Added to YB: 2024-06-03
Pitch date: 2024-06-02
HIMS [bullish]
Hims & Hers Health, Inc.
+1.75%
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
$3.7B
Pitch Price
$19.98
Price Target
80.00 (+294%)
Dividend
N/A
EV/EBITDA
22.69
P/E
32.11
EV/Sales
1.83
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)