Added to YB: 2025-10-21
Pitch date: 2025-10-17
HIMS [neutral]
Hims & Hers Health, Inc.
-60.42%
current return
Author Info
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
$51.37
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
special_situation
HIMS: Andrew Dudum. The 'Teflon Don' of Telehealth
HIMS (update - short): Despite regulatory red flags (FDA cease & desist, NVO partnership loss, 80+ lawmakers' concerns), stock remains resilient like 'Teflon Don.' 3 catalysts could break: 1) Corporate practice of medicine violations via rigged intake flows pushing compounds 2) Trump's $150 Ozempic pricing threatening cash-pay model 3) Core biz decelerating as GLP-1 growth slows. Trading 40x multiple unsustainable.
Read full article (15 min)