Hims & Hers Health, Inc.(HIMS)Stock Analysis
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Rank #1,390 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in HIMS
Events flagged as statistical outliers against HIMS's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-10
HIMS quality score jumped 11 points (51→62) on a new filing
View source filing →
HIMS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Hims & Hers Health, Inc. (HIMS), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores HIMS at 53.4/100 on a 32-signal composite quality model, placing it at rank #1,390 of 2,961 stocks — the top half of the AI-ranked universe. HIMS scores in the top quartile across revenue growth (94.7), earnings quality (81.6). Areas of concern include profitability (21.2) and balance sheet strength (22.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 22.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Hims & Hers Health, Inc. reports quarterly revenue of $753.2M, net income of $-86.3M, free cash flow of $-68.2M. Top institutional holders of HIMS by reported 13-F value include BlackRock, SUSQUEHANNA INTERNATIONAL GROUP, LLP, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HIMS trades on the NYSE exchange and files with the SEC under CIK 1773751. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HIMS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Hims & Hers Health, Inc. directly from SEC EDGAR. Hims & Hers Health, Inc.'s 13F Pro composite quality score has ranged between 35 and 79 since 2022, currently 53.4 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.
Revenue
Q2 2026
$753.2M
Net Income
Q2 2026
$-86.3M
Free Cash Flow
Q2 2026
$-68.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+59.0% YoYNet Income
+1.8% YoYOperating Income
+70.6% YoYEPS (Diluted)
-3.8% YoYTotal Assets
+204.5% YoYTotal Debt
Op. Cash Flow
+19.5% YoYFree Cash Flow
-71.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.35B +59.0% | $1.48B +69.3% | $872.0M +65.5% | $526.9M +93.8% | $271.9M +82.8% | $148.8M |
| Net Income | $128.4M +1.8% | $126.0M +635.3% | $-23.5M +64.1% | $-65.7M +39.0% | $-107.7M -494.3% | $-18.1M |
| Operating Income | $105.6M +70.6% | $61.9M +310.2% | $-29.5M +57.1% | $-68.7M +40.3% | $-115.0M -659.7% | $-15.1M |
| EPS (Diluted) | $0.51 -3.8% | $0.53 +581.8% | $-0.11 +65.6% | $-0.32 +44.8% | $-0.58 -13.7% | $-0.51 |
| Total Assets | $2.15B +204.5% | $707.5M +60.4% | $441.2M +20.4% | $366.3M -12.9% | $420.6M +254.3% | $118.7M |
| Total Debt | — | — | — | — | — | $0.00 |
| Operating Cash Flow | $300.0M +19.5% | $251.1M +241.7% | $73.5M +377.0% | $-26.5M +22.9% | $-34.4M -1288.1% | $-2.5M |
| Free Cash Flow | $57.4M -71.0% | $198.3M +322.0% | $47.0M +239.3% | $-33.7M | — | — |
AI Insight: HIMS Financial Trends
Hims' explosive revenue growth masks deteriorating profitability and collapsing operating cash flow in latest quarter.
• Revenue surged 86% from Q3 2024 ($402M) to Q2 2026 ($753M), driven by sustained demand expansion.
• Operating income turned negative in Q1 2026 (−$78M) and Q2 2026 (−$97M) after positive $58M in Q1 2025.
• Operating cash flow collapsed to −$36M in Q2 2026, first negative quarter and sharp reversal from $149M in Q3 2025.
⚠ Net income swung from $49M profit (Q1 2025) to −$92M loss (Q1 2026) and −$86M (Q2 2026); cumulative 2026 loss $178M.
⚠ Equity eroded 25% from $581M (Q3 2025) to $324M (Q2 2026) amid consecutive quarterly losses.
AI Insight: HIMS Ratio Trends
Hims collapsed into deep unprofitability in Q1–Q2 2026, erasing years of margin gains and posting negative ROE, ROA, and ROIC.
• Operating margin plummeted from +9.9% in Q1 2025 to -12.9% in Q1 2026, a 22.8pp deterioration in just 12 months.
• Net profit margin fell from +8.4% in Q1 2025 to -15.2% in Q1 2026, signaling severe earnings pressure and potential cash burn.
• ROIC collapsed from +42.2% in Q1 2025 to -70.2% in Q1 2026, destroying shareholder capital generation capacity.
⚠ Q2 2026 sustained negative margins (OpMargin -12.9%, NPM -11.5%) with no sign of stabilization or cost correction.
⚠ Q4 2025 showed marginal profitability (+1.5% OpMargin), then flipped to severe losses—investigate what triggered the cliff in Q1 2026.
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Top Institutional Holders of HIMS
BlackRock, Inc.
$995.2M28,703,514 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$469.4M13,539,700 shVANGUARD PORTFOLIO MANAGEMENT LLC
$366.1M10,559,314 shVANGUARD CAPITAL MANAGEMENT LLC
$330.8M9,541,384 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$312.2M9,004,900 shSTATE STREET CORP
$282.4M8,145,699 shMORGAN STANLEY
$248.0M7,152,498 shCITADEL ADVISORS LLC
$210.4M6,067,800 shDivisadero Street Capital Management, LP
$208.3M6,009,505 shGEODE CAPITAL MANAGEMENT, LLC
$197.0M5,681,832 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $995.2M | 28,703,514 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $469.4M | 13,539,700 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.1M | 10,559,314 |
| VANGUARD CAPITAL MANAGEMENT LLC | $330.8M | 9,541,384 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $312.2M | 9,004,900 |
| STATE STREET CORP | $282.4M | 8,145,699 |
| MORGAN STANLEY | $248.0M | 7,152,498 |
| CITADEL ADVISORS LLC | $210.4M | 6,067,800 |
| Divisadero Street Capital Management, LP | $208.3M | 6,009,505 |
| GEODE CAPITAL MANAGEMENT, LLC | $197.0M | 5,681,832 |
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Popular Research
Is HIMS a good stock to buy?
13F Pro's AI-powered analysis of Hims & Hers Health, Inc. (HIMS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HIMS are available on the HIMS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HIMS is classified as a mid company.
Which hedge funds own HIMS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HIMS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Hims & Hers Health, Inc.'s investment landscape.