HIMS vs LLY Stock Comparison: AI Score, Valuation, Performance and Upside
Hims & Hers is a fast-growing telehealth distribution and subscription business riding the weight-loss boom without owning the underlying drugs, while Eli Lilly is the pharmaceutical innovator that actually developed and manufactures the leading GLP-1 therapies. The better stock depends on whether an investor prefers a smaller, higher-growth consumer platform with regulatory overhang, or a mega-cap pharma compounder with proven drug economics and a broader pipeline.
Use this HIMS vs LLY comparison to separate the distribution layer of the GLP-1 boom from its manufacturing source. HIMS offers leveraged upside to telehealth-driven weight-loss demand but carries real regulatory risk around compounding; LLY offers durable, patent-protected drug economics but at a much larger, slower-growing scale.
LLY holds the edge across 5 of 5 key metrics in this comparison. LLY leads on both 1-year return (+76.40%) and forward P/E quality (26.58x vs 30.32x for HIMS), a relatively favorable combination of momentum and valuation. LLY leads on both revenue growth (47.70%) and operating margin (54.22%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for LLY (+4.75%) than for HIMS (-8.69%).
- Want high-growth, high-beta exposure to the direct-to-consumer telehealth and weight-loss trend
- Believe branded-partnership access (e.g., with Novo Nordisk) can offset compounding pressure over time
- Are comfortable with regulatory and legal uncertainty around compounded medications
- Prefer an asset-light subscription platform over owning patents and manufacturing plants
- Want direct ownership of the actual GLP-1/GIP intellectual property and manufacturing economics
- Value pipeline diversification across obesity, diabetes, oncology, and neuroscience
- Prefer a mega-cap pharma balance sheet and dividend over a smaller, more volatile consumer platform
- Believe oral GLP-1 (orforglipron) can meaningfully expand the addressable obesity market
| Metric | HIMS | LLY |
|---|---|---|
| AI score | 42.7 | 75.5 |
| AI rank | #860 | #24 |
| Latest close | $33.78 | $1,255.40 |
| 1M return | +6.63% | +4.96% |
| 6M return | +113.53% | +24.36% |
| 1Y return | -23.16% | +76.40% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | HIMS | LLY |
|---|---|---|
| 1Y ago | $7.68K (-23.2%) started 2025-08-21 | $18.05K (+80.5%) started 2025-08-25 |
| 5Y ago | $46.4K (+364.0%) started 2021-08-23 | $51.25K (+412.5%) started 2021-08-25 |
| 10Y ago | $34.47K (+244.7%) started 2019-09-13 | $218.79K (+2087.9%) started 2016-08-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | HIMS | LLY |
|---|---|---|
| Market cap | $7.88B | $1.12T |
| Trailing P/E | N/A | 42.20 |
| Forward P/E | 30.32 | 26.58 |
| Price/Sales | 3.06 | 14.10 |
| EV/Revenue | 3.33 | 14.62 |
| Analyst target | $30.85 | $1,315.04 |
| Target upside | -8.69% | +4.75% |
| Metric | HIMS | LLY |
|---|---|---|
| Revenue growth | 38.20% | 47.70% |
| Earnings growth | N/A | 26.20% |
| EPS growth | N/A | +26.20% |
| FCF margin | +32.95% | +13.89% |
| Operating margin | -12.75% | 54.22% |
| Profit margin | -5.51% | 33.53% |
| ROIC proxy | -32.03% | 102.29% |
| Return on equity | -32.03% | 102.29% |
| Dividend yield | 0.00% | 0.55% |
| Beta | 2.42 | 0.51 |
| Debt/equity | 477.13 | 162.07 |
| Current ratio | 0.93 | 1.35 |
| Quick ratio | 0.82 | 0.68 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | HIMS | LLY |
|---|---|---|---|
| 1Y | Growth | -23.16% | +80.55% |
| CAGR | -23.17% | +81.11% | |
| Sharpe ratio | 0.11 | 1.71 | |
| Max drawdown | 76.86% | 23.31% | |
| Max daily drop | 16.03% | 7.79% | |
| Max wkly drop | 32.71% | 8.60% | |
| 5Y | Growth | +364.01% | +393.65% |
| CAGR | +35.98% | +37.65% | |
| Sharpe ratio | 0.73 | 1.01 | |
| Max drawdown | 78.88% | 34.48% | |
| Max daily drop | 34.63% | 14.14% | |
| Max wkly drop | 39.06% | 17.93% | |
| 10Y | Growth | +244.69% | +1766.04% |
| CAGR | +19.53% | +34.01% | |
| Sharpe ratio | 0.56 | 0.97 | |
| Max drawdown | 87.29% | 34.48% | |
| Max daily drop | 34.63% | 14.14% | |
| Max wkly drop | 39.06% | 17.93% |
| Category | HIMS | LLY |
|---|---|---|
| Company | Hims & Hers Health, Inc. | Eli Lilly and Company |
| Sector | Healthcare | Healthcare |
| Industry | N/A | Drug Manufacturers - General |
| Core business | Direct-to-consumer telehealth platform selling subscription access to weight loss (including compounded and branded GLP-1 medications), sexual health, dermatology, and mental health treatments through affiliated pharmacies and prescribers. | Global pharmaceutical company with a leading GLP-1 franchise (Zepbound, Mounjaro), diabetes and obesity pipeline including oral GLP-1 orforglipron, oncology, immunology, and neuroscience drugs. |
| Investor focus | Subscriber growth, weight-loss revenue mix, gross margin as compounded GLP-1 access shifts toward branded partnerships, and regulatory risk around compounding. | Zepbound/Mounjaro volume and pricing, manufacturing capacity expansion, oral GLP-1 (orforglipron) launch trajectory, and pipeline diversification beyond incretins. |
- Large, fast-growing direct-to-consumer subscriber base with vertically integrated telehealth, pharmacy, and marketing funnel
- Diversified treatment categories beyond weight loss (dermatology, sexual health, mental health) reduce single-category dependence
- Asset-light model generates high incremental margins as the subscriber base scales
- Market-leading approved GLP-1/GIP franchise with tirzepatide (Mounjaro, Zepbound) driving industry-best obesity and diabetes efficacy data
- Deep, diversified late-stage pipeline including oral GLP-1 orforglipron reducing reliance on injectable-only demand
- Massive manufacturing investment easing prior supply constraints and supporting international expansion
- Regulatory and legal risk around compounded semaglutide/tirzepatide access as FDA shortage determinations evolve
- Dependence on personalized/compounded GLP-1 margins that could compress if forced toward lower-margin branded partnerships
- Intensifying competition from other telehealth platforms and direct pharma-to-consumer channels
- Manufacturing capacity and supply chain execution as demand continues to outstrip production in many markets
- Pricing and reimbursement pressure from PBMs, Medicare negotiation, and compounded-drug competition
- Patent cliff exposure on some legacy non-incretin products even as GLP-1 revenue scales
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