Dianthus Therapeutics (DNTH) Stock Insights
$4.49B
Market Cap
-605.77
P/E
27.93
Forward P/E
45
Score
DNTH price $80.25 +0.73 +0.92%
Stocklytics score rationale: value 57, quality 29, growth 50.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1476000 | 6417000 | 2826000 | 6235000 | 2036000 |
Dianthus Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of therapies for patients with severe autoimmune diseases. Its lead clinical-stage candidate, claseprubart, a monoclonal antibody engineered with extended half-life, improved potency, and high selectivity for only the active C1s complement protein; and DNTH212, a bifunctional fusion protein that targets plasmacytoid…
DNTH fair value $49.30. Price $80.25. Price is 63% 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 257.76K. 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 55.93M. Net debt -49.70M. 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.
Model uncertainty high for this stock
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-05 | — | -0.94 | — | 460.93K |
| 2026-08-04 | -0.90 | -0.85 | 761.00K | 297.18K |
| 2026-05-05 | -0.85 | -1.17 | 463.00K | 403.62K |
| 2026-03-09 | -1.43 | -0.98 | 284.00K | 552.23K |
| 2025-11-05 | -0.97 | -0.86 | 396.00K | 576.00K |
| 2025-08-07 | -0.88 | -0.86 | 193.00K | 858.20K |
| 2025-05-12 | -0.82 | -0.86 | 1.16M | 806.90K |
| 2025-03-11 | -0.81 | -0.85 | 1.32M | 955.22K |
| 2024-11-07 | -0.74 | -0.59 | 2.17M | 741.14K |
| 2024-08-08 | -0.51 | -0.55 | 1.86M | 368.86K |
| 2024-05-09 | -0.54 | -0.43 | 874.00K | 464.25K |
| 2024-03-21 | -0.71 | -1.11 | 457.00K | 548.50K |
| 2023-11-09 | -3.78 | -0.51 | 924.00K | 250.00K |
| 2023-08-03 | -3.12 | -0.80 | 1.00M | — |
| 2023-05-15 | -7.52 | -6.40 | 476.00K | — |
| 2022-11-03 | -4.32 | -4.64 | 1.17M | — |
| 2022-08-04 | -4.64 | -5.44 | — | — |
| 2022-05-16 | -6.24 | -5.09 | — | — |
| 2022-03-08 | -5.25 | — | — | — |
| 2021-11-04 | -4.76 | — | — | — |
| 2021-08-05 | -5.04 | — | — | — |
| 2021-05-06 | -5.76 | — | — | — |
| 2021-03-03 | -5.99 | — | — | — |
| 2020-11-05 | -5.86 | — | — | — |
| 2020-08-06 | -7.71 | — | — | — |
| 2020-05-07 | -8.13 | — | — | — |
| 2020-03-03 | -9.52 | — | — | — |
| 2019-11-13 | -8.65 | — | — | — |
| 2019-08-08 | -7.73 | — | — | — |
| 2019-05-09 | -7.10 | — | — | — |
| 2019-03-19 | -8.04 | — | — | — |
| 2018-11-08 | -7.77 | — | — | — |
| 2018-08-09 | -6.39 | — | — | — |
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 |
|---|---|---|---|---|---|
| 2026-09-17 | CARR EDWARD | Sell | 20.00K | $17.88 | 357.60K |
| 2026-09-17 | CARR EDWARD | Buy | 20.00K | $17.88 | 357.60K |
| 2026-09-17 | CARR EDWARD | Sell | 7.93K | $100.43 | 796.21K |
| 2026-09-17 | CARR EDWARD | Sell | 6.77K | $101.37 | 686.38K |
| 2026-09-17 | CARR EDWARD | Sell | 3.50K | $102.39 | 358.47K |
| 2026-09-17 | CARR EDWARD | Sell | 1.10K | $103.20 | 113.52K |
| 2026-09-17 | CARR EDWARD | Sell | 700 | $104.39 | 73.07K |
| 2026-09-01 | Randhawa Simrat | Sell | 9.38K | $22.07 | 206.91K |
| 2026-09-01 | Randhawa Simrat | Sell | 7.50K | $17.88 | 134.10K |
| 2026-09-01 | Randhawa Simrat | Sell | 6.25K | $21.77 | 136.04K |
| 2026-09-01 | Randhawa Simrat | Buy | 9.38K | $22.07 | 206.91K |
| 2026-09-01 | Randhawa Simrat | Sell | 2.60K | $105.19 | 273.49K |
| 2026-09-01 | Randhawa Simrat | Buy | 6.25K | $21.77 | 136.04K |
| 2026-09-01 | Randhawa Simrat | Sell | 7.21K | $106.25 | 766.59K |
| 2026-09-01 | Randhawa Simrat | Buy | 7.50K | $17.88 | 134.10K |
| 2026-09-01 | Randhawa Simrat | Sell | 13.31K | $106.74 | 1.42M |
| 2026-08-19 | Read Simon | Sell | 2.78K | $18.36 | 51.00K |
| 2026-08-19 | Read Simon | Buy | 2.78K | $18.36 | 51.00K |
| 2026-08-19 | Read Simon | Sell | 2.78K | $117.55 | 326.55K |
| 2026-08-13 | Veness Adam M | Sell | 15.00K | $18.17 | 272.55K |
| 2026-08-13 | Veness Adam M | Buy | 15.00K | $18.17 | 272.55K |
| 2026-08-10 | McGeorge Anne | Buy | 6.50K | $11.20 | 72.80K |
| 2026-08-10 | McGeorge Anne | Sell | 1.45K | $107.58 | 155.99K |
| 2026-08-10 | McGeorge Anne | Sell | 2.80K | $108.38 | 303.46K |
| 2026-08-10 | McGeorge Anne | Sell | 1.80K | $109.30 | 196.74K |
| 2026-08-10 | McGeorge Anne | Buy | 1.25K | $19.36 | 24.20K |
| 2026-08-10 | McGeorge Anne | Sell | 1.00K | $110.64 | 110.64K |
| 2026-08-10 | McGeorge Anne | Sell | 6.50K | $11.20 | 72.80K |
| 2026-08-10 | McGeorge Anne | Sell | 700 | $111.41 | 77.99K |
| 2026-08-10 | McGeorge Anne | Sell | 1.25K | $19.36 | 24.20K |
| 2026-08-10 | Read Simon | Sell | 2.78K | $18.36 | 50.99K |
| 2026-08-10 | Read Simon | Buy | 2.78K | $18.36 | 50.99K |
| 2026-08-10 | Read Simon | Sell | 70 | $107.11 | 7.50K |
| 2026-08-10 | Read Simon | Sell | 737 | $108.17 | 79.72K |
| 2026-08-10 | Read Simon | Sell | 831 | $108.95 | 90.54K |
| 2026-08-10 | Read Simon | Sell | 272 | $109.96 | 29.91K |
| 2026-08-10 | Read Simon | Sell | 470 | $111.05 | 52.19K |
| 2026-08-10 | Read Simon | Sell | 397 | $111.77 | 44.37K |
| 2026-08-10 | Veness Adam M | Sell | 16.17K | $17.88 | 289.07K |
| 2026-08-10 | Veness Adam M | Buy | 16.17K | $17.88 | 289.07K |
| 2026-08-10 | Veness Adam M | Sell | 16.17K | $110.38 | 1.78M |
| 2026-08-07 | Veness Adam M | Sell | 3.83K | $17.88 | 68.53K |
| 2026-08-07 | Veness Adam M | Buy | 3.83K | $17.88 | 68.53K |
| 2026-08-07 | Veness Adam M | Sell | 3.22K | $110.61 | 355.83K |
| 2026-08-07 | Veness Adam M | Sell | 616 | $111.18 | 68.49K |
| 2026-08-07 | Garcia Marino | Sell | 40.00K | $8.44 | 337.60K |
| 2026-08-07 | Garcia Marino | Buy | 126.00K | $8.44 | 1.06M |
| 2026-08-07 | Garcia Marino | Sell | 10.38K | $107.49 | 1.12M |
| 2026-08-07 | Garcia Marino | Sell | 23.91K | $108.05 | 2.58M |
| 2026-08-07 | Garcia Marino | Sell | 2.37K | $109.10 | 258.89K |
| 2026-08-07 | Garcia Marino | Sell | 2.54K | $110.02 | 279.01K |
| 2026-08-07 | Garcia Marino | Sell | 800 | $110.76 | 88.61K |
| 2026-08-07 | Garcia Marino | Sell | 126.00K | $8.44 | 1.06M |
| 2026-08-07 | Garcia Marino | Buy | 40.00K | $8.44 | 337.60K |
| 2026-08-07 | Garcia Marino | Sell | 104.09K | $107.96 | 11.24M |
| 2026-08-07 | Garcia Marino | Sell | 21.91K | $108.72 | 2.38M |
| 2026-07-09 | Savitz Ryan | Sell | 31.25K | $21.77 | 680.29K |
| 2026-07-09 | Savitz Ryan | Buy | 31.25K | $21.77 | 680.29K |
| 2026-07-09 | Savitz Ryan | Sell | 10.35K | $100.22 | 1.04M |
| 2026-07-09 | Savitz Ryan | Sell | 15.33K | $101.24 | 1.55M |
| 2026-07-09 | Savitz Ryan | Sell | 5.57K | $101.97 | 567.57K |
| 2026-06-17 | Veness Adam M | Sell | 30.00K | $17.88 | 536.40K |
| 2026-06-17 | Veness Adam M | Buy | 30.00K | $17.88 | 536.40K |
| 2026-06-17 | Veness Adam M | Sell | 16.77K | $80.34 | 1.35M |
| 2026-06-17 | Veness Adam M | Sell | 13.23K | $81.38 | 1.08M |
| 2026-06-01 | Randhawa Simrat | Sell | 9.38K | $22.07 | 206.91K |
| 2026-06-01 | Randhawa Simrat | Sell | 6.91K | $17.88 | 123.52K |
| 2026-06-01 | Randhawa Simrat | Sell | 6.25K | $21.77 | 136.04K |
| 2026-06-01 | Randhawa Simrat | Buy | 9.38K | $22.07 | 206.91K |
| 2026-06-01 | Randhawa Simrat | Sell | 5.43K | $89.72 | 487.00K |
| 2026-06-01 | Randhawa Simrat | Buy | 6.25K | $21.77 | 136.04K |
| 2026-06-01 | Randhawa Simrat | Buy | 6.91K | $17.88 | 123.52K |
| 2026-06-01 | Randhawa Simrat | Sell | 16.94K | $90.72 | 1.54M |
| 2026-06-01 | Randhawa Simrat | Buy | 4.00K | $8.44 | 33.74K |
| 2026-06-01 | Randhawa Simrat | Sell | 4.16K | $91.37 | 380.01K |
| 2026-06-01 | Randhawa Simrat | Sell | 4.00K | $8.44 | 33.74K |
| 2026-05-21 | Romano Steven J. | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-21 | Read Simon | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-21 | Lawton Alison Frances | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-21 | McGeorge Anne | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-21 | KANGO SUJAY | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-21 | Violin Jonathan | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-21 | Soteropoulos Paula | Buy | 6.09K | $89.63 | 545.85K |
| 2026-05-08 | Soteropoulos Paula | Buy | 599 | $8.44 | 5.06K |
| 2026-05-08 | Soteropoulos Paula | Sell | 599 | $85.47 | 51.20K |
| 2026-05-08 | Soteropoulos Paula | Sell | 599 | $8.44 | 5.06K |
| 2026-04-09 | Savitz Ryan | Sell | 8.22K | $17.88 | 147.05K |
| 2026-04-09 | Savitz Ryan | Buy | 8.22K | $17.88 | 147.05K |
| 2026-04-09 | Savitz Ryan | Sell | 8.22K | $89.84 | 738.84K |
| 2026-03-31 | Savitz Ryan | Buy | 40.00K | $17.88 | 715.20K |
| 2026-03-31 | Savitz Ryan | Sell | 1.39K | $78.33 | 108.88K |
| 2026-03-31 | Savitz Ryan | Sell | 21.82K | $78.86 | 1.72M |
| 2026-03-31 | Savitz Ryan | Sell | 1.49K | $80.25 | 119.17K |
| 2026-03-31 | Savitz Ryan | Sell | 800 | $81.36 | 65.09K |
| 2026-03-31 | Savitz Ryan | Sell | 2.37K | $82.84 | 196.00K |
| 2026-03-31 | Savitz Ryan | Sell | 40.00K | $17.88 | 715.20K |
| 2026-03-31 | Savitz Ryan | Buy | 74.37K | $8.44 | 627.66K |
| 2026-03-31 | Savitz Ryan | Sell | 59.80K | $83.90 | 5.02M |
| 2026-03-31 | Savitz Ryan | Sell | 74.37K | $8.44 | 627.66K |
| 2026-03-31 | Savitz Ryan | Sell | 19.47K | $84.57 | 1.65M |
Latest filed quarter: Q2 2026.
Institutions holding: 279, holders +29 vs prior quarter. Ownership 137.66%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 8.20M | 432.21K | +5.56% | 799.33M |
| BLACKROCK, INC. | 4.12M | 948.12K | +29.86% | 401.99M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.89M | 2.60M | +200.92% | 379.05M |
| WELLINGTON MANAGEMENT GROUP LLP | 3.23M | 634.10K | +24.43% | 314.85M |
| FAIRMOUNT FUNDS MANAGEMENT LLC | 2.54M | 0 | 0.00% | 247.33M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.51M | 1.37M | +119.27% | 245.16M |
| STATE STREET CORP | 2.36M | 958.53K | +68.52% | 229.80M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.16M | 128.32K | +6.32% | 210.51M |
| AVIDITY PARTNERS MANAGEMENT LP | 2.10M | 0 | 0.00% | 205.12M |
| OCTAGON CAPITAL ADVISORS LP | 1.84M | -105.00K | -5.39% | 179.53M |
| TCG CROSSOVER MANAGEMENT, LLC | 1.68M | 0 | 0.00% | 163.44M |
| FRED ALGER MANAGEMENT, LLC | 1.30M | 140.57K | +12.10% | 126.97M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.26M | 342.29K | +37.36% | 122.70M |
| VENROCK ADVISER, LLC | 1.18M | 0 | 0.00% | 115.03M |
| UBS GROUP AG | 1.14M | 358.98K | +45.95% | 111.15M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 1.13M | 105.50K | +10.35% | 109.70M |
| JENNISON ASSOCIATES LLC | 1.02M | 536.63K | +110.61% | 99.60M |
| POLAR CAPITAL HOLDINGS PLC | 1.02M | -57.28K | -5.32% | 99.31M |
| CITADEL ADVISORS LLC | 974.91K | -635.57K | -39.46% | 95.03M |
| FRANKLIN TEMPLETON INC | 968.98K | 801 | +0.08% | 94.46M |
| BAKER BROS. ADVISORS LP | 852.16K | 0 | 0.00% | 83.07M |
| LOGOS GLOBAL MANAGEMENT LP | 800.00K | 400.00K | +100.00% | 77.98M |
| CORMORANT ASSET MANAGEMENT, LP | 750.00K | -200.00K | -21.05% | 73.11M |
| ALLIANCEBERNSTEIN L.P. | 834.15K | -91.92K | -9.93% | 70.00M |
| BRAIDWELL LP | 594.56K | -304.80K | -33.89% | 57.96M |
Insights · Dividends · Forecast · Financials · Learn
$4.49B
Market Cap
-605.77
P/E
27.93
Forward P/E
45
Score