Added to YB: 2025-08-07
Pitch date: 2025-08-06
HIMS [neutral]
Hims & Hers Health, Inc.
-69.44%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
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
$51.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.63
P/E
30.31
EV/Sales
1.90
Sector
Health Care Providers and Services
Category
growth
Hims & Hers (HIMS): Q2 2025 Earnings Review
HIMS (earnings update): Revenue $544.8M (+73% YoY) vs $552.1M est, GLP-1s declining to 34.9% of rev (positive for litigation risk). Core biz slowing to 20% YoY growth. Adj EBITDA $82.2M beat but negative FCF. New verticals (hormone therapy, lab testing) launching soon. Risks: slowing growth, rising CAC, litigation from Novo Nordisk. Valuation doesn't justify risks despite $6.5B rev target for 2030.
Read full article (14 min)