Added to YB: 2026-10-01
Pitch date: 2026-09-26
HIMS [neutral]
Hims & Hers Health, Inc.
+1.31%
current return
Author Info
No bio for this author
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, Australia, and internationally.
Market Cap
$6.7B
Pitch Price
$29.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
820.27
P/E
-46.15
EV/Sales
2.87
Sector
Health Care Providers and Services
Category
growth
Hims & Hers - Bull vs. Bear
HIMS (earnings): Hims & Hers’ Q2 marked a growth rebound: revenue rose 40% to $753 million, subscribers increased 19% and revenue per subscriber gained 21%; management raised 2026 revenue guidance to $3.1-$3.3 billion. However, gross margin fell to 64% and adjusted EBITDA margin to 8%. At 86x EV/FCF, FDA compounding restrictions and FTC scrutiny of subscription practices leave little margin of safety, while the payoff from AI-driven efficiencies remains uncertain.
Read full article (18 min)