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Vaxcyte, Inc. (PCVX)

NEUTRAL
HealthcareBiotechnologyUnited States

Fundamental

37

Preço

$61.31

Capitalização de Mercado

$9.16B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Balanço & Liquidez

Receita

0

Exercício encerrado em 31/12/2025

Resultado Líquido

$-767M

Exercício encerrado em 31/12/2025

Fluxo de Caixa Livre

$-669M

Capital Próprio Total

$2.69B

Passivo Total

$317M

Rácio de Liquidez

5.72

Cobertura de Juros

-

Dívida/EBITDA

-

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Subvalorizada

Valor Justo

$109.00

Preço Atual

$61.31

Margem de Segurança

+43.8%

Intervalo de Valor Justo

$103.55 - $114.45

Métodos de Estimativa

Analyst Target:$109.00
DCF:-
PE-based:-
Graham Growth:-
EPV:-
Consenso dos Analistas:Compra Forte (15B / 2H / 0S)
Última Surpresa de Resultados:+6.04%

Métricas de Avaliação

Rácio P/E

-

ROE

-28.5%

Rácio P/B

3.34

P/FCF

-

Margem Bruta

-

ROIC

-32.1%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (6)

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

Reprovado (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

Indisponível (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)

Piotroski F-Score

1/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

11.5%

A emitir novas ações, diluindo a participação

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

3

Risco do Conselho

6

Risco de Remuneração

8

Risco dos Direitos dos Acionistas

8

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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