COMP <GO>
LFST vs HIMS // FORWARD P/E MULTIPLE
LifeStance Health Group Inc. (NASDAQ) VS. Hims & Hers Health Inc. (NYSE) • 15-METRIC TALLY: LFST 2
— HIMS 7
■ METRIC PARITY
LAST: $13.40 (-1.72%) • MKT CAP: $5.12B
forward-pe
—
LAST: $27.68 (-6.71%) • MKT CAP: $6.46B
forward-pe
45.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LFST VS. HIMS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LFST | HIMS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 73.80% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.20% | 8.40% | -7.20 | HIMS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.3x | 37.7x | +57.60 | HIMS | /valuation <GO> |
| Free Cash Flow Yield | 2.11% | 2.81% | -0.70 | HIMS | /fcf-yield <GO> |
| Operating Margin | 1.70% | 4.50% | -2.80 | HIMS | /operating-margins <GO> |
| Net Profit Margin | 0.70% | 5.50% | -4.80 | HIMS | /net-margins <GO> |
| Revenue Growth (YoY) | 13.90% | 59.00% | -45.10 | HIMS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.84 | 3.95 | +0.89 | LFST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 45.3 | +16.90 | LFST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.05 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | — | 45.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.12B | $6.46B | -$1.34B | HIMS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LFST REV | HIMS REV | LFST GROSS % | HIMS GROSS % | LFST FCF | HIMS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.42B | $2.35B | — | 73.8% | $110.0M | $194.4M |
| FY 2024 | $1.25B | $1.48B | — | 79.5% | $85.7M | $184.6M |
| FY 2023 | $1.06B | $872.0M | — | — | -$16.9M | $34.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LFST // BETA —
HIMS // BETA 1.05