Hims & Hers vs Tempus AI
Speed survived regulation — the moat is thin. A+B+C = 69 clears the 65 line on its own — then D −14 drags it to 55. Organic diagnostics +31.2%, gross margin up 22.1pp in four years.
Tempus AI by 6
| Item | Max | Hims & Hers | Tempus AI |
|---|---|---|---|
| Blitz Index total | / 100 | 49 | 55 |
| Grade | — | C | C |
| A · Speed | / 25 | 15 | 18 |
| B · Moat | / 60 | 28 | 39 |
| C · Creative destruction | / 15 | 9 | 12 |
| D · Demerits | / 30 | -3 | -14 |
The success line is 65. Demerits (section D) are subtracted; a demerit total of 15 or more flags a company for BlitzFailing watch. Scores as of the 2026 Q4 review.
Verdict — business structure only
Tempus leads (55 vs 49) on every axis except demerits, where it is far worse (-14 vs -3). Tempus is faster (18 vs 15) on organic diagnostics growth (+31.2%) and has a much stronger moat (39 vs 28) from a data flywheel (8.6M records, 19 of the top 20 pharma as customers), while Hims' moat (28) is thin (subscription + personalization, no platform lock-in). Tempus's creative destruction (12) is higher (intelligent diagnostics replacing single-analyte tests) than Hims' (9) (displacing in-person care in limited categories). The structural difference is that Tempus sells data and diagnostics to enterprises while Hims sells a direct-to-consumer subscription — and Tempus's demerits (-14, governance and related-party revenue) are the heaviest in this pair, which is why its lead is only 6 points despite a much stronger business on A/B/C.
Key figures
| Hims & Hers | Figure |
|---|---|
| Revenue | $753.2M (Q2 2026) |
| Growth | Q2 2026 +38.2% YoY |
| Tempus AI | Figure |
|---|---|
| Organic growth | Diagnostics +31.2% |
| Data | 8.6M de-identified records |
Key figures are from the companies' published score files (the scorecard's English summary). A figure is shown only where the score file states it.
Full scorecards: Hims & Hers — Blitz Index 49 · Tempus AI — Blitz Index 55
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How to read this
Both companies passed the same two gates before scoring: real product-market traction (G1), and a ten-year market ceiling of at least ten times current revenue (G2). The Blitz Index then grades speed (25), moat (60) and creative destruction (15), and subtracts BlitzFailing demerits (up to −30) for debt, revenue quality, governance and regulatory cost. The model is frozen at v1.0; past scores are never silently rewritten. Our own pre-registered tests found the score measures business quality — it does not predict stock returns.
Research only — not investment advice. Scores measure blitzscaling strategy from public data. Not a recommendation to buy, sell, or hold any security.