Added to YB: 2026-02-04
Pitch date: 2026-02-02
HIMS [bullish]
Hims & Hers Health, Inc.
-23.46%
current return
Author Info
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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
$26.56
Price Target
150.00 (+638%)
Dividend
N/A
EV/EBITDA
22.69
P/E
32.11
EV/Sales
1.83
Sector
Health Care Providers and Services
Category
growth
The Micro-Capo | January 2026 - New Position: Hims & Hers Health, Inc.
HIMS (new position): Telemedicine co w/ $2.3B revenue +50% YoY, positive FCF, subscription model, strong retention. Trades 2.5x sales despite growth/cash gen. Bull case: $5B revenue at 25% FCF margin = $1.25B FCF. At 25-30x multiple = $125-150/share vs current levels. Asymmetric risk/reward on execution.
Read full article (1 min)