Added to YB: 2026-08-12
Pitch date: 2026-08-09
HIMS [neutral]
Hims & Hers Health, Inc.
-1.8%
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
$7.4B
Pitch Price
$31.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
-284.89
P/E
-51.09
EV/Sales
N/A
Sector
Health Care Providers and Services
Category
value
$HIMS: the FTC sued on July 29, and Q2 prints Monday morning
HIMS (overview): Consumer health platform, 2.6M subs, $2.37B TTM rev. FTC/UT/CA sued Jul 29 (data sharing, pre-auth billing, hard cancels); stock -10%, securities probes opened. Q2 lands Aug 11 vs $680-700M rev guide. Q1 weak: US rev -8%, GM 73%→65%, EBITDA $91M→$44M, $92M loss. EV ~$7.5B, 24x EBITDA. Bull: platform mispriced by noise. Bear: noise is the model. FY guide needs big H2.
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