HIMSHims & Hers Health, Inc.
Services-Offices & Clinics Of Doctors Of Medicine
- Revenue
- $2.3B
- 59% YoY
- Operating margin
- 4.5%
- 7.3% YoY
- EBITDA
- $160M
- 103% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear234% of net incomeCash flow under 80% of net income
- Dilutive SBCClear6% of revenueOver 10% of revenue
- Payouts exceed cash flowClear30% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear30% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $272M | $527M | $872M | $1.5B | $2.3B | 59% |
| Operating income | −$115M | −$69M | −$29M | $62M | $106M | 71% |
| Net income | −$108M | −$66M | −$24M | $126M | $128M | 1.8% |
| Operating cash flow | −$34M | −$27M | $73M | $251M | $300M | 19% |
| Capex | — | $7M | $27M | $53M | $243M | 359% |
| Stock-based comp | $67M | $43M | $66M | $92M | $135M | 46% |
| Buybacks | $0 | $0 | $2M | $83M | $90M | 8.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 9
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $23M | $160M | 210 | 113 |
| FY2024 | $25M | $110M | 157 | 98 |
| FY2023 | $14M | $21M | 58 | 76 |
| FY2022 | $11M | $11M | 42 | 47 |
| FY2021 | $15M | $27M | 42 | 90 |