Added to YB: 2026-08-25
Pitch date: 2026-08-20
HIMS [neutral]
Hims & Hers Health, Inc.
-1.86%
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
$7.9B
Pitch Price
$31.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
951.63
P/E
-54.32
EV/Sales
3.33
Sector
Health Care Providers and Services
Category
growth
Hims & Hers (HIMS): Revenue is reaccelerating. Now the moat has to catch up.
HIMS (overview): Q2 rev $753M (+38% YoY) beat guide; subs 2.89M (+19%), ARPU $92 (+21%), adj EBITDA $60.3M. Q3 guide $880-900M (+49% YoY); FY $3.1-3.3B. But GM fell 76%→64% on branded GLP-1 mix, int'l boosted by Eucalyptus/ZAVA M&A. Testosterone $100M run-rate a bright spot. At ~$29-30 already prices execution. Bear: distributor economics, Novo owns molecule, $400M factoring, FTC case ($47.5M reserve), dilution. Moat unproven—needs closed-loop diagnostics/peptides. 2030 target $6.5B rev, $1.3B EBITDA.
Read full article (7 min)