Chemed
CHE Β· Health Care Services
$512.98
1.4%Hims & Hers Health
HIMS Β· Health Care Services
$27.71
4.9%The short version
- Chemed is the larger business, with $2.5B of revenue in fiscal 2025 against $2.3B for Hims & Hers Health.
- Hims & Hers Health grew revenue faster (59.0%, against 4.1%).
- Chemed kept more of each dollar of sales as operating profit (13.4% operating margin, against 4.5% operating margin).
- Chemed turned more of its sales into free cash flow (12.9% FCF margin, against 2.5% FCF margin).
- Chemed earned a higher return on the capital invested in it (27.3%, against 19.0%).
| Latest fiscal year | CHE Β· FY25 | HIMS Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.8B | $6.4B |
| Revenue | $2.5B | $2.3B |
| Free cash flow | $325M | $57.4M |
| Net income | $265M | $128M |
| Growth | ||
| Revenue growth | 4.1% | 59.0% |
| 5-year growth | 4.0% | 73.6% |
| Share count change | β4.8% | 9.1% |
| Profitability | ||
| Gross margin | 32.5% | 73.8% |
| Operating margin | 13.4% | 4.5% |
| Net margin | 10.5% | 5.5% |
| FCF margin | 12.9% | 2.5% |
| Return on capital | 27.3% | 19.0% |
| Return on equity | 25.3% | 25.2% |
| Balance sheet | ||
| Net debt | β$74.5M | $395M |
| Net debt / EBITDA | β0.2x | 2.5x |
| Dividends and buybacks | $463M | $90.0M |
| Valuation & quality | ||
| P/E | 25.8x | β |
| Piotroski F-score | 5 | 4 |
FY16
CHE $1.6B
HIMS β
FY17
CHE $1.7B
HIMS β
FY18
CHE $1.8B
HIMS β
FY19
CHE $1.9B
HIMS $82.6M
FY20
CHE $2.1B
HIMS $149M
FY21
CHE $2.1B
HIMS $272M
FY22
CHE $2.1B
HIMS $527M
FY23
CHE $2.3B
HIMS $872M
FY24
CHE $2.4B
HIMS $1.5B
FY25
CHE $2.5B
HIMS $2.3B
CHE
HIMS
FY16
CHE 11.3%
HIMS β
FY17
CHE 6.8%
HIMS β
FY18
CHE 13.7%
HIMS β
FY19
CHE 13.3%
HIMS β90.1%
FY20
CHE 18.7%
HIMS β10.2%
FY21
CHE 16.0%
HIMS β42.3%
FY22
CHE 16.1%
HIMS β13.0%
FY23
CHE 15.0%
HIMS β3.4%
FY24
CHE 15.1%
HIMS 4.2%
FY25
CHE 13.4%
HIMS 4.5%
CHE
HIMS
FY16
CHE $95.6M
HIMS β
FY17
CHE $98.2M
HIMS β
FY18
CHE $234M
HIMS β
FY19
CHE $248M
HIMS β$75.2M
FY20
CHE $430M
HIMS β$4.2M
FY21
CHE $250M
HIMS β$35.2M
FY22
CHE $253M
HIMS β$33.7M
FY23
CHE $273M
HIMS $47.0M
FY24
CHE $368M
HIMS $198M
FY25
CHE $325M
HIMS $57.4M
CHE
HIMS
FY16
CHE 18.2%
HIMS β
FY17
CHE 15.2%
HIMS β
FY18
CHE 32.0%
HIMS β
FY19
CHE 29.1%
HIMS β
FY20
CHE 40.6%
HIMS β
FY21
CHE 34.7%
HIMS β
FY22
CHE 32.6%
HIMS β49.5%
FY23
CHE 31.8%
HIMS β18.2%
FY24
CHE 31.1%
HIMS 41.3%
FY25
CHE 27.3%
HIMS 19.0%
CHE
HIMS
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.