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Hims & Hers Health, Inc.（HIMS）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是Hims & Hers Health, Inc.的1.6倍（$973.7M vs $617.8M），SiriusPoint Ltd净利率更高（25.1% vs 3.3%，领先21.7%），SiriusPoint Ltd同比增速更快（58.9% vs 28.4%），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 19.2%）
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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
HIMS vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.6倍
$617.8M
营收增速更快
SPNT
高出30.5%
28.4%
净利率更高
SPNT
高出21.7%
3.3%
两年增速更快
HIMS
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $973.7M |
| 净利润 | $20.6M | $244.1M |
| 毛利率 | 71.9% | — |
| 营业利润率 | 1.5% | 28.8% |
| 净利率 | 3.3% | 25.1% |
| 营收同比 | 28.4% | 58.9% |
| 净利润同比 | -20.8% | 1535.9% |
| 每股收益（稀释后） | $0.08 | $1.92 |
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HIMSSPNT
| Q4 25 | $617.8M | $973.7M | ||
| Q3 25 | $599.0M | $755.9M | ||
| Q2 25 | $544.8M | $748.2M | ||
| Q1 25 | $586.0M | $727.3M | ||
| Q4 24 | $481.1M | $612.8M | ||
| Q3 24 | $401.6M | $562.2M | ||
| Q2 24 | $315.6M | $743.3M | ||
| Q1 24 | $278.2M | $685.5M |
净利润HIMSSPNT
| Q4 25 | $20.6M | $244.1M | ||
| Q3 25 | $15.8M | $90.8M | ||
| Q2 25 | $42.5M | $63.2M | ||
| Q1 25 | $49.5M | $61.6M | ||
| Q4 24 | $26.0M | $-17.0M | ||
| Q3 24 | $75.6M | $8.5M | ||
| Q2 24 | $13.3M | $113.9M | ||
| Q1 24 | $11.1M | $94.8M |
毛利率HIMSSPNT
| 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HIMSSPNT
| Q4 25 | 1.5% | 28.8% | ||
| Q3 25 | 2.0% | 14.7% | ||
| Q2 25 | 4.9% | 10.0% | ||
| Q1 25 | 9.9% | 10.4% | ||
| Q4 24 | 3.9% | -2.1% | ||
| Q3 24 | 5.6% | 2.0% | ||
| Q2 24 | 3.5% | 17.4% | ||
| Q1 24 | 3.6% | 15.4% |
净利率HIMSSPNT
| Q4 25 | 3.3% | 25.1% | ||
| Q3 25 | 2.6% | 12.0% | ||
| Q2 25 | 7.8% | 8.4% | ||
| Q1 25 | 8.4% | 8.5% | ||
| Q4 24 | 5.4% | -2.8% | ||
| Q3 24 | 18.8% | 1.5% | ||
| Q2 24 | 4.2% | 15.3% | ||
| Q1 24 | 4.0% | 13.8% |
每股收益（稀释后）HIMSSPNT
| Q4 25 | $0.08 | $1.92 | ||
| Q3 25 | $0.06 | $0.73 | ||
| Q2 25 | $0.17 | $0.50 | ||
| Q1 25 | $0.20 | $0.49 | ||
| Q4 24 | $0.10 | $-0.05 | ||
| Q3 24 | $0.32 | $0.03 | ||
| Q2 24 | $0.06 | $0.57 | ||
| Q1 24 | $0.05 | $0.49 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $540.9M | $2.5B |
| 总资产 | $2.2B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资HIMSSPNT
| Q4 25 | $228.6M | $731.2M | ||
| Q3 25 | $345.8M | $582.4M | ||
| Q2 25 | $1.1B | $732.4M | ||
| Q1 25 | $273.7M | $740.3M | ||
| Q4 24 | $220.6M | $682.0M | ||
| Q3 24 | $165.5M | $640.7M | ||
| Q2 24 | $129.3M | $598.1M | ||
| Q1 24 | $105.2M | $867.5M |
总债务HIMSSPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M | ||
| Q1 24 | — | $770.6M |
股东权益HIMSSPNT
| Q4 25 | $540.9M | $2.5B | ||
| Q3 25 | $581.0M | $2.2B | ||
| Q2 25 | $562.7M | $2.1B | ||
| Q1 25 | $549.3M | $2.0B | ||
| Q4 24 | $476.7M | $1.9B | ||
| Q3 24 | $440.1M | $2.7B | ||
| Q2 24 | $362.0M | $2.7B | ||
| Q1 24 | $344.5M | $2.6B |
总资产HIMSSPNT
| Q4 25 | $2.2B | $12.6B | ||
| Q3 25 | $2.2B | $12.5B | ||
| Q2 25 | $1.9B | $12.4B | ||
| Q1 25 | $891.7M | $12.3B | ||
| Q4 24 | $707.5M | $12.5B | ||
| Q3 24 | $602.3M | $12.7B | ||
| Q2 24 | $480.5M | $12.8B | ||
| Q1 24 | $448.1M | $13.1B |
负债/权益比HIMSSPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.30× |
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 | $-26.4M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 10.3% | — |
| 现金转化率经营现金流/净利润 | 2.98× | -0.11× |
| 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HIMSSPNT
| Q4 25 | $61.3M | $-26.4M | ||
| Q3 25 | $148.7M | $155.6M | ||
| Q2 25 | $-19.1M | $62.1M | ||
| Q1 25 | $109.1M | $-88.9M | ||
| Q4 24 | $86.4M | $107.7M | ||
| Q3 24 | $85.3M | $58.1M | ||
| Q2 24 | $53.6M | $-149.9M | ||
| Q1 24 | $25.8M | $58.8M |
自由现金流HIMSSPNT
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $79.3M | — | ||
| Q2 25 | $-69.5M | — | ||
| Q1 25 | $50.1M | — | ||
| Q4 24 | $59.5M | — | ||
| Q3 24 | $79.4M | — | ||
| Q2 24 | $47.6M | — | ||
| Q1 24 | $11.8M | — |
自由现金流率HIMSSPNT
| Q4 25 | -0.4% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | -12.8% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 19.8% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 4.3% | — |
资本支出强度HIMSSPNT
| Q4 25 | 10.3% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 10.1% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 5.0% | — |
现金转化率HIMSSPNT
| Q4 25 | 2.98× | -0.11× | ||
| Q3 25 | 9.43× | 1.71× | ||
| Q2 25 | -0.45× | 0.98× | ||
| Q1 25 | 2.20× | -1.44× | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | 6.84× | ||
| Q2 24 | 4.03× | -1.32× | ||
| Q1 24 | 2.32× | 0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
