Twist Bioscience Corporation Common Stock (TWST)

FairStock Score: 34/100 — RISKY

Key Financials

AI Analysis

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

I look for understandable businesses with durable advantages and a margin of safety. Twist Bioscience makes synthetic DNA products for therapeutics, diagnostics, chemicals, food, data storage and academic research. The sales trajectory is real: in fiscal 2025, the year ended 2025-09-30, revenue was $376.6 million, up from $313.0 million in fiscal 2024, and the net loss narrowed from $208.7 million to $77.7 million. More recently, in fiscal Q3 2026, the quarter ended 2026-06-30, revenue was $118.4 million and net loss was $35.1 million. That is progress, but the company still has no profits over the last four years; the Lynch category is none for exactly that reason. The balance sheet is not stretched by debt, with D/E of 0.24 and an Altman Z-Score of 22.50, and Piotroski is 6/9. But the business burns cash: trailing free cash flow was negative $93.2 million, a negative 1.0% FCF yield. Returns are poor: ROE -29.59% and ROCE -13.09%. Valuation offers no Graham-style safety. At the 2026-10-13 close of $151.33 and a $9.5 billion market cap, the P/B is 21.28 and P/E is -67.56. Against fiscal 2025 revenue, the market is paying about 25 times sales. FairStock Score is 34/100, beta is 2.22, and the 52-week range is $23.30 to $219.71. I admire the growth and the platform, but I see a speculative, loss-making company, not a bargain.

In plain English: Twist Bioscience makes synthetic DNA products used by labs and companies for research and product development. Sales are growing, but the company is still losing money and using cash, so the business does not yet look financially strong. At the recent price, the stock looks expensive compared with its sales and its lack of profits.

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

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

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