HALOZYME THERAPEUTICS INC (HALO) Fundamental Analysis & Valuation
NASDAQ:HALO • US40637H1095
63.4196 USD
-0.14 (-0.22%)
Last: Mar 13, 2026, 02:55 PM
This HALO fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Taking everything into account, HALO scores 7 out of 10 in our fundamental rating. HALO was compared to 519 industry peers in the Biotechnology industry. HALO scores excellent points on both the profitability and health parts. This is a solid base for a good stock. HALO may be a bit undervalued, certainly considering the very reasonable score on growth This makes HALO very considerable for value and quality investing!
1. HALO Profitability Analysis
1.1 Basic Checks
- In the past year HALO was profitable.
- HALO had a positive operating cash flow in the past year.
- In the past 5 years HALO has always been profitable.
- In the past 5 years HALO always reported a positive cash flow from operatings.
1.2 Ratios
- HALO has a Return On Assets of 12.55%. This is amongst the best in the industry. HALO outperforms 94.41% of its industry peers.
- Looking at the Return On Equity, with a value of 649.18%, HALO belongs to the top of the industry, outperforming 99.81% of the companies in the same industry.
- HALO's Return On Invested Capital of 25.65% is amongst the best of the industry. HALO outperforms 98.27% of its industry peers.
- HALO had an Average Return On Invested Capital over the past 3 years of 20.76%. This is in line with the industry average of 19.44%.
- The 3 year average ROIC (20.76%) for HALO is below the current ROIC(25.65%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.55% | ||
| ROE | 649.18% | ||
| ROIC | 25.65% |
ROA(3y)16.77%
ROA(5y)19.55%
ROE(3y)369.08%
ROE(5y)286.14%
ROIC(3y)20.76%
ROIC(5y)19.08%
1.3 Margins
- With an excellent Profit Margin value of 22.69%, HALO belongs to the best of the industry, outperforming 94.22% of the companies in the same industry.
- HALO's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 58.45%, HALO belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- HALO's Operating Margin has improved in the last couple of years.
- HALO has a Gross Margin of 83.62%. This is amongst the best in the industry. HALO outperforms 86.71% of its industry peers.
- In the last couple of years the Gross Margin of HALO has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 58.45% | ||
| PM (TTM) | 22.69% | ||
| GM | 83.62% |
OM growth 3Y10.06%
OM growth 5Y1.62%
PM growth 3Y-9.5%
PM growth 5Y-14%
GM growth 3Y1.96%
GM growth 5Y-0.04%
2. HALO Health Analysis
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is well above the Cost of Capital (WACC), so HALO is creating value.
- HALO has less shares outstanding than it did 1 year ago.
- The number of shares outstanding for HALO has been reduced compared to 5 years ago.
- The debt/assets ratio for HALO is higher compared to a year ago.
2.2 Solvency
- An Altman-Z score of 3.78 indicates that HALO is not in any danger for bankruptcy at the moment.
- With a decent Altman-Z score value of 3.78, HALO is doing good in the industry, outperforming 68.98% of the companies in the same industry.
- The Debt to FCF ratio of HALO is 6.00, which is on the high side as it means it would take HALO, 6.00 years of fcf income to pay off all of its debts.
- The Debt to FCF ratio of HALO (6.00) is better than 91.52% of its industry peers.
- A Debt/Equity ratio of 43.89 is on the high side and indicates that HALO has dependencies on debt financing.
- Looking at the Debt to Equity ratio, with a value of 43.89, HALO is doing worse than 82.47% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 43.89 | ||
| Debt/FCF | 6 | ||
| Altman-Z | 3.78 |
ROIC/WACC3.31
WACC7.76%
2.3 Liquidity
- A Current Ratio of 4.66 indicates that HALO has no problem at all paying its short term obligations.
- HALO's Current ratio of 4.66 is in line compared to the rest of the industry. HALO outperforms 53.76% of its industry peers.
- A Quick Ratio of 3.66 indicates that HALO has no problem at all paying its short term obligations.
- Looking at the Quick ratio, with a value of 3.66, HALO is in line with its industry, outperforming 46.05% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 4.66 | ||
| Quick Ratio | 3.66 |
3. HALO Growth Analysis
3.1 Past
- The earnings per share for HALO have decreased by -2.36% in the last year.
- HALO shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 35.63% yearly.
- Looking at the last year, HALO shows a very strong growth in Revenue. The Revenue has grown by 37.55%.
- Measured over the past years, HALO shows a very strong growth in Revenue. The Revenue has been growing by 39.16% on average per year.
EPS 1Y (TTM)-2.36%
EPS 3Y22.99%
EPS 5Y35.63%
EPS Q2Q%-119.05%
Revenue 1Y (TTM)37.55%
Revenue growth 3Y28.38%
Revenue growth 5Y39.16%
Sales Q2Q%51.6%
3.2 Future
- Based on estimates for the next years, HALO will show a quite strong growth in Earnings Per Share. The EPS will grow by 16.27% on average per year.
- The Revenue is expected to grow by 5.11% on average over the next years.
EPS Next Y97.97%
EPS Next 2Y55.95%
EPS Next 3Y36.66%
EPS Next 5Y16.27%
Revenue Next Year26.75%
Revenue Next 2Y19.57%
Revenue Next 3Y15.64%
Revenue Next 5Y5.11%
3.3 Evolution
- Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. HALO Valuation Analysis
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 15.36, the valuation of HALO can be described as correct.
- 94.80% of the companies in the same industry are more expensive than HALO, based on the Price/Earnings ratio.
- The average S&P500 Price/Earnings ratio is at 25.71. HALO is valued slightly cheaper when compared to this.
- With a Price/Forward Earnings ratio of 7.76, the valuation of HALO can be described as very cheap.
- Based on the Price/Forward Earnings ratio, HALO is valued cheaply inside the industry as 98.07% of the companies are valued more expensively.
- The average S&P500 Price/Forward Earnings ratio is at 23.82. HALO is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.36 | ||
| Fwd PE | 7.76 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, HALO is valued cheaper than 96.34% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, HALO is valued cheaper than 95.38% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.98 | ||
| EV/EBITDA | 10.5 |
4.3 Compensation for Growth
- HALO's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- HALO has an outstanding profitability rating, which may justify a higher PE ratio.
- HALO's earnings are expected to grow with 36.66% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.16
PEG (5Y)0.43
EPS Next 2Y55.95%
EPS Next 3Y36.66%
5. HALO Dividend Analysis
5.1 Amount
- HALO does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
HALO Fundamentals: All Metrics, Ratios and Statistics
NASDAQ:HALO (3/13/2026, 2:55:49 PM)
63.4196
-0.14 (-0.22%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryBiotechnology
Earnings (Last)02-17 2026-02-17/amc
Earnings (Next)05-04 2026-05-04
Inst Owners107.69%
Inst Owner Change-19.78%
Ins Owners0.87%
Ins Owner Change0.79%
Market Cap7.48B
Revenue(TTM)1.40B
Net Income(TTM)316.89M
Analysts76
Price Target86.19 (35.9%)
Short Float %11.87%
Short Ratio7.22
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-53.57%
Min EPS beat(2)-110.7%
Max EPS beat(2)3.56%
EPS beat(4)3
Avg EPS beat(4)-18.27%
Min EPS beat(4)-110.7%
Max EPS beat(4)19.26%
EPS beat(8)7
Avg EPS beat(8)-1.32%
EPS beat(12)9
Avg EPS beat(12)0.23%
EPS beat(16)12
Avg EPS beat(16)2.67%
Revenue beat(2)2
Avg Revenue beat(2)1.65%
Min Revenue beat(2)1.13%
Max Revenue beat(2)2.18%
Revenue beat(4)4
Avg Revenue beat(4)6.95%
Min Revenue beat(4)1.13%
Max Revenue beat(4)12.81%
Revenue beat(8)7
Avg Revenue beat(8)6.15%
Revenue beat(12)8
Avg Revenue beat(12)3.65%
Revenue beat(16)10
Avg Revenue beat(16)2.56%
PT rev (1m)8.33%
PT rev (3m)11.18%
EPS NQ rev (1m)-13.18%
EPS NQ rev (3m)-15.58%
EPS NY rev (1m)-1.88%
EPS NY rev (3m)-1.4%
Revenue NQ rev (1m)-2.16%
Revenue NQ rev (3m)-5.22%
Revenue NY rev (1m)-0.11%
Revenue NY rev (3m)4.8%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.36 | ||
| Fwd PE | 7.76 | ||
| P/S | 5.36 | ||
| P/FCF | 20.98 | ||
| P/OCF | 11.49 | ||
| P/B | 153.33 | ||
| P/tB | N/A | ||
| EV/EBITDA | 10.5 |
EPS(TTM)4.13
EY6.51%
EPS(NY)8.18
Fwd EY12.89%
FCF(TTM)3.02
FCFY4.77%
OCF(TTM)5.52
OCFY8.71%
SpS11.83
BVpS0.41
TBVpS-12.82
PEG (NY)0.16
PEG (5Y)0.43
Graham Number6.2
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.55% | ||
| ROE | 649.18% | ||
| ROCE | 34.76% | ||
| ROIC | 25.65% | ||
| ROICexc | 27.31% | ||
| ROICexgc | 93.59% | ||
| OM | 58.45% | ||
| PM (TTM) | 22.69% | ||
| GM | 83.62% | ||
| FCFM | 25.55% |
ROA(3y)16.77%
ROA(5y)19.55%
ROE(3y)369.08%
ROE(5y)286.14%
ROIC(3y)20.76%
ROIC(5y)19.08%
ROICexc(3y)25.83%
ROICexc(5y)35.19%
ROICexgc(3y)78.99%
ROICexgc(5y)74.81%
ROCE(3y)28.13%
ROCE(5y)25.85%
ROICexgc growth 3Y19.79%
ROICexgc growth 5YN/A
ROICexc growth 3Y19.91%
ROICexc growth 5YN/A
OM growth 3Y10.06%
OM growth 5Y1.62%
PM growth 3Y-9.5%
PM growth 5Y-14%
GM growth 3Y1.96%
GM growth 5Y-0.04%
F-Score5
Asset Turnover0.55
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 43.89 | ||
| Debt/FCF | 6 | ||
| Debt/EBITDA | 2.37 | ||
| Cap/Depr | 334.74% | ||
| Cap/Sales | 21.1% | ||
| Interest Coverage | 71.42 | ||
| Cash Conversion | 72.05% | ||
| Profit Quality | 112.6% | ||
| Current Ratio | 4.66 | ||
| Quick Ratio | 3.66 | ||
| Altman-Z | 3.78 |
F-Score5
WACC7.76%
ROIC/WACC3.31
Cap/Depr(3y)121.97%
Cap/Depr(5y)85.12%
Cap/Sales(3y)8%
Cap/Sales(5y)5.01%
Profit Quality(3y)116.88%
Profit Quality(5y)108.21%
High Growth Momentum
Growth
EPS 1Y (TTM)-2.36%
EPS 3Y22.99%
EPS 5Y35.63%
EPS Q2Q%-119.05%
EPS Next Y97.97%
EPS Next 2Y55.95%
EPS Next 3Y36.66%
EPS Next 5Y16.27%
Revenue 1Y (TTM)37.55%
Revenue growth 3Y28.38%
Revenue growth 5Y39.16%
Sales Q2Q%51.6%
Revenue Next Year26.75%
Revenue Next 2Y19.57%
Revenue Next 3Y15.64%
Revenue Next 5Y5.11%
EBIT growth 1Y48.02%
EBIT growth 3Y41.29%
EBIT growth 5Y41.42%
EBIT Next Year38.41%
EBIT Next 3Y22.4%
EBIT Next 5Y8.86%
FCF growth 1Y-23.82%
FCF growth 3Y14.89%
FCF growth 5Y46.43%
OCF growth 1Y36.01%
OCF growth 3Y39.48%
OCF growth 5Y63.66%
HALOZYME THERAPEUTICS INC / HALO FAQ
Can you provide the ChartMill fundamental rating for HALOZYME THERAPEUTICS INC?
ChartMill assigns a fundamental rating of 7 / 10 to HALO.
Can you provide the valuation status for HALOZYME THERAPEUTICS INC?
ChartMill assigns a valuation rating of 9 / 10 to HALOZYME THERAPEUTICS INC (HALO). This can be considered as Undervalued.
Can you provide the profitability details for HALOZYME THERAPEUTICS INC?
HALOZYME THERAPEUTICS INC (HALO) has a profitability rating of 8 / 10.
What is the financial health of HALOZYME THERAPEUTICS INC (HALO) stock?
The financial health rating of HALOZYME THERAPEUTICS INC (HALO) is 7 / 10.
Can you provide the expected EPS growth for HALO stock?
The Earnings per Share (EPS) of HALOZYME THERAPEUTICS INC (HALO) is expected to grow by 97.97% in the next year.