HIMS & HERS HEALTH, INC. vs LifeStance Health Group, Inc., two Medical Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HIMS and LFST diverge most: on operating margin, HIMS reads -12.9% and LFST reads 5.5%; on net margin, HIMS reads -0.6% and LFST reads 1.6%. The rest of the comparable metrics sit closer together. What HIMS's price implies is a bet that sits within the historical range (revenue-multiple basis). What LFST's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | HIMS | LFST |
|---|---|---|
| Price | $28.09 | $10.89 |
| Market cap | $6.4B | $4.3B |
| Sector | Medical Services | Medical Services |
| Stage | Growth | Growth |
| Implied growth (priced in) | +5.8% | — |
| P/B | 14.38 | 2.91 |
| P/S | 2.71 | 2.88 |
| EV/EBITDA | 112.6 | 44.5 |
| Revenue growth | +38.5% | +16.4% |
| Gross margin | 65.3% | — |
| Operating margin | -12.9% | 5.5% |
| Net margin | -0.6% | 1.6% |
| Return on equity | -3.0% | 1.6% |
| Return on assets | -0.6% | 1.1% |
| Return on invested capital | 2.3% | 1.8% |
| FCF yield | 0.9% | 3.3% |
| Debt / equity | 2.18 | 0.20 |
| Current ratio | 1.69 | 1.48 |
| Altman Z (solvency) | 3.14 | 4.14 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.