Added to YB: 2025-12-10
Pitch date: 2025-12-06
HIMS [neutral]
Hims & Hers Health, Inc.
-5.41%
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
$39.34
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: 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)