HIMS

Hims & Hers Health, Inc.

There isn't enough reported data to score HIMS yet.

TMCI

Treace Medical Concepts, Inc.

50
Fundamentals35/ 100
Valuation50/ 100
Upside potential62/ 100
Risk potential39/ 100

TMCI lost money over the past year, so it has no meaningful PE right now. Analysts expect losses to shrink.

HIMS Fundamentals

MetricStatus
Strong
Weak
Stable
Strong

HIMS's revenue and balance sheet are currently strong, and its cash flow is stable, but its profitability is weak.

TMCI Fundamentals

MetricStatus
Stable
Weak
Under pressure
Weak

TMCI's revenue is currently stable, but its profitability, cash flow and balance sheet are under pressure.

HIMS PE Valuation

HIMS has no meaningful PE right now: it lost money over the past year.

TMCI PE Valuation

TMCI has no meaningful PE right now: it lost money over the past year.

HIMS Forward outlook

MetricOutlook
--
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.

TMCI Forward outlook

MetricOutlook
--
Losses shrinking
Growth
Strongly improving
Limited
Moderate

TMCI has the edge over HIMS on the outlook, with more favorable earnings and profitability expectations.

HIMS Risk to reward

ScenarioChangePrice
UpsideUnknown—
DownsideUnknown—

Calculated from the latest close: $19.73 on Nov 12.

There is not enough scenario data to compare HIMS and TMCI's risk to reward.

TMCI Risk to reward

ScenarioChangePrice
Upside+65%$8.81
Downside-39%$3.25

Calculated from the latest close: $5.34 on Nov 12.

There is not enough scenario data to compare HIMS and TMCI's risk to reward.

HIMS Earnings Per Share

Q4 2023: $-0.11Q1 2024: $-0.01Q2 2024: $0.08Q3 2024: $0.44Q4 2024: $0.53Q1 2025: $0.68Q2 2025: $0.79Q3 2025: $0.53Q4 2025: $0.51Q1 2026: $-0.09Q2 2026: $-0.63Q3 2026: $-0.83
Q4 2023: $-0.11Q1 2024: $-0.01Q2 2024: $0.08Q3 2024: $0.44Q4 2024: $0.53Q1 2025: $0.68Q2 2025: $0.79Q3 2025: $0.53Q4 2025: $0.51Q1 2026: $-0.09Q2 2026: $-0.63Q3 2026: $-0.83
QuarterTTM EPSYoY
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 the edge over TMCI on earnings, with more consistent year-over-year improvement.

TMCI Earnings Per Share

Q4 2023: $-0.81Q1 2024: $-0.88Q2 2024: $-1.02Q3 2024: $-0.99Q4 2024: $-0.90Q1 2025: $-0.85Q2 2025: $-0.79Q3 2025: $-0.80Q4 2025: $-0.93Q1 2026: $-0.96Q2 2026: $-0.92Q3 2026: $-0.85
Q4 2023: $-0.81Q1 2024: $-0.88Q2 2024: $-1.02Q3 2024: $-0.99Q4 2024: $-0.90Q1 2025: $-0.85Q2 2025: $-0.79Q3 2025: $-0.80Q4 2025: $-0.93Q1 2026: $-0.96Q2 2026: $-0.92Q3 2026: $-0.85
QuarterTTM EPSYoY
Q3 2026-$0.85-$0.05
Q2 2026-$0.92-$0.13
Q1 2026-$0.96-$0.11
Q4 2025-$0.93-$0.03
Q3 2025-$0.80+$0.19
Q2 2025-$0.79+$0.23
Q1 2025-$0.85+$0.03
Q4 2024-$0.90-$0.09

TMCI is still losing money, but less than at its worst: $0.85 per share over the past year, against $1.02 at its worst in mid-2024.

HIMS Quarterly Revenue

Q4 2023: $247MQ1 2024: $278MQ2 2024: $316MQ3 2024: $402MQ4 2024: $481MQ1 2025: $586MQ2 2025: $545MQ3 2025: $599MQ4 2025: $618MQ1 2026: $608MQ2 2026: $753MQ3 2026: $890M
Q4 2023: $247MQ1 2024: $278MQ2 2024: $316MQ3 2024: $402MQ4 2024: $481MQ1 2025: $586MQ2 2025: $545MQ3 2025: $599MQ4 2025: $618MQ1 2026: $608MQ2 2026: $753MQ3 2026: $890M
QuarterRevenueYoY
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 TMCI on sales, with more consistent year-over-year improvement.

TMCI Quarterly Revenue

Q4 2023: $62MQ1 2024: $51MQ2 2024: $44MQ3 2024: $45MQ4 2024: $69MQ1 2025: $53MQ2 2025: $47MQ3 2025: $50MQ4 2025: $63MQ1 2026: $47MQ2 2026: $45MQ3 2026: $48M
Q4 2023: $62MQ1 2024: $51MQ2 2024: $44MQ3 2024: $45MQ4 2024: $69MQ1 2025: $53MQ2 2025: $47MQ3 2025: $50MQ4 2025: $63MQ1 2026: $47MQ2 2026: $45MQ3 2026: $48M
QuarterRevenueYoY
Q3 2026$48.3M-3.9%
Q2 2026$45.4M-4.2%
Q1 2026$47.2M-10%
Q4 2025$62.5M-9%
Q3 2025$50.2M+11%
Q2 2025$47.4M+6.6%
Q1 2025$52.6M+2.9%
Q4 2024$68.7M+10%

TMCI's revenue has slid since its 2024 peak: $48M last quarter, down 3.9% from the same quarter a year ago.

HIMS Free Cash Flow

Q4 2023: $22MQ1 2024: $26MQ2 2024: $54MQ3 2024: $85MQ4 2024: --Q1 2025: $50MQ2 2025: −$70MQ3 2025: $79MQ4 2025: −$3MQ1 2026: $53MQ2 2026: −$68MQ3 2026: $26M
Q4 2023: $22MQ1 2024: $26MQ2 2024: $54MQ3 2024: $85MQ4 2024: --Q1 2025: $50MQ2 2025: −$70MQ3 2025: $79MQ4 2025: −$3MQ1 2026: $53MQ2 2026: −$68MQ3 2026: $26M
QuarterFree cash flowYoY
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 TMCI on cash generation, producing positive trailing cash flow while its opponent burns cash.

TMCI Free Cash Flow

Q4 2023: −$2MQ1 2024: −$11MQ2 2024: −$16MQ3 2024: −$15MQ4 2024: −$7MQ1 2025: $655,000Q2 2025: −$8MQ3 2025: −$12MQ4 2025: −$10MQ1 2026: $4MQ2 2026: −$7MQ3 2026: −$5M
Q4 2023: −$2MQ1 2024: −$11MQ2 2024: −$16MQ3 2024: −$15MQ4 2024: −$7MQ1 2025: $655,000Q2 2025: −$8MQ3 2025: −$12MQ4 2025: −$10MQ1 2026: $4MQ2 2026: −$7MQ3 2026: −$5M
QuarterFree cash flowYoY
Q3 2026-$5.4M+$6.5M
Q2 2026-$6.9M+$918K
Q1 2026$4.2M+538%
Q4 2025-$10.4M-$3.1M
Q3 2025-$11.9M+$2.8M
Q2 2025-$7.8M+$7.8M
Q1 2025$655K+$11.8M
Q4 2024-$7.3M-$5.6M

TMCI has burned cash in almost every quarter: −$19M over the past year, against −$26M the year before.

HIMS Total Shares

Q4 2023: 209MQ1 2024: 229MQ2 2024: 235MQ3 2024: 235MQ4 2024: 237MQ1 2025: 247MQ2 2025: 257MQ3 2025: 249MQ4 2025: 258MQ1 2026: 228MQ2 2026: 232MQ3 2026: 234M
Q4 2023: 209MQ1 2024: 229MQ2 2024: 235MQ3 2024: 235MQ4 2024: 237MQ1 2025: 247MQ2 2025: 257MQ3 2025: 249MQ4 2025: 258MQ1 2026: 228MQ2 2026: 232MQ3 2026: 234M
PeriodChange %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 TMCI on shareholder dilution, with a more favorable share count trend.

TMCI Total Shares

Q4 2023: 61MQ1 2024: 62MQ2 2024: 62MQ3 2024: 62MQ4 2024: 62MQ1 2025: 63MQ2 2025: 63MQ3 2025: 64MQ4 2025: 63MQ1 2026: 65MQ2 2026: 65MQ3 2026: 65M
Q4 2023: 61MQ1 2024: 62MQ2 2024: 62MQ3 2024: 62MQ4 2024: 62MQ1 2025: 63MQ2 2025: 63MQ3 2025: 64MQ4 2025: 63MQ1 2026: 65MQ2 2026: 65MQ3 2026: 65M
PeriodChange %Net change
Quarterly+0.6%+415K shares
1 year+3.1%+1.9M shares
3 years+6.3%+3.9M shares
5 years+24%+12.7M shares
Available history+49%+21.6M shares

TMCI has 65M diluted shares, up 3.1% from a year ago.

HIMS Net Leverage

Q1 2024: -49.8xQ2 2024: -5.5xQ3 2024: -2.9xQ4 2024: -2.8xQ1 2025: -2.1xQ2 2025: -7.3xQ3 2025: -2.2xQ4 2025: -1.4xQ1 2026: -5.9x
Q1 2024: -49.8xQ2 2024: -5.5xQ3 2024: -2.9xQ4 2024: -2.8xQ1 2025: -2.1xQ2 2025: -7.3xQ3 2025: -2.2xQ4 2025: -1.4xQ1 2026: -5.9x
QuarterNet LeverageStatus
Q1 2026-5.9xNet Cash
Q4 2025-1.4xNet Cash
Q3 2025-2.2xNet Cash
Q2 2025-7.3xNet Cash
Q1 2025-2.1xNet Cash
Q4 2024-2.8xNet Cash
Q3 2024-2.9xNet Cash
Q2 2024-5.5xNet Cash

HIMS has more cash than debt.

TMCI Net Leverage

QuarterNet LeverageStatus
Q4 202036.3xHigh

TMCI's net debt is more than 20 years of its operating earnings (EBITDA).

HIMS Weekly Momentum

MetricValueStatus
RSI36.0Neutral
Stochastic23.0Neutral

HIMS's weekly RSI is 36 (neutral) and its Stochastic is 23 (neutral).

TMCI Weekly Momentum

MetricValueStatus
RSI64.8Neutral
Stochastic57.5Neutral

TMCI's weekly RSI is 65 (neutral) and its Stochastic is 58 (neutral).

HIMS PE vs Healthcare Sector

MetricHIMSSector medianRelative
PEN/A26x—

HIMS has no meaningful PE right now: it lost money over the past year.

TMCI PE vs Healthcare Sector

TMCI has no meaningful PE right now: it lost money over the past year.

HIMS Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$27.328% below
20 week MA$29.232% below
50 week MA$27.729% below
100 week MA$35.945% below
200 week MA$24.419% below

HIMS is in a downtrend: it's below all five of its weekly moving averages, and 19% below its 200-week average.

TMCI Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$4.3523% above
20 week MA$4.4121% above
50 week MA$3.2266% above
100 week MA$5.036.2% above
200 week MA$9.4744% below

TMCI has the edge over HIMS on trend strength, trading above more of its moving averages.

HIMS Yearly ROI

YearStart priceEnd priceROI
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.

TMCI Yearly ROI

YearStart priceEnd priceROI
2021$25.5$17.3-32%
2022$17.3$23.9+39%
2023$23.9$12.8-47%
2024$12.8$6.98-45%
2025$6.98$2.42-65%
2026 YTD$2.42$5.34+121%

TMCI has the edge over HIMS on returns for 2026, with the stronger performance.

Give your agent the market.

Get API key