Acelyrin Valuation
Is SLRN undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
2/6Valuation Score 2/6
Below Fair Value
Significantly Below Fair Value
Price-To-Book vs Peers
Price-To-Book vs Industry
Price-To-Book vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of SLRN when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: Insufficient data to calculate SLRN's fair value for valuation analysis.
Significantly Below Fair Value: Insufficient data to calculate SLRN's fair value for valuation analysis.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for SLRN?
Key metric: As SLRN is unprofitable and pre-revenue we use its Price-To-Book Ratio for relative valuation analysis.
| What is SLRN's PB Ratio? | |
|---|---|
| PB Ratio | 0.9x |
| Book | US$528.28m |
| Market Cap | US$471.53m |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | n/a |
| Enterprise Value/EBITDA | n/a |
| PEG Ratio | n/a |
Price to Book Ratio vs Peers
How does SLRN's PB Ratio compare to its peers?
| Company | Forward PB | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 7.3x | ||
MGTX MeiraGTx Holdings | 5.2x | 7.1% | US$463.4m |
ARCT Arcturus Therapeutics Holdings | 1.8x | 70.8% | US$458.0m |
URGN UroGen Pharma | 20.6x | 67.1% | US$502.6m |
RGNX REGENXBIO | 1.6x | 33.0% | US$475.1m |
SLRN Acelyrin | 0.9x | 6.1% | US$471.5m |
Price-To-Book vs Peers: SLRN is good value based on its Price-To-Book Ratio (0.9x) compared to the peer average (7.3x).
Price to Book Ratio vs Industry
How does SLRN's PB Ratio compare vs other companies in the US Biotechs Industry?
Price-To-Book vs Industry: SLRN is good value based on its Price-To-Book Ratio (0.9x) compared to the US Biotechs industry average (1.9x).
Price to Book Ratio vs Fair Ratio
What is SLRN's PB Ratio compared to its Fair PB Ratio? This is the expected PB Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PB Ratio | 0.9x |
| Fair PB Ratio | n/a |
Price-To-Book vs Fair Ratio: Insufficient data to calculate SLRN's Price-To-Book Fair Ratio for valuation analysis.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
| Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
|---|---|---|---|---|---|---|---|
| Current | US$4.73 | US$11.17 +136.1% | 45.8% | US$20.00 | US$6.00 | n/a | 6 |
| Nov ’25 | US$5.62 | US$10.83 +92.8% | 49.5% | US$20.00 | US$6.00 | n/a | 6 |
| Oct ’25 | US$5.09 | US$10.50 +106.3% | 49.1% | US$20.00 | US$6.00 | n/a | 6 |
| Sep ’25 | US$4.78 | US$10.50 +119.7% | 49.1% | US$20.00 | US$6.00 | n/a | 6 |
| Aug ’25 | US$5.74 | US$22.50 +292.0% | 91.4% | US$68.00 | US$8.00 | n/a | 6 |
| Jul ’25 | US$4.24 | US$22.50 +430.7% | 91.4% | US$68.00 | US$8.00 | n/a | 6 |
| Jun ’25 | US$4.12 | US$22.50 +446.1% | 91.4% | US$68.00 | US$8.00 | n/a | 6 |
| May ’25 | US$4.25 | US$24.17 +468.6% | 85.0% | US$68.00 | US$8.00 | n/a | 6 |
| Apr ’25 | US$6.66 | US$24.17 +262.9% | 85.0% | US$68.00 | US$8.00 | n/a | 6 |
| Mar ’25 | US$8.63 | US$23.67 +174.2% | 89.0% | US$68.00 | US$8.00 | n/a | 6 |
| Feb ’25 | US$8.14 | US$23.67 +190.7% | 89.0% | US$68.00 | US$8.00 | n/a | 6 |
| Jan ’25 | US$7.46 | US$23.67 +217.2% | 89.0% | US$68.00 | US$8.00 | n/a | 6 |
| Dec ’24 | US$6.88 | US$30.75 +346.9% | 73.7% | US$68.00 | US$12.00 | n/a | 4 |
| Nov ’24 | US$9.13 | US$33.00 +261.4% | 63.5% | US$68.00 | US$15.00 | US$5.62 | 4 |
| Oct ’24 | US$10.17 | US$33.00 +224.5% | 63.5% | US$68.00 | US$15.00 | US$5.09 | 4 |
| Sep ’24 | US$27.12 | US$42.67 +57.3% | 42.0% | US$68.00 | US$29.00 | US$4.78 | 3 |
| Aug ’24 | US$24.64 | US$42.67 +73.2% | 42.0% | US$68.00 | US$29.00 | US$5.74 | 3 |
| Jul ’24 | US$20.90 | US$42.67 +104.1% | 42.0% | US$68.00 | US$29.00 | US$4.24 | 3 |
| Jun ’24 | US$17.85 | US$42.67 +139.0% | 42.0% | US$68.00 | US$29.00 | US$4.12 | 3 |
Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.
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