|IBRX Overview
IBRX

ImmunityBio, Inc.

Healthcare • CIK: 0001326110

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Market Cap
$1.82B
P/E (TTM)
-5.2x
Rev Growth (TTM)
+668.3%
Net Margin (TTM)
-310.2%
FCF Yield (TTM)
-17.0%
FCF Margin (TTM)
-272.6%

LATEST EARNINGS

Q4 FY2025
about 2 months ago
View source
Revenue
$38.30M
+431.0%
Net Income
EPS
  • Full year preliminary net product revenue of approximately $113.0 million, a ~700% increase year-over-year.
  • Q4 preliminary net product revenue of approximately $38.3 million, a 20% quarter-over-quarter increase and a 431% increase over the prior year quarter.
  • ANKTIVA Unit Growth: 750% unit sales volume growth in 2025 compared to 2024.
  • Saudi FDA granted approval of ANKTIVA® in combination with immune checkpoint inhibitors for metastatic non-small cell lung cancer (NSCLC), marking the Company’s first global approval for this indication and the first approval for subcutaneous administration.

Cash Flow Health

Free Cash Flow0/8 positive
TTM$-309M
Q4 '25
$-71M-2%
Q3 '25
$-70M+14%
FCF Margin
TTM-272.6%
Q4 '25-186.2%+14%
Sector: 0.0%Below Avg
OCF Margin-269.2%
OCF/NI0.87x
CapEx Coverage-79.3x
FCF Yield-17.0%
FCF Growth (2Y)
Cash Conversion Cycle
2241 days
DSO: 75+DIO: 3197DPO: 1031

Capital Allocation & Returns

Total Shareholder Yield
TTM0.0%
Div Yield0.0%

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-308.8M
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-73.3%
Volatile
+0.3% YoY+45.2%
P25MedianP75
25th pctl (med: 0.0%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-226.0%
8Q: -654.2%
Asset Turnover
0.27x
8Q: 0.14x
Leverage (1+D/E)
1.00x
D/E: -0.00x
DuPont: -61.2%-73.3% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
0.87x
8Q:0.35x
+130.3%
Invested Cap Turn
0.32x
8Q:0.17x
+42.1%
CapEx Intensity
1.1%
8Q:1.4%
CapEx/Depreciation
0.25x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Revenue
$113.3M
$38.3M19.4%
$32.1M21.3%
$26.4M60.0%
$16.5M118.7%
$7.6M23.7%
$6.1M483.2%
$1.0M2517.5%
$40.0K
Operating Income
$-256.0M
$-64.7M16.3%
$-55.6M22.0%
$-71.3M10.6%
$-64.4M7.2%
$-69.4M13.5%
$-80.3M19.2%
$-99.3M4.3%
$-95.2M
Net Income
$-351.4M
$-61.9M7.9%
$-67.3M27.3%
$-92.6M28.6%
$-129.6M119.1%
$-59.2M31.0%
$-85.7M36.3%
$-134.6M0.3%
$-134.1M
Operating Cash Flow
$-304.9M
$-70.4M2.2%
$-68.9M13.7%
$-79.8M7.1%
$-85.9M0.9%
$-85.1M13.8%
$-98.8M1.6%
$-100.3M6.2%
$-107.0M
Free Cash Flow
$-308.8M
$-71.3M2.4%
$-69.6M13.9%
$-80.9M7.1%
$-87.0M0.3%
$-87.3M14.1%
$-101.6M0.5%
$-101.1M6.6%
$-108.2M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-5.2x
Volatile
8Q: -31.3x-254%
Valuation Lenses
Earnings
-5.2x
vs sector
Cash Flow
-5.4x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -73.3%
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$1.82B
EV$1.66B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
18/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
64.4%
8Q:
Return on Invested Capital (ROIC)Below Avg
-73.3%
8Q:
+45.2%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -226.0%
Asset Turnover: 0.27x

Earnings Quality

Cash Conversion

0.87x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin99.3%

Capital Efficiency

Invested Capital Turnover0.32x

Working Capital

Cash Conversion Cycle2241 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
70/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
668.3%
OpInc Growth YoY
6.8%
EPS Growth YoY
39.7%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
99.3%
Operating
-226.0%
Top 25% in sector
Net
-310.2%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+37.6 pts
FCF: -272.6% | Net: -310.2%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $241.07M
Interest Coverage
+Net cash position: $241.07M
Leverage Metrics
Debt-to-Equity
-0.00x
Balance sheet risk & solvency analysis