BridgeBio Pharma, Inc. (BBIO)
UndervaluedFundamental
35
Price
$65.80
Market Cap
$12.86B
Part 1 · What the company is worth
Overview
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
Generated on September 18, 2026 with claude-haiku-4-5 — shared with all users
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.
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.
BioMarin's Voxzogo (vosoritide) is the established treatment for children with achondroplasia, the market BridgeBio's oral infigratinib is built to enter.
Ascendis is bringing a weekly CNP therapy (navepegritide) to the same achondroplasia patients and prescribing paediatric endocrinologists that infigratinib addresses.
Ionis, with AstraZeneca, sells Wainua (eplontersen) in transthyretin amyloidosis and has pushed it toward the cardiomyopathy setting, competing for the same ATTR patient population.
Balance Sheet & Liquidity
Revenue
$713M
Trailing 12 months (through 6/30/2026)
Net Income
$-702M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$-447M
Total Equity
$-2.09B
Total Liabilities
$3.01B
Current Ratio
1.23
Interest Coverage
10.04
Debt/EBITDA
-
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$109.10
Current Price
$65.80
Margin of Safety
+39.7%
Fair Value Range
$103.64 - $114.55
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
-
ROE
35.1%
P/B Ratio
-
P/FCF
-
Gross Margin
94.4%
ROIC
-120.4%
Profitability Radar
Value Creation (Economic Moat)
ROIC
-120.4%
WACC
8.5%
ROIC − WACC
-128.8 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (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%
Failed (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
Unavailable (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
Serious financial concerns
Earnings Quality
Low quality: investigate accounting
Share Dilution
Issuing new shares, diluting ownership
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| 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 |
Audit Risk
5
Board Risk
9
Compensation Risk
5
Shareholder Rights Risk
8
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-24
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-10
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-08-31
via SEC EDGAR
Income History
via SEC EDGAR
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