Hims & Hers Health, Inc.
$27.51
+3.5%Hims & Hers Health, Inc. operates a multi-specialty telehealth platform that connects consumers to licensed healthcare professionals. The company offers a range of health and wellness products and services available to purchase on its websites and mobile application directly by customers. It also provides prescription medication on a recurring basis and ongoing care from healthcare providers; and over-the-counter drug and device products, cosmetics, and supplement products, primarily focusing on wellness, sexual health and wellness, skincare, and hair care. The company's curated non-prescription products include vitamin C, melatonin, biotin, and collagen protein supplements in the wellness category; moisturizer, serums, and face wash in the skincare category; condoms, climax delay spray and wipes, vibrators, and lubricants in the sexual health and wellness category; and shampoos, conditioners, scalp scrubs, and topical treatments, such as minoxidil in the hair care category. In addition, it offers medical consultation services, as well as health and wellness products through wholesale partners. The company is based in San Francisco, California.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is elevated (P/E 48.3).
Valuation inputs: P/E 48.3, earnings yield +2.1%, momentum +3.5%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is acceptable (ROE +23.7%, ROIC +6.0%).
Profitability stack: net margin +5.5%, ROE +23.7%, ROIC +6.0%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +74.9%, momentum +3.5%, net margin +5.5%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Hims & Hers Health, Inc. Market vs Earnings Trajectory
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Hims & Hers Health, Inc. Fair Value Envelope
Hims & Hers Health, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.
Net Profit Margin
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Effective Tax Rate
Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Hims & Hers Health, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.
CapEx Intensity
Very high capital intensity consumes most operating cash flow. Limited flexibility for dividends or debt reduction.
FCF Growth Trend
Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.
Working Capital Impact
Moderate working capital outflow. Typical for growing businesses, but ensure it's supporting revenue growth, not inefficiency.
Cash Flow Quality Insight
Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.
Hims & Hers Health, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Strong liquidity. The company has adequate resources to meet short-term liabilities.
Debt-to-Equity Ratio
High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Balanced asset mix between current and non-current assets, typical of many stable businesses.
Hims & Hers Health, Inc. Street Expectations Map
Wall Street analysts project that HIMS stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 27.00, with estimates ranging from a low of 12.50 to a high of 60.00.
The consensus 1-year price target stands at 27.00, with estimates ranging from a low of 12.50 to a high of 60.00.
Analyst Consensus Analysis
Upside Potential
Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuation—requires deep sector expertise and contrarian mindset.
Hims & Hers Health, Inc. Insider Positioning
During the last 12 months, insiders have purchased $1.17M and sold $79.24M worth of HIMS shares, resulting in $78.07M of net selling activity.
3 Months
48.4K
1.17M
212.8K
5.47M
-4.3M
-$4.30M
3-6 Months
0
0.00
92.9K
3.15M
-3.2M
-$3.15M
6-9 Months
0
0.00
321.6K
17.30M
-17.3M
-$17.30M
9-12 Months
0
0.00
1.0M
53.31M
-53.3M
-$53.31M
Top Buyers
Wells David B
Director
$1.17M
Top Sellers
Dudum Andrew
Director, 10 Percent Owner, Officer: Chief Executive Officer
$45.01M
Okupe Oluyemi
Officer: Chief Financial Officer
$17.51M
Chi Michael
Officer: Chief Operating Officer
$8.54M
Carroll Patrick Harrison
Director, Officer: Chief Medical Officer
$4.09M
Boughton Soleil
Officer: Chief Legal Officer
$2.36M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $78.07M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
No Dividend Yield Data
HIMS has not reported any dividend yield values in the available annual periods.
hims Dividend History
Learning Layer
Related Guides
Build conviction on HIMS by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.