HALOZYME THERAPEUTICS, INC. (HALO) Stock Analysis

HALOZYME THERAPEUTICS, INC. (HALO) Stock Analysis

Overall Grade: F (Concerning)

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HALOZYME THERAPEUTICS, INC. faces challenges in financial performance that warrant careful analysis.

Key Metrics:

Metric Value Context
ROIC 31.1% Above industry average
FCF Margin 45.9% Strong cash generation
Debt/Equity 4.5x Elevated debt

Investment Thesis: Strong return on invested capital of 31.1% suggests durable competitive advantages and efficient capital allocation.


What is HALOZYME THERAPEUTICS, INC.'s Profitability and ROIC?

HALOZYME THERAPEUTICS, INC. generates strong returns on invested capital at 31.1%, indicating efficient capital allocation and competitive advantages. Gross margin of 84.2% with operating margin at 57.9% reflects the company's strong market position.

Key Metrics

Metric Value Rating Interpretation
Return on Invested Capital (ROIC) 31.1% Excellent Strong capital efficiency
Return on Equity (ROE) 138.5% Excellent Efficient use of shareholder equity
Gross Margin 84.2% Excellent Strong pricing power
Operating Margin 57.9% Excellent Efficient operations

How Strong is HALOZYME THERAPEUTICS, INC.'s Cash Flow Quality?

HALOZYME THERAPEUTICS, INC. generated $540.7M in free cash flow over the trailing twelve months, representing a 45.9% margin. FCF was positive in N/A of the last 8 quarters, indicating variable cash generation.

Key Metrics

Metric Value Rating Interpretation
Free Cash Flow Margin 45.9% Excellent Excellent cash conversion
Free Cash Flow (TTM) $540.7M Good Positive cash generation
OCF/Net Income 1.0x Good Potential accrual concerns
FCF Consistency (8Q) N/A Warning Variable cash flow

What is HALOZYME THERAPEUTICS, INC.'s Financial Health?

HALOZYME THERAPEUTICS, INC.'s debt-to-equity ratio of 4.5x indicates elevated leverage.

Key Metrics

Metric Value Rating Interpretation
Debt to Equity 4.5x Red flag Elevated leverage
Net Cash Position $-1.4B Warning Net debt position

Is HALOZYME THERAPEUTICS, INC. Stock Overvalued or Undervalued?

HALOZYME THERAPEUTICS, INC. trades at a P/E of 11.6x, representing a premium to the sector median of N/A.

Key Metrics

Metric Value Rating Interpretation
P/E Ratio 11.6x Adequate Reasonable valuation
EV/Sales 7.0x Adequate Growth premium priced in

Sector Rankings

Metric Value Percentile vs Median
Return on Invested Capital (ROIC) 31.1% Top 25% -
Free Cash Flow Margin 45.9% Top 5% -
Gross Margin 84.2% Top 25% 1.4x above
Operating Margin 57.9% Top 5% 12.9x above
Return on Equity (ROE) 138.5% Top 5% -
P/E Ratio 11.6x N/A -

Rating Thresholds

Return on Invested Capital (ROIC)

Measures how efficiently a company uses its debt and equity capital to generate profits. ROIC above 15% typically indicates a competitive moat.

Rating Range Interpretation
Excellent > 20% Exceptional capital efficiency, strong competitive moat
Good 12% - 20% Above-average returns, sustainable competitive position
Adequate 8% - 12% Around cost of capital, moderate competitive position
Warning 4% - 8% Below cost of capital, value may be eroding
Red flag < 4% Significant capital destruction, fundamental issues

Current: 31.1% (Excellent - Top 25% of sector (median: 0.0%))

Free Cash Flow Margin

The percentage of revenue converted to free cash flow. Higher margins indicate stronger cash generation and business quality.

Rating Range Interpretation
Excellent > 20% Strong cash generation, high-quality business
Good 10% - 20% Healthy cash conversion
Adequate 5% - 10% Moderate cash generation
Warning 0% - 5% Thin cash margins, capital intensive
Red flag < 0% Cash burn, potential liquidity concerns

Current: 45.9% (Excellent - Top 5% of sector (median: 0.0%))

Gross Margin

Revenue minus cost of goods sold as a percentage. Higher gross margins indicate pricing power and competitive advantage.

Rating Range Interpretation
Excellent > 50% Strong pricing power and competitive moat
Good 30% - 50% Healthy margins, differentiated product
Adequate 20% - 30% Moderate margins, competitive industry
Warning 10% - 20% Thin margins, commodity-like business
Red flag < 10% Very thin margins, structural challenges

Current: 84.2% (Excellent - Top 25% of sector (median: 61.4%))

Debt to Equity Ratio

Total debt divided by shareholders' equity. Lower ratios indicate more conservative financing and reduced financial risk.

Rating Range Interpretation
Excellent < 0.3x Conservative leverage, strong balance sheet
Good 0.3x - 0.7x Moderate leverage, healthy financial position
Adequate 0.7x - 1.5x Elevated leverage, monitor closely
Warning 1.5x - 3.0x High leverage, increased financial risk
Red flag > 3.0x Excessive leverage, potential distress risk

Current: 453.5% (Red flag)

P/E Ratio (Price-to-Earnings)

Stock price divided by earnings per share. Lower P/E may indicate undervaluation, while higher P/E suggests growth expectations.

Rating Range Interpretation
Excellent < 15x Attractively valued, potential opportunity
Good 15x - 25x Fair value for quality company
Adequate 25x - 35x Growth premium, justify with earnings growth
Warning 35x - 50x High expectations priced in
Red flag > 50x or negative Speculative valuation or losses

Current: 11.6x (Adequate)


Frequently Asked Questions

Q: What is HALOZYME THERAPEUTICS, INC.'s Return on Invested Capital (ROIC)?

HALOZYME THERAPEUTICS, INC. (HALO) has a trailing twelve-month Return on Invested Capital (ROIC) of 31.1%. This compares above the sector median of 0.0%. An ROIC above 20% indicates exceptional capital efficiency and strong competitive advantages.

Q: What is HALOZYME THERAPEUTICS, INC.'s Free Cash Flow Margin?

HALOZYME THERAPEUTICS, INC. (HALO) has a free cash flow margin of 45.9%, generating $540.7 million in free cash flow over the trailing twelve months. A FCF margin above 20% indicates excellent cash conversion and a high-quality business model.

Q: Is HALOZYME THERAPEUTICS, INC. stock overvalued or undervalued?

HALOZYME THERAPEUTICS, INC. (HALO) trades at a P/E ratio of 11.6x, which is above the sector median of N/A. The EV/Sales multiple is 7.0x.

Q: How much debt does HALOZYME THERAPEUTICS, INC. have?

HALOZYME THERAPEUTICS, INC. (HALO) has a debt-to-equity ratio of 4.5x with total debt of $1.5 billion. Net debt position is $1.4 billion.

Q: Is HALOZYME THERAPEUTICS, INC. buying back stock?

HALOZYME THERAPEUTICS, INC. (HALO) repurchased $250.0 million of stock over the trailing twelve months.

Q: How does HALOZYME THERAPEUTICS, INC. compare to competitors in Healthcare?

Compared to other companies in Healthcare, HALOZYME THERAPEUTICS, INC. (HALO) shows: ROIC of 31.1% is above the sector median of 0.0% (Top 11%). FCF margin of 45.9% exceeds the sector median of 0.0% (Top 0% of sector). Gross margin at 84.2% is 22.8 percentage points higher than sector peers. These rankings are based on MetricDuck's analysis of all Healthcare companies with available SEC filings.

Q: What warning signs should I watch for with HALOZYME THERAPEUTICS, INC.?

Investors in HALOZYME THERAPEUTICS, INC. (HALO) should monitor these potential warning signs: 1) Debt-to-equity of 4.5x is elevated. Regular monitoring of SEC filings and quarterly trends is recommended.


Data Source: Data sourced from 10-Q filed 2025-11-03. TTM metrics as of Q2 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

This analysis is for informational purposes only and does not constitute investment advice.