COMPARE · Data as of August 21, 2026
HIMS vs LLY
Verdict: Side-by-side breakdown using the Bull Rankings model. HIMS scored 39.3, LLY scored 69.8 — LLY leads.
Compare another set
HIMS
Hims & Hers Health, Inc.
39.3
$31.13 · $7.3B
fundamentals as of
Score gap
30.5
LLY leads
LLY
Eli Lilly and Company
69.8
$1,241.48 · $1.1T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthLLY+49.6%
- Strongest balance sheetLLY1.62
- Highest qualityLLY73 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
HIMS
stronger →← stronger
LLY
23
Qualityreturns · margins · balance sheet
73
93
Growthrevenue & earnings expansion
97
29
Valuevaluation vs sector peers
48
LLY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
HIMS
LLY
$62mC-
FCF
$13.6bA-
+28.0%A-
Rev
+49.6%A
4.77D
D/E
1.62C
2.8xB+
P/S
—
2.15C
PEG
1.61C+
—
P/E
41.7xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
HIMS
LLY
777% above
Price vs fair valuelower is cheaper
111% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~33%/yr
-91%
1-yr DCF upside
-64%
-89%
5-yr DCF upside
-53%
-84%
10-yr DCF upside
-26%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HIMS
Why this score
- Diluting shareholders
LLY
Why this score
- Raising its dividend
The companies
HIMSHims & Hers Health, Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $7.3b. Down 52% from 52-week high of $65.30 — deep drawdown territory. Revenue growing +28% — in hypergrowth territory. 13 sell-side analysts rate this a Hold with a mean 1-yr target of $30.85 (implying -1% upside).
Moat
Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
D/E 4.77 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -5.5%) — path to GAAP profitability is the core thesis risk. Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
LLYEli Lilly and Company
Why now
Drug Manufacturers - General · market cap $1.1T. 4% off the 52-week high of $1292.65. Revenue growing +50% — in hypergrowth territory. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $1,311 (implying +6% upside).
Moat
Net margin 34% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 79% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.1T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 13.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where HIMS and LLY diverge
On the headline score the gap is 30.5 points in favor of LLY. The widest single difference is Quality, where LLY leads by 50.3 points.
- QualityHIMS 22.7 · LLY 73.0LLY +50.3
- ValueHIMS 28.8 · LLY 47.9LLY +19.1
- GrowthHIMS 92.8 · LLY 97.0LLY +4.2
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.