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Added to YB: 2026-06-05

Pitch date: 2026-06-03

HIMS [neutral]

Hims & Hers Health, Inc.

+2.23%

current return

Author Info

Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. 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

$6.4B

Pitch Price

$27.40

Price Target

N/A

Dividend

N/A

EV/EBITDA

67.07

P/E

-470.91

EV/Sales

2.85

Sector

Health Care Providers and Services

Category

N/A

Show full summary:
Pernas Research Passes On: Hims & Hers Health, Inc.

HIMS (pass): Consumer telehealth platform; $7.2B mkt cap, $27.5 price, 64x EV/EBITDA. Executing well—Novo Nordisk deal drove 125k+ Wegovy shipments in 6 weeks—but no durable moat. Products non-exclusive, distributable via competitors; deal looks like standard distribution, not proprietary edge.

Read full article (1 min)