Jazz Pharmaceuticals plc Common Stock (Ireland) (JAZZ)

Turnaround

FairStock Score: 52/100 — MIXED

Key Financials

Current Price$214
Market Cap$13.9B
P/E Ratio14.65
ROE22.11%
Dividend Yield—%
SectorHealthcare

AI Analysis

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

I prefer to buy good businesses at sensible prices, and Jazz is a mixed case. At the 2026-10-13 close of $210.39, it carries a $13.7B market cap. FairStock’s calculations show a P/E of 14.40, P/B of 2.84, ROE of 22.11%, ROCE of 6.86%, and debt-to-equity of 0.92. Free cash flow over the trailing twelve months was $1.3B, a 9.6% FCF yield. That cash generation is attractive. Filed figures show recovery: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $1.2B, net income $192.8M, and diluted EPS $2.78. In fiscal Q1 2026, the quarter ended 2026-03-31, revenue was $1.1B, net income $293.1M, and diluted EPS $4.43. But the latest full year, FY2025, the period ended 2025-12-31, had revenue of $4.3B and a net loss of $356.1M, or diluted EPS -$5.84, following FY2024 net income of $560.1M and diluted EPS $8.65. FairStock classifies it as a TURNAROUND — loss in the latest year after earlier profits. The business has niche approved drugs like Xywav, Epidiolex, and Rylaze, which can create a narrow moat, but reliance on a few products and regulatory or pricing risks temper it. The Graham Number is $156.07, so at $210.39 the margin of safety is -34.80%; the Altman Z-Score is 1.84, Piotroski 6/9, EV/EBITDA 10.17, and PEG 0.11. I see a recovering cash generator, but not a bargain by Graham’s conservative arithmetic.

In plain English: Jazz Pharmaceuticals sells specialized medicines for sleep disorders, certain epilepsies, and some cancers. The business is mixed: sales have grown and the most recent quarter was profitable, but the last full year showed a loss after earlier profits. At the recent price of $210.39, the stock looks more fairly priced than clearly cheap based on conservative value measures.

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