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VRTX$438.40-2.06%
Fair $438.40+0.0%

VRTX

Vertex Pharmaceuticals Incorporated

Healthcare / BiotechnologyNasdaqGS

$438.40

-9.02 (-2.06%)

Fairly Valued+0.0%Fair Value $438.40Fund rank 34/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.2B · quality 65.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

39/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists.
Thesis & Journal · VRTXLocal privado en este navegador · Vertex Pharmaceuticals Incorporated
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$111.3B

P/E

25.5x

↑

EV/EBITDA

22.1x

↑

ROE

21.2%

↑

Gross Margin

86.2%

↑

Debt/Equity

0.11

↓
52-Week Range$438
$363$508

TradingView lightweight chart

VRTX price, volumen y niveles de valoración

Último $429.38Periodo +2186.2%
Fair value: $438.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+28.2%

FCF CAGR

—

FCF margin

26.6%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.00B · net income $3.95B · FCF $3.19B

2008-FY → 2025-FY

Gross margin

86.2%— pts

Operating margin

37.9%+301.6% pts

Net margin

32.9%+295.0% pts

FCF margin

26.6%+174.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$12.00B$12.00B$11.02B$9.87B$8.93B$7.57B$6.21B$4.16B$3.05B$2.49B$1.70B$1.03B$580.4M$1.21B$1.53B$1.41B$143.4M$101.9M$175.5M
Net Income$3.95B$3.95B$-535.6M$3.62B$3.32B$2.34B$2.71B$1.18B$2.10B$263.5M$-112.1M$-556.3M$-738.6M$-445.0M$-107.0M$29.6M$-754.6M$-642.2M$-459.9M
EBITDA$4.87B$4.87B$486.3M$4.61B$4.44B$2.91B$2.97B$1.30B$707.6M$184.6M$71.3M$-404.5M$-629.2M$-561.6M$84.9M$148.9M$-665.6M$-583.9M$-430.5M
EPS15.3215.32-2.0813.8912.829.0110.294.518.091.04-0.46-2.31-3.14-1.98-0.500.14-3.77-3.71-3.27
Gross Margin86.2%86.2%86.1%87.2%87.9%——————————————
Operating Margin37.9%37.9%-2.1%38.3%47.6%36.7%46.0%28.8%20.8%5.0%0.6%-45.2%-119.3%-50.3%3.1%8.1%-485.5%-602.6%-263.6%
Net Margin32.9%32.9%-4.9%36.7%37.2%30.9%43.7%28.3%68.8%10.6%-6.6%-53.9%-127.2%-36.7%-7.0%2.1%-526.3%-630.3%-262.0%
Balance Sheet
Debt/Equity0.110.110.110.050.06——————————————
Current Ratio3.023.02—————————————————
Cash Flow
Free Cash Flow$3.19B$3.19B$-978.0M$3.28B$3.93B$2.41B$2.99B$1.49B$1.17B$745.5M$179.5M$-410.7M$-624.3M$-112.1M$196.7M$109.1M$-673.5M$-451.1M$-258.7M
Returns
ROE21.2%21.2%-3.3%20.6%23.9%23.2%31.2%19.3%47.3%13.0%-9.7%-59.2%-68.7%-32.8%-10.7%3.8%-149.7%——
Valuation
P/E25.5125.51—29.9922.64——————————————
EV/EBITDA22.1422.14210.0921.4814.79——————————————
P/B5.935.936.406.175.40——————————————
Growth & Yield
Revenue Growth8.9%8.9%11.7%10.5%—22.1%49.1%36.6%22.5%46.2%64.9%77.9%-52.1%-20.6%8.3%883.9%40.7%-41.9%—
EPS Growth836.5%836.5%-115.0%8.3%—-12.4%128.2%-44.3%677.9%326.1%80.1%26.4%-58.6%-296.0%-457.1%103.7%-1.6%-13.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

36.4%

muy exigente

EPS terminal req.

$38.90

Spread vs growth

800.1%

5Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$47.07

Spread vs growth

811.4%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$75.81

Spread vs growth

819.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -3.6%

Total return

-3.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.08 → 15.32

Residual

-3.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.