← Top Holdings

HIMSHIMS & HERS HEALTH INC

CUSIP: 433000106

1

Guru Owners

$863K

Total Value Held

41,562

Total Shares

$863K
0.00%

📊 Fundamentals

Market Cap$8.4B
Forward P/E40.6x
P/FCF48.0x
EPS (TTM)$-0.09
Revenue (TTM)$2.4B
Profit Margin-0.56%
Beta2.34

52-Week Range

$13.74
$70.43

Current: $36.17

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$7.6M$15.3M$22.9M$30.5MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $863K
REDUCEDRay Dalio$863K
Q4 '251 owners · $210K
INCREASEDRay Dalio$210K
SOLDPolen Capital
Q3 '252 owners · $7.9M
REDUCEDRay Dalio$7.1M
REDUCEDPolen Capital$716K
Q2 '252 owners · $30.5M
REDUCEDRay Dalio$29.8M
NEWPolen Capital$695K
Q1 '251 owners · $22.1M
INCREASEDRay Dalio$22.1M
Q4 '241 owners · $280K
REDUCEDRay Dalio$280K
SOLDHoward Marks

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
42%analyst est. 41.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.4%current: 7.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data