Added to YB: 2025-01-07
Pitch date: 2025-01-06
HIMS [bullish]
Hims & Hers Health, Inc.
-26.55%
current return
Author Info
@TechFundies has been a tech investor for over 20 years and ran a $1b hedge fund for 10 years. Follow on Twitter.
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
$27.68
Price Target
45.00 (+121%)
Dividend
N/A
EV/EBITDA
22.69
P/E
32.11
EV/Sales
1.83
Sector
Health Care Providers and Services
Category
growth
HIMS: Betting on Innovation and Differentiation Amid Industry Risks
HIMS: Founder-led co w/ strong growth, 40%+ sub growth ex-GLPs. Bear case: GLP ban Q2, still 38% rev growth, $370M FCF (+55% YoY). Core biz cheap at 15x 2025 FCF? $45 PT (68% upside) by 2026. Risks: GLP ban, pricing pressure, competition. Bull: expanding TAM, personalized solutions.
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