Added to YB: 2026-02-09
Pitch date: 2026-02-05
HIMS [bullish]
Hims & Hers Health, Inc.
-29.06%
current return
Author Info
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
$22.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.63
P/E
30.31
EV/Sales
1.90
Sector
Health Care Providers and Services
Category
turnaround
The Market is Wrong About Hims
HIMS: Telemedicine platform building healthcare AI via longitudinal patient data aggregation. Vertically integrating value chain (peptide manufacturing, cancer testing at $699). Rev tripled 3yrs, FCF/share dipped on capex for automation/infrastructure. Down 66% from highs. Thesis: approaching non-linear inflection as AI scales, becoming unmatched health optimization service with infinite viral potential & higher LTV than current financials reflect.
Read full article (4 min)