Added to YB: 2025-10-28
Pitch date: 2025-10-26
HIMS [neutral]
Hims & Hers Health, Inc.
-27.7%
current return
Author Info
No bio for this author
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
$8.9B
Pitch Price
$50.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.94
P/E
73.02
EV/Sales
4.26
Sector
Health Care Providers and Services
Category
growth
Hims & Hers Health: Update
HIMS (earnings update): Q2 revenue +73% YoY, subscribers +89%, EBITDA +184% to 15% margin. Zava acquisition adds $40M ARR, 1.3M EU subscribers, $30B TAM by 2030. Heavy CapEx for intl expansion, peptide facility, at-home blood testing. Q3 guidance $570-590M rev (+40% YoY). Moat: subscriber growth → data → better outcomes → retention cycle.
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