Is PepGen Stock a Good Investment?
PepGen Investment Advice | PEPG |
- Examine PepGen'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 PepGen's leadership team and their track record. Good management can help PepGen 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 PepGen's business and its evolving consumer preferences.
- Compare PepGen's performance and market position to its competitors. Analyze how PepGen is positioned in terms of product offerings, innovation, and market share.
- Check if PepGen pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about PepGen'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 PepGen 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 PepGen is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Unstable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Quite High | Details | |
Economic Sensitivity | Moves completely opposite to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine PepGen Stock
Researching PepGen'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 93.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.02. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. PepGen recorded a loss per share of 2.98. The entity had not issued any dividends in recent years.
To determine if PepGen 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 PepGen's research are outlined below:
| PepGen generated a negative expected return over the last 90 days | |
| PepGen has high historical volatility and very poor performance | |
| PepGen has high likelihood to experience some financial distress in the next 2 years | |
| Net Loss for the year was (78.63 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| PepGen currently holds about 218.82 M in cash with (69 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 9.26, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Over 93.0% of the company shares are owned by institutional investors | |
| Latest headline from businesswire.com: PepGen Reports Inducement Grant Under Nasdaq Listing Rule 5635 to Newly Appointed Senior Vice President, Clinical Development |
PepGen Quarterly Cash And Short Term Investments |
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PepGen 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 PepGen. 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 PepGen'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.
| 28th of March 2024 Upcoming Quarterly Report | View | |
| 9th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of March 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 PepGen'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 PepGen's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-11-08 | 2023-09-30 | -0.88 | -0.98 | -0.1 | 11 | ||
2023-05-11 | 2023-03-31 | -0.79 | -0.69 | 0.1 | 12 | ||
2024-05-14 | 2024-03-31 | -0.74 | -0.63 | 0.11 | 14 | ||
2024-08-08 | 2024-06-30 | -0.72 | -0.87 | -0.15 | 20 | ||
2024-03-06 | 2023-12-31 | -1.01 | -0.81 | 0.2 | 19 | ||
2024-11-08 | 2024-09-30 | -0.87 | -0.66 | 0.21 | 24 | ||
2022-11-10 | 2022-09-30 | -1 | -0.79 | 0.21 | 21 | ||
2022-08-12 | 2022-06-30 | -0.76 | -1.23 | -0.47 | 61 |
Know PepGen's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as PepGen is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading PepGen backward and forwards among themselves. PepGen's institutional investor refers to the entity that pools money to purchase PepGen'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 | Geode Capital Management, Llc | 2024-06-30 | 379.1 K | Octagon Capital Advisors Lp | 2024-06-30 | 376.1 K | State Street Corp | 2024-06-30 | 317.4 K | Amvescap Plc. | 2024-06-30 | 231.1 K | Woodline Partners Lp | 2024-06-30 | 174 K | Northern Trust Corp | 2024-09-30 | 149.1 K | Point72 Asset Management, L.p. | 2024-06-30 | 145.2 K | Artal Group S A | 2024-06-30 | 113.3 K | Fmr Inc | 2024-09-30 | 61.6 K | Ra Capital Management, Llc | 2024-06-30 | 10.7 M | Suvretta Capital Management, Llc | 2024-06-30 | 1.5 M |
PepGen's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 140.81 M.Market Cap |
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PepGen's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.55) | (0.58) | |
| Return On Capital Employed | (0.68) | (0.71) | |
| Return On Assets | (0.55) | (0.58) | |
| Return On Equity | (0.73) | (0.76) |
Determining PepGen's profitability involves analyzing its financial statements and using various financial metrics to determine if PepGen is a good buy. For example, gross profit margin measures PepGen'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 PepGen's profitability and make more informed investment decisions.
Evaluate PepGen's management efficiency
PepGen has return on total asset (ROA) of (0.352) % which means that it has lost $0.352 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.6626) %, meaning that it created substantial loss on money invested by shareholders. PepGen's management efficiency ratios could be used to measure how well PepGen manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to -0.58. The current Return On Capital Employed is estimated to decrease to -0.71. At this time, PepGen's Debt To Assets are most likely to slightly decrease in the upcoming years.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 4.56 | 2.99 | |
| Tangible Book Value Per Share | 4.56 | 2.99 | |
| Enterprise Value Over EBITDA | (1.21) | (1.27) | |
| Price Book Value Ratio | 1.49 | 1.42 | |
| Enterprise Value Multiple | (1.21) | (1.27) | |
| Price Fair Value | 1.49 | 1.42 | |
| Enterprise Value | 183.8 M | 241.9 M |
Effective leadership at PepGen drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Beta 1.757 |
Basic technical analysis of PepGen Stock
As of the 22nd of November, PepGen holds the Variance of 19.49, risk adjusted performance of (0.19), and Coefficient Of Variation of (387.90). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of PepGen, as well as the relationship between them. Please check PepGen market risk adjusted performance, variance, as well as the relationship between the Variance and value at risk to decide if PepGen is priced some-what accurately, providing market reflects its current price of 4.32 per share. Given that PepGen has information ratio of (0.28), we recommend you to check out PepGen's recent market performance to make sure the company can sustain itself at a future point.PepGen'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 PepGen insiders, such as employees or executives, is commonly permitted as long as it does not rely on PepGen'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 PepGen 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.
PepGen's Outstanding Corporate Bonds
PepGen 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. PepGen 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 PepGen bonds can be classified according to their maturity, which is the date when PepGen 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand PepGen's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing PepGen'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 | (0.19) | |||
| Market Risk Adjusted Performance | (0.72) | |||
| Mean Deviation | 3.02 | |||
| Coefficient Of Variation | (387.90) | |||
| Standard Deviation | 4.42 | |||
| Variance | 19.49 | |||
| Information Ratio | (0.28) | |||
| Jensen Alpha | (1.30) | |||
| Total Risk Alpha | (1.72) | |||
| Treynor Ratio | (0.73) | |||
| Maximum Drawdown | 26.81 | |||
| Value At Risk | (9.02) | |||
| Potential Upside | 4.75 | |||
| Skewness | (1.71) | |||
| Kurtosis | 6.48 |
| Risk Adjusted Performance | (0.19) | |||
| Market Risk Adjusted Performance | (0.72) | |||
| Mean Deviation | 3.02 | |||
| Coefficient Of Variation | (387.90) | |||
| Standard Deviation | 4.42 | |||
| Variance | 19.49 | |||
| Information Ratio | (0.28) | |||
| Jensen Alpha | (1.30) | |||
| Total Risk Alpha | (1.72) | |||
| Treynor Ratio | (0.73) | |||
| Maximum Drawdown | 26.81 | |||
| Value At Risk | (9.02) | |||
| Potential Upside | 4.75 | |||
| Skewness | (1.71) | |||
| Kurtosis | 6.48 |
Consider PepGen's intraday indicators
PepGen 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 PepGen 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.
PepGen Corporate Filings
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 26th of July 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 | ViewVerify |
PepGen Stock media impact
Far too much social signal, news, headlines, and media speculation about PepGen that are available to investors today. That information is available publicly through PepGen media outlets and privately through word of mouth or via PepGen internal channels. However, regardless of the origin, that massive amount of PepGen 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 PepGen 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 PepGen 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 PepGen's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive PepGen alpha.
PepGen Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards PepGen 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.
PepGen Corporate Management
| James McArthur | CEO and President | Profile | |
| Caroline Godfrey | Founder Member | Profile | |
| Afsaneh Mohebbi | Senior Management | Profile | |
| Michelle MD | Senior Development | Profile | |
| David CFA | Senior Communications | Profile | |
| Jaya Goyal | Executive Development | Profile | |
| Hayley Parker | Senior Affairs | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in PepGen. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. For more detail on how to invest in PepGen Stock please use our How to Invest in PepGen guide.You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Biotechnology space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of PepGen. If investors know PepGen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about PepGen listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (2.98) | Return On Assets (0.35) | Return On Equity (0.66) |
The market value of PepGen is measured differently than its book value, which is the value of PepGen that is recorded on the company's balance sheet. Investors also form their own opinion of PepGen's value that differs from its market value or its book value, called intrinsic value, which is PepGen's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PepGen's market value can be influenced by many factors that don't directly affect PepGen's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between PepGen's value and its price, as these two are different measures arrived at by various means. Investors typically determine if PepGen is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PepGen's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.