NasdaqGS:TWST

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Executive Summary

Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. More Details


Snowflake Analysis

Excellent balance sheet with limited growth.


Similar Companies

Share Price & News

How has Twist Bioscience's share price performed over time and what events caused price changes?


Latest Share Price and Events

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


Market Performance


7 Day Return

-10.9%

TWST

-2.8%

US Biotechs

-5.3%

US Market


1 Year Return

202.6%

TWST

22.7%

US Biotechs

10.4%

US Market

Return vs Industry: TWST exceeded the US Biotechs industry which returned 25% over the past year.

Return vs Market: TWST exceeded the US Market which returned 12% over the past year.


Shareholder returns

TWSTIndustryMarket
7 Day-10.9%-2.8%-5.3%
30 Day-1.6%-2.6%-2.1%
90 Day36.8%-2.5%1.7%
1 Year202.6%202.6%24.9%22.7%12.9%10.4%
3 Yearn/a14.3%8.6%34.3%25.4%
5 Yearn/a5.7%-2.0%73.7%54.3%

Price Volatility Vs. Market

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


Simply Wall St News

Valuation

Is Twist Bioscience undervalued compared to its fair value and its price relative to the market?

9.8x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: Insufficient data to calculate TWST's fair value to establish if it is undervalued.

Significantly Below Fair Value: Insufficient data to calculate TWST's fair value to establish if it is undervalued.


Price To Earnings Ratio

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

PE vs Market: TWST 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 TWST's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: TWST is overvalued based on its PB Ratio (9.8x) compared to the US Biotechs industry average (3.3x).


Next Steps

Future Growth

How is Twist Bioscience forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?

33.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

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

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

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

Revenue vs Market: TWST's revenue (37.9% per year) is forecast to grow faster than the US market (10% per year).

High Growth Revenue: TWST's revenue (37.9% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: TWST is forecast to be unprofitable in 3 years.


Next Steps

Past Performance

How has Twist Bioscience performed over the past 5 years?

-31.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: TWST is currently unprofitable.

Growing Profit Margin: TWST is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: TWST is unprofitable, and losses have increased over the past 5 years at a rate of 31.5% per year.

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

Earnings vs Industry: TWST is unprofitable, making it difficult to compare its past year earnings growth to the Biotechs industry (-12.8%).


Return on Equity

High ROE: TWST has a negative Return on Equity (-42.07%), as it is currently unprofitable.


Next Steps

Financial Health

How is Twist Bioscience's financial position?


Financial Position Analysis

Short Term Liabilities: TWST's short term assets ($344.6M) exceed its short term liabilities ($31.4M).

Long Term Liabilities: TWST's short term assets ($344.6M) exceed its long term liabilities ($27.9M).


Debt to Equity History and Analysis

Debt Level: TWST's debt to equity ratio (1.6%) is considered satisfactory.

Reducing Debt: Insufficient data to determine if TWST's debt to equity ratio has reduced over the 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: TWST has sufficient cash runway for more than a year based on its current free cash flow.

Forecast Cash Runway: TWST has sufficient cash runway for more than 3 years if free cash flow continues to reduce at historical rates of 31.4% each year


Next Steps

Dividend

What is Twist Bioscience current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

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

High Dividend: Unable to evaluate TWST'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 TWST's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if TWST'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 TWST'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?

2.0yrs

Average management tenure


CEO

Emily Leproust (46 yo)

7.42yrs

Tenure

US$8,126,157

Compensation

Dr. Emily Marine Leproust, Ph.D., serves as Independent Director at CM Life Sciences, Inc. since September 2, 2020. She co-founded Twist Bioscience Corporation in 2013 and has been its Chief Executive Offi ...


CEO Compensation Analysis

Compensation vs Market: Emily's total compensation ($USD8.13M) is above average for companies of similar size in the US market ($USD5.63M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Emily Leproust
Co-Founder7.42yrsUS$8.13m0.91%
$ 31.0m
James Thorburn
Chief Financial Officer2.42yrsUS$3.05m0.025%
$ 865.3k
Patrick Finn
Chief Commercial Officer1.75yrsUS$3.01m0.012%
$ 406.0k
Patrick Weiss
Chief Operating Officer0.75yrno data0.032%
$ 1.1m
Mark Daniels
Senior VP3.42yrsUS$703.97k0.062%
$ 2.1m
Paula Green
Vice President of Human Resources4.58yrsno data0.015%
$ 529.2k
William Banyai
Senior VP of Advanced Development7.42yrsno data1.03%
$ 35.2m
Aaron Sato
Chief Scientific Officer of BioPharma & VP of Protein Engineering2.25yrsno datano data
Martin Kunz
Senior Vice President of Operations1.58yrsno datano data
Erin Smith
Senior Vice President of Government Affairs & Public Policy0.25yrno datano data

2.0yrs

Average Tenure

50.5yo

Average Age

Experienced Management: TWST's management team is considered experienced (2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Emily Leproust
Co-Founder7.42yrsUS$8.13m0.91%
$ 31.0m
William Banyai
Senior VP of Advanced Development7.42yrsno data1.03%
$ 35.2m
Keith Crandell
Independent Director7yrsUS$89.75k0%
$ 0
Robert Chess
Lead Independent Director2yrsUS$89.75k0.0068%
$ 233.8k
Nelson Chan
Independent Director1.42yrsUS$217.77k0.0065%
$ 222.8k
Robert Ragusa
Independent Director3.83yrsUS$89.75k3.97%
$ 135.9m
Nicholas Barthelemy
Independent Non-Employee Director1yrno datano data
Jan Johannessen
Independent Director2yrsUS$429.74k0%
$ 0
Xiaoying Mai
Independent Director2.25yrsno datano data

2.0yrs

Average Tenure

60yo

Average Age

Experienced Board: TWST's board of directors are not considered experienced ( 2 years average tenure), which suggests a new board.


Ownership

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


Insider Trading Volume

Insider Buying: TWST insiders have only sold shares 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 37.5%.


Top Shareholders

Company Information

Twist Bioscience Corporation's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Twist Bioscience Corporation
  • Ticker: TWST
  • Exchange: NasdaqGS
  • Founded: 2013
  • Industry: Biotechnology
  • Sector: Pharmaceuticals & Biotech
  • Market Cap: US$3.423b
  • Shares outstanding: 44.66m
  • Website: https://www.twistbioscience.com

Number of Employees


Location

  • Twist Bioscience Corporation
  • 681 Gateway Boulevard
  • South San Francisco
  • California
  • 94080
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
TWSTNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDOct 2018
0MEDB (Deutsche Boerse AG)YesCommon StockDEEUROct 2018

Biography

Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. The company’s DNA synthesis platform enables the manufacturing of synthetic DNA by writing DN ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/31 00:59
End of Day Share Price2020/10/30 00:00
Earnings2020/06/30
Annual Earnings2019/09/30


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.