Added to YB: 2026-07-03
Pitch date: 2026-06-30
ENHA [bullish]
Enhanced Group Inc.
-11.72%
current return
Author Info
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Company Info
Enhanced Group Inc. operates in the sports entertainment, performance technology, and lifestyle wellness markets.
Market Cap
$350.8M
Pitch Price
$2.90
Price Target
12.50 (+356%)
Dividend
N/A
EV/EBITDA
-9.11
P/E
-0.74
EV/Sales
132.4K
Sector
Entertainment
Category
growth
A Mini Deep Dive on Enhanced Group ($ENHA)
ENHA (new position): Speculative de-SPAC combining Enhanced Games (PED-friendly sports event as marketing engine) + Live Enhanced telehealth (Hims-style). At $2.81/$347M mkt cap, down 80% from $14 IPO. Mgmt guides $57M rev 2026→$357M 2028 (150% CAGR), 84% GM, 42% EBITDA margin. Author DCF: $1.5B present EV, 347% upside. Trades 1.0x EV/2028 rev. Founders bought $25M PIPE; Angermayer owns 24%. Catalysts: Q2 earnings, guidance raise, July 23/24 FDA peptide meeting. Risks: pre-rev, cash burn, event/execution flops, regulatory. Opened 3.5% position at $2.80.
Read full article (9 min)