Added to YB: 2026-01-13
Pitch date: 2026-01-10
HIMS [neutral]
Hims & Hers Health, Inc.
+4.07%
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
$7.2B
Pitch Price
$31.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.42
P/E
59.03
EV/Sales
3.48
Sector
Health Care Providers and Services
Category
N/A
Hims & Hers Health is facing an existential crisis
HIMS (quick overview): Novo Nordisk's Jan 5, 2026 shortage exemption end threatens HIMS's core model. Original Wegovy now $149/month vs HIMS's $199 compound version - pricing power lost. Novo partnering with CVS, Costco, LifeMD, GoodRx while excluding HIMS creates compliance risk. 80% gross margins on compounds unsustainable. Valuation must shift from growth tech to online pharmacy multiple. Prepare stop-loss.
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