Added to YB: 2026-02-04
Pitch date: 2026-02-02
HIMS [bullish]
Hims & Hers Health, Inc.
-40.44%
current return
Author Info
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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
$26.56
Price Target
150.00 (+848%)
Dividend
N/A
EV/EBITDA
23.63
P/E
30.31
EV/Sales
1.90
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)