A profitable company with growing sales. Institutions are adding.
Going well
Sales up 38% in the latest quarter vs a year ago
Profitable
Sales up 59% last year
Watch out for
Share count growing 8.1% a year
Money moves
Insiders sold $261K in the last 30 days, all through pre-planned sales
Institutions added 4.8% to their holdings in the quarter ending June 2026 (316 bought, 193 sold)
Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$27.58-0.4% that day
Company value
$6.4B
Share price times all shares
Price vs sales
2.5x
No profit over the last year, so this compares value with sales instead
Cash vs value
10%
Cash as a share of company value
From HIMS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$753.2M+38% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.6B, up 28% from the 12 months before. Over 5 years, sales grew about 74% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of HIMS. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$8.9B
Profit in 5 years$886M
Price these guesses point to$37.26+35% vs $27.58 todayAbout +6.2% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales would have to grow about 21% a year for 5 years just to match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
3/6Mixed
PassReturn on equity 15%+Earns a lot on the money owners have in the business.25.2%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.5.5%
MissProfitable every yearSteady profits, not one good year.2 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$300.0M
MissShare count not growingNot diluting owners. Falling means buybacks.+26.3% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.73.8%
Revenue
$2.3B
+59.0% vs prior year
5-year growth
+73.6%/yr
revenue, per year
Current ratio
1.90x
short-term assets / bills due
Free cash flow
$300.0M
12.8% of revenue
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 10
Revenue
$753.2M
+38.2% YoY
EPS
-$0.37
vs $0.17
Op. margin
-12.9%
-17.8 pts
Gross margin
63.8%
-12.6 pts
Free cash flow
-$68.2M
Share count
-9.7%
vs a year ago
Insider rating
Last 90 days
46Mixed
Pre-planned sales of $261K (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
This week
0
Normal week
4.0
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+4.8%
Institutions added 4.8% to their holdings. 316 bought, 193 sold.
Shares held by institutions156.5M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
+3.6%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
4.2x · $1.4B debt
Shares outstandingLatest reported
232M
Why moderate risk
High debt: 4.21x equity
1 offering filing in 6 months (may sell new shares)
Earnings reports
Last 12
Next reportIn 6 days (est.)Estimated from the same quarter last year
Results filedAug 10
Results filedMay 11
Results filedFeb 23
Results filedNov 3, 2025
Results filedAug 4, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days