Added to YB: 2025-01-07
Pitch date: 2025-01-06
HIMS [bullish]
Hims & Hers Health, Inc.
-42.85%
current return
Author Info
@TechFundies has been a tech investor for over 20 years and ran a $1b hedge fund for 10 years. Follow on Twitter.
Company Info
Hims & Hers Health, Inc. operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, and internationally.
Market Cap
$3.7B
Pitch Price
$27.68
Price Target
45.00 (+184%)
Dividend
N/A
EV/EBITDA
23.63
P/E
30.31
EV/Sales
1.90
Sector
Health Care Providers and Services
Category
growth
HIMS: Betting on Innovation and Differentiation Amid Industry Risks
HIMS: Founder-led co w/ strong growth, 40%+ sub growth ex-GLPs. Bear case: GLP ban Q2, still 38% rev growth, $370M FCF (+55% YoY). Core biz cheap at 15x 2025 FCF? $45 PT (68% upside) by 2026. Risks: GLP ban, pricing pressure, competition. Bull: expanding TAM, personalized solutions.
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