NasdaqGS:AGIO

Stock Analysis Report

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Executive Summary

Agios Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery and development of medicines in the field of cellular metabolism and adjacent areas of hematologic malignancies, solid tumors, and rare genetic diseases.


Snowflake Analysis

Flawless balance sheet with limited growth.

Share Price & News

How has Agios Pharmaceuticals's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: AGIO's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

-1.5%

AGIO

2.0%

US Biotechs

2.3%

US Market


1 Year Return

20.1%

AGIO

27.6%

US Biotechs

6.7%

US Market

Return vs Industry: AGIO underperformed the US Biotechs industry which returned 26.3% over the past year.

Return vs Market: AGIO exceeded the US Market which returned 6% over the past year.


Shareholder returns

AGIOIndustryMarket
7 Day-1.5%2.0%2.3%
30 Day6.0%7.4%-0.7%
90 Day37.6%25.3%17.1%
1 Year20.1%20.1%28.8%27.6%9.0%6.7%
3 Year-4.4%-4.4%34.6%30.2%36.7%27.8%
5 Year-52.4%-52.4%-3.3%-8.8%65.2%46.9%

Price Volatility Vs. Market

How volatile is Agios Pharmaceuticals's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Agios Pharmaceuticals undervalued compared to its fair value and its price relative to the market?

6.04x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: AGIO ($54.86) is trading above our estimate of fair value ($54.53)

Significantly Below Fair Value: AGIO is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: AGIO is unprofitable, so we can't compare its PE Ratio to the Biotechs industry average.

PE vs Market: AGIO is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate AGIO's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: AGIO is overvalued based on its PB Ratio (6x) compared to the US Biotechs industry average (3.6x).


Next Steps

Future Growth

How is Agios Pharmaceuticals forecast to perform in the next 1 to 3 years based on estimates from 12 analysts?

41.9%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: AGIO is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: AGIO is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: AGIO is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: AGIO's revenue (35.6% per year) is forecast to grow faster than the US market (9.3% per year).

High Growth Revenue: AGIO's revenue (35.6% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if AGIO's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Agios Pharmaceuticals performed over the past 5 years?

-28.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: AGIO is currently unprofitable.

Growing Profit Margin: AGIO is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: AGIO is unprofitable, and losses have increased over the past 5 years at a rate of -28.5% per year.

Accelerating Growth: Unable to compare AGIO's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: AGIO is unprofitable, making it difficult to compare its past year earnings growth to the Biotechs industry (-4.5%).


Return on Equity

High ROE: AGIO has a negative Return on Equity (-57.36%), as it is currently unprofitable.


Next Steps

Financial Health

How is Agios Pharmaceuticals's financial position?


Financial Position Analysis

Short Term Liabilities: AGIO's short term assets ($587.3M) exceed its short term liabilities ($69.9M).

Long Term Liabilities: AGIO's short term assets ($587.3M) exceed its long term liabilities ($104.6M).


Debt to Equity History and Analysis

Debt Level: AGIO is debt free.

Reducing Debt: AGIO has not had any debt for past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: AGIO has sufficient cash runway for more than a year based on its current free cash flow.

Forecast Cash Runway: AGIO has sufficient cash runway for 1.4 years if free cash flow continues to reduce at historical rates of 36.1% each year.


Next Steps

Dividend

What is Agios Pharmaceuticals's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate AGIO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate AGIO's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if AGIO's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if AGIO's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of AGIO's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.5yrs

Average management tenure


CEO

Jackie Fouse (59yo)

1.42yrs

Tenure

US$16,668,471

Compensation

Dr. Jacqualyn A. Fouse, also known as Jackie, Ph.D, serves as Director at Incyte Corporation since 2017. Dr. Fouse has served as Executive Chair of Dermavant Sciences, a biopharmaceutical company, since Ju ...


CEO Compensation Analysis

Compensation vs Market: Jackie's total compensation ($USD16.67M) is above average for companies of similar size in the US market ($USD5.83M).

Compensation vs Earnings: Jackie's compensation has increased whilst the company is unprofitable.


Leadership Team

NamePositionTenureCompensationOwnership
Jacqualyn Fouse
CEO & Director1.42yrsUS$16.67m0.073% $2.8m
Andrew Hirsch
CFO & Head of Corporate Development3.83yrsUS$4.25m0.035% $1.3m
Jonathan Biller
Chief Legal Officer0.58yrUS$3.18m0.0087% $328.8k
Scott Biller
Strategic Advisor0.58yrUS$3.21m0.13% $5.0m
Christopher Bowden
Chief Medical Officer6.17yrsUS$3.23m0.012% $455.8k
Lewis Cantley
Co-Founder & Member of Scientific Advisory Boardno dataUS$333.51kno data
Tak Mak
Co-Founder & Member of Scientific Advisory Boardno datano datano data
Craig Thompson
Co-Founder & Chairman of Scientific Advisory Boardno datano datano data
Shin-San Su
Co-Founder & Member of Scientific Advisory Boardno datano datano data
Carman Alenson
Principal Accounting Officer and VP of Accounting3.67yrsno data0.00027% $10.2k

2.5yrs

Average Tenure

64yo

Average Age

Experienced Management: AGIO's management team is considered experienced (2.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jacqualyn Fouse
CEO & Director1.42yrsUS$16.67m0.073% $2.8m
Lewis Cantley
Co-Founder & Member of Scientific Advisory Boardno dataUS$333.51kno data
Tak Mak
Co-Founder & Member of Scientific Advisory Boardno datano datano data
Craig Thompson
Co-Founder & Chairman of Scientific Advisory Boardno datano datano data
Shin-San Su
Co-Founder & Member of Scientific Advisory Boardno datano datano data
John Maraganore
Lead Independent Directorno dataUS$452.44k0.044% $1.7m
Kaye Foster-Cheek
Independent Director5.58yrsUS$434.94k0.0080% $300.5k
David Schenkein
Chairman1.42yrsUS$2.58m0.66% $25.0m
Paul Clancy
Independent Director6.83yrsUS$429.94k0.0048% $179.9k
Pier Pandolfi
Member of Scientific Advisory Boardno datano datano data

4.1yrs

Average Tenure

63yo

Average Age

Experienced Board: AGIO's board of directors are considered experienced (4.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 17.3%.


Top Shareholders

Company Information

Agios Pharmaceuticals, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Agios Pharmaceuticals, Inc.
  • Ticker: AGIO
  • Exchange: NasdaqGS
  • Founded: 2007
  • Industry: Biotechnology
  • Sector: Pharmaceuticals & Biotech
  • Market Cap: US$3.779b
  • Shares outstanding: 68.89m
  • Website: https://www.agios.com

Number of Employees


Location

  • Agios Pharmaceuticals, Inc.
  • 88 Sidney Street
  • 2nd Floor
  • Cambridge
  • Massachusetts
  • 2139
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
AGIONasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDJul 2013
8APDB (Deutsche Boerse AG)YesCommon StockDEEURJul 2013
0HB0LSE (London Stock Exchange)YesCommon StockGBUSDJul 2013
AGIO *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJul 2013

Biography

Agios Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery and development of medicines in the field of cellular metabolism and adjacent areas of hematologic malignancies, solid tumors, and rare genetic diseases. The company offers TIBSOVO (ivosidenib), an oral targeted inhibitor for treating adult patients with relapsed or refractory acute myeloid leukemia (R/R AML), as well as to treat patients with newly diagnosed AML; and IDHIFA, an oral targeted inhibitor for patients with R/R AML and an isocitrate dehydrogenase 2 mutation. It is also developing TIBSOVO, which has completed Phase II clinical trials to treat IC eligible frontline AML; that is in Phase III clinical trials for treating IC ineligible frontline AML; and that is in Phase III clinical trials for the treatment of cholangiocarcinoma, as well as in early stage clinical development to treat glioma and solid tumors. In addition, the company is developing IDHIFA, which has completed Phase II clinical study for treating IC eligible frontline AML; and that is in Phase I/II clinical trials for the treatment of IC ineligible frontline AML. Further, it is developing mitapivat, which is in Phase III clinical trials to treat pyruvate kinase deficiency, as well as in Phase II clinical study for treating thalassemia; vorasidenib (AG-881) that is in Phase I clinical trials for the treatment of solid tumors, including glioma; AG-270, which is in Phase I dose-escalation trial to treat methylthioadenosine phosphorylase deleted cancers; and AG-636 that is in pre-clinical stage for treating hematologic malignancies. Agios Pharmaceuticals, Inc. was incorporated in 2007 and is based in Cambridge, Massachusetts. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/07/09 00:01
End of Day Share Price2020/07/08 00:00
Earnings2020/03/31
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.