Added to YB: 2025-04-29
Pitch date: 2025-04-26
HIMS [neutral]
Hims & Hers Health, Inc.
+24.32%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
Hims & Hers Health, Inc. operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, and internationally.
Market Cap
$8.9B
Pitch Price
$29.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.94
P/E
73.02
EV/Sales
4.26
Sector
Health Care Providers and Services
Category
growth
Hims & Hers - A reality check
HIMS (overview): Telehealth platform with 2.2M subscribers (+45% YoY) reached profitability in 2024. Revenue $1.48B (+69% YoY) and net income $126M. 79% gross margins, strong retention. Key risks: FDA halted compounded weight-loss drugs ($225M revenue), heavy marketing spend (46% of revenue), increasing competition (Amazon Clinic). 2025 guidance: $2.3-2.4B revenue.
Read full article (18 min)