RGENRepligen Corporation

$173.84+42% 1Y

Is the price fair?

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A demanding price: priced for +23% a year vs +3% a year delivered, at the top of its own P/E range, and rich vs its sector.

3 to watch
What the price assumes~+23% a year

Priced for ~23% a year FCF growth. The price demands more than its three-year revenue growth of 3% a year, priced for acceleration.

Vs its own P/E rangedearest in 33 quartersderived

Expensive vs its own history: P/E 238.1 vs a 111.5 median over 33 quarters (+114% vs median).

Vs sector (EV/EBIT)122.8×

Sector median 22.6× across 130 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)bottom 1% of the market
FCF yieldbottom 9% of the market

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

What RGEN's price assumes

Repligen Corporation trades at 238× earnings against 39.6× for the median Medical Instruments & Supplies name, more expensive than its own group.

238

Trailing P/E · Medical Instruments & Supplies median 39.6 · 6.01× the median: the market pays up for this one

Price / sales
10.4

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
1.4%

Free cash flow yield · Medical Instruments & Supplies median 3.4%

Growth the price implies
+23%

Growth the price implies · The price pays for +23% free cash flow growth a year for a decade; the business has delivered +3.9% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
3.88
EV / EBITtoday's price, trailing year to Jun 30, 2026
123
EV / salestoday's price, trailing year to Jun 30, 2026
10.1
Healthcare median P/E509 names
26.2
Medical Instruments & Supplies median P/E33 names
39.6
Free cash flow, trailing twelve months
$112M
Market capitalisation
$8.19B
3-year revenue growth
+3.3%
3-year free cash flow growth
+3.9%
RGEN 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, 238× today against a 112× median
52-week range$102.87 – $194.62
Today$173.84

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