(REGN) Regeneron Pharmaceuticals - Overview
Sector: Healthcare | Industry: Biotechnology | Exchange: NASDAQ (USA) | Market Cap: 66.080m USD | Total Return: 6.3% in 12m
Industry Rotation: -12.2
Avg Turnover: 572M
EPS Trend: 58.1%
Qual. Beats: 0
Rev. Trend: 96.6%
Qual. Beats: 0
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
Regeneron Pharmaceuticals, Inc. (REGN) is a biotechnology company headquartered in Tarrytown, New York, specializing in the discovery and commercialization of treatments for ophthalmic, inflammatory, cardiovascular, and oncological diseases. Its primary revenue drivers include EYLEA for retinal conditions and Dupixent for atopic dermatitis and asthma. The company operates within the high-barrier-to-entry biotechnology sector, where growth is heavily dependent on patent protection and successful clinical trial outcomes for new drug candidates.
The business model relies on a combination of proprietary research and strategic partnerships with industry peers like Bayer, Alnylam, and Intellia Therapeutics. These collaborations allow Regeneron to integrate emerging technologies-such as CRISPR gene-editing and RNAi therapeutics-into its development pipeline while sharing the financial risks and infrastructure costs associated with global distribution. You may find ValueRay useful for further analysis of the companys valuation and growth metrics.
- Dupixent revenue growth accelerates through label expansion into COPD and pediatric markets
- EYLEA HD adoption mitigates market share loss to biosimilars and Vabysmo
- Oncology pipeline diversification reduces long-term dependence on core immunology and ophthalmology franchises
- Strategic collaborations in CRISPR and RNAi technologies drive long-term drug discovery potential
- Medicare price negotiations and drug pricing legislation threaten long-term net realized margins
| Net Income: 4.42b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA 2.12 > 1.0 |
| NWC/Revenue: 87.81% < 20% (prev 99.43%; Δ -11.61% < -1%) |
| CFO/TA 0.12 > 3% & CFO 5.01b > Net Income 4.42b |
| Net Debt (-6.05b) to EBITDA (5.74b): -1.05 < 3 |
| Current Ratio: 3.57 > 1.5 & < 3 |
| Outstanding Shares: last quarter (107.7m) vs 12m ago -3.15% < -2% |
| Gross Margin: 84.55% > 18% (prev 0.86%; Δ 8.37k% > 0.5%) |
| Asset Turnover: 38.05% > 50% (prev 37.52%; Δ 0.54% > 0%) |
| Interest Coverage Ratio: 108.4 > 6 (EBITDA TTM 5.74b / Interest Expense TTM 48.0m) |
| A: 0.32 (Total Current Assets 18.21b - Total Current Liabilities 5.11b) / Total Assets 40.87b |
| B: 0.89 (Retained Earnings 36.42b / Total Assets 40.87b) |
| C: 0.13 (EBIT TTM 5.20b / Avg Total Assets 39.21b) |
| D: 3.86 (Book Value of Equity 36.44b / Total Liabilities 9.45b) |
| Altman-Z'' Score: 9.95 = AAA |
| DSRI: 0.97 (Receivables 5.73b/5.56b, Revenue 14.92b/14.09b) |
| GMI: 1.01 (GM 84.55% / 85.79%) |
| AQI: 1.05 (AQ_t 0.43 / AQ_t-1 0.41) |
| SGI: 1.06 (Revenue 14.92b / 14.09b) |
| TATA: -0.01 (NI 4.42b - CFO 5.01b) / TA 40.87b) |
| Beneish M-Score: -2.98 (Cap -4..+1) = A |
Over the past week, the price has changed by -9.61%, over one month by -13.17%, over three months by -16.54% and over the past year by +6.27%.
- StrongBuy: 14
- Buy: 5
- Hold: 5
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 833.3 | 28.2% |
P/E Forward = 15.9236
P/S = 4.4291
P/B = 2.3851
P/EG = 1.4615
Revenue TTM = 14.92b USD
EBIT TTM = 5.20b USD
EBITDA TTM = 5.74b USD
Long Term Debt = 1.99b USD (from longTermDebt, last quarter)
Short Term Debt = 720.0m USD (from shortTermDebt, last quarter)
Debt = 2.71b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -6.05b USD (recalculated: Debt 2.71b - CCE 8.75b)
Enterprise Value = 60.03b USD (66.08b + Debt 2.71b - CCE 8.75b)
Interest Coverage Ratio = 108.4 (Ebit TTM 5.20b / Interest Expense TTM 48.0m)
EV/FCF = 14.45x (Enterprise Value 60.03b / FCF TTM 4.16b)
FCF Yield = 6.92% (FCF TTM 4.16b / Enterprise Value 60.03b)
FCF Margin = 27.85% (FCF TTM 4.16b / Revenue TTM 14.92b)
Net Margin = 29.65% (Net Income TTM 4.42b / Revenue TTM 14.92b)
Gross Margin = 84.55% ((Revenue TTM 14.92b - Cost of Revenue TTM 2.31b) / Revenue TTM)
Gross Margin QoQ = 81.43% (prev 84.95%)
Tobins Q-Ratio = 1.47 (Enterprise Value 60.03b / Total Assets 40.87b)
Interest Expense / Debt = 0.48% (Interest Expense 12.9m / Debt 2.71b)
Taxrate = 12.51% (104.0m / 831.2m)
NOPAT = 4.55b (EBIT 5.20b * (1 - 12.51%))
Current Ratio = 3.57 (Total Current Assets 18.21b / Total Current Liabilities 5.11b)
Debt / Equity = 0.09 (Debt 2.71b / totalStockholderEquity, last quarter 31.42b)
Debt / EBITDA = -1.05 (Net Debt -6.05b / EBITDA 5.74b)
Debt / FCF = -1.46 (Net Debt -6.05b / FCF TTM 4.16b)
Total Stockholder Equity = 30.89b (last 4 quarters mean from totalStockholderEquity)
RoA = 11.28% (Net Income 4.42b / Total Assets 40.87b)
RoE = 14.32% (Net Income TTM 4.42b / Total Stockholder Equity 30.89b)
RoCE = 15.83% (EBIT 5.20b / Capital Employed (Equity 30.89b + L.T.Debt 1.99b))
RoIC = 13.85% (NOPAT 4.55b / Invested Capital 32.88b)
WACC = 7.74% (E(66.08b)/V(68.79b) * Re(8.04%) + D(2.71b)/V(68.79b) * Rd(0.48%) * (1-Tc(0.13)))
Discount Rate = 8.04% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -58.43 | Cagr: -2.42%
[DCF] Terminal Value 78.58% ; FCFF base≈3.70b ; Y1≈3.49b ; Y5≈3.28b
[DCF] Fair Price = 665.7 (EV 62.53b - Net Debt -6.05b = Equity 68.58b / Shares 103.0m; r=7.74% [WACC]; 5y FCF grow -7.46% → 3.0% )
EPS Correlation: 58.07 | EPS CAGR: 1.16% | SUE: 0.20 | # QB: 0
Revenue Correlation: 96.57 | Revenue CAGR: 5.39% | SUE: 0.68 | # QB: 0
EPS current Quarter (2026-06-30): EPS=10.85 | Chg30d=+2.84% | Revisions=-15% | Analysts=23
EPS next Quarter (2026-09-30): EPS=13.08 | Chg30d=+6.11% | Revisions=+36% | Analysts=23
EPS current Year (2026-12-31): EPS=46.25 | Chg30d=+2.98% | Revisions=+36% | GrowthEPS=+4.4% | GrowthRev=+10.7%
EPS next Year (2027-12-31): EPS=48.10 | Chg30d=+1.17% | Revisions=+0% | GrowthEPS=+24.5% | GrowthRev=+10.5%
[Analyst] Revisions Ratio: +36%