Salud financiera de hoja de balance de Zai Lab
Salud financiera controles de criterios 4/6
Zai Lab tiene un patrimonio de los accionistas total de $662.0M y una deuda total de $213.8M, lo que sitúa su ratio deuda-patrimonio en 32.3%. Sus activos y pasivos totales son $1.1B y $433.8M respectivamente.
Información clave
32.30%
Ratio deuda-patrimonio
US$213.82m
Deuda
| Ratio de cobertura de intereses | n/a |
| Efectivo | US$661.32m |
| Patrimonio | US$661.98m |
| Total pasivo | US$433.76m |
| Activos totales | US$1.10b |
Actualizaciones recientes sobre salud financiera
Artículo de análisis • Oct 05
Is Zai Lab (NASDAQ:ZLAB) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Sep 23
Zai Lab (NASDAQ:ZLAB) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Mar 24
We're Hopeful That Zai Lab (NASDAQ:ZLAB) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Recent updates
Seeking Alpha • May 13
Zai Lab: A Speculative Bet On Global Oncology, With A Greater China Bag Attached
Summary Zai Lab faces stalling growth in Greater China due to price controls and declining Zejula revenues, shifting focus to global pipeline assets. I assign zero intrinsic value to ZLAB's China business, given minimal "bottom line" contributions from blockbuster launches like Vyvgart and anticipated similar outcomes for KarXT. Zoci, a wholly owned Phase 3 oncology asset, is the key value driver for the company, with a modeled global rNPV near $1 billion and potential for multi-billion upside if expanded to 1L SCLC. I maintain a Speculative Buy rating on ZLAB, as its valuation hinges almost entirely on Zoci's clinical and commercial success, with risks from cash burn and competition. Read the full article on Seeking AlphaArtículo de análisis • May 11
Zai Lab Limited (NASDAQ:ZLAB) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
It's been a sad week for Zai Lab Limited ( NASDAQ:ZLAB ), who've watched their investment drop 12% to US$18.60 in the...
Actualización de narrativa • May 01
ZLAB: Diversified Pipeline And DLL3 Partnerships Will Support Long-Term Expansion
The analyst price target for Zai Lab has been reduced by about $14 to $35, with analysts citing lower modeled revenue growth, modestly higher discount rates, and management's commentary on more modest 2026 top line expectations given pricing pressures and competition in China. Analyst Commentary Recent Street research on Zai Lab points to a more cautious stance on revenue growth and valuation, with several firms trimming their price targets while still recognizing areas of execution strength and pipeline potential.
Actualización de narrativa • Apr 16
ZLAB: Cautious China Outlook And Pipeline Progress Will Shape A Measured Re Rating
Analysts have lowered their average price targets on Zai Lab by several dollars, citing more cautious expectations for 2026 revenue growth. Management anticipates modest top line trends with pricing pressure and rising competition in China, which is reflected in slightly adjusted P/E assumptions and growth inputs.Actualización de narrativa • Apr 02
ZLAB: Mixed Coverage And Pipeline Progress Will Shape A Measured Re Rating
Analysts have trimmed their price targets on Zai Lab, and the model update now points to a fair value of $21.80. This reflects expectations for more modest revenue growth and profit margins, along with a higher future P/E multiple.
Actualización de narrativa • Mar 19
ZLAB: China Approvals And Oncology Pipeline Progress Will Support Future Upside Potential
Analysts have trimmed their price targets on Zai Lab by up to $18, reflecting more cautious assumptions on revenue growth and competitive pressures. At the same time, updated models incorporate a higher projected profit margin and a lower future P/E multiple.Actualización de narrativa • Mar 04
ZLAB: China Approvals And Pipeline Execution Will Support Future Upside Potential
Narrative Update The updated analyst price target for Zai Lab has moved down from $67.22 to $55.00 as analysts factor in more modest projected revenue growth, lower profit margins, a higher assumed discount rate, and recent Street research pointing to pricing pressure, competition in China, and adjustments to company models following management commentary. Analyst Commentary Recent Street research on Zai Lab shows a mix of recalibrated price targets and ongoing constructive views on execution and longer term growth prospects.Actualización de narrativa • Feb 17
ZLAB: Mixed Coverage And New Approvals Will Shape A Measured Re Rating
Analysts trimmed their price targets on Zai Lab by $3.03, reflecting updated fair value and P/E assumptions, as well as fresh views on the company following recent research coverage changes. Analyst Commentary Recent Street research on Zai Lab has sent a mixed message, with some optimism around longer term potential but also fresh caution on how the current share price lines up with execution risks and valuation assumptions.Actualización de narrativa • Feb 03
ZLAB: Fresh Coverage And Pipeline Progress Will Support A Re Rating
The updated analyst price target for Zai Lab moves to about US$23.45 from about US$28.14, as analysts factor in lower revenue growth assumptions and a lower future P/E multiple, partly offset by higher projected profit margins and supported by fresh coverage and a US$35 target from recent Street research. Analyst Commentary While the updated blended price target for Zai Lab sits around US$23.45, investor sentiment is being pulled in different directions.Actualización de narrativa • Jan 20
ZLAB: Pipeline And New China Approvals Will Drive Future Upside Potential
Analysts have nudged their fair value estimate for Zai Lab to US$67.22 per share, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E following fresh coverage initiation and list changes in recent Street research. Analyst Commentary Street research on Zai Lab has been mixed recently, but the latest fair value update and fresh coverage suggest that some bullish analysts still see room for upside relative to current pricing.Actualización de narrativa • Jan 06
ZLAB: Pipeline Execution After Conviction List Removal Will Drive Upside Potential
Analysts have trimmed their fair value estimate for Zai Lab from US$74.00 to US$67.22, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples following its removal from a regional conviction list by a major broker. Analyst Commentary Goldman Sachs removed Zai Lab from its APAC Conviction List as part of a broader monthly review, which has prompted some investors to reassess expectations and risk appetite around the stock.Actualización de narrativa • Dec 20
ZLAB Removed From Conviction List Yet Future Pipeline Progress May Re-Rate Shares
Analysts have cut their price target on Zai Lab from approximately $39 to about $28, reflecting a materially lower growth outlook and higher perceived risk, as evidenced by its recent removal from a major APAC conviction list. Analyst Commentary Bearish analysts have interpreted the removal of Zai Lab from a major APAC conviction list as a signal that the company may face a more challenging path to justifying a premium valuation, particularly given rising competition and execution uncertainties in its pipeline and commercialization strategy.Actualización de narrativa • Dec 06
ZLAB: Diversified Pipeline Is Expected To Drive Long-Term Market Expansion
Narrative Update on Zai Lab Analysts have moderately lowered their price target on Zai Lab to approximately $49.49, reflecting more conservative assumptions for revenue growth and profit margins, along with the stock’s recent removal from a key regional conviction list. Analyst Commentary Recent research updates on Zai Lab have prompted a more nuanced view of the company’s risk and reward profile, with analysts highlighting both supportive fundamentals and execution challenges that could influence the stock’s re-rating trajectory.Actualización de narrativa • Nov 22
ZLAB: Pipeline Diversification And Ongoing Partnerships Will Support Long-Term Market Expansion
Zai Lab's analyst price target has been revised downward from approximately $53.40 to $49.49. Analysts cite concerns over slowing revenue growth and narrowing profit margins.Artículo de análisis • Nov 09
Zai Lab Limited (NASDAQ:ZLAB) Analysts Are Cutting Their Estimates: Here's What You Need To Know
Zai Lab Limited ( NASDAQ:ZLAB ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...Artículo de análisis • Nov 07
Analyst Forecasts Just Became More Bearish On Zai Lab Limited (NASDAQ:ZLAB)
Market forces rained on the parade of Zai Lab Limited ( NASDAQ:ZLAB ) shareholders today, when the analysts downgraded...Actualización de narrativa • Nov 07
ZLAB: Future Product Launches Will Drive Broader Market Reach And Patient Access
Analysts have lowered their price target for Zai Lab from approximately $55.41 to $53.40. They cite adjustments in key financial projections and the company's recent removal from a major conviction list as supporting factors.Artículo de análisis • Nov 06
Revenues Working Against Zai Lab Limited's (NASDAQ:ZLAB) Share Price Following 26% Dive
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders that were waiting for something to happen have been dealt a blow with a...Artículo de análisis • Oct 05
Is Zai Lab (NASDAQ:ZLAB) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Actualización de narrativa • Sep 23
Expanding China Healthcare And Global Pipelines Will Broaden Patient Options
Despite encouraging Phase III trial data for bemarituzumab in gastric cancer, which bolsters near-term commercial outlooks and regulatory momentum in China, Zai Lab’s consensus analyst price target saw only a slight downward adjustment from $56.31 to $55.41. Analyst Commentary Positive Phase III FORTITUDE-101 trial data for bemarituzumab in first-line FGFR2b+ gastric cancer.Artículo de análisis • Jun 16
Revenues Not Telling The Story For Zai Lab Limited (NASDAQ:ZLAB) After Shares Rise 33%
Zai Lab Limited ( NASDAQ:ZLAB ) shares have had a really impressive month, gaining 33% after a shaky period beforehand...
Nueva narrativa • Apr 30
New VYVGART And Pipeline Advances Will Expand Global Markets
Strong revenue growth is expected due to robust product launches and pipeline innovations, with profitability anticipated through cost optimization and operational efficiencies.Seeking Alpha • Mar 20
Zai Lab: Still Attractive Despite Higher Costs And Added Trade War Risks
Summary ZLAB’s Vyvgart revenue has been impressive, rising from roughly $93.6 million in 2024. I now consider this IP one of ZLAB’s main growth drivers. ZLAB’s ongoing strategy of focusing on Chinese approvals continues to pay off with Vyvgart Hytrulo, Xacduro, and Augtyro in oncology and autoimmune diseases. They also have late-stage assets like Bemarituzumab (gastric cancer), KarXT (schizophrenia), and Optune (pancreatic/lung cancer) that could become major revenue verticals in China. ZLAB’s balance sheet is pretty solid, with close to 2.4 years of runway, and aiming towards profitability by yearend 2025. ZLAB’s valuation is higher than when I first covered it. New trade risks between the US and China also exist, but I remain bullish at these levels. Read the full article on Seeking AlphaArtículo de análisis • Mar 06
Zai Lab Limited's (NASDAQ:ZLAB) 31% Share Price Surge Not Quite Adding Up
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders have had their patience rewarded with a 31% share price jump in the last...Artículo de análisis • Jan 20
Investors Don't See Light At End Of Zai Lab Limited's (NASDAQ:ZLAB) Tunnel
You may think that with a price-to-sales (or "P/S") ratio of 7.9x Zai Lab Limited ( NASDAQ:ZLAB ) is a stock worth...Seeking Alpha • Dec 26
Zai Lab: Rapidly Improving Outlook Bodes Well For The Future
Summary Zai Lab Limited is transitioning from a "Hold" to a "Buy" rating due to rapid revenue growth and upcoming potential approvals. ZLAB's strategy involves in-licensing U.S.-approved drugs for the Chinese market, with key products like Zejula, Qinlock, Nuzyra, Vyvgart, and Optune driving revenue. Despite high costs, ZLAB's consistent quarterly revenue growth and a strong cash position indicate a promising future. Zai Lab's unique market position and strong pipeline make it a compelling investment for those with high risk tolerance. Read the full article on Seeking AlphaArtículo de análisis • Nov 15
The Zai Lab Limited (NASDAQ:ZLAB) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
There's been a notable change in appetite for Zai Lab Limited ( NASDAQ:ZLAB ) shares in the week since its...Artículo de análisis • Sep 28
Zai Lab Limited (NASDAQ:ZLAB) Stock Catapults 26% Though Its Price And Business Still Lag The Industry
Zai Lab Limited ( NASDAQ:ZLAB ) shares have continued their recent momentum with a 26% gain in the last month alone...Artículo de análisis • Sep 23
Zai Lab (NASDAQ:ZLAB) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Jun 12
Shareholders May Not Be So Generous With Zai Lab Limited's (NASDAQ:ZLAB) CEO Compensation And Here's Why
Key Insights Zai Lab will host its Annual General Meeting on 18th of June Salary of US$868.5k is part of CEO Samantha...Artículo de análisis • May 14
Improved Revenues Required Before Zai Lab Limited (NASDAQ:ZLAB) Stock's 50% Jump Looks Justified
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 16
A Risky Bet: Zai Lab's Uncertain Future
Summary Zai Lab offers a weaker value proposition for investors looking to bet on Chinese biotech due to its pure license in approach, limiting its potential to tap into global market. Its key products have shown a slow-down in 2023 and is facing increased competition. There is limited excitement in the current pipeline, as competitors have already taken the lead in the development timeline. The company is overvalued because it is trading at a similar P/S ratio to its peers, even though it has weaker quality in several key aspects. Read the full article on Seeking AlphaArtículo de análisis • Mar 29
Lacklustre Performance Is Driving Zai Lab Limited's (NASDAQ:ZLAB) 29% Price Drop
Unfortunately for some shareholders, the Zai Lab Limited ( NASDAQ:ZLAB ) share price has dived 29% in the last thirty...Artículo de análisis • Mar 24
We're Hopeful That Zai Lab (NASDAQ:ZLAB) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Análisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($944.7M) de ZLAB superan a sus pasivos a corto plazo ($393.0M).
Pasivo a largo plazo: Los activos a corto plazo de ZLAB ($944.7M) superan a sus pasivos a largo plazo ($40.8M).
Historial y análisis de deuda-patrimonio
Nivel de deuda: ZLAB tiene más efectivo que su deuda total.
Reducción de la deuda: El ratio deuda-patrimonio de ZLAB ha crecido de 0% a 32.3% en los últimos 5 años.
Hoja de balance
Análisis de cash runway
En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.
Cash runway estable: ZLAB tiene suficiente cash runway para más de 3 años basándose en su flujo de caja libre actual.
Pronóstico de cash runway: Datos insuficientes para determinar si ZLAB tiene suficiente cash runway en caso de que su flujo de caja libre siga creciendo o disminuyendo basado en tasas históricas.
Descubre empresas con salud financiera
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 15:07 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Zai Lab Limited está cubierta por 34 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Rebecca Liang | Bernstein |
| Bo Li | BofA Global Research |
| Bo Li | BofA Global Research |