GOCO vs ACHC vs HIMS vs UNH vs TDOC

For growth investors, Hims & Hers Health, Inc.

(HIMS) is the stronger pick with 59. 0% revenue growth year-over-year, versus -1. 5% for Teladoc Health, Inc. (TDOC). UnitedHealth Group Incorporated (UNH) offers the better valuation at 27. 9x trailing P/E (20. 2x forward), making it the more compelling value choice. Analysts rate Acadia Healthcare Company, Inc. (ACHC) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, UnitedHealth Group Incorporated (UNH) is the cheapest at 27.

9x versus Hims & Hers Health, Inc. at 50. 3x. On forward P/E, Acadia Healthcare Company, Inc. is actually cheaper at 16. 4x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Hims & Hers Health, Inc.

(HIMS) delivered a total return of +137. 6%, compared to -99. 4% for GoHealth, Inc. (GOCO). Over 10 years, the gap is even starker: UNH returned +220. 6% versus GOCO's -99. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), UnitedHealth Group Incorporated (UNH) is the lower-risk stock at 0.

59β versus Hims & Hers Health, Inc. 's 2. 40β — meaning HIMS is approximately 310% more volatile than UNH relative to the S&P 500. On balance sheet safety, Teladoc Health, Inc. (TDOC) carries a lower debt/equity ratio of 75% versus 2% for Hims & Hers Health, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Hims & Hers Health, Inc.

(HIMS) is pulling ahead at 59. 0% versus -1. 5% for Teladoc Health, Inc. (TDOC). On earnings-per-share growth, the picture is similar: GoHealth, Inc. grew EPS 90. 8% year-over-year, compared to -537. 4% for Acadia Healthcare Company, Inc.. Over a 3-year CAGR, HIMS leads at 64. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Hims & Hers Health, Inc.

(HIMS) is the more profitable company, earning 5. 5% net margin versus -33. 3% for Acadia Healthcare Company, Inc. — meaning it keeps 5. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ACHC leads at 11. 7% versus -10. 4% for TDOC. At the gross margin level — before operating expenses — GOCO leads at 83. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Acadia Healthcare Company, Inc.

(ACHC) trades at 16. 4x forward P/E versus 51. 5x for Hims & Hers Health, Inc. — 35. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HIMS: 15. 6% to $29. 67.

In this comparison, UNH (2.

4% yield) pays a dividend. GOCO, ACHC, HIMS, TDOC do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, UnitedHealth Group Incorporated (UNH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

59), 2. 4% yield, +220. 6% 10Y return). GoHealth, Inc. (GOCO) carries a higher beta of 2. 23 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (UNH: +220. 6%, GOCO: -99. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (GOCO (Financial Services) and ACHC (Healthcare) and HIMS (Healthcare) and UNH (Healthcare) and TDOC (Healthcare)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: GOCO is a small-cap quality compounder stock; ACHC is a small-cap quality compounder stock; HIMS is a small-cap high-growth stock; UNH is a large-cap quality compounder stock; TDOC is a small-cap quality compounder stock. UNH pays a dividend while GOCO, ACHC, HIMS, TDOC do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.