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GMAB

NEUTRAL
$28.28 Live
Genmab A/S · NASDAQ
Target $37.14 (+31.3%)
$18.44 52W Range $35.43

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 10, 2026
Market cap
$17.46B
P/E
18.36
ROE
17.5%
Profit margin
25.9%
Debt/Equity
0.93
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
GMAB presents a conflicted profile with a stable Piotroski F-Score of 4/9 and a current price ($28.28) trading at a significant premium to its Graham Number ($18.13) and Intrinsic Value ($10.78). While the company maintains elite gross margins (93.6%) and a low P/E relative to the healthcare sector average, it is plagued by a severe YoY earnings collapse of -94.4%. The strong Q/Q revenue growth of 42.25% suggests a potential turnaround, but the bearish technical trend and poor long-term price performance (5Y Change -15.8%) warrant caution.

Key Strengths

Exceptional gross margins of 93.60%
Strong liquidity position with a current ratio of 2.02
P/E ratio (18.36) is significantly lower than the sector average (43.96)
Robust Q/Q revenue growth of 42.25%
Positive analyst consensus with a target price of $37.14

Key Risks

Catastrophic YoY earnings growth decline of -94.40%
Current price is 55% above the Graham Number defensive value
Bearish technical trend (0/100 score)
High volatility in quarterly EPS surprises
Negative 3-year and 5-year price performance
AI Fair Value Estimate
Based on comprehensive analysis
$21.45
-24.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
40
Moderate
Value
40
Future
55
Past
45
Health
60
Dividend
0
AI Verdict
Speculative Hold
Key drivers: High profitability margins, Severe earnings volatility, Valuation gap vs deterministic models
Confidence
85%
Value
40/100

Trades at a premium to deterministic value but a discount to sector P/E.

Positives
  • Low P/E relative to peers
Watchpoints
  • Price exceeds Graham Number ($18.13)
  • Price exceeds Intrinsic Value ($10.78)
Future
55/100

Growth is inconsistent; short-term revenue spikes contrast with annual earnings drops.

Positives
  • Strong Q/Q revenue growth
  • Bullish analyst targets
Watchpoints
  • Negative YoY earnings growth
  • High PEG ratio (1.75)
Past
45/100

Recent recovery is overshadowed by long-term value erosion.

Positives
  • Strong 1-year return (+50.2%)
Watchpoints
  • Negative 3Y and 5Y returns
  • Inconsistent earnings beat record
Health
60/100

Financial health is stable but not strong.

Positives
  • Piotroski F-Score 4/9 (Stable)
  • Healthy Current/Quick ratios (~2.0)
Watchpoints
  • Debt/Equity near 1.0
  • Lack of Altman Z-Score data
Dividend
0/100

Non-dividend paying growth/biotech stock.

Positives
No standout positives identified.
Watchpoints
  • No dividend yield
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$28.28
Analyst Target
$37.14
Upside/Downside
+31.3%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for GMAB and closest competitors.

Updated 2026-04-09
GMA
Genmab A/S
Primary
5Y
-15.8%
3Y
-27.2%
1Y
+50.2%
6M
-11.2%
1M
+1.1%
1W
+2.8%
ZBH
Zimmer Biomet Holdings, Inc.
Peer
5Y
-38.9%
3Y
-27.0%
1Y
-18.2%
6M
-7.5%
1M
-8.3%
1W
+4.1%
HOL
Hologic, Inc.
Peer
5Y
+1.7%
3Y
-6.2%
1Y
+23.1%
6M
+12.7%
1M
+0.2%
1W
+0.1%
CNC
Centene Corporation
Peer
5Y
-46.2%
3Y
-47.4%
1Y
-43.7%
6M
-4.8%
1M
-23.7%
1W
+3.9%
INC
Incyte Corporation
Peer
5Y
+13.4%
3Y
+30.2%
1Y
+55.4%
6M
+11.0%
1M
-5.9%
1W
+3.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
18.36
Forward P/E
16.0
PEG Ratio
1.75
P/B Ratio
2.98
P/S Ratio
4.69
EV/Revenue
1.47
EV/EBITDA
4.23
Market Cap
$17.46B

Profitability

Profit margins and return metrics

Profit Margin 25.89%
Operating Margin 22.97%
Gross Margin 93.6%
ROE 17.54%
ROA 8.1%

Growth

Revenue and earnings growth rates

Revenue Growth +3.0%
Earnings Growth -94.4%
Q/Q Revenue Growth +42.25%
Q/Q Earnings Growth -94.6%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.93
Moderate
Current Ratio
2.02
Strong
Quick Ratio
2.01
Excellent
Cash/Share
$27.83

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.1B
Gross Margin
92.3%
Op. Margin
23.0%
Net Margin
2.9%
Total Assets
$12.9B
Liabilities
$7.0B
Equity
$5.8B
Debt/Equity
1.20x
Operating CF
$0.3B
CapEx
$-0.0B
Free Cash Flow
$0.3B
FCF Yield
96%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-02-17
$0.21
-44.5% surprise
2025-11-06
$0.65
+42.3% surprise
2025-08-07
$0.54
+61.4% surprise

Healthcare Sector Comparison

Comparing GMAB against 205 companies in the Healthcare sector (17 bullish, 70 neutral, 118 bearish)
P/E Ratio
18.36
This Stock
vs
43.63
Sector Avg
-57.9% (Discount)
Return on Equity (ROE)
17.54%
This Stock
vs
-42.45%
Sector Avg
-141.3% (Below Avg)
Profit Margin
25.89%
This Stock
vs
-18.49%
Sector Avg
-240.0% (Weaker)
Debt to Equity
0.93
This Stock
vs
4.76
Sector Avg
-80.5% (Less Debt)
Revenue Growth
3.0%
This Stock
vs
106.86%
Sector Avg
-97.2% (Slower)
Current Ratio
2.02
This Stock
vs
3.53
Sector Avg
-42.8% (Weaker)

Similar Companies

Peer comparison within the same industry

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
11 analysts
Wolfe Research
2026-03-27
init
Outperform
Wells Fargo
2026-03-02
init
Overweight
Guggenheim
2026-02-23
Maintains
Buy Buy
HC Wainwright & Co.
2026-02-18
Maintains
Buy Buy
HC Wainwright & Co.
2026-01-28
reit
Buy Buy
HC Wainwright & Co.
2026-01-20
Maintains
Buy Buy
HC Wainwright & Co.
2025-11-10
Maintains
Buy Buy
Truist Securities
2025-11-07
reit
Buy Buy
HC Wainwright & Co.
2025-10-15
reit
Buy Buy

Past News Coverage

Recent headlines mentioning GMAB from our newsroom.

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