Added to YB: 2025-10-28
Pitch date: 2025-10-26
HIMS [neutral]
Hims & Hers Health, Inc.
-59.45%
current return
Author Info
No bio for this author
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
$3.7B
Pitch Price
$50.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.69
P/E
32.11
EV/Sales
1.83
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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