Added to YB: 2024-06-03
Pitch date: 2024-06-02
HIMS [bullish]
Hims & Hers Health, Inc.
-20.82%
current return
Author Info
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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
$3.7B
Pitch Price
$19.98
Price Target
80.00 (+406%)
Dividend
N/A
EV/EBITDA
23.63
P/E
30.31
EV/Sales
1.90
Sector
Health Care Providers and Services
Category
growth
HIMS: Generational Opportunity!
HIMS: Disrupting Rx drugs market w/ cheap access to treatments. Compounded semaglutide at $199/mo vs $1000 Ozempic/Mounjaro. 90% recurring rev, 49% market share. 10x rev growth since 2019, now profitable. Moat: scale, network effects, winner-take-all market. Big TAM expansion oppty. Solid financials. 4-5x upside potential in 6yrs to $80 on 30% CAGR to $5.8B rev, 15% margin, 20-25 P/E. Risks: Competition, execution.
Read full article (8 min)