Hims & Hers Health, Inc.(HIMS)Stock Analysis
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Rank #1,430 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HIMS Stock Analysis & AI Quality Score
AI 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 50.9/100 on a 32-signal composite quality model, placing it at rank #1,430 of 2,879 stocks — the top half of the AI-ranked universe. HIMS scores in the top quartile across revenue growth (93.7). Areas of concern include institutional flow (5.6) and profitability (29.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Hims & Hers Health, Inc. reports quarterly revenue of $608.1M, net income of $-92.1M, free cash flow of $53.1M. Top institutional holders of HIMS by reported 13-F value include BlackRock,, SUSQUEHANNA INTERNATIONAL GROUP, LLP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, 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 8 and 85 since 2022, currently 50.9 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$608.1M
Net Income
Q1 2026
$-92.1M
Free Cash Flow
Q1 2026
$53.1M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+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% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Revenue | $2.35B +59.0% | $1.48B +180.2% | $526.9M +538.2% | $82.6M | — |
| Net Income | $128.4M +1.8% | $126.0M +291.9% | $-65.7M +8.9% | $-72.1M | — |
| Operating Income | $105.6M +70.6% | $61.9M +190.1% | $-68.7M +7.7% | $-74.4M | — |
| EPS (Diluted) | $0.51 -3.8% | $0.53 +265.6% | $-0.32 +84.5% | $-2.07 | — |
| Total Assets | $2.15B +204.5% | $707.5M +93.1% | $366.3M +78.9% | $204.8M | — |
| Total Debt | — | — | — | $1.5M | — |
| Operating Cash Flow | $300.0M +19.5% | $251.1M +1046.4% | $-26.5M +64.6% | $-74.9M | — |
AI Insight: HIMS Financial Trends
HIMS swung to Q1 2026 operating loss of $78M after five consecutive profitable quarters, signaling operational deterioration despite flat revenue.
• Revenue grew 92% from Q2 2024 ($316M) to Q1 2026 ($608M), but flattened sequentially Q4 2025–Q1 2026 (-1.6%).
• Operating income collapsed to -$78M in Q1 2026 from $9M in Q4 2025; net income swung to -$92M loss.
• Operating cash flow remained positive at $89M in Q1 2026, but net income loss and Op CF volatility (range $-19M to $149M) raise sustainability concerns.
⚠ Operating margin compressed sharply to -12.8% in Q1 2026 vs. +1.5% in Q4 2025 — steepest single-quarter deterioration.
⚠ Equity declined 18% from $563M (Q2 2025 peak) to $446M (Q1 2026), reflecting cumulative losses and capital erosion.
AI Insight: HIMS Ratio Trends
Hims swung to a -1.3% operating margin on a TTM basis, reversing nine quarters of profitability and signaling a structural shift in unit economics or cost structure.
• Operating margin collapsed from 9.9% in Q1 2025 to -12.9% in Q1 2026, a 22.8 percentage-point decline in one year.
• ROIC deteriorated from 42.2% in Q1 2025 to -70.2% in Q1 2026, erasing all capital efficiency gains from prior quarters.
• Net profit margin turned negative at -15.2% in Q1 2026 versus 8.4% in Q1 2025, destroying bottom-line profitability.
⚠ TTM ROA has turned deeply negative (-0.6%) after consistently positive returns through Q4 2025, suggesting asset base misdeployment or major write-downs.
⚠ Deterioration accelerated in second half 2025 (Q3–Q4) before Q1 2026 collapse; clarify whether Q1 2026 is seasonal anomaly or trend.
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Available Research
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Top Institutional Holders of HIMS
BlackRock, Inc.
$546.8M26,337,158 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$266.8M12,850,900 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$219.4M10,567,200 shVANGUARD PORTFOLIO MANAGEMENT LLC
$211.4M10,183,813 shVANGUARD CAPITAL MANAGEMENT LLC
$193.9M9,339,711 shMORGAN STANLEY
$184.5M8,889,088 shJANE STREET GROUP, LLC
$171.7M8,271,300 shSTATE STREET CORP
$154.9M7,460,023 shDefiance ETFs, LLC
$154.1M7,424,258 shCITADEL ADVISORS LLC
$143.6M6,915,700 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $546.8M | 26,337,158 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $266.8M | 12,850,900 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $219.4M | 10,567,200 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $211.4M | 10,183,813 |
| VANGUARD CAPITAL MANAGEMENT LLC | $193.9M | 9,339,711 |
| MORGAN STANLEY | $184.5M | 8,889,088 |
| JANE STREET GROUP, LLC | $171.7M | 8,271,300 |
| STATE STREET CORP | $154.9M | 7,460,023 |
| Defiance ETFs, LLC | $154.1M | 7,424,258 |
| CITADEL ADVISORS LLC | $143.6M | 6,915,700 |
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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.
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.