LifeMD (LFMD) is a smaller competitor with overlapping products, but its significantly lower revenue ($200M vs. $2.3B for HIMS) makes it less of a direct threat and more of a potential acquisition target.
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HIMS Stock Analysis: Is It Still Worth Buying?
Learn to Invest - Investors GrowApr 15, 2026
The video analyzes Hims & Hers Health (HIMS), a digital health platform, comparing it to competitors like Teladoc (TDOC) and LifeMD (LFMD). It discusses HIMS's business model, revenue growth, profitability, and recent challenges including issues with GLP-1 drugs and a lawsuit from Novo Nordisk. The analysis suggests HIMS is undervalued based on discounted free cash flow estimates, with a fair value around $29 per share, and the creator considers it a potential long-term buy and hold, especially below $20.
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Teladoc (TDOC), a major telehealth player, is mentioned as a competitor whose revenue dropped 2% last year, making Hims & Hers appear relatively stronger.
The creator views Hims & Hers Health (HIMS) as a potential long-term buy and hold, especially below $20 per share, due to its strong revenue growth and reasonable valuation based on free cash flow estimates.
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HIMS
buy opened Apr 15, 2026
+28.79%