ランキングに戻る

BridgeBio Pharma, Inc. (BBIO)

割安
HealthcareBiotechnologyUnited States

ファンダメンタル

35

株価

$65.94

時価総額

$12.86B

パート1 · 企業の価値

概要

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 2026年9月18日 with claude-haiku-4-5 — shared with all users

P/E: 37.5Score: 72Market cap: $163.69B

Pfizer's tafamidis (Vyndaqel/Vyndamax) is the incumbent oral TTR stabiliser for ATTR cardiomyopathy and is the direct alternative prescribed to the same cardiology patients BridgeBio targets with Attruby.

P/E: 107.1Score: 61Market cap: $33.40B

Alnylam's Amvuttra (vutrisiran) is approved for the same ATTR-CM indication and competes for the same newly diagnosed and switching patients, using RNA interference instead of stabilisation.

P/E: 153.8Score: 61Market cap: $11.88B

BioMarin's Voxzogo (vosoritide) is the established treatment for children with achondroplasia, the market BridgeBio's oral infigratinib is built to enter.

P/E: 17.8Score: 62Market cap: $14.99B

Ascendis is bringing a weekly CNP therapy (navepegritide) to the same achondroplasia patients and prescribing paediatric endocrinologists that infigratinib addresses.

P/E: —Score: 36Market cap: $7.42B

Ionis, with AstraZeneca, sells Wainua (eplontersen) in transthyretin amyloidosis and has pushed it toward the cardiomyopathy setting, competing for the same ATTR patient population.

貸借対照表と流動性

売上高

$713M

直近12か月(2026/6/30まで)

純利益

$-702M

直近12か月(2026/6/30まで)

フリーキャッシュフロー

$-447M

自己資本合計

$-2.09B

負債合計

$3.01B

流動比率

1.23

利払い倍率

10.04

負債/EBITDA

-

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

一般的なケース割安

適正価値

$109.10

現在株価

$65.94

安全マージン

+39.6%

適正価値レンジ

$103.64 - $114.55

使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。

推定方法

アナリストの目標株価:$109.10
ディスカウンテッド・キャッシュフロー(DCF):算出に必要なデータが不足しています
利益倍率(P/E):算出に必要なデータが不足しています
グレアムの成長公式:算出に必要なデータが不足しています
収益力価値(EPV):算出に必要なデータが不足しています
正当化されたP/B:算出に必要なデータが不足しています
配当割引モデル(ゴードン):算出に必要なデータが不足しています
P/FFO(運用から生まれる資金):算出に必要なデータが不足しています
中間サイクル利益:算出に必要なデータが不足しています
売上高倍率:$14.35
アナリスト・コンセンサス:強い買い (26B / 3H / 0S)
直近の決算サプライズ:-31.07%

バリュエーション指標

P/E レシオ

-

ROE

35.1%

P/B レシオ

-

P/FCF

-

粗利益率

94.4%

ROIC

-120.4%

収益性レーダー

価値創造(経済的モート)

ROIC

-120.4%

WACC

8.5%

ROIC − WACC

-128.8 pp

ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。

ファンダメンタル分析基準

合格(8)

  • Price CAGR 9.39%
  • Gross Margin 94.4%
  • Current Ratio
  • Interest Coverage
  • Low reliance on intangibles
  • Revenue Growth 5Y 127.4%
  • Analyst Consensus 90% Buy
  • Net Margin Trend -98.5% vs -332.9%

不合格(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

データなし(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-スコア

2/9

重大な財務上の懸念

score
criteria

利益の質

-

低品質:会計処理を調査してください

株式希薄化

2.8%

新株を発行しており、所有権を希薄化している

機関投資家の保有

ガバナンス

経営陣

氏名役職年齢
Dr. Neil Kumar Ph.D.Co-Founder, CEO & Director46
Dr. Thomas Trimarchi Ph.D.CFO & President40
Dr. Charles J. Homcy M.D.Co-Founder, Chairman of Pharmaceuticals & Lead Director77
Dr. Frank P. McCormick Ph.D.Co-Founder, Chairman of Oncology & Director75
Ms. Maricel M. ApuliChief Accounting Officer48
Dr. Uma Sinha Ph.D.Chief Scientific Officer67
Dr. Richard H. Scheller Ph.D.Chairman of Research & Development72
Mr. Eli M. Wallace Ph.D.Chief Scientific Officer of Oncology58
Dr. Eric Michael David J.D., M.D., Ph.D.Chief Executive Officer of Gene Therapy53
Mr. Matthew Outten CPC, MBAChief Commercial Officer51

監査リスク

5

取締役会リスク

9

報酬リスク

5

株主権利リスク

8

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

書類

  • 年次報告書(10-K)

    事業内容、財務実績、リスクをまとめた年次の概要。

    提出日: 2026-02-24

    書類を見る
  • 四半期報告書(10-Q)

    直近3か月間の業績に関する最新情報。

    提出日: 2026-08-10

    書類を見る
  • 臨時報告書(8-K)

    経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

    提出日: 2026-08-31

    書類を見る

via SEC EDGAR

業績推移

via SEC EDGAR

Latest News

Recent headlines for BBIO, sourced from Markets Gazette.

  • 7/1/2026POSITIVE
    Sixth 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.

  • 2/25/2026NEUTRAL
    BridgeBio (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