vs
Side-by-side financial comparison of Hippo Holdings Inc. (HIPO) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $120.4M, roughly 1.7× Hippo Holdings Inc.). Hippo Holdings Inc. runs the higher net margin — 5.0% vs 2.7%, a 2.3% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 18.2%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $9.1M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 18.9%).
Hippo Valley Estate is a sugar estate found near the town of Chiredzi in Chiredzi District of southeastern Zimbabwe, on the Runde River near the border with Mozambique.
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
HIPO vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $120.4M | $208.9M |
| Net Profit | $6.0M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | 5.6% | 1.1% |
| Net Margin | 5.0% | 2.7% |
| Revenue YoY | 18.2% | 27.1% |
| Net Profit YoY | -86.4% | 518.5% |
| EPS (diluted) | $0.31 | $0.18 |
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 | $120.4M | $208.9M | ||
| Q3 25 | $120.6M | $192.9M | ||
| Q2 25 | $117.3M | $186.7M | ||
| Q1 25 | $110.3M | $158.7M | ||
| Q4 24 | $101.9M | $164.3M | ||
| Q3 24 | $95.5M | $147.5M | ||
| Q2 24 | $89.6M | $148.0M | ||
| Q1 24 | $85.1M | $131.9M |
| Q4 25 | $6.0M | $5.6M | ||
| Q3 25 | $98.1M | $-5.2M | ||
| Q2 25 | $1.3M | $-14.2M | ||
| Q1 25 | $-47.7M | $-30.7M | ||
| Q4 24 | $44.2M | $-1.3M | ||
| Q3 24 | $-8.5M | $-46.2M | ||
| Q2 24 | $-40.5M | $-20.1M | ||
| Q1 24 | $-35.7M | $-45.7M |
| Q4 25 | — | 70.9% | ||
| Q3 25 | — | 71.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 68.8% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 68.8% | ||
| Q2 24 | — | 69.9% | ||
| Q1 24 | — | 66.3% |
| Q4 25 | 5.6% | 1.1% | ||
| Q3 25 | 81.3% | -4.4% | ||
| Q2 25 | 3.4% | -10.0% | ||
| Q1 25 | -41.3% | -20.5% | ||
| Q4 24 | 46.3% | -2.5% | ||
| Q3 24 | -5.4% | -34.1% | ||
| Q2 24 | -40.7% | -15.5% | ||
| Q1 24 | -38.7% | -28.9% |
| Q4 25 | 5.0% | 2.7% | ||
| Q3 25 | 81.3% | -2.7% | ||
| Q2 25 | 1.1% | -7.6% | ||
| Q1 25 | -43.2% | -19.3% | ||
| Q4 24 | 43.4% | -0.8% | ||
| Q3 24 | -8.9% | -31.3% | ||
| Q2 24 | -45.2% | -13.6% | ||
| Q1 24 | -42.0% | -34.6% |
| Q4 25 | $0.31 | $0.18 | ||
| Q3 25 | $3.77 | $-0.16 | ||
| Q2 25 | $0.05 | $-0.44 | ||
| Q1 25 | $-1.91 | $-0.97 | ||
| Q4 24 | $1.81 | $-0.03 | ||
| Q3 24 | $-0.34 | $-1.48 | ||
| Q2 24 | $-1.64 | $-0.65 | ||
| Q1 24 | $-1.47 | $-1.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $218.3M | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $436.1M | $152.7M |
| Total Assets | $1.9B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.3M | $583.8M | ||
| Q3 25 | $247.7M | $565.2M | ||
| Q2 25 | $198.9M | $545.5M | ||
| Q1 25 | $140.9M | $520.6M | ||
| Q4 24 | $197.6M | $535.6M | ||
| Q3 24 | $191.2M | $522.0M | ||
| Q2 24 | $175.9M | $561.5M | ||
| Q1 24 | $223.4M | $569.1M |
| Q4 25 | $436.1M | $152.7M | ||
| Q3 25 | $421.5M | $121.9M | ||
| Q2 25 | $332.5M | $103.7M | ||
| Q1 25 | $322.8M | $86.7M | ||
| Q4 24 | $362.1M | $90.9M | ||
| Q3 24 | $326.4M | $71.8M | ||
| Q2 24 | $322.6M | $99.2M | ||
| Q1 24 | $351.2M | $90.3M |
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $1.9B | $995.2M | ||
| Q2 25 | $1.7B | $964.0M | ||
| Q1 25 | $1.5B | $926.1M | ||
| Q4 24 | $1.5B | $931.4M | ||
| Q3 24 | $1.5B | $909.7M | ||
| Q2 24 | $1.5B | $919.2M | ||
| Q1 24 | $1.5B | $909.8M |
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 | $9.2M | $26.2M |
| Free Cash FlowOCF − Capex | $9.1M | $14.5M |
| FCF MarginFCF / Revenue | 7.6% | 6.9% |
| Capex IntensityCapex / Revenue | 0.1% | 5.6% |
| Cash ConversionOCF / Net Profit | 1.53× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $14.8M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.2M | $26.2M | ||
| Q3 25 | $16.9M | $34.9M | ||
| Q2 25 | $24.7M | $27.7M | ||
| Q1 25 | $-35.6M | $-7.9M | ||
| Q4 24 | $47.5M | $19.2M | ||
| Q3 24 | $46.8M | $24.3M | ||
| Q2 24 | $-10.6M | $11.8M | ||
| Q1 24 | $17.7M | $-52.0M |
| Q4 25 | $9.1M | $14.5M | ||
| Q3 25 | $16.8M | $20.1M | ||
| Q2 25 | $24.6M | $17.3M | ||
| Q1 25 | $-35.7M | $-17.3M | ||
| Q4 24 | $47.2M | $12.4M | ||
| Q3 24 | — | $15.5M | ||
| Q2 24 | $-10.7M | $3.4M | ||
| Q1 24 | $17.6M | $-61.8M |
| Q4 25 | 7.6% | 6.9% | ||
| Q3 25 | 13.9% | 10.4% | ||
| Q2 25 | 21.0% | 9.3% | ||
| Q1 25 | -32.4% | -10.9% | ||
| Q4 24 | 46.3% | 7.5% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | -11.9% | 2.3% | ||
| Q1 24 | 20.7% | -46.8% |
| Q4 25 | 0.1% | 5.6% | ||
| Q3 25 | 0.1% | 7.7% | ||
| Q2 25 | 0.1% | 5.6% | ||
| Q1 25 | 0.1% | 5.9% | ||
| Q4 24 | 0.3% | 4.2% | ||
| Q3 24 | 0.0% | 6.0% | ||
| Q2 24 | 0.1% | 5.7% | ||
| Q1 24 | 0.1% | 7.4% |
| Q4 25 | 1.53× | 4.70× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 19.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HIPO
Segment breakdown not available.
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
