Added to YB: 2024-03-06
Pitch date: 2024-03-04
HIMS [bullish]
Hims & Hers Health, Inc.
+66.44%
current return
Author Info
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Company Info
Hims & Hers Health, Inc. operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, and internationally.
Market Cap
EUR 5.3B
Pitch Price
EUR 14.51
Price Target
50.21 (+108%)
Dividend
N/A
Sector
Health Care Providers and Services
Category
growth
Hims & Hers Health: We Are Still So. Damn. Early.
$HIMS: Telehealth leader w/ 49% mkt share, 65% rev growth to $872M in '23. Estimates $50 fair value (283% upside), 10x in 7yrs driven by low CAC, high LTV & margin expansion. Risks: competition, reg, execution, but CEO aligned & beats guidance. Compelling at 2.5x '30 EV/EBIT.
Read full article (5 min)