Beam Therapeutics Inc.
BEAMAbout the company
Beam Therapeutics Inc., a biotechnology company, engages in the development of precision genetic medicines for patients suffering from serious diseases in the United States.
Investment snapshot
Positive
2
BUY / PASS
Neutral / negative
2 / 12
NEUTRAL / FAIL
Median fair value
—
No comparable estimates
Models with upside
0 / 17
Positive margin of safety
Strongest signal
9 of 12 pass — Buffett, Marks and Asness object
Key risk
No clean pass — all 16 investors flag at least one profitability criterion
Framework analysis
| Verdict | Meaning |
|---|---|
| BUY | Positive purchase signal: the framework's buy requirements are met. |
| PASS | The company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state. |
| NEUTRAL | Neither a positive nor negative conclusion. It does not mean to hold an existing position. |
| FAIL | The company does not clear the framework's requirements. |
| Ranked | Ranked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL. |
Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.
| Metric | Graham Defensive Value | Buffett Quality Compounder | Lynch GARP | Greenblatt Magic Formula | Piotroski F-Score | Dreman Contrarian Value | Munger Quality Focus | Pabrai Dhandho Framework | Akre Three-Legged Stool | Marks Risk-Aware Value | Ackman Activist Value | Templeton Global Bargain Hunter | Sleep Scale Economies Shared | Asness Systematic Factors | Neff Low-P/E Total Return | Schloss Asset-Value Discipline | O'Shaughnessy Systematic Factor Composite |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Verdict | FAIL | FAIL | FAIL | FAIL · Rank #2427 (Top 78.4%) | PASS | FAIL | FAIL | FAIL | FAIL | FAIL | PASS | FAIL | FAIL | NEUTRAL | FAIL | FAIL | NEUTRAL |
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| Intrinsic Value (annual) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Margin of Safety | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Financial Basis | TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Annual history · FY 2025 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 Latest source filing: 2026-02-24 Score computed: 2026-11-14 | Annual history · FY 2025 · Balance sheet at 2026-09-30 · TTM ended 2026-09-30 vs 2025-09-30 · TTM ended 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | TTM ended 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 Latest source filing: 2026-02-24 Score computed: 2026-11-14 | Annual history · FY 2025 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Market data at 2026-11-01 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Qualitative assessment · Annual history · FY 2025 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Qualitative assessment · Annual history · FY 2025 Latest source filing: 2026-02-24 Score computed: 2026-11-14 | Annual history · FY 2025 · Qualitative assessment · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 · Qualitative assessment Latest source filing: 2026-02-24 Score computed: 2026-11-14 | Annual history · FY 2025 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Market data at 2026-11-01 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 · Price history 2025-01-01–2026-11-01 · Balance sheet at 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 · Qualitative assessment Latest source filing: 2026-02-24 Score computed: 2026-11-14 | TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Price history 2025-01-01–2026-11-01 · Annual history · FY 2025 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 · TTM ended 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | Annual history · FY 2025 · Balance sheet at 2026-09-30 Latest source filing: 2026-11-03 Score computed: 2026-11-14 | TTM ended 2026-09-30 · Annual history · FY 2025 · Price history 2025-01-01–2026-11-01 Latest source filing: 2026-11-03 Score computed: 2026-11-14 |
Where It Passes
- Debt & Leverage75% pass✓ 12✗ 3▾
9 of 12 pass — Buffett, Marks and Asness object
LT Debt vs Net Current AssetsLT Debt $100.4M vs NCA $985.3M✓GrahamLT Debt <= Net Current AssetsDebt/Equity & Interest Coverage✗BuffettD/E < 0.5 AND Interest Coverage > 5xTotal Debt / Equity0.11✓Lynch< 0.33Cash - Long-term Debt$112.9M✓LynchPositive preferredLT Debt / Total Assets Change0.00% -> 0.00%✓PiotroskiDecreased YoYCurrent Assets / Current Liabilities13.00✓Dreman> 1.5✓SchlossCurrent ratio >= 1.50x (app cutoff)Total Debt / Shareholders' Equity0.11✓Dreman< 0.8✓Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✓SchlossD/E < 1.00xDebt Levels0.11✓MungerDebt/Equity < 0.5✓AkreDebt/Equity < 0.3Interest Coverage & Debt/EBITDA✗MarksInterest Coverage > 3x; Debt/EBITDA < 4xTotal Debt / Shareholders Equity0.11✓Ackman<= 1.0Negative debt-to-equity (higher means less debt)-0.1053; #1309/4210 (top 31.1%)✗AsnessTop 30% of eligible cross-section
Where It Falls Short
- Profitability0% pass✓ 2✗ 33▾
No clean pass — all 16 investors flag at least one profitability criterion
Positive EPS (10 years)0/8 years positive✗GrahamPositive EPS every year for 10 yearsEPS Growth (3-yr avg, 10-yr window)N/A (negative base EPS)✗Graham>= 33% growthNet Income Positive (10+ years)0/8 years positive✗BuffettPositive every year for 10+ yearsROE (up to 5-year arithmetic mean)-31.1%✗Buffett> 15% arithmetic mean (app rule)Operating Margin (10-yr trend)-274.6% (latest)✓BuffettStable or rising over 10 yearsFree Cash Flow Proxy$-72.6M✗BuffettPositive and growingEarnings Variance (10-yr CoV)N/A (negative mean EPS)✗BuffettCoV < 0.3Retained Earnings Effectiveness✗Buffett$1 retained -> > $1 market value createdBasic earnings-growth PEG (dividends excluded)✗Lynch< 1.0 (ideally < 0.5)3-5 Year EPS CAGR✗Lynch15-30% (Fast Grower); > 0% to passROE-11.2%✗Lynch> 15%EBIT / Enterprise Value-17.4%✗Greenblatt> 10%Earnings Yield + ROC AssessmentEY=-17.4%, ROC=-45.3%✗GreenblattBoth EY > 10% and ROC > 25%Net Income / Total Assets-5.40%✗PiotroskiROA > 0ROA Change YoY-34.13% -> -5.40% (delta: +28.73%)✓PiotroskiCurrent ROA > Prior ROA(CFO / Total Assets) vs ROACFO/Assets=-23.30%, ROA=-5.40%✗PiotroskiCFO/Assets > ROAGross Margin Change YoY✗PiotroskiImproved YoYPre-Tax Income / Revenue-57.2%✗Dreman>= 8%Net Income / Shareholders' Equity-11.2%✗Dreman> 12%Margin of SafetyP/B=1.9x✗PabraiP/B < 1.5 or P/E < 15Return on Equity-23.8% (3-yr avg)✗AkreROE > 20% (3-year avg)Discount to Intrinsic ValueN/A (negative normalized EPS)✗Marks>= 20% below intrinsic valuePositive Net Income Frequency0/7 years positive✗MarksPositive net income in >= 7 of last 10 yearsOperating Income / Revenue-267.7%✗Ackman>= 15%Net Income / Shareholders Equity-11.2%✗Ackman>= 15%5-Year EPS CAGR✗Templeton> 0% (5-year EPS CAGR)Operating Margin Trend-46.7% (2023) -> -274.6% (2025)✗TempletonNon-negative operating-margin trend over 3 yearsRevenue growth vs. gross and operating margin trendrevenue flat/down, operating margin -46.7% -> -274.6%✗SleepRevenue rising; gross margin flat or falling; operating margin holdingNet income / market capitalization-4.53%; #3834/6340 (top 60.5%)✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-sectionGross profit / total assets✗AsnessTop 30% of eligible cross-sectionNet income / positive book equity-11.24%; #3454/5226 (top 66.1%)✗AsnessTop 30% of eligible cross-sectionNegative 5-year standard deviation of ROA-0.1055; #3543/5884 (top 60.2%)✗AsnessTop 30% of eligible cross-section3-5 Year Diluted EPS CAGR✗Neff7%-20% annualizedPositive Diluted-EPS Years0/7 years positive✗Schloss>= 70% positive over 5-10 observed years (app rule) - Valuation0% pass✓ 2✗ 26▾
No clean pass — all 13 investors flag at least one valuation criterion
Price / 3-yr avg EPS✗Graham<= 15xPrice-to-Book Ratio1.9x✗Graham<= 1.5xP/E x P/B✗Graham<= 22.5Basic earnings-growth PEG (dividends excluded)✗Lynch< 1.0 (ideally < 0.5)EBIT / Enterprise Value-17.4%✗Greenblatt> 10%Earnings Yield + ROC AssessmentEY=-17.4%, ROC=-45.3%✗GreenblattBoth EY > 10% and ROC > 25%Price / EPS✗Dreman< 12x✗Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)Price / (CFO / Shares)N/A (negative CFPS)✗Dreman< 8xPrice / Book Value per Share1.9x✗Dreman< 1.2x✗Templeton< 1.5x✗SchlossP/B <= 0.80x (app cutoff)Valuation ReasonablenessOE Yield=-3.1%✗MungerP/E < 25 or Owner Earnings Yield > 5%P/E or FCF YieldFCF Yield=-15.2%✗PabraiP/E < 15 or FCF Yield > 10%P/B or P/E vs. Historical AverageP/B=1.9x✓MarksP/E < 15 or P/B < 2.0Discount to Intrinsic ValueN/A (negative normalized EPS)✗Marks>= 20% below intrinsic valuePrice / FCF per ShareN/A (negative FCF)✗Ackman<= 25Price vs. Trailing Low144% of trailing low ($15.83)✗Templeton<= 120% of trailing low (certified split-adjusted live window)Net income / market capitalization-4.53%; #3834/6340 (top 60.5%)✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-sectionPositive book equity / market capitalization+0.4032; #3264/6449 (top 50.6%)✗AsnessTop 30% of eligible cross-sectionPrice / Diluted EPS✗NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)(EPS CAGR % + Dividend Yield %) / P/E✗Neff> 0.7 (Neff's published traditional edge)Price / Tangible Book Value per Share1.88x✗SchlossP/TBV <= 1.00x (app cutoff)Book Value per Share Change+183.5%✓SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)Revenue / market capitalization+0.0621; #4510/5247 (top 86.0%)✗OshaughnessyTop 10% of eligible cross-section(Operating cash flow - capex) / market capitalization-16.85%; #3454/4519 (top 76.4%)✗OshaughnessyTop 10% of eligible cross-sectionTrailing six-month price return through the evaluation date-16.77%; #3812/6202 (top 61.5%)✗OshaughnessyTop 10% of eligible cross-section - Cash Flow0% pass✗ 12▾
All 10 investors flag BEAM's cash flow
Free Cash Flow Proxy$-72.6M✗BuffettPositive and growingFCF Positive and Growing$-398.2M✗LynchPositive and growingOperating Cash Flow$-345.1M✗PiotroskiCFO > 0(CFO / Total Assets) vs ROACFO/Assets=-23.30%, ROA=-5.40%✗PiotroskiCFO/Assets > ROAPrice / (CFO / Shares)N/A (negative CFPS)✗Dreman< 8xP/E or FCF YieldFCF Yield=-15.2%✗PabraiP/E < 15 or FCF Yield > 10%FCF Positive0/7 years FCF positive✗MarksPositive FCF in majority of recent years(OCF - CapEx) / Market Cap-17.1%✗Ackman>= 4%Price / FCF per ShareN/A (negative FCF)✗Ackman<= 25Positive Operating Cash Flow frequency1/7 years positive✗SleepPositive OCF in >= 70% of available yearsOperating Cash Flow - Capital Expenditures$-398.2M✗Neff> $0 (app proxy for a strong fundamental case)(Operating cash flow - capex) / market capitalization-16.85%; #3454/4519 (top 76.4%)✗OshaughnessyTop 10% of eligible cross-section - Growth13% pass✓ 4✗ 9▾
7 of 8 flag BEAM's growth — Graham, Lynch, Dreman +4 more
EPS Growth (3-yr avg, 10-yr window)N/A (negative base EPS)✗Graham>= 33% growthBasic earnings-growth PEG (dividends excluded)✗Lynch< 1.0 (ideally < 0.5)3-5 Year EPS CAGR✗Lynch15-30% (Fast Grower); > 0% to passInventory Growth vs Revenue GrowthN/A (no inventory)✓LynchInventory growth < Revenue growthEPS Growth Direction$-14.05 (2019) -> $-0.81 (2025)✗DremanPositive over recent yearsEPS CAGR✗Dreman> 5% annualizedPositive Net Income Frequency0/7 years positive✗MarksPositive net income in >= 7 of last 10 years3yr Median Revenue Growth120.0%✓Ackman>= 5%Positive EPS Growth Frequency3/5 years with positive EPS growth✓AckmanPositive EPS growth in >= 3 of last 5 years5-Year EPS CAGR✗Templeton> 0% (5-year EPS CAGR)Revenue growth vs. gross and operating margin trendrevenue flat/down, operating margin -46.7% -> -274.6%✗SleepRevenue rising; gross margin flat or falling; operating margin holding5-year Revenue CAGR466.3%✓SleepCAGR > 7%3-5 Year Diluted EPS CAGR✗Neff7%-20% annualized - Verdicts13% pass✓ 2✗ 13▾
Split decision: 12 FAIL · 2 PASS · 2 NEUTRAL
Overall verdict✗GrahamFAIL (3/9)✗BuffettFAIL (1/9)✗LynchFAIL (3/7)✗GreenblattRank #2427✓PiotroskiPASS (F-Score 4)✗DremanFAIL (3/11)✗MungerFAIL (1/4)✗PabraiFAIL (0/3)✗AkreFAIL (2/6)✗MarksFAIL (1/5)✓AckmanPASS (5/9)✗TempletonFAIL (2/8)✗SleepFAIL (1/6)•AsnessNEUTRAL (Not ranked)✗NeffFAIL (1/6)✗SchlossFAIL (3/7)•OshaughnessyNEUTRAL (Not ranked) - Efficiency38% pass✓ 4✗ 7▾
5 of 8 flag BEAM's efficiency — Buffett, Greenblatt, Munger +2 more
Current Ratio13.00✓Graham>= 2.0ROIC (3-5 yr avg)-94.2%✗Buffett> 10%ROIC - WACC-104.2%✗BuffettPositive (WACC = 10%)EBIT / (NWC + Net Fixed Assets)-45.3%✗Greenblatt> 25%Current Ratio Change YoY4.82 -> 13.09✓PiotroskiIncreased YoYRevenue / Total Assets Change YoY0.06x -> 0.09x✓PiotroskiImproved YoYCurrent Assets / Current Liabilities13.00✓Dreman> 1.5Return on Invested Capital-29.4%✗Munger> 15%ROIC (high and growing)FY2023: ROIC=unavailable; FY2024: ROIC=unavailable; FY2025: ROIC=unavailable✗AkreLatest 3 consecutive FYs: ROIC > 15% in eachReinvestment Rate x ROIC✗AkreReinvestment Rate * ROIC > 10%ROIC (5-year)0/2 years above 12% (latest -36.3%)✗SleepROIC > 12% in a majority of years
Business & financials
Financial snapshot: annual FY 2025. Current investor scores may use newer quarterly data.
Company Profile
Financial Snapshot
Shareholder Return
Fiscal 2025
Issued 21.7% of shares last year, 24.7% issued over two.
- Buybacks
- —
- Dividends
- —
Company Financials
Latest TTM and quarters alongside annual years
TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.
The latest annual period end is unavailable. Showing the latest fiscal cycle’s quarters; quarter and annual columns may overlap. Quarterly shows the full quarter history.
| Metric | TTM · 2026-09-30 2025-10-01 – 2026-09-30 Sources · derived quarter valuesDerived from cumulative filings: revenue, net income, operating income, ebit, pre tax income, operating cash flow, depreciation amortization, capex. | Q3 FY 2026 2026-07-01 – 2026-09-30 Sources · derived quarter valuesDerived from cumulative filings: operating cash flow, depreciation amortization, capex. | Q2 FY 2026 2026-04-01 – 2026-06-30 Sources · derived quarter valuesDerived from cumulative filings: operating cash flow, depreciation amortization, capex. | Q1 FY 2026 2026-01-01 – 2026-03-31 Sources | FY 2025Sources
| FY 2024Sources
| FY 2023Sources
| FY 2022Sources
| FY 2021Sources
|
|---|---|---|---|---|---|---|---|---|---|
| Market Cap | $2.4Bcurrent | -- | -- | -- | $2.8Best. | $2.2Best. | $2.0Best. | $3.1Best. | $4.8Best. |
| Revenue | $146.6M↑163% | $307.0K↓97% | $490.0K↓94% | $31.7M↑325% | $139.7M↑120% | $63.5M↓83% | $377.7M↑520% | $60.9M↑18% | $51.8M |
| Operating Income | -$392.5M↑16% | -$141.3M↓11% | -$126.6M↓5% | -$107.2M↑10% | -$383.7M↑8% | -$415.6M↓135% | -$176.5M↑48% | -$338.5M↑14% | -$392.5M |
| Net Income | -$107.1M↑74% | -$134.4M↓19% | -$122.7M↓20% | -$94.3M↑14% | -$80.0M↑79% | -$376.7M↓184% | -$132.5M↑54% | -$289.1M↑22% | -$370.6M |
| EPS (Diluted) | -- | $-1.28↓16% | $-1.18↓18% | $-0.91↑27% | $-0.81↑82% | $-4.58↓166% | $-1.72↑58% | $-4.13↑28% | $-5.77 |
| Gross Margin | — | — | — | — | — | — | — | — | — |
| Operating Margin | -267.7%↑68% | -46033.2%↓3420% | -25827.1%↓1720% | -337.8%↑79% | -274.6%↑58% | -654.3%↓1300% | -46.7%↑92% | -555.6%↑27% | -757.0% |
| ROE | -11.2%↑74% | — | — | — | -6.5%↑87% | -51.4%↓280% | -13.5%↑66% | -39.4%↑12% | -44.8% |
| Total Debt | $100.4M | $100.4M | $100.3M | $100.2M | -- | -- | -- | $3.0M↓43% | $5.3M |
| Shareholders' Equity | $952.7M↓1% | $952.7M↓1% | $1.1B↑2% | $1.2B↑4% | $1.2B↑69% | $733.5M↓25% | $981.3M↑34% | $733.5M↓11% | $826.7M |
| Current Ratio | 13.00↑116% | 13.00↑116% | 14.57↑116% | 16.99↑93% | 13.09↑171% | 4.82↓18% | 5.89↑21% | 4.89↓18% | 5.96 |
| Debt / Equity | 0.11 | 0.11 | 0.09 | 0.09 | — | — | — | 0.00↓36% | 0.01 |
| Operating Cash Flow | -$388.6M↓15% | -$110.7M↓36% | -$66.1M↑14% | -$128.5M↓24% | -$345.1M↑1% | -$347.2M↓133% | -$149.2M↓762% | $22.5M↑134% | -$66.3M |
| Free Cash Flow | -$398.2M↓13% | -$112.0M↓29% | -$68.5M↑14% | -$130.7M↓22% | -$360.0M↓1% | -$356.2M↓95% | -$182.9M↓592% | -$26.4M↑77% | -$113.1M |
Score history
Historical Score Timeline
Industry peers
Industry Peers
Similar companies in Pharmaceutical Products
BEAM vs Peers — Financial Grading
| Company | Market Cap | Price | Revenue | Net Income | ROE | D/E | Op. Margin | Curr. Ratio | Graham | Buffett | Lynch | Greenblatt | Piotroski | Dreman |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Merck & Co., Inc.MRK | $364.3B | $147.76 | $65.0B | $18.3B | 34.7% | 0.94 | — | 1.54 | 2/9 | 5/9 | 4/7 | 0/3 | F-Score 4 | 1/11 |
| ABBOTT LABORATORIESABT | $188.0B | $108.52 | $44.3B | $6.5B | 12.5% | 0.25 | 18.2% | 1.58 | 3/9 | 4/9 | 2/7 | 1/3 | F-Score 5 | 3/11 |
| BRISTOL MYERS SQUIBB COBMY | $129.7B | $63.43 | $48.2B | $7.1B | 38.2% | 2.44 | 19.4% | 1.26 | 2/9 | 1/9 | 3/7 | 1/3 | F-Score 8 | 5/11 |
| BIO-TECHNE CorpTECH | $11.4B | $72.80 | $1.2B | $73.4M | 3.8% | — | 8.4% | 3.46 | 4/9 | 3/9 | 3/7 | 0/3 | F-Score 5 | 4/11 |
| REPLIGEN CORPRGEN | $10.7B | $167.79 | $738.3M | $48.9M | 2.3% | 0.26 | 7.5% | 8.37 | 3/9 | 2/9 | 3/7 | 0/3 | F-Score 7 | 5/11 |
| IONIS PHARMACEUTICALS INCIONS | $4.8B | $29.06 | $943.7M | $381.4M | -78.0% | 3.60 | -40.4% | 3.83 | 3/9 | 1/9 | 1/7 | 0/3 | F-Score 4 | 3/11 |
| NEOGEN CORPNEOG | $2.5B | $11.23 | $870.4M | $7.9M | -0.4% | 0.76 | -2.5% | 3.82 | 3/9 | 1/9 | 2/7 | 0/3 | F-Score 6 | 4/11 |
| Pharvaris N.V.PHVS | $2.4B | $33.36 | — | $206.4M | -64.8% | 0.00 | — | — | 0/9 | 0/9 | 2/7 | 0/3 | F-Score 2 | 2/11 |