Why Hims & Hers Management Might Be Its Most Valuable Asset

  • Hims & Hers Health is a telehealth leader with strong revenue growth, innovative personalized solutions, and ambitious global expansion plans. Despite traditional valuation metrics suggesting overvaluation, I see long-term growth potential driven by top management strategic decisions, AI, new products, and international markets. Key risks include high stock-based compensation, regulatory scrutiny around compounded drugs, and intensifying competition from major healthcare players.