Added to YB: 2025-12-10
Pitch date: 2025-12-06
HIMS [neutral]
Hims & Hers Health, Inc.
-48.32%
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
$39.34
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: Can we trust Andrew Dudum?
HIMS (update): Building healthcare network effect via AI-powered data platform. Personalized subscribers +54% YoY, multi-condition +80%. Launching longevity vertical 2026 w/ in-house peptide manufacturing. Mgmt expects growth re-acceleration H2 2026 as ED transition ends. Long-term vision: $24B subscription revenue at 80%+ margins serving 100M adults.
Read full article (5 min)