Added to YB: 2026-03-04
Pitch date: 2026-03-02
HIMS [neutral]
Hims & Hers Health, Inc.
-1.12%
current return
Author Info
No bio for this author
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
$3.3B
Pitch Price
$16.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.37
P/E
28.34
EV/Sales
1.64
Sector
Health Care Providers and Services
Category
growth
Hims & Hers Full Year 2025
HIMS (earnings): FY25 rev $2.35B (+28% YoY Q4), 2.5M subscribers (+40k net). ARPU $83 (+11% YoY). CAC spiked to $4,026 per new sub vs $972 in '24 (61mo payback), concerning as growth driven by GLP-1s now threatened by Novo Nordisk lawsuit. 2026 guide: $2.7-2.9B rev, $300-375M adj EBITDA. Aggressive $1.5B M&A (Eucalyptus $1.15B, ZAVA €219M) for int'l expansion targeting $1B+ int'l rev by '28. 2030 target: $6.5B rev, $1.3B EBITDA. Risks: rising CAC, GLP-1 legal exposure, integration execution, SBC dilution
Read full article (9 min)