OMDA vs GDRX vs HIMS vs NVCR 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). GoodRx Holdings, Inc. (GDRX) offers the better valuation at 33. 3x trailing P/E (9. 0x forward), making it the more compelling value choice. Analysts rate Omada Health (OMDA) a "Buy" — based on 8 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, GoodRx Holdings, Inc.

(GDRX) is the cheapest at 33. 3x versus Hims & Hers Health, Inc. at 50. 3x. On forward P/E, GoodRx Holdings, Inc. is actually cheaper at 9. 0x.

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

(HIMS) delivered a total return of +137. 6%, compared to -95. 4% for Teladoc Health, Inc. (TDOC). Over 10 years, the gap is even starker: HIMS returned +161. 9% versus GDRX's -94. 4%. 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), Omada Health (OMDA) is the lower-risk stock at 1.

31β versus Hims & Hers Health, Inc. 's 2. 40β — meaning HIMS is approximately 84% more volatile than OMDA relative to the S&P 500. On balance sheet safety, GoodRx Holdings, Inc. (GDRX) carries a lower debt/equity ratio of 10% 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: GoodRx Holdings, Inc. grew EPS 104. 1% year-over-year, compared to -3. 8% for Hims & Hers Health, 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 -20. 8% for NovoCure Limited — meaning it keeps 5. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GDRX leads at 13. 4% versus -23. 5% for NVCR. At the gross margin level — before operating expenses — GDRX leads at 82. 1%, 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, GoodRx Holdings, Inc.

(GDRX) trades at 9. 0x forward P/E versus 51. 5x for Hims & Hers Health, Inc. — 42. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NVCR: 99. 0% to $33. 50.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Omada Health (OMDA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding.

NovoCure Limited (NVCR) carries a higher beta of 2. 20 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (OMDA: -28. 7%, NVCR: +30. 3%), 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.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: OMDA is a small-cap high-growth stock; GDRX is a small-cap quality compounder stock; HIMS is a small-cap high-growth stock; NVCR is a small-cap quality compounder stock; TDOC is a small-cap quality compounder stock. 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.