Added to YB: 2025-02-28
Pitch date: 2025-02-26
HIMS [bearish]
Hims & Hers Health, Inc.
+16.11%
current return
Author Info
No bio for this author
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
$8.9B
Pitch Price
$43.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.94
P/E
73.02
EV/Sales
4.26
Sector
Health Care Providers and Services
Category
N/A
HIMS short
HIMS short: Switching from Semaglutide to less effective Liraglutide. Margins compressed due to packaging costs. Can't source Ozempic/Wegovy. $240M 2024 rev from GLP-1 at risk. 57% 2025 growth guide relies on weight loss biz despite headwinds. Stock up 230% since GLP-1 announcement, likely to drift lower.
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