Zymergen Inc.

Report azionario NasdaqGS:ZY

Capitalizzazione di mercato: US$253.6m

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Zymergen Crescita futura

Criteri Future verificati 0/6

Informazioni chiave

n/a

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Chemicals crescita degli utili17.2%
Tasso di crescita dei ricavin/a
Rendimento futuro del capitale proprion/a
Copertura analitica

None

Ultimo aggiornamenton/a

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Mar 25

Zymergen Inc. (NASDAQ:ZY) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Zymergen Inc. ( NASDAQ:ZY ) missed earnings with its latest full-year results, disappointing overly-optimistic...

Recent updates

Seeking Alpha • Aug 25

Zymergen chief scientific officer to depart as company lays off more employees

Zach Serber, chief scientific officer of Zymergen (NASDAQ:ZY) and a co-founder, is leaving the company on Sept. 22. Zymergen (ZY) also said it is laying off another 80 employees. This follows the termination of 80 employees in late July. The company's shares are down 63% year to date. Seeking Alpha's Quant Rating views Zymergen (ZY) as a hold.
Seeking Alpha • Jul 26

Zymergen: Ginkgo Bioworks Acquisition

An acquisition was probably the only viable option for Zymergen, but shareholders are likely to be disappointed by the price, given the company’s ambitions at the IPO. The deal makes sense for Ginkgo as it reduces competition and expands its capabilities at a minimal cost. An all-stock transaction gives Zymergen shareholders exposure to a company with much brighter prospects, but there is a significant downside risk if Ginkgo stumbles in the future. Ginkgo Bioworks (DNA) has entered into an agreement to acquire Zymergen (ZY). While Zymergen shareholders are unlikely to be thrilled by the price, the company's financial position gave them little option. Ginkgo continues to solidify their position as the leading synbio platform, but is richly valued based on current operating metrics. The all-stock deal gives Zymergen shareholders exposure to a company with better prospects, but also introduces valuation risk. Zymergen At the time of Zymergen's IPO, the company appeared to be reaching an inflection point, with multiple products nearing commercialization. Zymergen's narrative and valuation fell apart soon after though, when the company announced these products were not viable and that the CEO would be stepping down. Since then, Zymergen has been in a race to restructure costs and create revenue streams, in the hope of staving off bankruptcy. Given the company's cost structure, balance sheet and the state of equity markets, an acquisition was probably the best hope for shareholders. Figure 1: Zymergen Target Opportunities (source: Zymergen) Automation & Tech Platform Zymergen had been in the process of offering modular automation systems to the market, to commercialize their lab expertise. In particular, Octant had purchased 11 of Zymergen's Reconfigurable Automation Carts (RACs) to help scale their drug discovery platform. These RACs are designed to improve the throughput, efficiency, and reliability of lab operations and are controlled by Zymergen's cloud software. Zymergen previously stated that they had approximately 30 prospects, with a typical 10-RAC system costing between 1-2.5 million USD and requiring approximately 400,000 USD in annual software and support costs. Figure 2: Zymergen RAC (source: Zymergen) Advanced Materials Zymergen have been developing materials, which they have bracketed under agriculture, water repellency, advanced polymers and enzymes. Zymergen has a fairly mature nitrogen fixation program that uses engineered microbes to replace nitrogen fertilizers. In their water repellency program, Zymergen have been exploring coated straws and recently demonstrated the successful conversion of their coated paper into an end product manufactured on a potential customer's production line. Within advanced polymers, Zymergen has announced a supply agreement with 3D4Makers to provide Polyimide for use in 3D printing. Polyimide is a high-strength polymer that is flame retardant, has excellent insulating properties and excellent thermal stability. The polymer will be offered to 3D4Maker's customers for applications like aerospace, automotive, and transportation. Zymergen has also developed mRNA enzymes (VCE and 2'-O-MT) for use in vaccines. Drug Discovery Zymergen is leveraging their metagenomic database to uncover natural molecules that inhibit targets of interest, with an initial focus on oncology. There are millions of novel bioactives from uncultured bacteria and fungi and Zymergen are computationally predicting the activity of these bioactives against human targets. Figure 3: Therapeutic Classes and Potential Targets (source: Zymergen) Ginkgo Acquisition Ginkgo is acquiring Zymergen in an all-stock transaction that values Zymergen at approximately a 300 million USD market capitalization. The stated aim of the acquisition is to accelerate the development of Ginkgo's platform. Ginkgo plan to integrate Zymergen's automation, software, data science tools and biological assets. Zymergen's core technical team will be retained, which will help Ginkgo to fulfill their hiring plans. Strategic alternatives will be considered for Zymergen's Advanced Materials and Drug Discovery businesses. It is possible that these will be spun out and become Ginkgo customers, in a similar manner to companies like Joyn Bio and Motif Food Works. Ginkgo has been active in M&A in recent years, with acquisitions either building on the capabilities of their Foundries, or providing the necessary vertical expertise to attract customers and successfully bring products to market. Figure 4: Ginkgo Acquisitions (source: Ginkgo Bioworks) Ginkgo is doing the right thing by conducting countercyclical M&A, but it is unclear how much value Zymergen will add. Ginkgo's appeal should be that they have singular capabilities, and acquiring competing synbio companies for their technology undermines this. Jason Kelly stated that approximately 70% of the deal's value lies in Zymergen's physical assets (foundry / automation). There could be significant issues integrating these assets into Ginkgo's workflows, although Zymergen's successful rollout of automation solutions at Octant has given Ginkgo confidence that this can be managed. Figure 5: Ginkgo's Plan for Zymergen's Assets (source: Ginkgo Bioworks) In its current state, Zymergen would significantly weaken Ginkgo's financial position, and hence it is likely that there will be a large reduction in headcount. Zymergen had approximately 500 employees at the end of 2021 in comparison to Ginkgo's 640 employees, but is not currently generating any meaningful revenue.
Seeking Alpha • Jul 14

Zymergen expands agreement with Octant on developing breakthrough medicines

Biotech company Zymergen (NASDAQ:ZY) expanded an agreement with therapeutics company Octant in relation to developing breakthrough medicines. Octant has more than doubled its initial investment through the purchase of six additional Reconfigurable Automation Carts, or RAC, units. ZY shares were trading +2.15% post-market. Source: Press Release
Seeking Alpha • Jun 03

Zymergen Seeks Turnaround But Runway Is Running Low

Zymergen went public in April 2021, raising around $500 million in an IPO. The firm designs advanced materials technologies to improve manufacturing processes. ZY has been decimated by the market after no revenue in 2021/2022 and the sudden departure of its CEO. While the firm has been restructured, it only has one year of cash runway, which isn't much for a zero revenue and high operating loss company.
Seeking Alpha • May 23

Zymergen: A Humbled Company With A Business On The Ropes

The stock for Zymergen Inc. has been in freefall since an initial recovery attempt following last year's disaster. The company will run out of cash in 2023 and prospects for viability remain murky. Of the many research and development projects underway, reconfigurable automation carts offer the most likely foundation for earning an 11th-hour infusion of cash. The coming full-time CEO will have to hit the ground running with a major sense of urgency to pull Zymergen off the ropes.
Articolo di analisi • Mar 27

Some Zymergen Inc. (NASDAQ:ZY) Analysts Just Made A Major Cut To Next Year's Estimates

Today is shaping up negative for Zymergen Inc. ( NASDAQ:ZY ) shareholders, with the analysts delivering a substantial...
Articolo di analisi • Mar 25

Zymergen Inc. (NASDAQ:ZY) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Zymergen Inc. ( NASDAQ:ZY ) missed earnings with its latest full-year results, disappointing overly-optimistic...
Seeking Alpha • Dec 09

Zymergen: Total Chaos

Rather than achieving a growth inflection point, Zymergen recently abandoned their most mature products and rationalized their product portfolio. The CEO has been replaced and the co-founder and operations chief has stepped down, along with a hiring freeze and a large headcount reduction, all of which point towards problems. Zymergen no longer has a clear path to profitability, which raises questions about the company as an ongoing concern.
Seeking Alpha • Aug 05

Zymergen: How To Buy A Disaster

Shares in Biofacturing company Zymergen (ZY) collapsed in epic fashion after a catastrophic setback in its commercialization plans. The stock is now significantly de-risked and worthy of speculation. I am considering a bet on the company's cash position, new management, and promising technology.
Articolo di analisi • Aug 05

Analysts Just Made A Major Revision To Their Zymergen Inc. (NASDAQ:ZY) Revenue Forecasts

Market forces rained on the parade of Zymergen Inc. ( NASDAQ:ZY ) shareholders today, when the analysts downgraded...

In questa sezione di solito presentiamo le proiezioni di crescita dei ricavi e degli utili basate sulle stime di consenso degli analisti professionisti per aiutare gli investitori a capire la capacità della società di generare profitti. Tuttavia, poiché Zymergen non ha fornito dati sufficienti sul passato e non ha previsioni degli analisti, i suoi utili futuri non possono essere calcolati in modo affidabile estrapolando i dati passati o utilizzando le previsioni degli analisti.

Si tratta di una situazione piuttosto rara, dato che il 97% delle società coperte da SimplyWall St dispone di dati finanziari passati.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:ZY - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/202215-365-262-235N/A
3/31/202218-349-294-264N/A
12/31/202117-362-336-302N/A
9/30/202120-359-327-300N/A
6/30/202119-323-296-273N/A
3/31/202114-281-263-243N/A
12/31/202013-262-240-223N/A
12/31/201915-237-218-196N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Dati insufficienti per determinare se la crescita degli utili prevista ZY è superiore al tasso di risparmio ( 2% ).

Guadagni vs Mercato: Dati insufficienti per determinare se si prevede che gli utili di ZY cresceranno più velocemente del mercato US

Guadagni ad alta crescita: Dati insufficienti per determinare se si prevede che gli utili di ZY cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Dati insufficienti per determinare se si prevede che i ricavi di ZY cresceranno più rapidamente del mercato US.

Ricavi ad alta crescita: Dati insufficienti per determinare se si prevede che i ricavi di ZY cresceranno più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ZY è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2022/10/23 19:52
Prezzo dell'azione a fine giornata2022/10/18 00:00
Utili2022/06/30
Utili annuali2021/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Zymergen Inc. è coperta da 5 analisti. di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Derik de BruinBofA Global Research
Matthew SykesGoldman Sachs
Sriharsha PappuHSBC