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Vaxcyte, Inc. (PCVX)

NEUTRAL
HealthcareBiotechnologyUnited States

Fondamental

37

Prix

$62.05

Capitalisation boursière

$9.16B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Vaxcyte, Inc., a clinical-stage vaccine innovation company, develops conjugate and novel protein vaccines to prevent or treat bacterial infectious diseases. Its lead vaccine candidate is VAX-24, a 24-valent carrier-sparing investigational pneumococcal conjugate vaccine (PCV) for the prevention of invasive pneumococcal disease (IPD) in infants. The company also develops VAX-31, a 31-valent, carrier-sparing investigational PCV for the prevention of IPD in adults and children; VAX-A1, a novel conjugate vaccine candidate to prevent disease caused by Group A Streptococcus; VAX-PG, a novel protein vaccine candidate targeting the keystone pathogen responsible for periodontitis; VAX-GI, a novel preclinical vaccine candidate for the treatment of dysentery and shigellosis, which is caused by Shigella bacteria; and VAX-XL, a third-generation pneumococcal conjugate vaccine. The company was formerly known as SutroVax, Inc. and changed its name to Vaxcyte, Inc. in May 2020. Vaxcyte, Inc. was incorporated in 2013 and is headquartered in San Carlos, California.

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Bilan & Liquidités

Chiffre d'affaires

0

Exercice clos le 31/12/2025

Résultat net

$-767M

Exercice clos le 31/12/2025

Flux de trésorerie libre

$-669M

Capitaux propres totaux

$2.69B

Passif total

$317M

Ratio de liquidité général

5.72

Couverture des intérêts

-

Dette/EBITDA

-

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Sous-évalué

Juste valeur

$109.00

Prix actuel

$62.05

Marge de sécurité

+43.1%

Fourchette de juste valeur

$103.55 - $114.45

Méthodes d'estimation

Analyst Target:$109.00
DCF:-
PE-based:-
Graham Growth:-
EPV:-
Consensus des analystes:Achat fort (15B / 2H / 0S)
Dernière surprise sur les résultats:+6.04%

Indicateurs de valorisation

Ratio P/E

-

ROE

-28.5%

Ratio P/B

3.34

P/FCF

-

Marge brute

-

ROIC

-32.1%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

-32.1%

WACC

11.2%

ROIC − WACC

-43.3 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Critères d'analyse fondamentale

Réussi (6)

  • EPS shows upward trend
  • Price CAGR 15.36%
  • Debt/Equity ratio
  • Current Ratio
  • Low reliance on intangibles
  • Analyst Consensus 88% Buy

Échoué (9)

  • ROIC -32.1%
  • P/B Ratio 3.34
  • Positive Free Cash Flow
  • Return on Tangible Assets
  • DCF valuation (Unknown)
  • ROE -37.6%
  • Earnings Surprise avg -14.9%
  • Share Dilution 11.5%
  • Piotroski F-Score 1/9

Indisponible (12)

  • Gross Margin NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • CapEx intensity
  • Interest Coverage
  • Debt/EBITDA
  • Price below Graham Number
  • Revenue Growth 5Y (Finnhub)
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)
  • Net Margin Trend (invalid data)

Score F de Piotroski

1/9

Préoccupations financières sérieuses

score
criteria

Qualité des bénéfices

-

Qualité faible : examiner la comptabilité

Dilution du capital

11.5%

Émission de nouvelles actions, diluant la participation

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Grant E. Pickering M.B.A.Co-Founder, CEO & Director57
Mr. Andrew L. Guggenhime M.B.A.President & CFO57
Mr. James T. Wassil M.B.A., M.S.Executive VP & COO56
Mr. Mikhail Eydelman J.D.Senior VP, General Counsel, Chief Compliance Officer & Corporate Secretary43
Mr. Harp Dhaliwal M.B.A.Chief Technical Operations Officer52
Dr. Jeff Fairman Ph.D.Co-Founder & VP of Research61
Ms. Elvia CowanSenior VP of Finance & Chief Accounting Officer52
Mr. Jeff MacdonaldExecutive Director of Investor Relations-
Ms. Whitney JonesChief People Officer-
Ms. Janet GraesserSenior Vice President of Corporate Affairs-

Risque d'audit

3

Risque du conseil

6

Risque de rémunération

8

Risque droits des actionnaires

8

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

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