Added to YB: 2026-02-09
Pitch date: 2026-02-05
HIMS [bullish]
Hims & Hers Health, Inc.
-8.83%
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
$22.30
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
turnaround
The Market is Wrong About Hims
HIMS: Telemedicine platform building healthcare AI via longitudinal patient data aggregation. Vertically integrating value chain (peptide manufacturing, cancer testing at $699). Rev tripled 3yrs, FCF/share dipped on capex for automation/infrastructure. Down 66% from highs. Thesis: approaching non-linear inflection as AI scales, becoming unmatched health optimization service with infinite viral potential & higher LTV than current financials reflect.
Read full article (4 min)