vs
Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
ZILLOW GROUP, INC. is the larger business by last-quarter revenue ($654.0M vs $608.1M, roughly 1.1× Hims & Hers Health, Inc.). On growth, ZILLOW GROUP, INC. posted the faster year-over-year revenue change (18.1% vs 3.8%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($53.0M vs $44.0M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (38.8% CAGR vs 11.2%).
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.
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
HIMS vs ZG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $608.1M | $654.0M |
| Net Profit | — | $3.0M |
| Gross Margin | 65.2% | 72.8% |
| Operating Margin | 21.9% | -1.7% |
| Net Margin | — | 0.5% |
| Revenue YoY | 3.8% | 18.1% |
| Net Profit YoY | — | 105.8% |
| EPS (diluted) | $-0.40 | $0.01 |
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 | $654.0M | ||
| Q3 25 | $599.0M | $676.0M | ||
| Q2 25 | $544.8M | $655.0M | ||
| Q1 25 | $586.0M | $598.0M | ||
| Q4 24 | $481.1M | $554.0M | ||
| Q3 24 | $401.6M | $581.0M | ||
| Q2 24 | $315.6M | $572.0M |
| Q1 26 | — | — | ||
| Q4 25 | $20.6M | $3.0M | ||
| Q3 25 | $15.8M | $10.0M | ||
| Q2 25 | $42.5M | $2.0M | ||
| Q1 25 | $49.5M | $8.0M | ||
| Q4 24 | $26.0M | $-52.0M | ||
| Q3 24 | $75.6M | $-20.0M | ||
| Q2 24 | $13.3M | $-17.0M |
| Q1 26 | 65.2% | — | ||
| Q4 25 | 71.9% | 72.8% | ||
| Q3 25 | 73.8% | 72.6% | ||
| Q2 25 | 76.4% | 74.7% | ||
| Q1 25 | 73.5% | 76.8% | ||
| Q4 24 | 76.8% | 75.8% | ||
| Q3 24 | 79.2% | 75.9% | ||
| Q2 24 | 81.3% | 77.3% |
| Q1 26 | 21.9% | — | ||
| Q4 25 | 1.5% | -1.7% | ||
| Q3 25 | 2.0% | -0.4% | ||
| Q2 25 | 4.9% | -1.7% | ||
| Q1 25 | 9.9% | -1.5% | ||
| Q4 24 | 3.9% | -12.5% | ||
| Q3 24 | 5.6% | -7.7% | ||
| Q2 24 | 3.5% | -6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 0.5% | ||
| Q3 25 | 2.6% | 1.5% | ||
| Q2 25 | 7.8% | 0.3% | ||
| Q1 25 | 8.4% | 1.3% | ||
| Q4 24 | 5.4% | -9.4% | ||
| Q3 24 | 18.8% | -3.4% | ||
| Q2 24 | 4.2% | -3.0% |
| Q1 26 | $-0.40 | — | ||
| Q4 25 | $0.08 | $0.01 | ||
| Q3 25 | $0.06 | $0.04 | ||
| Q2 25 | $0.17 | $0.01 | ||
| Q1 25 | $0.20 | $0.03 | ||
| Q4 24 | $0.10 | $-0.23 | ||
| Q3 24 | $0.32 | $-0.08 | ||
| Q2 24 | $0.06 | $-0.07 |
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 | $768.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $446.2M | $4.9B |
| Total Assets | $2.3B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.3M | — | ||
| Q4 25 | $228.6M | $768.0M | ||
| Q3 25 | $345.8M | $874.0M | ||
| Q2 25 | $1.1B | $587.0M | ||
| Q1 25 | $273.7M | $914.0M | ||
| Q4 24 | $220.6M | $1.1B | ||
| Q3 24 | $165.5M | $1.1B | ||
| Q2 24 | $129.3M | $1.2B |
| Q1 26 | $446.2M | — | ||
| Q4 25 | $540.9M | $4.9B | ||
| Q3 25 | $581.0M | $5.0B | ||
| Q2 25 | $562.7M | $4.7B | ||
| Q1 25 | $549.3M | $4.8B | ||
| Q4 24 | $476.7M | $4.8B | ||
| Q3 24 | $440.1M | $4.7B | ||
| Q2 24 | $362.0M | $4.5B |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $5.7B | ||
| Q3 25 | $2.2B | $5.7B | ||
| Q2 25 | $1.9B | $5.4B | ||
| Q1 25 | $891.7M | $5.7B | ||
| Q4 24 | $707.5M | $5.8B | ||
| Q3 24 | $602.3M | $6.2B | ||
| Q2 24 | $480.5M | $6.6B |
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 | $72.0M |
| Free Cash FlowOCF − Capex | $53.0M | $44.0M |
| FCF MarginFCF / Revenue | 8.7% | 6.7% |
| Capex IntensityCapex / Revenue | — | 4.3% |
| Cash ConversionOCF / Net Profit | — | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | $60.3M | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $89.4M | — | ||
| Q4 25 | $61.3M | $72.0M | ||
| Q3 25 | $148.7M | $105.0M | ||
| Q2 25 | $-19.1M | $87.0M | ||
| Q1 25 | $109.1M | $104.0M | ||
| Q4 24 | $86.4M | $122.0M | ||
| Q3 24 | $85.3M | $171.0M | ||
| Q2 24 | $53.6M | $55.0M |
| Q1 26 | $53.0M | — | ||
| Q4 25 | $-2.5M | $44.0M | ||
| Q3 25 | $79.3M | $73.0M | ||
| Q2 25 | $-69.5M | $50.0M | ||
| Q1 25 | $50.1M | $68.0M | ||
| Q4 24 | $59.5M | $88.0M | ||
| Q3 24 | $79.4M | $138.0M | ||
| Q2 24 | $47.6M | $18.0M |
| Q1 26 | 8.7% | — | ||
| Q4 25 | -0.4% | 6.7% | ||
| Q3 25 | 13.2% | 10.8% | ||
| Q2 25 | -12.8% | 7.6% | ||
| Q1 25 | 8.5% | 11.4% | ||
| Q4 24 | 12.4% | 15.9% | ||
| Q3 24 | 19.8% | 23.8% | ||
| Q2 24 | 15.1% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 4.3% | ||
| Q3 25 | 11.6% | 4.7% | ||
| Q2 25 | 9.3% | 5.6% | ||
| Q1 25 | 10.1% | 6.0% | ||
| Q4 24 | 5.6% | 6.1% | ||
| Q3 24 | 1.5% | 5.7% | ||
| Q2 24 | 1.9% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 24.00× | ||
| Q3 25 | 9.43× | 10.50× | ||
| Q2 25 | -0.45× | 43.50× | ||
| Q1 25 | 2.20× | 13.00× | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | — |
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% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
