HIMS
Hims & Hers Health, Inc.
There isn't enough reported data to score HIMS yet.
ILMN
Illumina, Inc.
ILMN's fundamentals are strong and it looks cheap: trading at 36x earnings, below its usual 52x. Analysts expect strong earnings growth.
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.
ILMN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
ILMN's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
HIMS PE Valuation
HIMS has no meaningful PE right now: it lost money over the past year.
ILMN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 29x | $170 | -19% |
| Forward | 35x | $210 | — |
| Current | 36x | $210 | — |
| Fair | 52x | $300 | +43% |
| Expensive | 84x | $487 | +132% |
Historical ranges are pointers, not guarantees.
ILMN's PE is in its cheap range at 36x. On analysts' estimates for next year's earnings, today's price would be 35x.
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.
ILMN Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
ILMN has the edge over HIMS on the outlook, with more favorable earnings and profitability expectations.
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.
ILMN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.97 | +2.7% |
| Q3 2026 | $5.81 | +31% |
| Q2 2026 | $5.36 | -32% |
| Q1 2026 | $5.50 | +$11.58 |
| Q4 2025 | $5.45 | +$13.14 |
| Q3 2025 | $4.45 | +$14.41 |
| Q2 2025 | $7.89 | +$27.04 |
| Q1 2025 | -$6.08 | +$2.07 |
| Q4 2024 | -$7.69 | -$0.35 |
ILMN has the edge over HIMS on earnings quality, reporting a profit while its opponent remains loss making.
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 ILMN 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.
ILMN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.1B | +4.2% |
| Q2 2026 | $1.2B | +9.4% |
| Q1 2026 | $1.1B | +4.8% |
| Q4 2025 | $1.2B | +5% |
| Q3 2025 | $1.1B | +0.4% |
| Q2 2025 | $1.1B | -4.8% |
| Q1 2025 | $1B | -3.3% |
| Q4 2024 | $1.1B | -1.6% |
ILMN's revenue has grown year over year for five quarters in a row: $1.1B last quarter, up 4.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 27% | +6.1 points |
| Q2 2026 | 21% | +0.9 points |
| Q1 2026 | 19% | +3.4 points |
| Q4 2025 | 17% | +1.5 points |
| Q3 2025 | 21% | -48 points |
| Q2 2025 | 20% | +167 points |
| Q1 2025 | 16% | +26 points |
| Q4 2024 | 16% | +31 points |
ILMN has the edge over HIMS on profitability, with a higher operating margin.
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 ILMN on cash flow, with more consistent year-over-year improvement.
ILMN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $379M | +50% |
| Q2 2026 | $161M | -21% |
| Q1 2026 | $251M | +21% |
| Q4 2025 | $266M | -21% |
| Q3 2025 | $253M | -11% |
| Q2 2025 | $204M | +316% |
| Q1 2025 | $208M | +407% |
| Q4 2024 | $335M | +94% |
ILMN generated $1.1B in free cash flow over the past year, up 5.7% 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 the edge over ILMN 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 |
ILMN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +1M shares |
| 1 year | 0% | -- |
| 3 years | -2.5% | -4M shares |
| 5 years | +0.7% | +1M shares |
| Available history | +3.4% | +5M shares |
ILMN has 154M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $9M |
| Q2 2026 | $128M |
| Q1 2026 | $242M |
| Q4 2025 | $42M |
| Q3 2025 | $130M |
| Q2 2025 | $370M |
| Q1 2025 | $200M |
| Q4 2024 | $17M |
ILMN spent $421M buying back its own shares over the past year, down 41% from the year before.
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.
ILMN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.8x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2022 | -5.3x | Net Cash |
| Q4 2021 | -9.7x | Net Cash |
ILMN's net debt is less than a year of its operating earnings (EBITDA).
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).
ILMN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.9 | Neutral |
| Stochastic | 26.8 | Neutral |
ILMN's weekly RSI is 50 (neutral) and its Stochastic is 27 (neutral).
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.
ILMN PE vs Healthcare Sector
| Metric | ILMN | Sector median | Relative |
|---|---|---|---|
| PE | 36x | 26x | 40% above |
| PE % | 27 | 29 | 2 pts below |
ILMN is trading at 36x earnings, a 40% premium to the Healthcare sector's median of 26x.
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.
ILMN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $251.5 | 17% below |
| 20 week MA | $222.7 | 5.9% below |
| 50 week MA | $171.5 | 22% above |
| 100 week MA | $136.1 | 54% above |
| 200 week MA | $142.4 | 47% above |
ILMN has the edge over HIMS on trend strength, trading above more of its moving averages.
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.
ILMN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $322.9 | $356.9 | +11% |
| 2021 | $356.9 | $371.5 | +4.1% |
| 2022 | $371.5 | $185.9 | -50% |
| 2023 | $185.9 | $135.3 | -27% |
| 2024 | $135.3 | $135.3 | 0% |
| 2025 | $135.3 | $135.0 | -0.2% |
| 2026 YTD | $135.0 | $209.6 | +55% |
ILMN has the edge over HIMS on returns for 2026, with the stronger performance.