Is Moderna Stock a Good Investment?

Moderna Investment Advice

MRNA

To provide specific investment advice or recommendations on Moderna stock, we recommend investors consider the following general factors when evaluating Moderna. This will help you to make an informed decision on whether to include Moderna in one of your diversified portfolios:

Examine Moderna's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Moderna's leadership team and their track record. Good management can help Moderna navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Biotechnology space and any emerging trends that could impact Moderna's business and its evolving consumer preferences.
Compare Moderna's performance and market position to its competitors. Analyze how Moderna is positioned in terms of product offerings, innovation, and market share.
Check if Moderna pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Moderna's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Moderna stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Moderna is a good investment.

Sell

Buy

Strong Sell

Moderna trade recommendations module can be used to check and cross-verify current advice provided by analysts analyzing the firm's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Moderna is not overpriced, please verify all Moderna fundamentals, including its price to sales, cash per share, and the relationship between the number of shares shorted and ebitda . Given that Moderna has a number of shares shorted of 34.38 M, we recommend you to check Moderna market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Market Performance	Very Weak	Details
Volatility	Very steady	Details
Hype Condition	Under hyped	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Slowly supersedes the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Possible Manipulator	Details

Examine Moderna Stock

Researching Moderna's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 72.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.2. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Moderna recorded a loss per share of 5.81. The entity had not issued any dividends in recent years. The firm had 1:10 split on the 3rd of August 2017.

To determine if Moderna is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Moderna's research are outlined below:

	Moderna generated a negative expected return over the last 90 days
	Moderna has high historical volatility and very poor performance
	The company reported the previous year's revenue of 6.85 B. Net Loss for the year was (4.71 B) with profit before overhead, payroll, taxes, and interest of 10.55 B.
	Moderna currently holds about 8.35 B in cash with (3.12 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 21.73.
	Roughly 72.0% of the company shares are owned by institutional investors
	Latest headline from investing.com: U.S. stocks mixed at close of trade Dow Jones Industrial Average down 0.28

Moderna uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Moderna. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Moderna's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	22nd of February 2024 Upcoming Quarterly Report	View
	2nd of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	22nd of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Moderna's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Moderna's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2020-08-05	2020-06-30	-0.35	-0.31	0.04	11
2019-05-08	2019-03-31	-0.36	-0.4	-0.04	11
2020-02-26	2019-12-31	-0.42	-0.37	0.05	11
2019-11-06	2019-09-30	-0.43	-0.37	0.06	13
2020-10-29	2020-09-30	-0.43	-0.59	-0.16	37
2021-02-25	2020-12-31	-0.35	-0.69	-0.34	97
2023-08-03	2023-06-30	-4.04	-3.62	0.42	10
2021-05-06	2021-03-31	2.39	2.84	0.45	18

Know Moderna's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Moderna is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Moderna backward and forwards among themselves. Moderna's institutional investor refers to the entity that pools money to purchase Moderna's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Ubs Asset Mgmt Americas Inc	2024-09-30	3.9 M
Norges Bank	2024-06-30	3.4 M
Banque Pictet & Cie Sa	2024-09-30	3.2 M
Manufacturers Life Insurance Co	2024-09-30	3.1 M
Legal & General Group Plc	2024-06-30	2.6 M
Northern Trust Corp	2024-09-30	2.6 M
Amvescap Plc.	2024-06-30	2.5 M
Bank Of New York Mellon Corp	2024-06-30	2.3 M
Charles Schwab Investment Management Inc	2024-09-30	2.1 M
Baillie Gifford & Co Limited.	2024-09-30	42.5 M
Vanguard Group Inc	2024-09-30	40.2 M

Note, although Moderna's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Moderna's market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 14.22 B.

Market Cap

37.65 Billion

Moderna's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	(0.26)	(0.24)
Return On Capital Employed	(0.28)	(0.26)
Return On Assets	(0.26)	(0.24)
Return On Equity	(0.34)	(0.32)

The company has Profit Margin (PM) of (0.44) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of (0.04) %, which suggests for every $100 dollars of sales, it generated a net operating loss of $0.04.

Determining Moderna's profitability involves analyzing its financial statements and using various financial metrics to determine if Moderna is a good buy. For example, gross profit margin measures Moderna's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Moderna's profitability and make more informed investment decisions.

Moderna's Earnings Breakdown by Geography

Please note, the presentation of Moderna's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Moderna's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Moderna's management manipulating its earnings.

Evaluate Moderna's management efficiency

Moderna has return on total asset (ROA) of (0.0955) % which means that it has lost $0.0955 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.1752) %, meaning that it created substantial loss on money invested by shareholders. Moderna's management efficiency ratios could be used to measure how well Moderna manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to -0.24. The current year's Return On Capital Employed is expected to grow to -0.26. At present, Moderna's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Net Tangible Assets is expected to grow to about 23.1 B, whereas Other Current Assets are forecasted to decline to about 462.8 M.

	Last Reported	Projected for Next Year
Book Value Per Share	36.27	38.08
Tangible Book Value Per Share	36.02	37.82
Enterprise Value Over EBITDA	(11.06)	(11.62)
Price Book Value Ratio	2.74	2.61
Enterprise Value Multiple	(11.06)	(11.62)
Price Fair Value	2.74	2.61
Enterprise Value	33.5 B	35.2 B

Leadership effectiveness at Moderna is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.

Beta

1.69

Basic technical analysis of Moderna Stock

As of the 21st of November, Moderna secures the Mean Deviation of 2.31, risk adjusted performance of (0.28), and Standard Deviation of 3.22. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Moderna, as well as the relationship between them.

Moderna's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Moderna insiders, such as employees or executives, is commonly permitted as long as it does not rely on Moderna's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Moderna insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Noubar Afeyan over three months ago Disposition of 2100 shares by Noubar Afeyan of Moderna at 121.5699 subject to Rule 16b-3
		Noubar Afeyan over six months ago Disposition of 7996 shares by Noubar Afeyan of Moderna at 122.0689 subject to Rule 16b-3
		James Mock over six months ago Disposition of 705 shares by James Mock of Moderna at 101.9281 subject to Rule 16b-3

Moderna's Outstanding Corporate Bonds

Moderna issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Moderna uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Moderna bonds can be classified according to their maturity, which is the date when Moderna has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Dana 575 percent Corp Bond US235822AB96	View
	Boeing Co 2196 Corp Bond US097023DG73	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	International Game Technology Corp Bond US460599AD57	View
	Morgan Stanley 3971 Corp Bond US61744YAL20	View
	AerCap Global Aviation Corp Bond US00773HAA59	View

View All Moderna Corporate Bonds

Understand Moderna's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Moderna's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	(0.28)
	Market Risk Adjusted Performance	(3.49)
	Mean Deviation	2.31
	Coefficient Of Variation	(260.75)
	Standard Deviation	3.22
	Variance	10.39
	Information Ratio	(0.41)
	Jensen Alpha	(1.28)
	Total Risk Alpha	(1.61)
	Treynor Ratio	(3.50)
	Maximum Drawdown	17.47
	Value At Risk	(6.86)
	Potential Upside	3.49
	Skewness	(0.60)
	Kurtosis	1.92

	Risk Adjusted Performance	(0.28)
	Market Risk Adjusted Performance	(3.49)
	Mean Deviation	2.31
	Coefficient Of Variation	(260.75)
	Standard Deviation	3.22
	Variance	10.39
	Information Ratio	(0.41)
	Jensen Alpha	(1.28)
	Total Risk Alpha	(1.61)
	Treynor Ratio	(3.50)
	Maximum Drawdown	17.47
	Value At Risk	(6.86)
	Potential Upside	3.49
	Skewness	(0.60)
	Kurtosis	1.92

Consider Moderna's intraday indicators

Moderna intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Moderna stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	653927.0
	Daily Balance Of Power	0.458
	Rate Of Daily Change	1.04
	Day Median Price	37.39
	Day Typical Price	37.68
	Price Action Indicator	1.52
	Period Momentum Indicator	1.31
	Relative Strength Index	25.9

Moderna Corporate Filings

F4	12th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
8K	7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F3	4th of October 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock	View Verify

Moderna time-series forecasting models is one of many Moderna's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Moderna's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Moderna Stock media impact

Far too much social signal, news, headlines, and media speculation about Moderna that are available to investors today. That information is available publicly through Moderna media outlets and privately through word of mouth or via Moderna internal channels. However, regardless of the origin, that massive amount of Moderna data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Moderna news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Moderna relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Moderna's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Moderna alpha.

Moderna Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Moderna can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Moderna Historical Investor Sentiment

Investor biases related to Moderna's public news can be used to forecast risks associated with an investment in Moderna. The trend in average sentiment can be used to explain how an investor holding Moderna can time the market purely based on public headlines and social activities around Moderna. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Moderna's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Moderna and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Moderna news discussions. The higher the estimate score, the more favorable the investor's outlook on Moderna.

Moderna Corporate Management

Shannon Klinger	Chief Secretary	Profile
Brad Miller	Chief Officer	Profile
Melanie MBA	Chief Officer	Profile
James Mock	Chief Officer	Profile
Stephane Bancel	CEO Director	Profile
John Reynders	Chief Officer	Profile
Dave Johnson	Chief Officer	Profile

When determining whether Moderna offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Moderna's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Moderna Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Moderna Stock: