(ARGX) argenx - Overview
Sector: Healthcare | Industry: Biotechnology | Exchange: NASDAQ (USA) | Market Cap: 50.826m USD | Total Return: 42.3% in 12m
Industry Rotation: -4.2
Avg Turnover: 263M
EPS Trend: 94.4%
Qual. Beats: -1
Rev. Trend: 45.6%
Qual. Beats: 0
Warnings
Choppy
Tailwinds
Confidence
argenx NV (ARGX) is a commercial-stage biopharmaceutical company focused on developing antibody-based therapies for autoimmune diseases. Its primary product, efgartigimod (marketed as VYVGART), utilizes neonatal Fc receptor (FcRn) blockade to reduce pathogenic IgG antibodies. This mechanism is currently applied to several high-unmet-need conditions, including generalized myasthenia gravis (gMG) and chronic inflammatory demyelinating polyneuropathy (CIDP).
The company operates within the biotechnology sector, where business models often rely on a pipeline-in-a-product strategy to expand a single molecules indications across multiple therapeutic areas. argenx leverages strategic partnerships with global firms such as AbbVie, Zai Lab, and Halozyme to scale its development and distribution capabilities across the United States, Europe, and Asia.
The firms pipeline includes several early-stage candidates targeting IL-6, Galectin-10, and immunoglobulin A to address various inflammatory disorders. Reviewing the fundamental valuation metrics on ValueRay can help determine if the companys current stock price aligns with its long-term growth prospects. Based in Amsterdam, the company maintains a diverse portfolio of engineered antibodies aimed at chronic orphan diseases.
- VYVGART sales growth in generalized Myasthenia Gravis drives near-term revenue performance
- CIDP indication launch and market penetration accelerate long-term commercial scaling
- Pipeline expansion into multisystem autoimmune diseases reduces single-indication clinical risk
- High research and development expenses pressure operating margins despite rising product sales
- Strategic partnerships with Zai Lab and AbbVie provide critical international market access
| Net Income: 1.83b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA 11.03 > 1.0 |
| NWC/Revenue: 96.53% < 20% (prev 116.6%; Δ -20.11% < -1%) |
| CFO/TA 0.10 > 3% & CFO 845.6m > Net Income 1.83b |
| Net Debt (-4.36b) to EBITDA (1.30b): -3.34 < 3 |
| Current Ratio: 5.23 > 1.5 & < 3 |
| Outstanding Shares: last quarter (66.2m) vs 12m ago 0.66% < -2% |
| Gross Margin: 89.62% > 18% (prev 0.90%; Δ 8.87k% > 0.5%) |
| Asset Turnover: 77.65% > 50% (prev 58.24%; Δ 19.42% > 0%) |
| Interest Coverage Ratio: 101.4 > 6 (EBITDA TTM 1.30b / Interest Expense TTM 4.94m) |
| A: 0.64 (Total Current Assets 6.90b - Total Current Liabilities 1.32b) / Total Assets 8.68b |
| B: -0.03 (Retained Earnings -279.8m / Total Assets 8.68b) |
| C: 0.07 (EBIT TTM 500.6m / Avg Total Assets 7.44b) |
| D: -0.15 (Book Value of Equity -198.8m / Total Liabilities 1.36b) |
| Altman-Z'' Score: 4.41 = AA |
| DSRI: 1.14 (Receivables 1.66b/909.1m, Revenue 5.78b/3.61b) |
| GMI: 1.00 (GM 89.62% / 89.84%) |
| AQI: 0.97 (AQ_t 0.20 / AQ_t-1 0.21) |
| SGI: 1.60 (Revenue 5.78b / 3.61b) |
| TATA: 0.11 (NI 1.83b - CFO 845.6m) / TA 8.68b) |
| Beneish M-Score: -2.38 (Cap -4..+1) = BBB |
Over the past week, the price has changed by +2.19%, over one month by -4.94%, over three months by -5.24% and over the past year by +42.29%.
- StrongBuy: 14
- Buy: 7
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 1032.5 | 29.2% |
P/E Forward = 29.4985
P/S = 10.7172
P/B = 6.6422
P/EG = 1.2513
Revenue TTM = 5.78b USD
EBIT TTM = 500.6m USD
EBITDA TTM = 1.30b USD
Long Term Debt = 47.2m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 10.8m USD (from shortTermDebt, last quarter)
Debt = 83.5m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -4.36b USD (recalculated: Debt 83.5m - CCE 4.44b)
Enterprise Value = 46.47b USD (50.83b + Debt 83.5m - CCE 4.44b)
Interest Coverage Ratio = 101.4 (Ebit TTM 500.6m / Interest Expense TTM 4.94m)
EV/FCF = 55.35x (Enterprise Value 46.47b / FCF TTM 839.5m)
FCF Yield = 1.81% (FCF TTM 839.5m / Enterprise Value 46.47b)
FCF Margin = 14.53% (FCF TTM 839.5m / Revenue TTM 5.78b)
Net Margin = 31.67% (Net Income TTM 1.83b / Revenue TTM 5.78b)
Gross Margin = 89.62% ((Revenue TTM 5.78b - Cost of Revenue TTM 599.6m) / Revenue TTM)
Gross Margin QoQ = 90.68% (prev 89.26%)
Tobins Q-Ratio = 5.35 (Enterprise Value 46.47b / Total Assets 8.68b)
Interest Expense / Debt = 1.20% (Interest Expense 1.00m / Debt 83.5m)
Taxrate = 14.08% (60.0m / 426.0m)
NOPAT = 430.1m (EBIT 500.6m * (1 - 14.08%))
Current Ratio = 5.23 (Total Current Assets 6.90b / Total Current Liabilities 1.32b)
Debt / Equity = 0.01 (Debt 83.5m / totalStockholderEquity, last quarter 7.32b)
Debt / EBITDA = -3.34 (Net Debt -4.36b / EBITDA 1.30b)
Debt / FCF = -5.19 (Net Debt -4.36b / FCF TTM 839.5m)
Total Stockholder Equity = 5.79b (last 4 quarters mean from totalStockholderEquity)
RoA = 24.60% (Net Income 1.83b / Total Assets 8.68b)
RoE = 31.59% (Net Income TTM 1.83b / Total Stockholder Equity 5.79b)
RoCE = 8.57% (EBIT 500.6m / Capital Employed (Equity 5.79b + L.T.Debt 47.2m))
RoIC = 6.82% (NOPAT 430.1m / Invested Capital 6.31b)
WACC = 7.05% (E(50.83b)/V(50.91b) * Re(7.06%) + D(83.5m)/V(50.91b) * Rd(1.20%) * (1-Tc(0.14)))
Discount Rate = 7.06% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 68.89 | Cagr: 5.95%
[DCF] Terminal Value 75.28% ; FCFF base≈839.5m ; Y1≈551.2m ; Y5≈252.1m
[DCF] Fair Price = 167.5 (EV 6.06b - Net Debt -4.36b = Equity 10.41b / Shares 62.2m; r=7.05% [WACC]; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 94.39 | EPS CAGR: 104.1% | SUE: -1.59 | # QB: -1
Revenue Correlation: 45.56 | Revenue CAGR: 92.49% | SUE: 0.85 | # QB: 0
EPS current Quarter (2026-06-30): EPS=5.21 | Chg30d=+7.04% | Revisions=+0% | Analysts=12
EPS next Quarter (2026-09-30): EPS=5.82 | Chg30d=+4.72% | Revisions=+0% | Analysts=12
EPS current Year (2026-12-31): EPS=21.96 | Chg30d=+2.14% | Revisions=+6% | GrowthEPS=+32.5% | GrowthRev=+40.9%
EPS next Year (2027-12-31): EPS=31.27 | Chg30d=+10.84% | Revisions=+23% | GrowthEPS=+42.4% | GrowthRev=+22.0%
[Analyst] Revisions Ratio: +23%