COMPARE · Data as of August 21, 2026
HIMS vs NBIX
Verdict: Side-by-side breakdown using the Bull Rankings model. HIMS scored 39.3, NBIX scored 88.0 — NBIX leads.
Compare another set
HIMS
Hims & Hers Health, Inc.
39.3
$31.13 · $7.3B
fundamentals as of
Score gap
48.7
NBIX leads
NBIX
Neurocrine Biosciences, Inc.
88
$152.57 · $15.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNBIX+34.4%
- Strongest balance sheetNBIX0.12
- Highest qualityNBIX81 / 100
- Largest discount to fair valueNBIX-11%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
HIMS
stronger →← stronger
NBIX
23
Qualityreturns · margins · balance sheet
81
93
Growthrevenue & earnings expansion
96
29
Valuevaluation vs sector peers
88
NBIX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
HIMS
NBIX
$62mC-
FCF
$870mC+
+28.0%A-
Rev
+34.4%A
4.77D
D/E
0.12B+
2.8xB+
P/S
—
2.15C
PEG
0.46A
—
P/E
22.3xB+
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
NBIX
777% above
Price vs fair valuelower is cheaper
11% below
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-91%
1-yr DCF upside
-6%
-89%
5-yr DCF upside
+13%
-84%
10-yr DCF upside
+47%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HIMS
Why this score
- Diluting shareholders
NBIX
Why this score
- Durable high returns
- Diluting shareholders
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.
NBIXNeurocrine Biosciences, Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $15.5b. 18% off the 52-week high of $186.12. Revenue growing +34% — in hypergrowth territory. PEG 0.46 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $211.57 (implying +39% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 123% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
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 NBIX diverge
On the headline score the gap is 48.7 points in favor of NBIX. The widest single difference is Value, where NBIX leads by 58.9 points.
- ValueHIMS 28.8 · NBIX 87.7NBIX +58.9
- QualityHIMS 22.7 · NBIX 81.1NBIX +58.4
- GrowthHIMS 92.8 · NBIX 95.9NBIX +3.1
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.