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Hims & Hers Health, Inc.（HIMS）与LifeMD, Inc.（LFMD）财务数据对比。点击上方公司名可切换其他公司
Hims & Hers Health, Inc.的季度营收约是LifeMD, Inc.的87.3倍（$617.8M vs $7.1M）。LifeMD, Inc.净利率更高（282.0% vs 3.3%，领先278.6%）。Hims & Hers Health, Inc.同比增速更快（28.4% vs 5.0%）。Hims & Hers Health, Inc.自由现金流更多（$-2.5M vs $-3.4M）。过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs -60.0%）
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。
SBI人寿保险有限公司是一家印度人寿保险公司，由印度国家银行（SBI）与法国金融机构法国巴黎保险集团合资成立，是印度寿险市场的知名从业机构，为当地民众提供各类人寿保险相关产品与服务。
HIMS vs LFMD — 直观对比
营收规模更大
HIMS
是对方的87.3倍
$7.1M
营收增速更快
HIMS
高出23.4%
5.0%
净利率更高
LFMD
高出278.6%
3.3%
自由现金流更多
HIMS
多$948.0K
$-3.4M
两年增速更快
HIMS
近两年复合增速
-60.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $7.1M |
| 净利润 | $20.6M | $20.0M |
| 毛利率 | 71.9% | 40.2% |
| 营业利润率 | 1.5% | -87.9% |
| 净利率 | 3.3% | 282.0% |
| 营收同比 | 28.4% | 5.0% |
| 净利润同比 | -20.8% | 742.5% |
| 每股收益（稀释后） | $0.08 | — |
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HIMSLFMD
| Q4 25 | $617.8M | $7.1M | ||
| Q3 25 | $599.0M | $60.2M | ||
| Q2 25 | $544.8M | $62.7M | ||
| Q1 25 | $586.0M | $64.1M | ||
| Q4 24 | $481.1M | $6.7M | ||
| Q3 24 | $401.6M | $53.3M | ||
| Q2 24 | $315.6M | $50.7M | ||
| Q1 24 | $278.2M | $44.1M |
净利润HIMSLFMD
| Q4 25 | $20.6M | $20.0M | ||
| Q3 25 | $15.8M | $-3.8M | ||
| Q2 25 | $42.5M | $-1.6M | ||
| Q1 25 | $49.5M | $-183.8K | ||
| Q4 24 | $26.0M | $-3.1M | ||
| Q3 24 | $75.6M | $-4.7M | ||
| Q2 24 | $13.3M | $-6.9M | ||
| Q1 24 | $11.1M | $-6.8M |
毛利率HIMSLFMD
| Q4 25 | 71.9% | 40.2% | ||
| Q3 25 | 73.8% | 87.7% | ||
| Q2 25 | 76.4% | 88.1% | ||
| Q1 25 | 73.5% | 86.5% | ||
| Q4 24 | 76.8% | -0.8% | ||
| Q3 24 | 79.2% | 90.6% | ||
| Q2 24 | 81.3% | 90.1% | ||
| Q1 24 | 82.4% | 89.6% |
营业利润率HIMSLFMD
| Q4 25 | 1.5% | -87.9% | ||
| Q3 25 | 2.0% | -3.3% | ||
| Q2 25 | 4.9% | -0.7% | ||
| Q1 25 | 9.9% | 1.5% | ||
| Q4 24 | 3.9% | -58.2% | ||
| Q3 24 | 5.6% | -7.5% | ||
| Q2 24 | 3.5% | -12.4% | ||
| Q1 24 | 3.6% | -14.0% |
净利率HIMSLFMD
| Q4 25 | 3.3% | 282.0% | ||
| Q3 25 | 2.6% | -6.3% | ||
| Q2 25 | 7.8% | -2.6% | ||
| Q1 25 | 8.4% | -0.3% | ||
| Q4 24 | 5.4% | -46.1% | ||
| Q3 24 | 18.8% | -8.7% | ||
| Q2 24 | 4.2% | -13.6% | ||
| Q1 24 | 4.0% | -15.3% |
每股收益（稀释后）HIMSLFMD
| Q4 25 | $0.08 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.17 | $-0.05 | ||
| Q1 25 | $0.20 | $-0.02 | ||
| Q4 24 | $0.10 | — | ||
| Q3 24 | $0.32 | $-0.13 | ||
| Q2 24 | $0.06 | — | ||
| Q1 24 | $0.05 | — |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $23.2M |
| 总资产 | $2.2B | $70.4M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资HIMSLFMD
| Q4 25 | $228.6M | — | ||
| Q3 25 | $345.8M | — | ||
| Q2 25 | $1.1B | $36.2M | ||
| Q1 25 | $273.7M | $34.4M | ||
| Q4 24 | $220.6M | $35.0M | ||
| Q3 24 | $165.5M | $37.6M | ||
| Q2 24 | $129.3M | $35.7M | ||
| Q1 24 | $105.2M | $35.1M |
总债务HIMSLFMD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $15.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HIMSLFMD
| Q4 25 | $540.9M | $23.2M | ||
| Q3 25 | $581.0M | $1.3M | ||
| Q2 25 | $562.7M | $-1.8M | ||
| Q1 25 | $549.3M | $-2.3M | ||
| Q4 24 | $476.7M | $-9.1M | ||
| Q3 24 | $440.1M | $-7.7M | ||
| Q2 24 | $362.0M | $-4.2M | ||
| Q1 24 | $344.5M | $-845.3K |
总资产HIMSLFMD
| Q4 25 | $2.2B | $70.4M | ||
| Q3 25 | $2.2B | $66.0M | ||
| Q2 25 | $1.9B | $73.6M | ||
| Q1 25 | $891.7M | $73.6M | ||
| Q4 24 | $707.5M | $76.1M | ||
| Q3 24 | $602.3M | $72.6M | ||
| Q2 24 | $480.5M | $63.8M | ||
| Q1 24 | $448.1M | $61.5M |
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 | $-3.3M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-3.4M |
| 自由现金流率自由现金流/营收 | -0.4% | -48.5% |
| 资本支出强度资本支出/营收 | 10.3% | 2.2% |
| 现金转化率经营现金流/净利润 | 2.98× | -0.16× |
| 过去12个月自由现金流最近4个季度 | $57.4M | $6.4M |
8季度趋势，按日历期对齐
经营现金流HIMSLFMD
| Q4 25 | $61.3M | $-3.3M | ||
| Q3 25 | $148.7M | $-147.1K | ||
| Q2 25 | $-19.1M | $8.6M | ||
| Q1 25 | $109.1M | $3.1M | ||
| Q4 24 | $86.4M | $1.1M | ||
| Q3 24 | $85.3M | $6.7M | ||
| Q2 24 | $53.6M | $4.5M | ||
| Q1 24 | $25.8M | $5.2M |
自由现金流HIMSLFMD
| Q4 25 | $-2.5M | $-3.4M | ||
| Q3 25 | $79.3M | $-944.4K | ||
| Q2 25 | $-69.5M | $7.8M | ||
| Q1 25 | $50.1M | $2.9M | ||
| Q4 24 | $59.5M | $875.4K | ||
| Q3 24 | $79.4M | $6.3M | ||
| Q2 24 | $47.6M | $3.9M | ||
| Q1 24 | $11.8M | $5.0M |
自由现金流率HIMSLFMD
| Q4 25 | -0.4% | -48.5% | ||
| Q3 25 | 13.2% | -1.6% | ||
| Q2 25 | -12.8% | 12.5% | ||
| Q1 25 | 8.5% | 4.6% | ||
| Q4 24 | 12.4% | 13.0% | ||
| Q3 24 | 19.8% | 11.7% | ||
| Q2 24 | 15.1% | 7.7% | ||
| Q1 24 | 4.3% | 11.4% |
资本支出强度HIMSLFMD
| Q4 25 | 10.3% | 2.2% | ||
| Q3 25 | 11.6% | 1.3% | ||
| Q2 25 | 9.3% | 1.3% | ||
| Q1 25 | 10.1% | 0.2% | ||
| Q4 24 | 5.6% | 2.9% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.9% | 1.3% | ||
| Q1 24 | 5.0% | 0.4% |
现金转化率HIMSLFMD
| Q4 25 | 2.98× | -0.16× | ||
| Q3 25 | 9.43× | — | ||
| Q2 25 | -0.45× | — | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | — | ||
| Q1 24 | 2.32× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
