Added to YB: 2026-03-09
Pitch date: 2026-03-05
HIMS [neutral]
Hims & Hers Health, Inc.
+53.41%
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
$15.54
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
The WAR on Hims & Hers: Surrender or Hope?
HIMS (update): Q4 rev $618M (+28% YoY), FY25 $2.35B (+59%), 2.5M subs (+13% YoY), $83 ARPU (+28% YoY). Adj EBITDA $318M (+80%), FCF $57M, $929M cash. Facing FDA warning letter on GLP-1 compounding, SEC probe, Novo patent suit, & DOJ referral - mgt responding/complying. Q1 guide miss ($625-650M vs $653M est) on regulatory headwinds. Acquired Eucalyptus ($1.15B) for intl expansion (+$450M rev). Launching testosterone, Labs, longevity/peptides, wearables, sleep vertical. 2030 target: $6.5B rev, $1.3B EBITDA. 40% short interest, institutions loading. Transforming from ED/GLP-1 niche to vertically integrated 'everything health store' - execution key amid regulatory risks.
Read full article (13 min)