(GILD) Gilead Sciences - Overview
Sector: Healthcare | Industry: Drug Manufacturers - General | Exchange: NASDAQ (USA) | Market Cap: 160.883m USD | Total Return: 25.4% in 12m
Industry Rotation: +6.8
Avg Turnover: 812M
EPS Trend: 13.8%
Qual. Beats: 0
Rev. Trend: 54.0%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Gilead Sciences, Inc. is a California-based biopharmaceutical company focused on developing and commercializing therapeutics for life-threatening diseases. Its core portfolio centers on HIV-1 infection treatments, including Biktarvy and Descovy, alongside specialized therapies for chronic hepatitis B, C, and primary biliary cholangitis. The company also maintains a significant presence in oncology through CAR T-cell therapies like Yescarta and Tecartus, and provides the antiviral Veklury for COVID-19 treatment.
The biotechnology sector relies heavily on a capital-intensive research and development model, where long-term growth is driven by the successful navigation of clinical trial phases and patent protection for novel molecular entities. Gilead extends its pipeline through a network of strategic collaborations with global pharmaceutical firms and specialized biotech entities to co-develop immunotherapies and small molecule treatments. Investors can explore more comprehensive financial metrics for GILD on ValueRay.
- Biktarvy dominance and Sunlenca adoption drive long-term HIV market share stability
- Trodelvy sales growth and oncology pipeline expansion diversify revenue beyond virology
- Declining Veklury demand creates significant year-over-year revenue headwinds for COVID-19 portfolio
- High-stakes clinical trial results for Arcus Biosciences partnership impact future valuation
- Strategic acquisitions and liver disease drug approvals offset upcoming HIV patent expirations
| Net Income: 9.22b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 0.73 > 1.0 |
| NWC/Revenue: 30.82% < 20% (prev 15.86%; Δ 14.96% < -1%) |
| CFO/TA 0.19 > 3% & CFO 10.81b > Net Income 9.22b |
| Net Debt (14.55b) to EBITDA (13.33b): 1.09 < 3 |
| Current Ratio: 1.97 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.25b) vs 12m ago -0.40% < -2% |
| Gross Margin: 79.35% > 18% (prev 0.78%; Δ 7.86k% > 0.5%) |
| Asset Turnover: 52.76% > 50% (prev 50.92%; Δ 1.84% > 0%) |
| Interest Coverage Ratio: 8.87 > 6 (EBITDA TTM 13.33b / Interest Expense TTM 1.00b) |
| A: 0.16 (Total Current Assets 18.64b - Total Current Liabilities 9.48b) / Total Assets 56.28b |
| B: 0.25 (Retained Earnings 14.13b / Total Assets 56.28b) |
| C: 0.16 (EBIT TTM 8.91b / Avg Total Assets 56.36b) |
| D: 0.43 (Book Value of Equity 14.21b / Total Liabilities 32.85b) |
| Altman-Z'' Score: 3.40 = A |
| DSRI: 1.04 (Receivables 4.74b/4.39b, Revenue 29.73b/28.73b) |
| GMI: 0.99 (GM 79.35% / 78.29%) |
| AQI: 0.94 (AQ_t 0.57 / AQ_t-1 0.60) |
| SGI: 1.03 (Revenue 29.73b / 28.73b) |
| TATA: -0.03 (NI 9.22b - CFO 10.81b) / TA 56.28b) |
| Beneish M-Score: -3.04 (Cap -4..+1) = AA |
Over the past week, the price has changed by -2.88%, over one month by -4.56%, over three months by -14.62% and over the past year by +25.39%.
- StrongBuy: 15
- Buy: 4
- Hold: 11
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 158 | 21.8% |
P/E Forward = 15.0376
P/S = 5.4104
P/B = 6.9341
P/EG = 0.3665
Revenue TTM = 29.73b USD
EBIT TTM = 8.91b USD
EBITDA TTM = 13.33b USD
Long Term Debt = 22.13b USD (from longTermDebt, last fiscal year)
Short Term Debt = 1.31b USD (from shortTermDebt, last quarter)
Debt = 22.17b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 14.55b USD (from netDebt column, last quarter)
Enterprise Value = 173.24b USD (160.88b + Debt 22.17b - CCE 9.82b)
Interest Coverage Ratio = 8.87 (Ebit TTM 8.91b / Interest Expense TTM 1.00b)
EV/FCF = 16.94x (Enterprise Value 173.24b / FCF TTM 10.23b)
FCF Yield = 5.90% (FCF TTM 10.23b / Enterprise Value 173.24b)
FCF Margin = 34.40% (FCF TTM 10.23b / Revenue TTM 29.73b)
Net Margin = 30.99% (Net Income TTM 9.22b / Revenue TTM 29.73b)
Gross Margin = 79.35% ((Revenue TTM 29.73b - Cost of Revenue TTM 6.14b) / Revenue TTM)
Gross Margin QoQ = 79.24% (prev 79.51%)
Tobins Q-Ratio = 3.08 (Enterprise Value 173.24b / Total Assets 56.28b)
Interest Expense / Debt = 1.08% (Interest Expense 240.0m / Debt 22.17b)
Taxrate = 21.67% (559.0m / 2.58b)
NOPAT = 6.98b (EBIT 8.91b * (1 - 21.67%))
Current Ratio = 1.97 (Total Current Assets 18.64b / Total Current Liabilities 9.48b)
Debt / Equity = 0.94 (Debt 22.17b / totalStockholderEquity, last quarter 23.52b)
Debt / EBITDA = 1.09 (Net Debt 14.55b / EBITDA 13.33b)
Debt / FCF = 1.42 (Net Debt 14.55b / FCF TTM 10.23b)
Total Stockholder Equity = 21.84b (last 4 quarters mean from totalStockholderEquity)
RoA = 16.35% (Net Income 9.22b / Total Assets 56.28b)
RoE = 42.20% (Net Income TTM 9.22b / Total Stockholder Equity 21.84b)
RoCE = 20.27% (EBIT 8.91b / Capital Employed (Equity 21.84b + L.T.Debt 22.13b))
RoIC = 15.10% (NOPAT 6.98b / Invested Capital 46.25b)
WACC = 5.96% (E(160.88b)/V(183.06b) * Re(6.67%) + D(22.17b)/V(183.06b) * Rd(1.08%) * (1-Tc(0.22)))
Discount Rate = 6.67% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 2.33 | Cagr: -0.07%
[DCF] Terminal Value 86.04% ; FCFF base≈10.07b ; Y1≈9.78b ; Y5≈9.79b
[DCF] Fair Price = 223.3 (EV 291.82b - Net Debt 14.55b = Equity 277.28b / Shares 1.24b; r=6.0% [WACC]; 5y FCF grow -4.03% → 3.0% )
EPS Correlation: 13.85 | EPS CAGR: 6.91% | SUE: 0.80 | # QB: 0
Revenue Correlation: 54.02 | Revenue CAGR: 2.87% | SUE: 0.17 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-6.60 | Chg30d=-442.82% | Revisions=-76% | Analysts=19
EPS next Quarter (2026-09-30): EPS=1.80 | Chg30d=-21.88% | Revisions=-6% | Analysts=18
EPS current Year (2026-12-31): EPS=-0.82 | Chg30d=-109.59% | Revisions=-81% | GrowthEPS=-110.0% | GrowthRev=+3.4%
EPS next Year (2027-12-31): EPS=9.61 | Chg30d=+0.34% | Revisions=-24% | GrowthEPS=+1272.9% | GrowthRev=+6.2%
[Analyst] Revisions Ratio: -81%