IB Net Payout Yields Model

Hims & Hers Health: The Market Is Likely Wrong

Updated - Jan. 31, 2025

Hims & Hers Health just hit all-time highs. SFC has had a bullish rating on this stock since $4.64 for a gain of over 710% in under 2 years. 


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Original article posted on Jan. 19 

  • Hims & Hers Health is undervalued despite impressive growth, with analysts overly focused on compounded GLP-1s and potential FDA restrictions.
  • BoA's negative outlook contrasts with Hims' projected 90% YoY Q4 growth and strong non-GLP-1 business expansion.
  • Hims' innovative product launches, such as meal replacement bars, highlight its focus on personalized health services and continuous growth potential.
  • The stocks only trades at 3x '25 sales targets despite the company approaching triple-digit growth in Q4.
Hims & Hers Health, Inc. (NYSE:HIMS) remains unloved by the analyst community despite impressive growth. The online health and wellness platform is focused on building out personalized services, but the market is oddly focused purely on compounded GLP-1s. My investment thesis is ultra Bullish on at the stock.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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