Hims.K
HIMS.K operates in the healthcare facilities and services industry, providing pharmaceuticals and related healthcare services.
Business. HIMS.K is a healthcare company operating within the Healthcare Facilities & Services industry, with primary activities in pharmaceuticals. The firm generates revenue through service-based models typical of the healthcare services sector. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.
Analyst recommendations
17 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — Hims & Hers Health, Inc. Class A2025-08-04 · Republican · MI · Purchase · $1,001 - $15,000
Pre-earnings brief
Hims & Hers Health Inc (HIMS.K) has recorded a major modification in its holder profile, marking the first analysis for this ticker. The most significant development is a substantial increase in shareholding by investor ID 587, whose position grew from 3 shares to 34,614 shares as of March 31, 2026. This adjustment was detected on June 20, 2026, and represents a shift in the investor's portfolio weight from negligible levels to 0.000414868247541521%, with the holding value rising to $0.718586 million. This change is notable as it establishes the initial baseline for tracking institutional or significant holder activity for Hims & Hers Health Inc. Prior to this update, there was no prior basis for delta computation regarding holder changes for this specific ticker. The modification reflects a new or significantly expanded stake by a single entity within the company's broader ownership structure. The company's current profile indicates a top holder count of 30, suggesting a distributed ownership base. However, the specific activity of investor ID 587 highlights a concentrated move within this group. With an officer count of 1 and no current analyst coverage or index membership recorded, the company's public financial footprint remains limited in terms of traditional market metrics. The significance of this holder change lies in its role as the first data point for monitoring capital flows into Hims & Hers Health Inc. While the absolute value of the holding is relatively small, the magnitude of the increase from 3 shares to over 34,000 shares signals a deliberate accumulation by this specific investor. This event sets the stage for future analysis of holder trends and potential shifts in market sentiment toward the company.
Signals & dispatch
Composite-score breakdown
Synthesis
HIMS.K is a healthcare company operating within the Healthcare Facilities & Services industry, with primary activities in pharmaceuticals. The firm generates revenue through service-based models typical of the healthcare services sector. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.
HIMS.K has a market price of $26.70, resulting in a market capitalization of $6.17 billion. The company's price-to-earnings ratio is 48.06, and its price-to-book ratio is 11.41, indicating a premium valuation relative to its book value. The enterprise value to EBITDA ratio is 65.46, suggesting a high valuation relative to its earnings before interest, taxes, depreciation, and amortization.
In terms of profitability, HIMS.K has a return on equity of 23.73% and a return on assets of 5.96%. These figures indicate that the company is generating a relatively high return on its equity but a moderate return on its assets. The company's gross profit margin is 73.8%, and its operating margin is 4.5%, which are key metrics for assessing its profitability.
HIMS.K's revenue is concentrated in the healthcare sector, with no specific geographic breakdown provided in the available data. The company's capital structure includes $972.58 million in long-term debt and $228.62 million in cash and equivalents, resulting in a debt-to-equity ratio of 1.8. The company's liquidity is rated as medium, with a current ratio of 1.9.
The company's growth trajectory is reflected in its revenue of $2.35 billion and net income of $128.37 million. The company's free cash flow is negative at -$59.72 million, indicating that it is not generating sufficient cash from operations to cover its capital expenditures. The company's capital expenditures amounted to $242.59 million, which is a significant investment in its operations.
HIMS.K faces a medium liquidity risk, as indicated by its current ratio of 1.9. The company's risk assessment also highlights a key flag: net cash is negative after subtracting total debt, which suggests potential liquidity constraints. The company's dilution risk is rated as low, with no significant dilution potential identified.
Recent events and filings do not provide specific details on the company's recent activities or strategic initiatives. The company's analyst estimates indicate a mean price target of $26.30, with a median price target of $25.25. The mean recommendation from analysts is 2.71, indicating a generally neutral stance, with 5 buy recommendations and 12 hold recommendations.
Hims & Hers Health Inc (HIMS.K) has recorded a major modification in its holder profile, marking the first analysis for this ticker. The most significant development is a substantial increase in shareholding by investor ID 587, whose position grew from 3 shares to 34,614 shares as of March 31, 2026. This adjustment was detected on June 20, 2026, and represents a shift in the investor's portfolio weight from negligible levels to 0.000414868247541521%, with the holding value rising to $0.718586 million. This change is notable as it establishes the initial baseline for tracking institutional or significant holder activity for Hims & Hers Health Inc. Prior to this update, there was no prior basis for delta computation regarding holder changes for this specific ticker. The modification reflects a new or significantly expanded stake by a single entity within the company's broader ownership structure. The company's current profile indicates a top holder count of 30, suggesting a distributed ownership base. However, the specific activity of investor ID 587 highlights a concentrated move within this group. With an officer count of 1 and no current analyst coverage or index membership recorded, the company's public financial footprint remains limited in terms of traditional market metrics. The significance of this holder change lies in its role as the first data point for monitoring capital flows into Hims & Hers Health Inc. While the absolute value of the holding is relatively small, the magnitude of the increase from 3 shares to over 34,000 shares signals a deliberate accumulation by this specific investor. This event sets the stage for future analysis of holder trends and potential shifts in market sentiment toward the company.
- HIMS.K has a high price-to-earnings ratio of 48.06, indicating a premium valuation.
- The company's return on equity is 23.73%, suggesting strong profitability relative to its equity.
- HIMS.K has a debt-to-equity ratio of 1.8, indicating a leveraged capital structure.
- The company's free cash flow is negative at -$59.72 million, indicating cash flow constraints.
- Analysts have a generally neutral stance on the company, with a mean recommendation of 2.71.
- **margin_outlook_rationale**: The company's gross profit margin of 73.8% and operating margin of 4.5% suggest a stable margin outlook driven by its healthcare services and pharmaceuticals business.
- **rd_outlook_rationale**: No specific information is available on the company's research and development outlook.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,54 |
| Revenue | —no estimate | —no estimate | 2,8B USD |
| Operating income | —no estimate | —no estimate | 153,0M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Chief Financial Officer · Stock Option (right to buy) → Class A Common StockDisposed 6 376 @ $5,01exercise · 2026-06-22
- Chief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 3 533exercise · 2026-06-15
- Director, Chief Policy Officer · Restricted Stock Unit → Class A Common StockDisposed 32 919exercise · 2026-06-15
- Chief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 9 405exercise · 2026-06-15
- Chief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 18 334exercise · 2026-06-15
- Chief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 22 988exercise · 2026-06-15
- Chief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 11 483exercise · 2026-06-15
- Chief Financial Officer · Restricted Stock Unit → Class A Common StockDisposed 18 811exercise · 2026-06-15
- Chief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 16 496exercise · 2026-06-15
- Chief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 8 148exercise · 2026-06-15
- Chief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 4 840exercise · 2026-06-15
- Director · Restricted Stock Unit → Class A Common StockDisposed 957exercise · 2026-06-15
- Director · Restricted Stock Unit → Class A Common StockDisposed 647exercise · 2026-06-15
- Director · Restricted Stock Unit → Class A Common StockDisposed 10 040exercise · 2026-06-15
- Chief Medical Officer · Restricted Stock Unit → Class A Common StockDisposed 435exercise · 2026-06-15
- Director · Restricted Stock Unit → Class A Common StockDisposed 10 040exercise · 2026-06-15
- Director, Chief Executive Officer, 10% owner · Restricted Stock Unit → Class A Common StockDisposed 19 150exercise · 2026-06-15
- Chief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 16 297exercise · 2026-06-15
- Chief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 19 358exercise · 2026-06-15
- Chief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 10 599exercise · 2026-06-15
- Chief Operating Officer · Restricted Stock Unit → Class A Common StockDisposed 23 514exercise · 2026-06-15
- PAO · Restricted Stock Unit → Class A Common StockDisposed 2 291exercise · 2026-06-15
- PAO · Restricted Stock Unit → Class A Common StockDisposed 4 065exercise · 2026-06-15
- PAO · Restricted Stock Unit → Class A Common StockDisposed 4 344exercise · 2026-06-15
- PAO · Restricted Stock Unit → Class A Common StockDisposed 1 392exercise · 2026-06-15
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Earningsmarket_price / (net_income / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- HIMS.K Market data — financials · 2026-05-28
- Hims & Hers Health Inc Market data — analyst estimates · 2026-05-28
Ownership & reference
Top holders
- Investment Managers · as of 2024-12-310,02 %$70M
- Investment Managers · as of 2026-03-310,02 %$86M
- Investment Managers · as of 2026-03-310,01 %$27M
- Investment Managers · as of 2026-03-310,01 %$185M
- Investment Managers · as of 2025-12-310,01 %$679M
- Investment Managers · as of 2026-03-310,01 %$49M
- Investment Managers · as of 2026-03-310,01 %$108M
- Investment Managers · as of 2026-03-310,01 %$51M
- Investment Managers · as of 2026-03-310,01 %$51M
- Investment Managers · as of 2024-06-300,01 %$294M
- Investment Managers · as of 2026-03-310,01 %$155M
- Investment Managers · as of 2026-03-310,01 %$16M
- Institutional Investor · as of 2026-03-310,01 %$28M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$20M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$10M
- Investment Managers · as of 2026-03-310,00 %$14M
- Brokerage Firms · as of 2026-03-310,00 %$14M
- Funds · as of 2026-03-310,00 %$9M
- Institutional Investor · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Andrew DudumChairman of the Board, Chief Executive Officer
Insider activity
- Chief Financial Officer · Class A Common StockSold 18 197 @ $34,03$619K · 2026-06-22
- Chief Financial Officer · Class A Common StockOther 6 376 @ $5,01$32K · 2026-06-22
- Chief Medical Officer · Class A Common StockSold 23 726 @ $35,00$830K · 2026-06-18
- CTO · Class A Common StockSold 30 040 @ $31,50$946K · 2026-06-17
- Chief Operating Officer · Class A Common StockSold 14 027 @ $31,50$442K · 2026-06-17
- PAO · Class A Common StockSold 4 490 @ $31,50$141K · 2026-06-17
- PAO · Class A Common StockSold 7 573 @ $30,25$229K · 2026-06-16
- Director · Class A Common StockOther 647 · 2026-06-15
- Chief Medical Officer · Class A Common StockOther 25 926 · 2026-06-15
- Chief Medical Officer · Class A Common StockOther 8 310 @ $30,17$251K · 2026-06-15
- Chief Financial Officer · Class A Common StockOther 71 616 · 2026-06-15
- Chief Financial Officer · Class A Common StockOther 39 541 @ $30,17$1,2M · 2026-06-15
- Director, Chief Policy Officer · Class A Common StockOther 32 919 · 2026-06-15
- Director, Chief Policy Officer · Class A Common StockOther 15 396 @ $30,17$464K · 2026-06-15
- Chief Operating Officer · Class A Common StockOther 86 264 · 2026-06-15
- Chief Operating Officer · Class A Common StockOther 47 699 @ $30,17$1,4M · 2026-06-15
- PAO · Class A Common StockOther 15 971 · 2026-06-15
- PAO · Class A Common StockOther 5 870 @ $30,17$177K · 2026-06-15
- Chief Legal Officer · Class A Common StockOther 42 261 · 2026-06-15
- Chief Legal Officer · Class A Common StockOther 23 315 @ $30,17$703K · 2026-06-15
- Director, Chief Executive Officer, 10% owner · Class A Common StockOther 154 991 · 2026-06-15
- Director, Chief Executive Officer, 10% owner · Class A Common StockOther 85 632 @ $30,17$2,6M · 2026-06-15
- CTO · Class A Common StockOther 282 597 · 2026-06-15
- CTO · Class A Common StockOther 151 534 @ $30,17$4,6M · 2026-06-15
- Director · Class A Common StockOther 957 · 2026-06-15
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total assets (YoY) (2025-12-31 vs 2024-12-31): 204.5%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 70.6%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 59.0%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 13.5%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 599.1%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 102.5%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -1.7%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -3.8%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): 47.8%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 1.8%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 19.5%Derived (calculated)
- Net margin (FY 2025-12-31): 5.5%Derived (calculated)
- Gross margin (FY 2025-12-31): 73.8%Derived (calculated)
- Return on equity (FY 2025-12-31): 23.7%Derived (calculated)
- Return on assets (FY 2025-12-31): 6.0%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.90xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 2.98xDerived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 3.6%Derived (calculated)
- Pre-tax income (annual): USD 123.92MSEC XBRL filing
- Shareholders' equity (annual): USD 540.93MSEC XBRL filing
- Current assets (annual): USD 767.64MSEC XBRL filing
- Total operating expenses (annual): USD 1.63BSEC XBRL filing
- Total assets (annual): USD 2.15BSEC XBRL filing
- Operating cash flow (annual): USD 300.01MSEC XBRL filing