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Hims & Hers Health, Inc.（HIMS）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.9倍（$617.8M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 3.3%，领先2.4%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 10.4%），Hims & Hers Health, Inc.自由现金流更多（$-2.5M vs $-13.3M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
HIMS vs RVLV — 直观对比
营收规模更大
HIMS
是对方的1.9倍
$324.4M
营收增速更快
HIMS
高出18.0%
10.4%
净利率更高
RVLV
高出2.4%
3.3%
自由现金流更多
HIMS
多$10.8M
$-13.3M
两年增速更快
HIMS
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $324.4M |
| 净利润 | $20.6M | $18.6M |
| 毛利率 | 71.9% | 53.3% |
| 营业利润率 | 1.5% | 6.3% |
| 净利率 | 3.3% | 5.7% |
| 营收同比 | 28.4% | 10.4% |
| 净利润同比 | -20.8% | 50.4% |
| 每股收益（稀释后） | $0.08 | $0.27 |
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HIMSRVLV
| 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 |
净利润HIMSRVLV
| 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 |
毛利率HIMSRVLV
| 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% |
营业利润率HIMSRVLV
| 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% |
净利率HIMSRVLV
| 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% |
每股收益（稀释后）HIMSRVLV
| 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 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $512.5M |
| 总资产 | $2.2B | $765.0M |
| 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HIMSRVLV
| 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 |
股东权益HIMSRVLV
| 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 |
总资产HIMSRVLV
| 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 |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-13.3M |
| 自由现金流率自由现金流/营收 | -0.4% | -4.1% |
| 资本支出强度资本支出/营收 | 10.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.98× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $57.4M | $48.0M |
8季度趋势，按日历期对齐
经营现金流HIMSRVLV
| 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 |
自由现金流HIMSRVLV
| 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 |
自由现金流率HIMSRVLV
| 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% |
资本支出强度HIMSRVLV
| 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% |
现金转化率HIMSRVLV
| 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× |
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
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% |
