0% | ||
| Q1 25 | 9.9% | 15.7% | ||
| Q4 24 | 3.9% | 16.5% | ||
| Q3 24 | 5.6% | 17.1% | ||
| Q2 24 | 3.5% | 18.7% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 3.3% | 13.4% | ||
| Q3 25 | 2.6% | 13.4% | ||
| Q2 25 | 7.8% | 15.7% | ||
| Q1 25 | 8.4% | 13.3% | ||
| Q4 24 | 5.4% | 12.5% | ||
| Q3 24 | 18.8% | 12.7% | ||
| Q2 24 | 4.2% | 13.7% |
| Q1 26 | — | $2.97 | ||
| Q4 25 | $0.08 | $2.50 | ||
| Q3 25 | $0.06 | $2.45 | ||
| Q2 25 | $0.17 | $3.01 | ||
| Q1 25 | $0.20 | $2.21 | ||
| Q4 24 | $0.10 | $2.02 | ||
| Q3 24 | $0.32 | $2.06 | ||
| Q2 24 | $0.06 | $2.44 |
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 | $374.7M |
| Total DebtLower is stronger | — | $197.8M |
| Stockholders' EquityBook value | $540.9M | $2.1B |
| Total Assets | $2.2B | $2.9B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $374.7M | ||
| Q4 25 | $228.6M | $405.5M | ||
| Q3 25 | $345.8M | $457.7M | ||
| Q2 25 | $1.1B | $369.3M | ||
| Q1 25 | $273.7M | $336.8M | ||
| Q4 24 | $220.6M | $386.9M | ||
| Q3 24 | $165.5M | $303.9M | ||
| Q2 24 | $129.3M | $279.4M |
| Q1 26 | — | $197.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $540.9M | $2.0B | ||
| Q3 25 | $581.0M | $2.0B | ||
| Q2 25 | $562.7M | $1.9B | ||
| Q1 25 | $549.3M | $1.8B | ||
| Q4 24 | $476.7M | $1.7B | ||
| Q3 24 | $440.1M | $1.7B | ||
| Q2 24 | $362.0M | $1.6B |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.2B | $2.7B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $891.7M | $2.5B | ||
| Q4 24 | $707.5M | $2.4B | ||
| Q3 24 | $602.3M | $2.4B | ||
| Q2 24 | $480.5M | $2.4B |
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $17.9M |
| Free Cash FlowOCF − Capex | $-2.5M | $6.6M |
| FCF MarginFCF / Revenue | -0.4% | 1.0% |
| Capex IntensityCapex / Revenue | 10.3% | — |
| Cash ConversionOCF / Net Profit | 2.98× | 0.18× |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $317.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $17.9M | ||
| Q4 25 | $61.3M | $154.7M | ||
| Q3 25 | $148.7M | $122.4M | ||
| Q2 25 | $-19.1M | $69.7M | ||
| Q1 25 | $109.1M | $55.2M | ||
| Q4 24 | $86.4M | $139.5M | ||
| Q3 24 | $85.3M | $90.7M | ||
| Q2 24 | $53.6M | $85.3M |
| Q1 26 | — | $6.6M | ||
| Q4 25 | $-2.5M | $140.3M | ||
| Q3 25 | $79.3M | $110.9M | ||
| Q2 25 | $-69.5M | $59.5M | ||
| Q1 25 | $50.1M | $45.6M | ||
| Q4 24 | $59.5M | $127.5M | ||
| Q3 24 | $79.4M | $84.3M | ||
| Q2 24 | $47.6M | $78.5M |
| Q1 26 | — | 1.0% | ||
| Q4 25 | -0.4% | 22.4% | ||
| Q3 25 | 13.2% | 18.1% | ||
| Q2 25 | -12.8% | 9.2% | ||
| Q1 25 | 8.5% | 8.2% | ||
| Q4 24 | 12.4% | 23.6% | ||
| Q3 24 | 19.8% | 15.5% | ||
| Q2 24 | 15.1% | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 2.3% | ||
| Q3 25 | 11.6% | 1.9% | ||
| Q2 25 | 9.3% | 1.6% | ||
| Q1 25 | 10.1% | 1.7% | ||
| Q4 24 | 5.6% | 2.2% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 1.9% | 1.1% |
| Q1 26 | — | 0.18× | ||
| Q4 25 | 2.98× | 1.85× | ||
| Q3 25 | 9.43× | 1.49× | ||
| Q2 25 | -0.45× | 0.69× | ||
| Q1 25 | 2.20× | 0.75× | ||
| Q4 24 | 3.32× | 2.07× | ||
| Q3 24 | 1.13× | 1.31× | ||
| Q2 24 | 4.03× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIMS
Segment breakdown not available.
WTS
| segment net | $517.8M | 76% |
| Other | $159.5M | 24% |
