RGENRepligen Corporation

$180.23

Is the business good?

How good a business is RGEN?

Repligen Corporation earns 2.8% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

2.8%

Return on invested capital · cost of capital 9.0% · 6.2 points below what the capital costs: growth destroys value

Operating margin
8.2%

Operating margin · Medical Instruments & Supplies median 5.8% · 12 months to Q2 2026

Cash conversion
2.69×

Cash conversion · every dollar of reported profit arrived as cash, and more

Share count, year on year
+0.23%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY202019%
FY202125%
FY202228%
FY20237.5%
FY2024−5.5%
FY20257.5%
Details
Gross margin12 months to Q2 2026
54%
Operating margin12 months to Q2 2026
8.2%
Net margin12 months to Q2 2026
5.3%
Free cash flow margin
14%
R&D as % of revenue
7.1%
Revenue, trailing twelve months
$785M
Free cash flow, trailing twelve months
$112M
Net income, trailing twelve months
$42M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
2.8%

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