Evaluating Hims & Hers Health (HIMS) Valuation After Its New Menopause Specialty and Platform Expansion

Hims & Hers Health (HIMS) just revealed a new specialty centered on menopause and perimenopause, designed around the specific health needs and preferences of women navigating these life stages. This move expands the company’s reach and highlights its commitment to personalized care and platform innovation.

See our latest analysis for Hims & Hers Health.

Hims & Hers Health is catching eyes with its innovative expansion, but lately the stock has seen a sharp pullback. Its 1-month share price return is down 17.4% after a major rally earlier this year. Looking at the bigger picture, long-term momentum remains remarkable, with a one-year total shareholder return of nearly 109% and 962% over three years. This suggests the market still sees lasting growth potential even as short-term sentiment cools.

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Given this recent dip after an explosive multi-year run, is Hims & Hers Health trading below its true value, or has the company’s ambitious future already been fully factored into its share price?

Most Popular Narrative: 44% Undervalued

According to BlackGoat, the narrative sees Hims & Hers Health trading well below its calculated fair value, setting the stage for bold upside potential. This wide gap between intrinsic value and the latest close price is a core talking point in the latest crowd-favorite deep dive.

This is a company not trying to compete with traditional healthcare. Hims is vertically integrating diagnosis, fulfilment, treatment, and retention under one platform, avoiding insurance entirely, and personalising care at scale. The result? Faster growth, higher margins, and better patient outcomes.

Read the complete narrative.

What’s behind this striking valuation call? The narrative hints at a truly aggressive path, driven by premium margins, rapid subscriber growth, and a model poised to disrupt legacy players. This is not business as usual. Find out what unconventional assumptions are powering such a bullish outlook.

Result: Fair Value of $114 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, execution risks remain, especially if regulatory scrutiny of compounding practices intensifies or if unforeseen partner setbacks disrupt Hims & Hers Health’s rapid momentum.

Find out about the key risks to this Hims & Hers Health narrative.

Build Your Own Hims & Hers Health Narrative

If you have another take or want to dig into the numbers firsthand, it only takes a few minutes to build your own perspective on where Hims & Hers Health could head next. Do it your way

A great starting point for your Hims & Hers Health research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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