CON
Concentra Group Holdings Parent, Inc.
CON's fundamentals are strong, but it looks expensive: trading at 25x earnings, above its usual 18x. Analysts expect strong earnings growth.
HIMS
Hims & Hers Health, Inc.
There isn't enough reported data to score HIMS yet.
CON Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Under pressure |
CON's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
HIMS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Stable | |
| Strong |
HIMS's revenue and balance sheet are currently strong, and its cash flow is stable, but its profitability is weak.
CON PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $26.73 | -38% |
| Fair | 18x | $30.20 | -30% |
| Expensive | 22x | $37.55 | -13% |
| Forward | 23x | $42.99 | — |
| Current | 25x | $42.99 | — |
Historical ranges are pointers, not guarantees.
CON's PE is in its expensive range at 25x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
HIMS PE Valuation
HIMS has no meaningful PE right now: it lost money over the past year.
CON Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
CON has the edge over HIMS on the outlook, with more favorable earnings and profitability expectations.
HIMS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect HIMS's revenue to grow, but its earnings to decline. However, they disagree widely on these estimates.
CON Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.87 | +11% |
| Q3 2026 | $1.69 | +40% |
| Q2 2026 | $1.55 | +29% |
| Q1 2026 | $1.39 | +3% |
| Q4 2025 | $1.30 | -9.7% |
| Q3 2025 | $1.21 | +13% |
| Q2 2025 | $1.20 | +7.1% |
| Q1 2025 | $1.35 | +30% |
| Q4 2024 | $1.44 | +41% |
CON has the edge over HIMS on earnings quality, reporting a profit while its opponent remains loss making.
HIMS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.83 | -257% |
| Q2 2026 | -$0.63 | -180% |
| Q1 2026 | -$0.09 | -113% |
| Q4 2025 | $0.51 | -3.8% |
| Q3 2025 | $0.53 | +20% |
| Q2 2025 | $0.79 | +888% |
| Q1 2025 | $0.68 | +$0.69 |
| Q4 2024 | $0.53 | +$0.64 |
HIMS has swung to a loss: it lost $0.83 per share over the past year, after a profit the year before.
CON Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $622.1M | +8.6% |
| Q2 2026 | $606M | +10% |
| Q1 2026 | $569.6M | +14% |
| Q4 2025 | $539.1M | +16% |
| Q3 2025 | $572.8M | +17% |
| Q2 2025 | $550.8M | +15% |
| Q1 2025 | $500.8M | +7.1% |
| Q4 2024 | $465M | +5.5% |
CON's revenue has grown year over year every quarter since early 2024: $622M last quarter, up 8.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +2 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +0.8 points |
| Q4 2025 | 13% | +0.2 points |
| Q3 2025 | 16% | -1.1 points |
| Q2 2025 | 16% | -1.3 points |
| Q1 2025 | 16% | -0.1 points |
| Q4 2024 | 13% | +1.6 points |
CON has the edge over HIMS on profitability, with a higher operating margin.
HIMS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $890.4M | +49% |
| Q2 2026 | $753.2M | +38% |
| Q1 2026 | $608.1M | +3.8% |
| Q4 2025 | $617.8M | +28% |
| Q3 2025 | $599M | +49% |
| Q2 2025 | $544.8M | +73% |
| Q1 2025 | $586M | +111% |
| Q4 2024 | $481.1M | +95% |
HIMS has the edge over CON on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -7.4% | -9.4 points |
| Q2 2026 | -13% | -18 points |
| Q1 2026 | -13% | -23 points |
| Q4 2025 | 1.5% | -2.4 points |
| Q3 2025 | 2% | -3.6 points |
| Q2 2025 | 4.9% | +1.4 points |
| Q1 2025 | 9.9% | +6.3 points |
| Q4 2024 | 3.9% | +4 points |
HIMS's operating margin was −7.4% last quarter, down 9.4 points from the same quarter a year ago.
CON Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $29.4M | -25% |
| Q2 2026 | $119.5M | +89% |
| Q1 2026 | $9.9M | +$14M |
| Q4 2025 | $98.5M | +28% |
| Q3 2025 | $39.4M | -22% |
| Q1 2025 | -$4M | -115% |
| Q4 2024 | $77M | +47% |
| Q3 2024 | $50.8M | +18% |
CON generated $257M in free cash flow over the past year, up 47% from the year before.
HIMS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $26M | -67% |
| Q2 2026 | -$68.2M | +$1.3M |
| Q1 2026 | $53.1M | +5.9% |
| Q3 2025 | $79.3M | -7% |
| Q2 2025 | -$69.5M | -230% |
| Q1 2025 | $50.1M | +94% |
| Q3 2024 | $85.3M | +238% |
| Q2 2024 | $53.6M | +219% |
HIMS has the edge over CON on cash flow, with more consistent year-over-year improvement.
CON Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -683K shares |
| 1 year | -0.8% | -1.1M shares |
| 3 years | +0.4% | +510K shares |
CON has 127M diluted shares, down 0.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $34.7M |
| Q2 2026 | $11M |
| Q1 2026 | $15M |
| Q4 2024 | $15.4M |
| Q1 2024 | — |
| Q4 2023 | $5.3M |
| Q3 2023 | — |
| Q2 2023 | — |
HIMS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +2.1M shares |
| 1 year | -6% | -14.9M shares |
| 3 years | +11% | +23.7M shares |
| 5 years | +17% | +33.8M shares |
HIMS has the edge over CON on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $80.5M |
| Q3 2025 | $9.5M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $5M |
| Q3 2024 | $30M |
| Q2 2024 | $19.9M |
| Q1 2024 | $28.1M |
CON Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Elevated |
| Q2 2026 | 3.1x | Elevated |
| Q1 2026 | 3.5x | Elevated |
| Q4 2025 | 3.7x | Elevated |
| Q3 2025 | 4.0x | Elevated |
| Q2 2025 | 4.2x | High |
| Q1 2025 | 4.2x | High |
| Q4 2024 | -0.5x | Net Cash |
CON's net debt is about 3.0 years of its operating earnings (EBITDA), down from 4.0 years a year ago.
HIMS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -5.9x | Net Cash |
| Q4 2025 | -1.4x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -7.3x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.8x | Net Cash |
| Q3 2024 | -2.9x | Net Cash |
| Q2 2024 | -5.5x | Net Cash |
HIMS has more cash than debt.
CON Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 88.2 | Overbought |
| Stochastic | 88.4 | Overbought |
CON's weekly RSI is 88 (overbought) and its Stochastic is 88 (overbought).
HIMS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.0 | Neutral |
| Stochastic | 23.0 | Neutral |
HIMS's weekly RSI is 36 (neutral) and its Stochastic is 23 (neutral).
CON PE vs Healthcare Sector
| Metric | CON | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 26x | 1.6% below |
| PE % | 99 | 54 | 45 pts above |
CON is trading at 25x earnings, in line with the Healthcare sector's median of 26x.
HIMS PE vs Healthcare Sector
| Metric | HIMS | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
HIMS has no meaningful PE right now: it lost money over the past year.
CON Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $38.9 | 11% above |
| 20 week MA | $35.7 | 21% above |
| 50 week MA | $28.1 | 53% above |
| 100 week MA | $24.6 | 75% above |
CON has stronger trend alignment. CON is above 4 of 4 weekly averages versus HIMS above 0 of 5.
HIMS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $27.3 | 28% below |
| 20 week MA | $29.2 | 32% below |
| 50 week MA | $27.7 | 29% below |
| 100 week MA | $35.9 | 45% below |
| 200 week MA | $24.4 | 19% below |
HIMS is in a downtrend: it's below all five of its weekly moving averages, and 19% below its 200-week average.
CON Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $22.9 | $20.4 | -11% |
| 2025 | $20.4 | $20.0 | -1.8% |
| 2026 YTD | $20.0 | $43.0 | +115% |
CON has the edge over HIMS on returns for 2026, with the stronger performance.
HIMS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.89 | $15.0 | +51% |
| 2021 | $15.0 | $6.65 | -56% |
| 2022 | $6.65 | $6.43 | -3.3% |
| 2023 | $6.43 | $8.90 | +38% |
| 2024 | $8.90 | $26.6 | +198% |
| 2025 | $26.6 | $34.3 | +29% |
| 2026 YTD | $34.3 | $19.7 | -42% |
HIMS's yearly returns have swung widely, from +198% in 2024 to −56% in 2021. It's down 42% so far in 2026.