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Hims & Hers Health, Inc.（HIMS）与UiPath, Inc.（PATH）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UiPath, Inc.的1.5倍（$617.8M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 3.3%，领先45.0%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 15.9%），UiPath, Inc.自由现金流更多（$25.1M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 0.7%）
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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
HIMS vs PATH — 直观对比
营收规模更大
HIMS
是对方的1.5倍
$411.1M
营收增速更快
HIMS
高出12.5%
15.9%
净利率更高
PATH
高出45.0%
3.3%
自由现金流更多
PATH
多$27.6M
$-2.5M
两年增速更快
HIMS
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $411.1M |
| 净利润 | $20.6M | $198.8M |
| 毛利率 | 71.9% | 83.3% |
| 营业利润率 | 1.5% | 3.2% |
| 净利率 | 3.3% | 48.4% |
| 营收同比 | 28.4% | 15.9% |
| 净利润同比 | -20.8% | 1966.2% |
| 每股收益（稀释后） | $0.08 | $0.37 |
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HIMSPATH
| Q4 25 | $617.8M | $411.1M | ||
| Q3 25 | $599.0M | $361.7M | ||
| Q2 25 | $544.8M | $356.6M | ||
| Q1 25 | $586.0M | $423.6M | ||
| Q4 24 | $481.1M | $354.7M | ||
| Q3 24 | $401.6M | $316.3M | ||
| Q2 24 | $315.6M | $335.1M | ||
| Q1 24 | $278.2M | $405.3M |
净利润HIMSPATH
| Q4 25 | $20.6M | $198.8M | ||
| Q3 25 | $15.8M | $1.6M | ||
| Q2 25 | $42.5M | $-22.6M | ||
| Q1 25 | $49.5M | $51.8M | ||
| Q4 24 | $26.0M | $-10.7M | ||
| Q3 24 | $75.6M | $-86.1M | ||
| Q2 24 | $13.3M | $-28.7M | ||
| Q1 24 | $11.1M | $33.9M |
毛利率HIMSPATH
| Q4 25 | 71.9% | 83.3% | ||
| Q3 25 | 73.8% | 82.2% | ||
| Q2 25 | 76.4% | 82.1% | ||
| Q1 25 | 73.5% | 84.8% | ||
| Q4 24 | 76.8% | 82.0% | ||
| Q3 24 | 79.2% | 80.0% | ||
| Q2 24 | 81.3% | 83.5% | ||
| Q1 24 | 82.4% | 86.8% |
营业利润率HIMSPATH
| Q4 25 | 1.5% | 3.2% | ||
| Q3 25 | 2.0% | -5.6% | ||
| Q2 25 | 4.9% | -4.6% | ||
| Q1 25 | 9.9% | 7.9% | ||
| Q4 24 | 3.9% | -12.2% | ||
| Q3 24 | 5.6% | -32.7% | ||
| Q2 24 | 3.5% | -14.8% | ||
| Q1 24 | 3.6% | 3.7% |
净利率HIMSPATH
| Q4 25 | 3.3% | 48.4% | ||
| Q3 25 | 2.6% | 0.4% | ||
| Q2 25 | 7.8% | -6.3% | ||
| Q1 25 | 8.4% | 12.2% | ||
| Q4 24 | 5.4% | -3.0% | ||
| Q3 24 | 18.8% | -27.2% | ||
| Q2 24 | 4.2% | -8.6% | ||
| Q1 24 | 4.0% | 8.4% |
每股收益（稀释后）HIMSPATH
| Q4 25 | $0.08 | $0.37 | ||
| Q3 25 | $0.06 | $0.00 | ||
| Q2 25 | $0.17 | $-0.04 | ||
| Q1 25 | $0.20 | $0.09 | ||
| Q4 24 | $0.10 | $-0.02 | ||
| Q3 24 | $0.32 | $-0.15 | ||
| Q2 24 | $0.06 | $-0.05 | ||
| Q1 24 | $0.05 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $1.9B |
| 总资产 | $2.2B | $2.9B |
| 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HIMSPATH
| Q4 25 | $228.6M | $1.4B | ||
| Q3 25 | $345.8M | $1.4B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $273.7M | $1.6B | ||
| Q4 24 | $220.6M | $1.6B | ||
| Q3 24 | $165.5M | $1.7B | ||
| Q2 24 | $129.3M | $1.9B | ||
| Q1 24 | $105.2M | $1.9B |
股东权益HIMSPATH
| Q4 25 | $540.9M | $1.9B | ||
| Q3 25 | $581.0M | $1.7B | ||
| Q2 25 | $562.7M | $1.7B | ||
| Q1 25 | $549.3M | $1.8B | ||
| Q4 24 | $476.7M | $1.7B | ||
| Q3 24 | $440.1M | $1.8B | ||
| Q2 24 | $362.0M | $2.0B | ||
| Q1 24 | $344.5M | $2.0B |
总资产HIMSPATH
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $891.7M | $2.9B | ||
| Q4 24 | $707.5M | $2.7B | ||
| Q3 24 | $602.3M | $2.7B | ||
| Q2 24 | $480.5M | $2.8B | ||
| Q1 24 | $448.1M | $3.0B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $25.1M |
| 自由现金流率自由现金流/营收 | -0.4% | 6.1% |
| 资本支出强度资本支出/营收 | 10.3% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.98× | 0.14× |
| 过去12个月自由现金流最近4个季度 | $57.4M | — |
8季度趋势，按日历期对齐
经营现金流HIMSPATH
| Q4 25 | $61.3M | $28.3M | ||
| Q3 25 | $148.7M | $41.6M | ||
| Q2 25 | $-19.1M | $119.0M | ||
| Q1 25 | $109.1M | $146.1M | ||
| Q4 24 | $86.4M | $28.1M | ||
| Q3 24 | $85.3M | $46.4M | ||
| Q2 24 | $53.6M | $100.0M | ||
| Q1 24 | $25.8M | $145.6M |
自由现金流HIMSPATH
| Q4 25 | $-2.5M | $25.1M | ||
| Q3 25 | $79.3M | — | ||
| Q2 25 | $-69.5M | $106.2M | ||
| Q1 25 | $50.1M | $138.7M | ||
| Q4 24 | $59.5M | $23.2M | ||
| Q3 24 | $79.4M | $45.0M | ||
| Q2 24 | $47.6M | $98.8M | ||
| Q1 24 | $11.8M | $141.8M |
自由现金流率HIMSPATH
| Q4 25 | -0.4% | 6.1% | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | -12.8% | 29.8% | ||
| Q1 25 | 8.5% | 32.7% | ||
| Q4 24 | 12.4% | 6.5% | ||
| Q3 24 | 19.8% | 14.2% | ||
| Q2 24 | 15.1% | 29.5% | ||
| Q1 24 | 4.3% | 35.0% |
资本支出强度HIMSPATH
| Q4 25 | 10.3% | 0.8% | ||
| Q3 25 | 11.6% | 0.0% | ||
| Q2 25 | 9.3% | 3.6% | ||
| Q1 25 | 10.1% | 1.7% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% | ||
| Q1 24 | 5.0% | 0.9% |
现金转化率HIMSPATH
| Q4 25 | 2.98× | 0.14× | ||
| Q3 25 | 9.43× | 26.25× | ||
| Q2 25 | -0.45× | — | ||
| Q1 25 | 2.20× | 2.82× | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | — | ||
| Q1 24 | 2.32× | 4.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
HIMS
暂无分部数据
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
