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Hims & Hers Health, Inc.（HIMS）とRevolve Group, Inc.（RVLV）の財務データ比較。上の社名をクリックして会社を切り替えられます
Hims & Hers Health, Inc.の直近四半期売上が大きい（$617.8M vs $324.4M、Revolve Group, Inc.の約1.9倍）。Revolve Group, Inc.の純利益率が高く（5.7% vs 3.3%、差は2.4%）。Hims & Hers Health, Inc.の前年同期比売上増加率が高い（28.4% vs 10.4%）。Hims & Hers Health, Inc.の直近四半期フリーキャッシュフローが多い（$-2.5M vs $-13.3M）。過去8四半期でHims & Hers Health, Inc.の売上複合成長率が高い（49.0% vs 9.5%）
ヒムズ・アンド・ハーズ・ヘルス社は2017年設立の米国発の遠隔医療企業です。処方箋医薬品、一般用医薬品のほか、パーソナルケア商品を取り扱い、オンラインで手軽に健康関連の商品やサービスを利用できる環境を提供しています。
Revolve Theatre Companyはテムズ河畔ヘンリーを拠点とする劇団で、政治的なテーマの作品やシェイクスピア劇を専門に制作・上演しており、オリバー・デンチ、ジョー・モリス、トム・スミスの3人が所有しています。
HIMS vs RVLV — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $617.8M | $324.4M |
| 純利益 | $20.6M | $18.6M |
| 粗利率 | 71.9% | 53.3% |
| 営業利益率 | 1.5% | 6.3% |
| 純利益率 | 3.3% | 5.7% |
| 売上前年比 | 28.4% | 10.4% |
| 純利益前年比 | -20.8% | 50.4% |
| EPS（希薄化後） | $0.08 | $0.27 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $617.8M | $324.4M | ||
| Q3 25 | $599.0M | $295.6M | ||
| Q2 25 | $544.8M | $309.0M | ||
| Q1 25 | $586.0M | $296.7M | ||
| Q4 24 | $481.1M | $293.7M | ||
| Q3 24 | $401.6M | $283.1M | ||
| Q2 24 | $315.6M | $282.5M | ||
| Q1 24 | $278.2M | $270.6M |
| Q4 25 | $20.6M | $18.6M | ||
| Q3 25 | $15.8M | $21.2M | ||
| Q2 25 | $42.5M | $10.2M | ||
| Q1 25 | $49.5M | $11.8M | ||
| Q4 24 | $26.0M | $12.3M | ||
| Q3 24 | $75.6M | $11.0M | ||
| Q2 24 | $13.3M | $15.4M | ||
| Q1 24 | $11.1M | $10.9M |
| Q4 25 | 71.9% | 53.3% | ||
| Q3 25 | 73.8% | 54.6% | ||
| Q2 25 | 76.4% | 54.1% | ||
| Q1 25 | 73.5% | 52.0% | ||
| Q4 24 | 76.8% | 52.5% | ||
| Q3 24 | 79.2% | 51.2% | ||
| Q2 24 | 81.3% | 54.0% | ||
| Q1 24 | 82.4% | 52.3% |
| Q4 25 | 1.5% | 6.3% | ||
| Q3 25 | 2.0% | 7.1% | ||
| Q2 25 | 4.9% | 5.8% | ||
| Q1 25 | 9.9% | 5.0% | ||
| Q4 24 | 3.9% | 3.9% | ||
| Q3 24 | 5.6% | 5.0% | ||
| Q2 24 | 3.5% | 5.8% | ||
| Q1 24 | 3.6% | 3.4% |
| Q4 25 | 3.3% | 5.7% | ||
| Q3 25 | 2.6% | 7.2% | ||
| Q2 25 | 7.8% | 3.3% | ||
| Q1 25 | 8.4% | 4.0% | ||
| Q4 24 | 5.4% | 4.2% | ||
| Q3 24 | 18.8% | 3.9% | ||
| Q2 24 | 4.2% | 5.4% | ||
| Q1 24 | 4.0% | 4.0% |
| Q4 25 | $0.08 | $0.27 | ||
| Q3 25 | $0.06 | $0.29 | ||
| Q2 25 | $0.17 | $0.14 | ||
| Q1 25 | $0.20 | $0.16 | ||
| Q4 24 | $0.10 | $0.18 | ||
| Q3 24 | $0.32 | $0.15 | ||
| Q2 24 | $0.06 | $0.21 | ||
| Q1 24 | $0.05 | $0.15 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $228.6M | $292.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $540.9M | $512.5M |
| 総資産 | $2.2B | $765.0M |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $228.6M | $292.3M | ||
| Q3 25 | $345.8M | $315.4M | ||
| Q2 25 | $1.1B | $310.7M | ||
| Q1 25 | $273.7M | $300.8M | ||
| Q4 24 | $220.6M | $256.6M | ||
| Q3 24 | $165.5M | $252.8M | ||
| Q2 24 | $129.3M | $244.7M | ||
| Q1 24 | $105.2M | $273.4M |
| Q4 25 | $540.9M | $512.5M | ||
| Q3 25 | $581.0M | $490.2M | ||
| Q2 25 | $562.7M | $468.6M | ||
| Q1 25 | $549.3M | $453.4M | ||
| Q4 24 | $476.7M | $437.8M | ||
| Q3 24 | $440.1M | $420.8M | ||
| Q2 24 | $362.0M | $405.8M | ||
| Q1 24 | $344.5M | $389.9M |
| Q4 25 | $2.2B | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $1.9B | $722.9M | ||
| Q1 25 | $891.7M | $713.9M | ||
| Q4 24 | $707.5M | $665.5M | ||
| Q3 24 | $602.3M | $670.9M | ||
| Q2 24 | $480.5M | $657.8M | ||
| Q1 24 | $448.1M | $650.0M |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $61.3M | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $-2.5M | $-13.3M |
| FCFマージンFCF / 売上 | -0.4% | -4.1% |
| 設備投資強度設備投資 / 売上 | 10.3% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 2.98× | -0.55× |
| 直近12ヶ月FCF直近4四半期 | $57.4M | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $61.3M | $-10.2M | ||
| Q3 25 | $148.7M | $11.8M | ||
| Q2 25 | $-19.1M | $12.6M | ||
| Q1 25 | $109.1M | $45.1M | ||
| Q4 24 | $86.4M | $3.9M | ||
| Q3 24 | $85.3M | $9.1M | ||
| Q2 24 | $53.6M | $-24.7M | ||
| Q1 24 | $25.8M | $38.4M |
| Q4 25 | $-2.5M | $-13.3M | ||
| Q3 25 | $79.3M | $7.5M | ||
| Q2 25 | $-69.5M | $10.4M | ||
| Q1 25 | $50.1M | $43.4M | ||
| Q4 24 | $59.5M | $2.1M | ||
| Q3 24 | $79.4M | $8.0M | ||
| Q2 24 | $47.6M | $-25.7M | ||
| Q1 24 | $11.8M | $36.7M |
| Q4 25 | -0.4% | -4.1% | ||
| Q3 25 | 13.2% | 2.5% | ||
| Q2 25 | -12.8% | 3.4% | ||
| Q1 25 | 8.5% | 14.6% | ||
| Q4 24 | 12.4% | 0.7% | ||
| Q3 24 | 19.8% | 2.8% | ||
| Q2 24 | 15.1% | -9.1% | ||
| Q1 24 | 4.3% | 13.5% |
| Q4 25 | 10.3% | 1.0% | ||
| Q3 25 | 11.6% | 1.5% | ||
| Q2 25 | 9.3% | 0.7% | ||
| Q1 25 | 10.1% | 0.6% | ||
| Q4 24 | 5.6% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% | ||
| Q1 24 | 5.0% | 0.6% |
| Q4 25 | 2.98× | -0.55× | ||
| Q3 25 | 9.43× | 0.56× | ||
| Q2 25 | -0.45× | 1.24× | ||
| Q1 25 | 2.20× | 3.82× | ||
| Q4 24 | 3.32× | 0.32× | ||
| Q3 24 | 1.13× | 0.83× | ||
| Q2 24 | 4.03× | -1.60× | ||
| Q1 24 | 2.32× | 3.53× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
HIMS
セグメントデータなし
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
