ALKSAlkermes plc

$43.60+42% 1Y

Is the price fair?

Watch

A demanding price: priced for +12% a year vs +4% a year delivered and at the top of its own P/E range.

2 to watch, 1 without data
What the price assumes~+12% a yearderived · Jun 30, 2026

Priced for ~12% a year FCF growth. The price demands more than its three-year revenue growth of 4% a year, priced for acceleration.

Vs its own P/E rangedearer than 92% of its own historyderived

Expensive vs its own history: P/E 114.7 vs a 14.9 median over 13 quarters (+669% vs median).

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What ALKS's price assumes

Alkermes plc trades at 115× earnings against 21.0× for the median Drug Manufacturers - Specialty & Generic name, more expensive than its own group.

115

Trailing P/E · Drug Manufacturers - Specialty & Generic median 21.0 · 5.47× the median: the market pays up for this one

Price / sales
5.45

Price / sales · as of 2026-Q2

Free cash flow yield
3.0%

Free cash flow yield · Drug Manufacturers - Specialty & Generic median 4.9%

Growth the price implies
+12%

Growth the price implies · The price pays for +12% free cash flow growth a year for a decade; the business has delivered +12% a year over the last three.

Details›
Price / bookas of 2026-Q2
5.03
EV / EBITas of 2026-Q2
84.7
EV / salesas of 2026-Q2
5.96
Healthcare median P/E503 names
27.9
Drug Manufacturers - Specialty & Generic median P/E44 names
21.0
Free cash flow, trailing twelve months
$222M
Market capitalisation167.8 million shares, counted Jul 23, 2026
$7.31B
3-year revenue growth
+4.5%
3-year free cash flow growth
+12%
ALKS has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 115× today against a 14.9× median
52-week range$27.20 – $55.23
Today$43.60

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.