Concentra Group Holdings Parent
CON Β· Health Care Services
$39.25
1.8%Hims & Hers Health
HIMS Β· Health Care Services
$27.71
4.9%The short version
- Hims & Hers Health is the larger business, with $2.3B of revenue in fiscal 2025 against $2.2B for Concentra Group Holdings Parent.
- Hims & Hers Health grew revenue faster (59.0%, against 13.9%).
- Concentra Group Holdings Parent kept more of each dollar of sales as operating profit (15.4% operating margin, against 4.5% operating margin).
- Concentra Group Holdings Parent turned more of its sales into free cash flow (9.1% FCF margin, against 2.5% FCF margin).
- Hims & Hers Health earned a higher return on the capital invested in it (19.0%, against 14.9%).
| Latest fiscal year | CON Β· FY25 | HIMS Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.0B | $6.4B |
| Revenue | $2.2B | $2.3B |
| Free cash flow | $197M | $57.4M |
| Net income | $166M | $128M |
| Growth | ||
| Revenue growth | 13.9% | 59.0% |
| 5-year growth | β | 73.6% |
| Share count change | 12.3% | 9.1% |
| Profitability | ||
| Gross margin | β | 73.8% |
| Operating margin | 15.4% | 4.5% |
| Net margin | 7.7% | 5.5% |
| FCF margin | 9.1% | 2.5% |
| Return on capital | 14.9% | 19.0% |
| Return on equity | 49.8% | 25.2% |
| Balance sheet | ||
| Net debt | $1.5B | $395M |
| Net debt / EBITDA | 3.7x | 2.5x |
| Dividends and buybacks | $54.5M | $90.0M |
| Valuation & quality | ||
| P/E | 25.3x | β |
| Piotroski F-score | 5 | 4 |
FY19
CON β
HIMS $82.6M
FY20
CON β
HIMS $149M
FY21
CON β
HIMS $272M
FY22
CON $1.7B
HIMS $527M
FY23
CON $1.8B
HIMS $872M
FY24
CON $1.9B
HIMS $1.5B
FY25
CON $2.2B
HIMS $2.3B
CON
HIMS
FY19
CON β
HIMS β90.1%
FY20
CON β
HIMS β10.2%
FY21
CON β
HIMS β42.3%
FY22
CON 15.0%
HIMS β13.0%
FY23
CON 15.7%
HIMS β3.4%
FY24
CON 16.0%
HIMS 4.2%
FY25
CON 15.4%
HIMS 4.5%
CON
HIMS
FY19
CON β
HIMS β$75.2M
FY20
CON β
HIMS β$4.2M
FY21
CON β
HIMS β$35.2M
FY22
CON $228M
HIMS β$33.7M
FY23
CON $169M
HIMS $47.0M
FY24
CON $210M
HIMS $198M
FY25
CON $197M
HIMS $57.4M
CON
HIMS
FY19
CON β
HIMS β
FY20
CON β
HIMS β
FY21
CON β
HIMS β
FY22
CON β
HIMS β49.5%
FY23
CON β
HIMS β18.2%
FY24
CON β
HIMS 41.3%
FY25
CON 14.9%
HIMS 19.0%
CON
HIMS
Add another company
Compare up to four at once.
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.