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Hims & Hers Health

🌱 Survivor
$HIMSHealthcareSPAC Year: 2020Merged: 2021Sponsor: Oaktree Acquisition Corp

Trust Size

$280M

Peak Price

$55.00

Current Price

$42.00

Return

+320.0%

Peak Market Cap

$12.0B

What Happened

Telehealth and wellness company — THE SPAC success story. Stock went from $10 to $55 with real revenue growth, profitability, and a genuine disruption of healthcare delivery.

Hims & Hers merged with Oaktree Acquisition Corp in January 2021. The company sells telehealth consultations and prescription treatments (hair loss, ED, skincare, mental health) directly to consumers via subscription. Unlike nearly every other SPAC, Hims actually had product-market fit, efficient customer acquisition via social media, and a clear path to profitability. Revenue grew from $272M (2021) to $1.5B+ (2025). The stock hit $55 — making early SPAC investors 5x their money. The rare proof that the SPAC model can work with the right company.

Projections vs. Reality

Projected Revenue

$600M

What they told investors

Actual Revenue

$1.5B

What actually happened

Hype-to-Reality Ratio: 250.0x

Key People

Andrew Dudum

CEO & Founder

Former partner at Atomic VC, built the brand

Howard Marks

SPAC Sponsor (Oaktree)

Legendary value investor, chose wisely

Timeline

2020-09

SPAC merger announced

2021-01

Merger completed

2022-06

Stock dips to $4 (market downturn)

2023-12

GLP-1 weight loss treatments boost stock

2025-01

Stock hits $55, $12B market cap

📄 SEC Filings

View all EDGAR filings for Hims & Hers Health

View on SEC.gov →

Risk Scores

Dilution Score

30/100

Insider Profit Index

20/100

Hype-to-Reality Ratio

250.0x

Projected ÷ actual revenue

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