Agios Pharmaceuticals (AGIO) Stock Insights
$2.28B
Market Cap
-5.36
P/E
28.75
Forward P/E
54
Score
AGIO price $38.12 +0.09 +0.24%
Stocklytics score rationale: value 46, quality 47, growth 69.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 69892000 | 43011000 | 94387000 | 117912000 | 0 | 0 | 14240000 | 26823000 | 36498000 | 54028000 |
Agios Pharmaceuticals, Inc. is a biopharmaceutical firm dedicated to the research and advancement of new treatments, specifically targeting cellular metabolism and related biological fields. The company's offerings include PYRUKYND (mitapivat), a medication designed to activate both wild-type and various mutated pyruvate kinase (PK) enzymes, used in the management of hemolytic anemias. Additionally, Agios is…
AGIO fair value $28.39. Price $38.12. Price is 34% above fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 5.13M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 59.70M. Net debt -48.92M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-05 | — | -1.25 | — | 51.55M |
| 2026-07-30 | -1.69 | -1.65 | 44.74M | 26.40M |
| 2026-04-29 | -1.69 | -1.81 | 20.75M | 13.30M |
| 2026-02-12 | -1.85 | -1.97 | 19.97M | 12.09M |
| 2025-10-30 | -1.78 | -1.93 | 12.88M | 11.70M |
| 2025-07-31 | -1.93 | -1.74 | 12.46M | 10.28M |
| 2025-05-01 | -1.55 | -1.80 | 8.73M | 9.99M |
| 2025-02-13 | -1.74 | -1.69 | 10.73M | 9.35M |
| 2024-10-31 | 16.22 | 15.22 | 9.00M | 9.44M |
| 2024-08-01 | -1.69 | -1.58 | 8.62M | 9.31M |
| 2024-05-02 | -1.45 | -1.64 | 8.19M | 9.75M |
| 2024-02-15 | -1.72 | -1.64 | 7.10M | 7.92M |
| 2023-11-02 | -1.64 | -1.69 | 7.40M | 7.53M |
| 2023-08-03 | -1.51 | -1.60 | 6.71M | 6.46M |
| 2023-05-04 | -1.47 | -1.72 | 5.61M | 5.23M |
| 2023-02-23 | 0.67 | -1.59 | 4.31M | 4.54M |
| 2022-11-03 | -1.49 | -1.75 | 3.52M | 5.27M |
| 2022-08-04 | -1.68 | -1.78 | 5.58M | 2.91M |
| 2022-05-05 | -1.74 | -1.85 | 832.00K | 864.18K |
| 2022-02-24 | -1.81 | -1.71 | 41 | 2.94M |
| 2021-11-03 | -1.48 | -1.61 | — | 2.60M |
| 2021-07-29 | -1.36 | -1.39 | 37.35M | — |
| 2021-04-29 | -1.31 | -1.23 | 41.41M | 43.53M |
| 2021-02-25 | -1.41 | -1.41 | 44.05M | 40.17M |
| 2020-11-05 | -1.43 | -1.40 | 34.71M | 33.49M |
| 2020-07-30 | -1.31 | -1.42 | 37.35M | 39.06M |
| 2020-04-30 | -0.59 | -1.70 | 87.10M | 246.53M |
| 2020-02-13 | -1.60 | -1.78 | 35.44M | 38.10M |
| 2019-10-31 | -1.81 | -1.85 | 26.02M | 25.88M |
| 2019-08-01 | -1.87 | -1.73 | 26.22M | 23.84M |
| 2019-05-02 | -1.59 | -1.74 | 30.23M | 33.27M |
| 2019-02-14 | -1.58 | -1.65 | 30.01M | 31.72M |
| 2018-11-01 | -1.63 | -1.69 | 15.20M | 15.10M |
| 2018-08-02 | -1.19 | -1.62 | 40.41M | 52.64M |
| 2018-05-04 | -1.63 | -1.60 | 8.76M | 8.76M |
| 2018-02-14 | -1.81 | -1.65 | 9.80M | 8.99M |
| 2017-11-01 | -1.59 | -1.74 | 11.36M | 12.79M |
| 2017-08-08 | -1.78 | -1.52 | 11.35M | 9.94M |
| 2017-05-04 | -1.56 | -1.79 | 10.51M | 11.52M |
| 2017-02-16 | -1.34 | -1.55 | 22.65M | 25.52M |
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-22 | Gheuens Sarah | Buy | 500 | $25.01 | 12.51K |
| 2026-10-22 | Gheuens Sarah | Sell | 500 | $37.52 | 18.76K |
| 2026-10-22 | Gheuens Sarah | Sell | 500 | $25.01 | 12.51K |
| 2026-10-21 | Gheuens Sarah | Buy | 1.49K | $25.01 | 37.24K |
| 2026-10-21 | Gheuens Sarah | Sell | 1.49K | $37.53 | 55.88K |
| 2026-10-21 | Gheuens Sarah | Sell | 1.49K | $25.01 | 37.24K |
| 2026-08-04 | Gheuens Sarah | Sell | 30.00K | $30.48 | 914.40K |
| 2026-07-08 | Backstrom Jay T. | Sell | 1.45K | — | — |
| 2026-07-08 | Backstrom Jay T. | Buy | 1.45K | — | — |
| 2026-07-01 | Gheuens Sarah | Buy | 8.38K | — | — |
| 2026-07-01 | Gheuens Sarah | Sell | 4.01K | $37.56 | 150.50K |
| 2026-07-01 | Gheuens Sarah | Sell | 8.38K | — | — |
| 2026-06-18 | Ballal Rahul D. | Buy | 2.82K | — | — |
| 2026-06-18 | Ballal Rahul D. | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Ballal Rahul D. | Buy | 2.93K | — | — |
| 2026-06-18 | Ballal Rahul D. | Sell | 2.82K | — | — |
| 2026-06-18 | CAPELLO JEFFREY D | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | CAPELLO JEFFREY D | Buy | 2.82K | — | — |
| 2026-06-18 | CAPELLO JEFFREY D | Buy | 2.93K | — | — |
| 2026-06-18 | CAPELLO JEFFREY D | Sell | 2.82K | — | — |
| 2026-06-18 | Foster-Cheek Kaye I | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Foster-Cheek Kaye I | Buy | 2.82K | — | — |
| 2026-06-18 | Foster-Cheek Kaye I | Buy | 2.93K | — | — |
| 2026-06-18 | Foster-Cheek Kaye I | Sell | 2.82K | — | — |
| 2026-06-18 | FOUSE JACQUALYN A | Buy | 2.82K | — | — |
| 2026-06-18 | FOUSE JACQUALYN A | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | FOUSE JACQUALYN A | Buy | 2.93K | — | — |
| 2026-06-18 | FOUSE JACQUALYN A | Sell | 2.82K | — | — |
| 2026-06-18 | Ho Maykin | Buy | 2.82K | — | — |
| 2026-06-18 | Ho Maykin | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Ho Maykin | Buy | 2.93K | — | — |
| 2026-06-18 | Ho Maykin | Sell | 2.82K | — | — |
| 2026-06-18 | Owen Adams Catherine | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Owen Adams Catherine | Buy | 2.82K | — | — |
| 2026-06-18 | Owen Adams Catherine | Buy | 2.93K | — | — |
| 2026-06-18 | Owen Adams Catherine | Sell | 2.82K | — | — |
| 2026-06-18 | Scadden David | Buy | 2.82K | — | — |
| 2026-06-18 | Scadden David | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Scadden David | Buy | 2.93K | — | — |
| 2026-06-18 | Scadden David | Sell | 2.82K | — | — |
| 2026-06-18 | Smith Cynthia | Buy | 2.82K | — | — |
| 2026-06-18 | Smith Cynthia | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Smith Cynthia | Buy | 2.93K | — | — |
| 2026-06-18 | Smith Cynthia | Sell | 2.82K | — | — |
| 2026-06-18 | Viswanadhan Krishnan | Sell | 3.00K | — | — |
| 2026-06-18 | Viswanadhan Krishnan | Buy | 3.00K | — | — |
| 2026-06-18 | Goff Brian | Sell | 39.00K | — | — |
| 2026-06-18 | Goff Brian | Buy | 39.00K | — | — |
| 2026-06-18 | Burns James William | Sell | 3.00K | — | — |
| 2026-06-18 | Burns James William | Buy | 3.00K | — | — |
| 2026-06-18 | Gheuens Sarah | Sell | 3.00K | — | — |
| 2026-06-18 | Gheuens Sarah | Buy | 3.00K | — | — |
| 2026-06-18 | Jones Cecilia | Sell | 3.00K | — | — |
| 2026-06-18 | Jones Cecilia | Buy | 3.00K | — | — |
| 2026-06-18 | Milanova Tsveta | Sell | 3.00K | — | — |
| 2026-06-18 | Milanova Tsveta | Buy | 3.00K | — | — |
| 2026-06-18 | Backstrom Jay T. | Buy | 14.95K | $34.16 | 510.69K |
| 2026-06-18 | Backstrom Jay T. | Buy | 2.93K | — | — |
| 2026-06-13 | Owen Adams Catherine | Buy | 1.98K | — | — |
| 2026-06-13 | Owen Adams Catherine | Sell | 1.98K | — | — |
| 2026-06-13 | CAPELLO JEFFREY D | Buy | 1.98K | — | — |
| 2026-06-13 | CAPELLO JEFFREY D | Sell | 1.98K | — | — |
| 2026-04-02 | Burns James William | Buy | 8.50K | — | — |
| 2026-04-02 | Burns James William | Sell | 3.28K | $34.71 | 113.85K |
| 2026-04-02 | Burns James William | Sell | 8.50K | — | — |
| 2026-04-02 | Gheuens Sarah | Buy | 8.50K | — | — |
| 2026-04-02 | Gheuens Sarah | Sell | 2.94K | $34.71 | 102.05K |
| 2026-04-02 | Gheuens Sarah | Sell | 8.50K | — | — |
| 2026-04-02 | Jones Cecilia | Buy | 8.50K | — | — |
| 2026-04-02 | Jones Cecilia | Sell | 3.14K | $34.71 | 109.02K |
| 2026-04-02 | Jones Cecilia | Sell | 8.50K | — | — |
| 2026-04-02 | Milanova Tsveta | Buy | 8.50K | — | — |
| 2026-04-02 | Milanova Tsveta | Sell | 3.26K | $34.71 | 113.22K |
| 2026-04-02 | Milanova Tsveta | Sell | 8.50K | — | — |
| 2026-04-02 | Viswanadhan Krishnan | Buy | 8.10K | — | — |
| 2026-04-02 | Viswanadhan Krishnan | Sell | 2.96K | $34.71 | 102.71K |
| 2026-04-02 | Viswanadhan Krishnan | Sell | 8.10K | — | — |
| 2026-04-02 | Goff Brian | Buy | 13.50K | — | — |
| 2026-04-02 | Goff Brian | Buy | 25.53K | — | — |
| 2026-04-02 | Goff Brian | Sell | 6.60K | $34.71 | 228.95K |
| 2026-04-02 | Goff Brian | Sell | 12.47K | $34.71 | 432.90K |
| 2026-04-02 | Goff Brian | Sell | 13.50K | — | — |
| 2026-04-02 | Goff Brian | Sell | 25.53K | — | — |
| 2026-03-05 | Viswanadhan Krishnan | Sell | 8.10K | — | — |
| 2026-03-05 | Viswanadhan Krishnan | Buy | 8.10K | — | — |
| 2026-03-05 | Viswanadhan Krishnan | Sell | 2.96K | $27.80 | 82.26K |
| 2026-03-03 | Washburn Theodore James Jr. | Sell | 5.27K | $28.88 | 152.26K |
| 2026-03-02 | Goff Brian | Buy | 13.00K | — | — |
| 2026-03-02 | Goff Brian | Buy | 18.00K | — | — |
| 2026-03-02 | Goff Brian | Sell | 5.92K | $28.96 | 171.39K |
| 2026-03-02 | Goff Brian | Sell | 8.27K | $28.96 | 239.41K |
| 2026-03-02 | Goff Brian | Buy | 8.50K | — | — |
| 2026-03-02 | Goff Brian | Sell | 3.87K | $28.96 | 112.08K |
| 2026-03-02 | Goff Brian | Sell | 13.00K | — | — |
| 2026-03-02 | Goff Brian | Sell | 18.00K | — | — |
| 2026-03-02 | Goff Brian | Sell | 8.50K | — | — |
| 2026-03-02 | Burns James William | Buy | 3.92K | — | — |
| 2026-03-02 | Burns James William | Sell | 1.16K | $28.96 | 33.68K |
| 2026-03-02 | Burns James William | Buy | 4.00K | — | — |
| 2026-03-02 | Burns James William | Sell | 1.19K | $28.96 | 34.38K |
Latest filed quarter: Q2 2026.
Institutions holding: 252, holders +3 vs prior quarter. Ownership 113.20%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 6.46M | 701.04K | +12.18% | 239.58M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 5.92M | 233.40K | +4.11% | 219.59M |
| STATE STREET CORP | 3.53M | 168.75K | +5.02% | 131.14M |
| LYNX1 CAPITAL MANAGEMENT LP | 3.41M | 797.37K | +30.53% | 126.51M |
| D. E. SHAW & CO., INC. | 3.11M | 425.84K | +15.88% | 115.30M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.90M | 287.16K | +11.00% | 107.55M |
| ARMISTICE CAPITAL, LLC | 2.81M | 94.00K | +3.46% | 104.28M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.68M | 49.53K | +1.88% | 99.52M |
| ARMISTICE CAPITAL, LLC | 2.40M | -316.00K | -11.63% | 89.06M |
| ERSTE ASSET MANAGEMENT GMBH | 2.15M | -550.00K | -20.33% | 81.97M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.11M | 616.37K | +41.24% | 78.33M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.57M | 106.36K | +7.25% | 58.43M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.38M | 1.28M | +1355.62% | 51.05M |
| ADAR1 CAPITAL MANAGEMENT, LLC | 1.29M | 1.15M | +815.64% | 47.80M |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.28M | -300.80K | -19.03% | 47.50M |
| DIMENSIONAL FUND ADVISORS LP | 1.25M | 97.12K | +8.43% | 46.35M |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.21M | -8.29K | -0.68% | 44.78M |
| GOLDMAN SACHS GROUP INC | 1.15M | 345.16K | +42.84% | 42.71M |
| UBS GROUP AG | 985.83K | 853.29K | +643.80% | 36.58M |
| MORGAN STANLEY | 963.26K | -4.27K | -0.44% | 35.75M |
| NUVEEN, LLC | 873.56K | 151.21K | +20.93% | 32.42M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 810.53K | 560.07K | +223.62% | 30.08M |
| FORESITE CAPITAL MANAGEMENT VI LLC | 785.00K | 260.00K | +49.52% | 29.13M |
| CITADEL ADVISORS LLC | 732.69K | 666.99K | +1015.20% | 27.19M |
| AQR CAPITAL MANAGEMENT LLC | 684.34K | 684.34K | New | 25.40M |
Insights · Dividends · Forecast · Financials · Learn
$2.28B
Market Cap
-5.36
P/E
28.75
Forward P/E
54
Score