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We are a leading global oncology company discovering and developing innovative treatments that are more accessible to cancer patients worldwide. In 2025, we generated total global revenue of approximately $5.3 billion, increasing revenue by approximately 40.2% from the prior year, while achieving net income of $286.9 million, net cash provided by operating activities of $1.1 billion and positiv…
$310.25
+$0.63 (+0.20%)
Price from 14 days ago
Operating margin is thin at 8.37%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 40.2% YoY with margins expanding 23.3pp.
At 913x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
912.5x earnings, 418.9x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$5.74B
▲ +40.2% YoY
Net Income (TTM)
$513M
▲ +144.5% YoY
Op. Margin
11.95%
▲ +23.3pp YoY
ROIC
10.20%
▲ +16.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.11B
▲ +248.7% YoY
Op. Cash Flow (TTM)
$1.28B
▲ +901.8% YoY
Net Debt
-$3.63B
Net Cash Position
Cash & Equiv.
$4.79B
5Y CAGR: +76.8%
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