Chemed vs Hims & Hers Health
企業の追加・変更・削除ができます(最大4社)。
要点
- 2025会計年度の売上高はChemedが$2.5B、Hims & Hers Healthが$2.3Bで、Chemedの方が規模が大きい企業です。
- Hims & Hers Healthの方が売上高の伸びが速い(59.0%、相手は4.1%)。
- Chemedの方が売上1ドルあたりの営業利益が多い(営業利益率13.4%、相手は4.5%)。
- Chemedの方が売上をより多くフリーキャッシュフローに変えている(FCFマージン12.9%、相手は2.5%)。
- Chemedの方が投下資本利益率が高い(27.3%、相手は19.0%)。
| 直近会計年度 | CHE · FY25 | HIMS · FY25 |
|---|---|---|
| 規模 | ||
| 時価総額 | $6.8B | $6.4B |
| 売上高 | $2.5B | $2.3B |
| フリーキャッシュフロー | $325M | $57.4M |
| 純利益 | $265M | $128M |
| 成長率 | ||
| 売上高成長率 | 4.1% | 59.0% |
| 5年成長率 | 4.0% | 73.6% |
| 株式数の変化 | −4.8% | 9.1% |
| 収益性 | ||
| 売上総利益率 | 32.5% | 73.8% |
| 営業利益率 | 13.4% | 4.5% |
| 純利益率 | 10.5% | 5.5% |
| FCFマージン | 12.9% | 2.5% |
| 投下資本利益率 | 27.3% | 19.0% |
| 自己資本利益率 | 25.3% | 25.2% |
| 貸借対照表 | ||
| 純負債 | −$74.5M | $395M |
| 純負債 / EBITDA | −0.2x | 2.5x |
| 配当と自社株買い | $463M | $90.0M |
| バリュエーションとクオリティ | ||
| PER | 25.8x | — |
| ピオトロスキーFスコア | 5 | 4 |
FY16
CHE $1.6B
HIMS —
FY17
CHE $1.7B
HIMS —
FY18
CHE $1.8B
HIMS —
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 —
FY17
CHE 6.8%
HIMS —
FY18
CHE 13.7%
HIMS —
FY19
CHE 13.3%
HIMS −90.1%
FY20
CHE 18.7%
HIMS −10.2%
FY21
CHE 16.0%
HIMS −42.3%
FY22
CHE 16.1%
HIMS −13.0%
FY23
CHE 15.0%
HIMS −3.4%
FY24
CHE 15.1%
HIMS 4.2%
FY25
CHE 13.4%
HIMS 4.5%
CHE
HIMS
FY16
CHE $95.6M
HIMS —
FY17
CHE $98.2M
HIMS —
FY18
CHE $234M
HIMS —
FY19
CHE $248M
HIMS −$75.2M
FY20
CHE $430M
HIMS −$4.2M
FY21
CHE $250M
HIMS −$35.2M
FY22
CHE $253M
HIMS −$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 —
FY17
CHE 15.2%
HIMS —
FY18
CHE 32.0%
HIMS —
FY19
CHE 29.1%
HIMS —
FY20
CHE 40.6%
HIMS —
FY21
CHE 34.7%
HIMS —
FY22
CHE 32.6%
HIMS −49.5%
FY23
CHE 31.8%
HIMS −18.2%
FY24
CHE 31.1%
HIMS 41.3%
FY25
CHE 27.3%
HIMS 19.0%
CHE
HIMS
各社の直近会計年度のデータです。決算月は企業によって異なります。高い(または低い)方が明らかに良い項目では、各行の最良値を強調しています。投資助言ではありません。