Added to YB: 2025-09-25
Pitch date: 2025-09-22
HIMS [bullish]
Hims & Hers Health, Inc.
-34.96%
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
$57.21
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 Hidden Edge Everyone’s Missing
HIMS: Building AI-powered healthcare platform with network effects - more patients = better outcomes = more providers join. Currently 0.14% of US doctors, expanding into longevity/prevention model. Personalized GLP-1 plans show 10.3% weight loss, 75% retention vs 20% industry avg. 25% portfolio position betting on trillion-dollar potential if network effects accelerate adoption.
Read full article (6 min)