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BridgeBio Pharma, Inc. (BBIO)

Subavaliada
HealthcareBiotechnologyUnited States

Fundamental

35

Preço

$65.80

Capitalização de Mercado

$12.86B

Parte 1 · Quanto vale a empresa

Visão Geral

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 18 de setembro de 2026 with claude-haiku-4-5 — shared with all users

P/E: 37.5Score: 74Market 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: 66Market 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: 64Market 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: 64Market 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: 38Market 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.

Balanço & Liquidez

Receita

$713M

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$-702M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$-447M

Capital Próprio Total

$-2.09B

Passivo Total

$3.01B

Rácio de Liquidez

1.23

Cobertura de Juros

10.04

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

Caso geralSubvalorizada

Valor Justo

$109.10

Preço Atual

$65.80

Margem de Segurança

+39.7%

Intervalo de Valor Justo

$103.64 - $114.55

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$109.10
Fluxo de caixa descontado (DCF):Dados insuficientes para o calcular
Multiplicador de lucros (P/E):Dados insuficientes para o calcular
Fórmula de crescimento de Graham:Dados insuficientes para o calcular
Valor da capacidade de gerar lucro (EPV):Dados insuficientes para o calcular
P/B justificado:Dados insuficientes para o calcular
Desconto de dividendos (Gordon):Dados insuficientes para o calcular
P/FFO, fundos de operações:Dados insuficientes para o calcular
Lucros de meio de ciclo:Dados insuficientes para o calcular
Multiplicador sobre as receitas:$14.35
Consenso dos Analistas:Compra Forte (26B / 3H / 0S)
Última Surpresa de Resultados:-31.07%

Métricas de Avaliação

Rácio P/E

-

ROE

35.1%

Rácio P/B

-

P/FCF

-

Margem Bruta

94.4%

ROIC

-120.4%

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

-120.4%

WACC

8.5%

ROIC − WACC

-128.8 pp

O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.

Critérios de Análise Fundamental

Aprovado (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%

Reprovado (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

Indisponível (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-Score

2/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

2.8%

A emitir novas ações, diluindo a participação

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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

Risco de Auditoria

5

Risco do Conselho

9

Risco de Remuneração

5

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.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-02-24

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-08-10

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-08-31

    Ver documento

via SEC EDGAR

Histórico de Resultados

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