Added to YB: 2025-05-20
Pitch date: 2025-05-16
HIMS [neutral]
Hims & Hers Health, Inc.
-40.75%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the 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
$62.80
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: The Gatekeeper
HIMS (earnings update): 111% YoY revenue, 4x net income, 3x adj EBITDA in Q1 2025. CEO guides $6.5B rev/$1.3B EBITDA by 2030 (28% CAGR). Strong growth pillars: personalization (92% multi-30-day subs), specialties expansion (derm +50%), Novo Nordisk GLP-1 partnership. Monthly rev/sub +50% YoY to $84, 2.4M total subs (+38%).
Read full article (8 min)