vs
Hims & Hers Health, Inc.（HIMS）与Invitation Homes（INVH）财务数据对比。点击上方公司名可切换其他公司
Invitation Homes的季度营收约是Hims & Hers Health, Inc.的1.1倍（$685.3M vs $617.8M），Invitation Homes净利率更高（21.1% vs 3.3%，领先17.8%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 4.0%），Invitation Homes自由现金流更多（$122.4M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 3.0%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
HIMS vs INVH — 直观对比
营收规模更大
INVH
是对方的1.1倍
$617.8M
营收增速更快
HIMS
高出24.4%
4.0%
净利率更高
INVH
高出17.8%
3.3%
自由现金流更多
INVH
多$124.9M
$-2.5M
两年增速更快
HIMS
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $685.3M |
| 净利润 | $20.6M | $144.6M |
| 毛利率 | 71.9% | — |
| 营业利润率 | 1.5% | — |
| 净利率 | 3.3% | 21.1% |
| 营收同比 | 28.4% | 4.0% |
| 净利润同比 | -20.8% | 1.0% |
| 每股收益（稀释后） | $0.08 | $0.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HIMSINVH
| Q4 25 | $617.8M | $685.3M | ||
| Q3 25 | $599.0M | $688.2M | ||
| Q2 25 | $544.8M | $681.4M | ||
| Q1 25 | $586.0M | $674.5M | ||
| Q4 24 | $481.1M | $659.1M | ||
| Q3 24 | $401.6M | $660.3M | ||
| Q2 24 | $315.6M | $653.5M | ||
| Q1 24 | $278.2M | $646.0M |
净利润HIMSINVH
| Q4 25 | $20.6M | $144.6M | ||
| Q3 25 | $15.8M | $136.7M | ||
| Q2 25 | $42.5M | $140.9M | ||
| Q1 25 | $49.5M | $165.7M | ||
| Q4 24 | $26.0M | $143.1M | ||
| Q3 24 | $75.6M | $95.3M | ||
| Q2 24 | $13.3M | $73.2M | ||
| Q1 24 | $11.1M | $142.3M |
毛利率HIMSINVH
| Q4 25 | 71.9% | — | ||
| Q3 25 | 73.8% | — | ||
| Q2 25 | 76.4% | — | ||
| Q1 25 | 73.5% | — | ||
| Q4 24 | 76.8% | — | ||
| Q3 24 | 79.2% | — | ||
| Q2 24 | 81.3% | — | ||
| Q1 24 | 82.4% | — |
营业利润率HIMSINVH
| Q4 25 | 1.5% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | 3.6% | — |
净利率HIMSINVH
| Q4 25 | 3.3% | 21.1% | ||
| Q3 25 | 2.6% | 19.9% | ||
| Q2 25 | 7.8% | 20.7% | ||
| Q1 25 | 8.4% | 24.6% | ||
| Q4 24 | 5.4% | 21.7% | ||
| Q3 24 | 18.8% | 14.4% | ||
| Q2 24 | 4.2% | 11.2% | ||
| Q1 24 | 4.0% | 22.0% |
每股收益（稀释后）HIMSINVH
| Q4 25 | $0.08 | $0.24 | ||
| Q3 25 | $0.06 | $0.22 | ||
| Q2 25 | $0.17 | $0.23 | ||
| Q1 25 | $0.20 | $0.27 | ||
| Q4 24 | $0.10 | $0.24 | ||
| Q3 24 | $0.32 | $0.15 | ||
| Q2 24 | $0.06 | $0.12 | ||
| Q1 24 | $0.05 | $0.23 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $228.6M | $130.0M |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $540.9M | $9.5B |
| 总资产 | $2.2B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资HIMSINVH
| Q4 25 | $228.6M | $130.0M | ||
| Q3 25 | $345.8M | $155.4M | ||
| Q2 25 | $1.1B | $65.1M | ||
| Q1 25 | $273.7M | $84.4M | ||
| Q4 24 | $220.6M | $174.5M | ||
| Q3 24 | $165.5M | $1.0B | ||
| Q2 24 | $129.3M | $749.4M | ||
| Q1 24 | $105.2M | $738.1M |
总债务HIMSINVH
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $9.0B | ||
| Q2 24 | — | $8.5B | ||
| Q1 24 | — | $8.5B |
股东权益HIMSINVH
| Q4 25 | $540.9M | $9.5B | ||
| Q3 25 | $581.0M | $9.6B | ||
| Q2 25 | $562.7M | $9.7B | ||
| Q1 25 | $549.3M | $9.7B | ||
| Q4 24 | $476.7M | $9.8B | ||
| Q3 24 | $440.1M | $9.9B | ||
| Q2 24 | $362.0M | $10.0B | ||
| Q1 24 | $344.5M | $10.1B |
总资产HIMSINVH
| Q4 25 | $2.2B | $18.7B | ||
| Q3 25 | $2.2B | $18.8B | ||
| Q2 25 | $1.9B | $18.7B | ||
| Q1 25 | $891.7M | $18.6B | ||
| Q4 24 | $707.5M | $18.7B | ||
| Q3 24 | $602.3M | $19.6B | ||
| Q2 24 | $480.5M | $19.2B | ||
| Q1 24 | $448.1M | $19.2B |
负债/权益比HIMSINVH
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.85× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | — | 0.84× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.84× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $61.3M | $128.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $122.4M |
| 自由现金流率自由现金流/营收 | -0.4% | 17.9% |
| 资本支出强度资本支出/营收 | 10.3% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.98× | 0.89× |
| 过去12个月自由现金流最近4个季度 | $57.4M | $1.2B |
8季度趋势，按日历期对齐
经营现金流HIMSINVH
| Q4 25 | $61.3M | $128.7M | ||
| Q3 25 | $148.7M | $394.6M | ||
| Q2 25 | $-19.1M | $382.5M | ||
| Q1 25 | $109.1M | $300.5M | ||
| Q4 24 | $86.4M | $132.8M | ||
| Q3 24 | $85.3M | $313.6M | ||
| Q2 24 | $53.6M | $369.8M | ||
| Q1 24 | $25.8M | $265.6M |
自由现金流HIMSINVH
| Q4 25 | $-2.5M | $122.4M | ||
| Q3 25 | $79.3M | $387.8M | ||
| Q2 25 | $-69.5M | $374.4M | ||
| Q1 25 | $50.1M | $293.3M | ||
| Q4 24 | $59.5M | $125.0M | ||
| Q3 24 | $79.4M | $305.2M | ||
| Q2 24 | $47.6M | $363.8M | ||
| Q1 24 | $11.8M | $257.1M |
自由现金流率HIMSINVH
| Q4 25 | -0.4% | 17.9% | ||
| Q3 25 | 13.2% | 56.4% | ||
| Q2 25 | -12.8% | 54.9% | ||
| Q1 25 | 8.5% | 43.5% | ||
| Q4 24 | 12.4% | 19.0% | ||
| Q3 24 | 19.8% | 46.2% | ||
| Q2 24 | 15.1% | 55.7% | ||
| Q1 24 | 4.3% | 39.8% |
资本支出强度HIMSINVH
| Q4 25 | 10.3% | 0.9% | ||
| Q3 25 | 11.6% | 1.0% | ||
| Q2 25 | 9.3% | 1.2% | ||
| Q1 25 | 10.1% | 1.1% | ||
| Q4 24 | 5.6% | 1.2% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 1.9% | 0.9% | ||
| Q1 24 | 5.0% | 1.3% |
现金转化率HIMSINVH
| Q4 25 | 2.98× | 0.89× | ||
| Q3 25 | 9.43× | 2.89× | ||
| Q2 25 | -0.45× | 2.71× | ||
| Q1 25 | 2.20× | 1.81× | ||
| Q4 24 | 3.32× | 0.93× | ||
| Q3 24 | 1.13× | 3.29× | ||
| Q2 24 | 4.03× | 5.05× | ||
| Q1 24 | 2.32× | 1.87× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
