BioMarin Pharmaceutical Inc. Common Stock (BMRN)

FairStock Score: 51/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I look for durable earning power bought at a sensible price. BioMarin is a rare-disease biotechnology company with commercial therapies and 3,221 employees. Revenue is moving: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $989.7M, up from $825.4M in fiscal Q2 2025, yet net income fell to $44.8M from $240.5M, and diluted EPS dropped to $0.23 from $1.23. That is about 19.9% sales growth but an 81.4% profit decline. For fiscal 2025, revenue was $3.2B and net income $348.9M, down from $426.9M in fiscal 2024. The Lynch rule labels it a SLOW GROWER - Shrinking, with profit down 16.4% a year over five years despite 11.6% revenue growth. The balance sheet has D/E of 0.66, and trailing free cash flow is $725.1M, a 6.9% FCF yield on the $10.5B market cap. That cash generation is a real strength. But returns are poor: ROE 1.18%, ROCE 3.26%, Piotroski 4/9, Altman Z 1.56. At the close on 2026-10-13, price was $54.38. FairStock's P/E is 146.97, P/B 1.67, EV/EBITDA 35.92, and Graham Number $16.49, giving a margin of safety of -229.78%. The market is paying a high multiple for earnings that are currently depressed and volatile. I would want evidence that margins and returns can normalize before calling this cheap. The rare-disease niche can be valuable, but price must be justified by durable profit, not hope.

In plain English: BioMarin makes medicines for rare diseases. Sales are rising, but profit has dropped a lot recently, so the business looks mixed. At the latest close, the stock looks expensive compared with what it earns and owns, even though it produces cash.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer