ALKSAlkermes plc

$40.63+46% 1Y

Is the price fair?

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A demanding price: priced for +15% a year vs +4% a year delivered and at the top of its own P/E range.

2 to watch, 1 without data
What the price assumes~+15% a yearderived · Jun 30, 2026

Priced for ~15% a year FCF growth. The price demands more than its three-year revenue growth of 4% a year, priced for acceleration.

Vs its own P/E rangedearer than 92% of its own historyderived

Expensive vs its own history: P/E 106.9 vs a 14.9 median over 13 quarters (+616% vs median).

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What ALKS's price assumes

Alkermes plc trades at 107× earnings against 19.7× for the median Drug Manufacturers - Specialty & Generic name, more expensive than its own group.

107

Trailing P/E · Drug Manufacturers - Specialty & Generic median 19.7 · 5.43× the median: the market pays up for this one

Price / sales
5.50

Price / sales · as of 2026-Q2

Free cash flow yield
2.5%

Free cash flow yield · Drug Manufacturers - Specialty & Generic median 4.9%

Growth the price implies
+15%

Growth the price implies · The price pays for +15% free cash flow growth a year for a decade; the business has delivered +12% a year over the last three.

Details›
Price / bookas of 2026-Q2
5.07
EV / EBITas of 2026-Q2
85.4
EV / salesas of 2026-Q2
6.00
Healthcare median P/E509 names
26.2
Drug Manufacturers - Specialty & Generic median P/E45 names
19.7
Free cash flow, trailing twelve months
$222M
Market capitalisation
$8.81B
3-year revenue growth
+4.5%
3-year free cash flow growth
+12%
ALKS has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 107× today against a 14.9× median
52-week range$27.13 – $52.99
Today$40.63

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.