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Healthcare Sector Report

Biotechnology Industry Report

Market Cap: $627.8B
Stocks: 116
Median P/E: 4.5x
Median ROIC: -38.9%

Data sourced from SEC EDGAR filings. Report refreshed weekly.

Part of the Healthcare sector.

Performance Dashboard

PeriodSector (MCW)Sector (Median)
1 Day-0.2%+0.5%
1 Week-1.5%+1.5%
1 Month
3 Months
6 Months
YTD-0.5%+1.4%
1 Year+39.2%+12.6%
3 Years+98.2%-41.1%
5 Years+95.4%-81.8%

Today's Breadth: 52 advancing · 41 declining · 7 flat

Valuation Summary

MetricMedianP25P75vs 5Y Avg
P/E4.5x0.0x23.0x-18%
P/B2.5x0.5x5.9x-27%
P/S2.6x0.0x5.5x
P/FCF15.7x6.6x29.6x
EV/EBITDA19.3x10.8x38.9x
EV/EBIT19.3x9.8x24.2x
Earnings Yield
4.5%
FCF Yield
-13.2%
Below Fair Value
22% of stocks

Profitability Profile

Margins

MetricMedian5Y AvgP25P75
Gross Margin67.3%70.5%52.3%87.3%
Operating Margin8.0%-17.7%37.5%
Net Margin6.0%-40.2%-21.1%28.9%
FCF Margin13.8%-20.1%39.4%

Returns on Capital

MetricMedian5Y AvgP25P75
ROE-45.7%-101.2%-18.2%
ROA-33.3%-48.6%-8.7%
ROIC-38.9%-48.5%-60.1%-10.6%

Growth Metrics

Metric1Y3Y CAGR5Y CAGR
Revenue+16.4%+11.7%+16.2%
EPS+28.6%+21.1%+2.3%
Free Cash Flow+9.3%+20.4%+11.0%

All values represent sector median growth rates.

Balance Sheet Health

Debt / Equity
0.2x
Net Debt / EBITDA
-0.5x
Interest Coverage
-0.4x
Current Ratio
3.8x

Altman Z-Score

Safe (>3): 24 (27%)
Gray (1.8–3): 6 (7%)
Distress (<1.8): 60 (67%)

Piotroski F-Score

Strong (7–9): 8 (7%)
Moderate (4–6): 27 (24%)
Weak (0–3): 78 (69%)

Top Companies

Symbol#Mkt CapP/EEV/EBITDAROICNet MgnRev Gr.Div YldYTDQual.
AMGN1$189.6B23.2x15.4x16.4%21.0%+9.9%2.9%-1.8%4/9
GILD2$174.5B18.4x17.0x21.6%28.9%+2.4%2.5%-0.6%5/9
ARGX3$36.7B-7.2%0/9
BIIB4$25.9B20.1x10.8x7.0%13.1%+2.2%+0.2%3/9
RVMD5$25.9B-58.1%+4.1%0/9
MRNA6$19.7B-28.0%-145.2%-39.9%+1.0%1/9
NBIX7$12.9B31.1x22.4%16.7%+21.4%+0.7%5/9
EXEL8$12.7B15.3x33.7%+7.0%+1.4%5/9
TECH9$9.2B112.2x38.9x3.6%6.0%+5.2%0.6%+3.2%5/9
HALO10$8.3B26.9x21.6x16.7%22.7%+37.5%-0.0%8/9
KRYS11$8.0B36.9x14.9%52.6%+33.9%+3.7%3/9
KYMR12$7.5B-25.7%+4.8%0/9
RGEN13$7.0B193.3x68.9x2.3%6.6%+16.4%+3.0%2/9
ABVX-PA14$6.8B-2.4x0/9
IBRX15$6.8B-51.0%+5.0%0/9
ACLX16$6.5B-53.4%+0.2%0/9
SRRK17$5.7B-98.9%-2.6%0/9
CGON18$5.2B-24.1%+9.0%0/9
CRSP19$4.9B-30.2%+2.5%1/9
IMVT20$3.5B-52.9%+0.4%0/9

Industry Composition

IndustryStocksMarket Cap%
Biological Products, (No Diagnostic Substances)102$615.3B98.0%
Biotechnology14$12.5B2.0%

Quality Distribution

0
1
2
3
4
5
6
7
8
9

Quality Score (0-9)

High Quality (7+)
1%
Median Piotroski F
2/9
Profitable Years
0 of 10

Dividends & Shareholder Returns

Paying Dividends
3%
Median Div Yield
2.5%
Median Buyback Yield
0.0%
Shareholder Yield
0.0%
Payout Ratio
67.9%
Div Growth (3Y)
2.7%
Div Growth (5Y)
1.5%

Strengths & Weaknesses

Strengths

  • +[Balance Sheet]Conservative balance sheets with a median Debt/Equity of 0.2x, providing financial flexibility for opportunistic investment.
  • +[Growth]Strong secular growth with a median 5-year revenue CAGR of 16.2%, outpacing nominal GDP.
  • +[Profitability]High pricing power with a median gross margin of 67.3%, reflecting differentiated products or strong brand moats.
  • +[Valuation]Attractive valuations: current median P/E of 4.5x is 17.9% below the 5-year average, presenting potential value opportunity.

Weaknesses

  • [Financial Health]66.7% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
  • [Leverage]Tight interest coverage at -0.4x, leaving limited cushion for debt servicing if earnings decline.
  • [Profitability]Below-average capital returns with a median ROIC of -38.9%, suggesting limited pricing power or capital-intensive operations.
  • [Quality]Only 0.9% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.

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