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![meeijer Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1471025154440548353.png) Investor in misunderstood companies, CFA [@meeijer](/creator/twitter/meeijer) on x 15.1K followers
Created: 2025-07-11 21:10:12 UTC

My 3-year bear, base, and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵):

1) $HIMS | Hims&Hers

Base case:

Revenue CAGR through 2028: XX%
Expected revenue FY2025: $2.35B
Revenue FY2028: $5.16B
EBITDA margin FY2028: XX%
EBITDA FY2028: 1.135B
Multiple: XX
2028 Market cap: 24.98B
Share price: 24,980,000,000/222,000,000 = $XXXXXX
Upside: XXX%

Bear case:

Revenue CAGR through 2028: XX%
Expected revenue FY2025: $2.35B
Revenue FY2028: $4.58B
EBITDA margin FY2028: XX%
EBITDA FY2028: 916M
Multiple: XX
2028 Market cap: 18.32B
Share price: 18,320,000,000/222,000,000 = $82,52
Upside: XX%

Bull case:

Revenue CAGR through 2028: XX%
Expected revenue FY2025: $2.35B
Revenue FY2028: $5.78B
EBITDA margin FY2028: XX%
EBITDA FY2028: 1.39B
Multiple: XX
2028 Market cap: 33.30B
Share price: 33,300,000,000/222,000,000 = $XXXXXX
Upside: XXX%


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943779881277624596/c:line.svg)

**Related Topics**
[market cap](/topic/market-cap)
[hims](/topic/hims)
[$516b](/topic/$516b)
[$235b](/topic/$235b)
[$hims](/topic/$hims)
[stocks](/topic/stocks)
[investment](/topic/investment)
[hims hers](/topic/hims-hers)

[Post Link](https://x.com/meeijer/status/1943779881277624596)