Added to YB: 2025-08-07
Pitch date: 2025-08-06
HIMS [neutral]
Hims & Hers Health, Inc.
-60.72%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. 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
$51.76
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 & Hers (HIMS): Q2 2025 Earnings Review
HIMS (earnings update): Revenue $544.8M (+73% YoY) vs $552.1M est, GLP-1s declining to 34.9% of rev (positive for litigation risk). Core biz slowing to 20% YoY growth. Adj EBITDA $82.2M beat but negative FCF. New verticals (hormone therapy, lab testing) launching soon. Risks: slowing growth, rising CAC, litigation from Novo Nordisk. Valuation doesn't justify risks despite $6.5B rev target for 2030.
Read full article (14 min)