Added to YB: 2026-02-27
Pitch date: 2026-02-24
HIMS [neutral]
Hims & Hers Health, Inc.
-0.45%
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
$3.5B
Pitch Price
$15.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.50
P/E
30.18
EV/Sales
1.73
Sector
Health Care Providers and Services
Category
growth
Hims: Diagnostics, Peptides, and the End of Trial-and-Error Medicine.
HIMS (update): Q4 shows ARPU rising as customers seek proactive care via Labs (70% identify clinical risks). Weight loss lawsuit concerns small revenue fraction; GLP-1 prices down 80% as value shifts from peptides to diagnostic data predicting optimal treatments. Vertically integrated infrastructure ($300M invested in 1M sq ft facilities) + AI on proprietary biomarkers = flywheel moat. Rev up 14x since IPO, trades 1.5x sales despite Hers alone >$1B ARR. Risks: slowing net adds, debt outpacing cash on intl expansion.
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