Journey Medical

Rising Global Dermatologic Demand Will Fuel Future Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Mar 25

Updated

14 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

35.5%

7D

5.0%

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1Y

35.5%

7D

5.0%

You can edit this narrative until Nov 15 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$13.542.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Nov 25

Fair value Increased 14%

DERM: Improved Margins and Clinical Results Are Expected to Drive Shares Higher

Analysts have raised their price target for Journey Medical from $11.80 to $13.50. They cite improved profit margin expectations despite slightly adjusted forecasts for revenue growth and discount rates.

Shared on 15 Aug 25

Fair value Increased 12%

Journey Medical’s sharply improved net profit margin and lower future P/E ratio signal enhanced profitability and valuation appeal, driving the consensus analyst price target up from $10.50 to $11.50. What's in the News Pharmacy benefit coverage for Emrosi™ increased to 65% of US commercial lives, up from 29% in May.

Shared on 31 Jul 25

Fair value Increased 7.69%

The increase in Journey Medical’s consensus analyst price target to $10.50 reflects improved future earnings expectations as indicated by a higher forward P/E, despite a slight decline in net profit margin. What's in the News Emrosi™ (40 mg Minocycline Hydrochloride Modified-Release Capsules), Journey Medical’s treatment for inflammatory rosacea lesions in adults, now has pharmacy benefit coverage for 65% of U.S. commercial lives, up from 29% in May.

Shared on 01 May 25

Fair value Increased 26%

Shared on 23 Apr 25

Fair value Decreased 20%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.41%

AnalystConsensusTarget has decreased revenue growth from 46.8% to 40.1%, decreased profit margin from 34.8% to 24.6%, increased future PE multiple from 5.3x to 8.7x and decreased shares outstanding growth rate from 0.1% to 0.1%.

AnalystConsensusTarget Fair Value

US$13.5

42.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

30.86%

Pharma revenue growth rate

0.67%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$128.23m

Earnings '28

x

7.66x

PE Ratio '28

=

US$982.53m

Market Cap '28

US$982.53m

Market Cap '28

/

59.48m

No. shares '28

=

US$16.52

Share Price '28

US$16.52 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$13.50

Fair Value '25