Added to YB: 2025-05-20
Pitch date: 2025-05-16
HIMS [neutral]
Hims & Hers Health, Inc.
-67.63%
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 as a consumer-first health and wellness platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, Germany, the Republic of Ireland, France, Spain, and internationally.
Market Cap
$3.7B
Pitch Price
$62.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.69
P/E
32.11
EV/Sales
1.83
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)