Hims 2030 EBITDA growth and valuation upside

Conviction: 65% · Horizon: 4Y · 2026-08-12
Hitting $1.3B EBITDA by 2030 (~45% CAGR) supports a 20-25x multiple and ~$27B market cap

If Hims reaches 2030 goals of about $1.3B EBITDA, implied growth of roughly 45% CAGR can support a base-case 20-25x EBITDA multiple. At 20x that implies ~$26B enterprise value; adding ~$750M net cash yields ~$26.75B market cap on an assumed diluted share count of ~245M.

Instrument Side Target Reason
HIMS Long Reaching roughly $1.3B EBITDA by 2030 at about 45% CAGR justifies a 20-25x EBITDA multiple in a base case; 20x on $1.3B points to ~$26B EV plus ~$750M net cash, or about $26.75B market cap on a diluted ~245M share count.

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