EXEL
Exelixis, Inc.
EXEL's fundamentals are strong: its operating margin rose 5 points to 40% and it turned 47% of its revenue into free cash flow. At 21x earnings, it's trading below its usual 24x. Analysts expect earnings growth, though they disagree widely on how much.
HIMS
Hims & Hers Health, Inc.
There isn't enough reported data to score HIMS yet.
EXEL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
EXEL's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
EXEL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 18x | $60.50 | -13% |
| Forward | 18x | $69.84 | — |
| Current | 21x | $69.84 | — |
| Fair | 24x | $79.95 | +14% |
| Expensive | 44x | $146 | +109% |
Historical ranges are pointers, not guarantees.
EXEL's PE is in its fair range at 21x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
HIMS PE Valuation
HIMS has no meaningful PE right now: it lost money over the past year.
EXEL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
EXEL 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.
EXEL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.82 | +14% |
| Q3 2026 | $3.35 | +42% |
| Q2 2026 | $3.19 | +54% |
| Q1 2026 | $3.02 | +38% |
| Q4 2025 | $2.78 | +58% |
| Q3 2025 | $2.36 | +50% |
| Q2 2025 | $2.07 | +77% |
| Q1 2025 | $2.19 | +237% |
| Q4 2024 | $1.76 | +171% |
EXEL 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.
EXEL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $658.7M | +10% |
| Q2 2026 | $628.7M | +11% |
| Q1 2026 | $610.8M | +10% |
| Q4 2025 | $598.7M | +5.6% |
| Q3 2025 | $597.8M | +11% |
| Q2 2025 | $568.3M | -11% |
| Q1 2025 | $555.4M | +31% |
| Q4 2024 | $566.8M | +18% |
EXEL's revenue has grown year over year for five quarters in a row: $659M last quarter, up 10% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 41% | +1.2 points |
| Q2 2026 | 40% | +1.9 points |
| Q1 2026 | 41% | +7.5 points |
| Q4 2025 | 39% | +11 points |
| Q3 2025 | 40% | +14 points |
| Q2 2025 | 38% | -5.7 points |
| Q1 2025 | 34% | +27 points |
| Q4 2024 | 29% | +12 points |
EXEL 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 EXEL on sales, with more consistent year-over-year improvement.
| 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.
EXEL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $277.5M | -3.9% |
| Q2 2026 | $300.9M | +552% |
| Q1 2026 | $250.3M | +20% |
| Q4 2025 | $332.4M | +41% |
| Q3 2025 | $288.8M | +9.8% |
| Q2 2025 | $46.2M | -59% |
| Q1 2025 | $208.5M | +253% |
| Q4 2024 | $236.3M | +$238.9M |
EXEL generated $1.2B in free cash flow over the past year, up 49% 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 EXEL on cash flow, with more consistent year-over-year improvement.
EXEL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.5% | -3.9M shares |
| 1 year | -8.2% | -22.8M shares |
| 3 years | -20% | -63.5M shares |
| 5 years | -21% | -66.3M shares |
| Available history | -19% | -59.3M shares |
EXEL has the edge over HIMS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $250M |
| Q2 2026 | $323M |
| Q1 2026 | $430.4M |
| Q4 2025 | $257.6M |
| Q3 2025 | $104M |
| Q2 2025 | $301.9M |
| Q1 2025 | $283.9M |
| Q4 2024 | $190.4M |
EXEL spent $1.3B buying back its own shares over the past year, up 43% from the year before.
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 234M diluted shares, down 6% from a year ago.
| 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 |
EXEL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.2x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
EXEL has more cash than debt.
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.
EXEL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 78.5 | Overbought |
| Stochastic | 84.7 | Overbought |
EXEL's weekly RSI is 79 (overbought) and its Stochastic is 85 (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).
EXEL PE vs Healthcare Sector
| Metric | EXEL | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 26x | 19% below |
| PE % | 36 | 29 | 7 pts above |
EXEL is trading at 21x earnings, a 19% discount to 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.
EXEL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $64.0 | 9.1% above |
| 20 week MA | $58.8 | 19% above |
| 50 week MA | $50.9 | 37% above |
| 100 week MA | $44.8 | 56% above |
| 200 week MA | $33.7 | 107% above |
EXEL has the edge over HIMS on trend strength, trading above more of its moving averages.
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.
EXEL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.1 | $20.7 | +14% |
| 2021 | $20.7 | $19.3 | -6.9% |
| 2022 | $19.3 | $15.8 | -18% |
| 2023 | $15.8 | $24.0 | +52% |
| 2024 | $24.0 | $33.8 | +41% |
| 2025 | $33.8 | $46.2 | +37% |
| 2026 YTD | $46.2 | $69.8 | +51% |
EXEL 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.