Added to YB: 2026-04-17
Pitch date: 2026-04-15
HIMS [neutral]
Hims & Hers Health, Inc.
+3.21%
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
$4.9B
Pitch Price
$26.15
Price Target
30.00 (+11%)
Dividend
N/A
EV/EBITDA
28.61
P/E
41.70
EV/Sales
2.31
Sector
Health Care Providers and Services
Category
turnaround
Hims & Hers Health (HIMS) Executive Summary: Life After the Blow-Off Top: Analyzing the Long-Term Viability
HIMS (overview): Telehealth platform w/ 2.5M subscribers, $2.35B rev (FY25). Pivoted from high-margin compounded GLP-1s to branded Ozempic/Wegovy at $149/mo after FDA crackdown. Stock fell 80% from $73 peak to $14, rebounded to $21 on Novo deal. ROIC collapsed from 16.8% to 1.1%, FCF -$99.6M despite $128M net income. Trading 35x P/E vs 23x sector avg. Analyst PTs $21-$30. Support at $17-$19 offers better risk/reward.
Read full article (8 min)