Added to YB: 2026-08-03
Pitch date: 2026-07-30
HIMS [neutral]
Hims & Hers Health, Inc.
+1.06%
current return
Author Info
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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
$27.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
67.67
P/E
-475.36
EV/Sales
2.87
Sector
Health Care Providers and Services
Category
N/A
A Different Kind of Risk - $HIMS
HIMS (exited position): Sold at ~1% above cost after round-tripping from +100%. FTC complaint alleges HIMS shared sensitive health data w/ Meta/Snap, charged for subscriptions pre-consultation, made cancellation hard. Not thesis-breaking (2026 rev guide $2.7-2.9B can absorb fine), but trust-based moat now central risk; combined w/ prior GLP-1 controversy signals culture of operating at regulatory edge.
Read full article (2 min)