Jul. 19, 2025 2:47 AM ETHims & Hers Health, Inc. (HIMS) StockHIMSAlpha Line68 FollowersSummaryHims surpassed 2.4 million subscribers with 95% recurring revenue and over 85% retention, driving 111% YoY revenue growth.Average monthly revenue per subscriber rose 50% YoY, showing strong monetization through personalization, bundling, and chronic care expansion.Despite Novo deal fallout, Hims continues scaling GLP-1 offerings and accelerating proprietary semaglutide development amid regulatory scrutiny.Forecasting $2.35 billion in revenue and $315 million in EBITDA in FY2025, Hims trades at 34.6x EV/EBITDA with ~14% EBITDA margins.Just_Super/iStock via Getty ImagesHims & Hers (NYSE:HIMS) is evolving from a niche direct-to-consumer (DTC) health brand into a full-stack digital health platform. With 95% recurring revenue, breakeven profits, and personalized care at scale, it presents a rare combination of durability, upside optionality, and execution visibility.This article was written byAlpha Line68 FollowersI’m a self-taught, full-time investor with years of personal capital at work in the stock market. My approach centers around identifying stocks with high upside potential and tightly managed downside risk. I specialize in inflection-point investing, often looking where the market isn’t: misunderstood companies, ignored and/or disruptive sectors, or narrative-dislocated opportunities. My focus is not limited to any one sector, but I naturally gravitate toward businesses with scalable economics, strong reinvestment potential, and the ability to surprise the market over time. I’m particularly drawn to technology, fintech, industrials, and platform-driven models, especially when they trade below intrinsic value. Having learned by doing, I’ve built a disciplined framework through years of research, market observation, and application of mental models from successful investors. I’ve also taken various courses in stock valuation, risk management, and tech sector fundamentals to strengthen my foundation.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HIMS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You