BridgeBio Pharma, Inc. (BBIO)
NEUTRAL基本面
40
价格
$80.42
市值
$15.80B
第一部分 · 这家公司值多少
概览
BridgeBio Pharma, Inc., a biopharmaceutical company, discovers, develops, and delivers medicines for patients with genetic diseases. The company offers Attruby, a next-generation oral small molecule near-complete TTR stabilizer for the treatment of cardiomyopathy of wild-type or transthyretin-mediated amyloidosis (ATTR-CM); Fosdenopterin, an intravenous formulation of synthetic cyclic pyranopterin monophosphate for the treatment of molybdenum cofactor deficiency under the NULIBRY brand name; and low-dose infigratinib, an oral FGFR1-3 selective tyrosine kinase inhibitor, which is in Phase 3 clinical stage or the treatment of children with achondroplasia and hypochondroplasia. It also develops Encaleret, an oral small molecule, negative allosteric modulator of the calcium sensing receptor, which is in phase 3 clinical study for the treatment of Autosomal Dominant Hypocalcemia Type 1(ADH1) and Chronic Hypoparathyroidism (CHP); BBP-418, an investigational, orally administered, and small molecule therapy that is in phase 3 clinical study for the treatment of LGMD2I; and BBP-812, an investigational adeno-associated virus (AAV) gene therapy for Canavan disease. In addition, the company engages in developing products for mendelian, oncology, and gene therapy diseases. It has license and collaboration agreements with the Bayer Consumer Care AG, Alexion Pharma International Operations Limited Company, Leland Stanford Junior University, and Novartis International Pharmaceutical Ltd. BridgeBio Pharma, Inc. was founded in 2015 and is headquartered in Palo Alto, California.
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Direct competitors
Who this company fights with for the same customers
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资产负债表与流动性
营收
$713M
最近12个月(截至2026/6/30)
净利润
$-702M
最近12个月(截至2026/6/30)
自由现金流
$-447M
股东权益合计
$-2.09B
负债合计
$3.01B
流动比率
1.23
利息覆盖率
10.04
债务/EBITDA
-
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$108.43
当前价格
$80.42
安全边际
+25.8%
公允价值区间
$103.01 - $113.85
估算方法
估值指标
市盈率(P/E)
-
ROE
35.1%
市净率(P/B)
-
P/FCF
-
毛利率
94.4%
ROIC
-120.4%
盈利能力雷达图
Value Creation (Economic Moat)
ROIC
-120.4%
WACC
8.6%
ROIC − WACC
-128.9 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
基本面分析标准
通过(8)
- Price CAGR 12.81%
- Gross Margin 94.4%
- Current Ratio
- Interest Coverage
- Low reliance on intangibles
- Revenue Growth 5Y 127.4%
- Analyst Consensus 89% Buy
- Net Margin Trend -98.5% vs -332.9%
未通过(10)
- EPS shows upward trend
- ROIC -120.4%
- Operating Margin -69.8%
- Positive Free Cash Flow
- Return on Tangible Assets
- DCF valuation (Unknown)
- ROE -206.7%
- Earnings Surprise avg -22.3%
- Share Dilution 2.8%
- Piotroski F-Score 2/9
不可用(9)
- P/FCF NaN
- P/B Ratio NaN
- Dividend Payout NaN%
- Debt/Equity ratio
- CapEx intensity
- Debt/EBITDA
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-评分
存在严重财务隐患
盈利质量
低质量:需深入审查会计处理
股权稀释
正在发行新股,稀释所有权
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| Dr. Neil Kumar Ph.D. | Co-Founder, CEO & Director | 46 |
| Dr. Thomas Trimarchi Ph.D. | CFO & President | 40 |
| Dr. Charles J. Homcy M.D. | Co-Founder, Chairman of Pharmaceuticals & Lead Director | 77 |
| Dr. Frank P. McCormick Ph.D. | Co-Founder, Chairman of Oncology & Director | 75 |
| Ms. Maricel M. Apuli | Chief Accounting Officer | 48 |
| Dr. Uma Sinha Ph.D. | Chief Scientific Officer | 67 |
| Dr. Richard H. Scheller Ph.D. | Chairman of Research & Development | 72 |
| Mr. Eli M. Wallace Ph.D. | Chief Scientific Officer of Oncology | 58 |
| Dr. Eric Michael David J.D., M.D., Ph.D. | Chief Executive Officer of Gene Therapy | 53 |
| Mr. Matthew Outten CPC, MBA | Chief Commercial Officer | 51 |
审计风险
5
董事会风险
9
薪酬风险
5
股东权利风险
8
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。
Latest News
Recent headlines for BBIO, sourced from Markets Gazette.
- 7/1/2026POSITIVESixth Street, KKR Provide BridgeBio $1 Billion Preferred Equity
BridgeBio Pharma Inc. has secured $1 billion in preferred equity financing from Sixth Street Partners and KKR & Co. This significant capital injection is expected to bolster BridgeBio's financial position, enabling further investment in its drug development pipeline and research initiatives. The preferred equity structure suggests a favorable deal for BridgeBio, potentially avoiding immediate dilution for common shareholders while providing substantial resources for growth. Investors may view this as a strong vote of confidence in the company's therapeutic programs and future prospects.
- 2/25/2026NEUTRALBridgeBio (BBIO) Q4 2025 Earnings Call Transcript
The financial community is keenly awaiting the release of the BridgeBio Pharma (BBIO) Q4 2025 earnings call transcript. While the specific content is not yet available for analysis, the event itself marks a crucial moment for investors looking to assess the biopharmaceutical company's performance and future outlook. Earnings call transcripts typically provide vital details on financial results, product pipeline updates, research and development strategies, and management commentary on market challenges and opportunities. The current lack of concrete data prevents an immediate directional assessment, but investor attention remains high for any potential announcements that could impact the stock.
via Markets Gazette