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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Zeta Global Holdings Corp. (ZETA). 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 $394.6M, roughly 1.6× Zeta Global Holdings Corp.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs 1.7%, a 1.7% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 25.4%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 42.3%).
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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
HIMS vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $394.6M |
| Net Profit | $20.6M | $6.5M |
| Gross Margin | 71.9% | 59.5% |
| Operating Margin | 1.5% | 4.5% |
| Net Margin | 3.3% | 1.7% |
| Revenue YoY | 28.4% | 25.4% |
| Net Profit YoY | -20.8% | -57.1% |
| EPS (diluted) | $0.08 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $599.0M | $337.2M | ||
| Q2 25 | $544.8M | $308.4M | ||
| Q1 25 | $586.0M | $264.4M | ||
| Q4 24 | $481.1M | $314.7M | ||
| Q3 24 | $401.6M | $268.3M | ||
| Q2 24 | $315.6M | $227.8M | ||
| Q1 24 | $278.2M | $194.9M |
| Q4 25 | $20.6M | $6.5M | ||
| Q3 25 | $15.8M | $-3.6M | ||
| Q2 25 | $42.5M | $-12.8M | ||
| Q1 25 | $49.5M | $-21.6M | ||
| Q4 24 | $26.0M | $15.2M | ||
| Q3 24 | $75.6M | $-17.4M | ||
| Q2 24 | $13.3M | $-28.1M | ||
| Q1 24 | $11.1M | $-39.6M |
| Q4 25 | 71.9% | 59.5% | ||
| Q3 25 | 73.8% | 60.5% | ||
| Q2 25 | 76.4% | 62.1% | ||
| Q1 25 | 73.5% | 60.9% | ||
| Q4 24 | 76.8% | 60.0% | ||
| Q3 24 | 79.2% | 60.6% | ||
| Q2 24 | 81.3% | 60.0% | ||
| Q1 24 | 82.4% | 60.6% |
| Q4 25 | 1.5% | 4.5% | ||
| Q3 25 | 2.0% | 2.6% | ||
| Q2 25 | 4.9% | -1.7% | ||
| Q1 25 | 9.9% | -6.1% | ||
| Q4 24 | 3.9% | 2.2% | ||
| Q3 24 | 5.6% | -4.6% | ||
| Q2 24 | 3.5% | -11.7% | ||
| Q1 24 | 3.6% | -18.4% |
| Q4 25 | 3.3% | 1.7% | ||
| Q3 25 | 2.6% | -1.1% | ||
| Q2 25 | 7.8% | -4.2% | ||
| Q1 25 | 8.4% | -8.2% | ||
| Q4 24 | 5.4% | 4.8% | ||
| Q3 24 | 18.8% | -6.5% | ||
| Q2 24 | 4.2% | -12.3% | ||
| Q1 24 | 4.0% | -20.3% |
| Q4 25 | $0.08 | $0.04 | ||
| Q3 25 | $0.06 | $-0.02 | ||
| Q2 25 | $0.17 | $-0.06 | ||
| Q1 25 | $0.20 | $-0.10 | ||
| Q4 24 | $0.10 | $0.10 | ||
| Q3 24 | $0.32 | $-0.09 | ||
| Q2 24 | $0.06 | $-0.16 | ||
| Q1 24 | $0.05 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $540.9M | $804.6M |
| Total Assets | $2.2B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $228.6M | $319.8M | ||
| Q3 25 | $345.8M | $385.2M | ||
| Q2 25 | $1.1B | $365.3M | ||
| Q1 25 | $273.7M | $364.4M | ||
| Q4 24 | $220.6M | $366.2M | ||
| Q3 24 | $165.5M | $418.5M | ||
| Q2 24 | $129.3M | $154.7M | ||
| Q1 24 | $105.2M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $540.9M | $804.6M | ||
| Q3 25 | $581.0M | $689.2M | ||
| Q2 25 | $562.7M | $673.3M | ||
| Q1 25 | $549.3M | $676.6M | ||
| Q4 24 | $476.7M | $676.8M | ||
| Q3 24 | $440.1M | $474.9M | ||
| Q2 24 | $362.0M | $217.0M | ||
| Q1 24 | $344.5M | $191.6M |
| Q4 25 | $2.2B | $1.5B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $891.7M | $1.1B | ||
| Q4 24 | $707.5M | $1.1B | ||
| Q3 24 | $602.3M | $869.1M | ||
| Q2 24 | $480.5M | $583.9M | ||
| Q1 24 | $448.1M | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $-2.5M | $60.9M |
| FCF MarginFCF / Revenue | -0.4% | 15.4% |
| Capex IntensityCapex / Revenue | 10.3% | 0.8% |
| Cash ConversionOCF / Net Profit | 2.98× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $61.3M | $64.1M | ||
| Q3 25 | $148.7M | $57.9M | ||
| Q2 25 | $-19.1M | $42.0M | ||
| Q1 25 | $109.1M | $34.8M | ||
| Q4 24 | $86.4M | $43.7M | ||
| Q3 24 | $85.3M | $34.4M | ||
| Q2 24 | $53.6M | $31.1M | ||
| Q1 24 | $25.8M | $24.7M |
| Q4 25 | $-2.5M | $60.9M | ||
| Q3 25 | $79.3M | $52.4M | ||
| Q2 25 | $-69.5M | $39.7M | ||
| Q1 25 | $50.1M | $32.1M | ||
| Q4 24 | $59.5M | $35.4M | ||
| Q3 24 | $79.4M | $29.5M | ||
| Q2 24 | $47.6M | $24.4M | ||
| Q1 24 | $11.8M | $18.9M |
| Q4 25 | -0.4% | 15.4% | ||
| Q3 25 | 13.2% | 15.6% | ||
| Q2 25 | -12.8% | 12.9% | ||
| Q1 25 | 8.5% | 12.1% | ||
| Q4 24 | 12.4% | 11.3% | ||
| Q3 24 | 19.8% | 11.0% | ||
| Q2 24 | 15.1% | 10.7% | ||
| Q1 24 | 4.3% | 9.7% |
| Q4 25 | 10.3% | 0.8% | ||
| Q3 25 | 11.6% | 1.6% | ||
| Q2 25 | 9.3% | 0.8% | ||
| Q1 25 | 10.1% | 1.0% | ||
| Q4 24 | 5.6% | 2.6% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 1.9% | 3.0% | ||
| Q1 24 | 5.0% | 3.0% |
| Q4 25 | 2.98× | 9.81× | ||
| Q3 25 | 9.43× | — | ||
| Q2 25 | -0.45× | — | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | 2.87× | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | — | ||
| Q1 24 | 2.32× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
