Hims & Hers Health (HIMS)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
$27.71-0.40%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · HIMS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks HIMS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 28% of the time over the next year (vs 52% for the rest of the cohort, n=10029).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on accelerating revenue growth domestically and internationally to reach at least $6.5 billion in revenue by 2030.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $1.13 billion in first half 2025 to $1.36 billion in first half 2026 (+20%). Management raised 2026 revenue guidance to $3.1 billion to $3.3 billion and reiterated the 2030 target of at least $6.5 billion. The trajectory shows delivering growth acceleration domestically and internationally aligned with stated goals.
“We are raising our 2026 revenue outlook and building increased conviction in our 2030 targets of at least $6.5 billion in revenue.”
“We have high conviction in our 2030 targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.”
“Supporting our path toward our 2030 targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.”
“We have the scale to invest in technology and operations to leverage our closed-loop ecosystem and achieve 2030 targets.”
Grow international footprint by acquiring companies like Eucalyptus to scale globally and increase market reach.
Stated in 2 quarters including 2026-Q2. International revenue grew more than 17-fold year-over-year in Q2 2026, driven by the acquisition of Eucalyptus completed in June 2026. This demonstrates delivering on the priority to expand international presence through acquisitions.
“International business grew more than 17-fold, strengthened by the close of our Eucalyptus acquisition in June.”
Invest in AI and technology infrastructure to improve consumer experience, operational efficiency, and cost structure.
Stated in 3 of last 4 quarters. Management emphasizes investments in AI and technology infrastructure to improve efficiencies and consumer experience. While no direct financial metrics quantify cost savings yet, recurring focus and operational commentary indicate ongoing delivery on this priority.
“Investments in AI and technology generate meaningful efficiencies and enhance consumer experience.”
Preserve financial flexibility through disciplined capital allocation including debt issuance and credit agreements.
Stated in 3 quarters including 2026-Q2. Management issued $402.5 million Notes and amended credit agreements to preserve financial flexibility supporting international expansion and investments. This shows delivering on disciplined capital allocation and maintaining financial flexibility.
“Entered into Master Receivables Purchase Agreement with JPMorgan to support capital needs.”
Grow the number of subscribers and increase engagement to drive recurring revenue growth.
Stated in 4 of last 4 quarters. Subscriber count grew from 2.44 million in Q2 2025 to 2.89 million in Q2 2026, a 19% increase. Monthly revenue per subscriber also increased, supporting recurring revenue growth. Management is delivering on expanding subscriber base and engagement.
“Subscribers grew to nearly 2.9 million, up 19% year-over-year in Q2 2026.”
Over the trailing year it converted -8.14x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
20 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated volatile grew net income 53% of the time over the next year (vs 50% for the rest of the cohort, n=3986).
Not investment advice. As of 2026-09-04.
“Completed acquisition of Eucalyptus, advancing position as the world's largest consumer health platform.”
“Investing with conviction in comprehensive diagnostics and technology infrastructure to make interactions smarter.”
“Investing in technology and operations to leverage our closed-loop ecosystem and achieve industry-leading cost structure.”
“Entered into Amendment No. 3 to Revolving Credit and Guaranty Agreement to maintain financial flexibility.”
“Issued $402.5 million aggregate principal amount of Notes to preserve financial flexibility.”
“Subscribers grew to nearly 2.6 million, up 9% year-over-year in Q1 2026.”
“Subscribers grew to over 2.5 million, up 13% year-over-year in 2025.”
“Nearly 2.6 million subscribers across a diverse breadth of specialties.”