Hims & Hers Health (HIMS)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
Research Workspace
Put HIMS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue is growing steadily — about 28% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 77% in its worst 12-month stretch.
View RiskHIMS needs strong revenue growth to justify its current price. The company raised guidance, aiming for $3.1 billion to $3.3 billion in revenue for 2026. Revenue grew 40% year over year, but the last quarter missed expectations. HIMS trades at 2.5 times price-to-sales, while peers trade at 3.8 times. This suggests the price reflects less growth than expected. The risk lies in rising costs from Visa's program, leading to higher expenses. Peer multiples imply a price about 12% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. HIMS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering HIMS (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for HIMS in the last 4 months.
Continue this research
Compare HIMS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HIMS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Services — fair value, gap to price, and forward P/E.
Compare the value case
Put HIMS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Drive top-line revenue growth to $6.5B by 2030
Privacy scrutiny may hinder revenue growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $27.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $27.71.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Visa dispute may affect financial flexibility and growth plans.

Credit card disputes may impact revenue growth.

Legal pressure may affect financial flexibility.

Weight-loss complaints could impact growth.

Visa penalties may affect revenue growth.

Growing penalties could hinder expansion.

Making own drugs could enhance growth.
