ALKSAlkermes plc

$49.15

Is the business good?

How good a business is ALKS?

Alkermes plc earns 5.5% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

5.5%

Return on invested capital · cost of capital 9.0% · 3.5 points below what the capital costs: growth destroys value

Operating margin
12%

Operating margin · Drug Manufacturers - Specialty & Generic median 12% · 12 months to Q1 2026

Cash conversion
1.45×

Cash conversion · 1.36× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−1.5%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY2020−11%
FY20218.3%
FY2022−0.55%
FY202325%
FY202427%
FY202517%
Details
Gross margin12 months to Q1 2026
87%
Operating margin12 months to Q1 2026
12%
Net margin12 months to Q1 2026
9.8%
Free cash flow margin
14%
R&D as % of revenue
23%
Revenue, trailing twelve months
$1.56B
Free cash flow, trailing twelve months
$222M
Net income, trailing twelve months
$153M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
5.5%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.