VCELVericel Corporation

$42.40

Is the business good?

How good a business is VCEL?

Vericel Corporation earns 5.9% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

5.9%

Return on invested capital · cost of capital 9.0% · 3.1 points below what the capital costs: growth destroys value

Operating margin
5.4%

Operating margin · Biotechnology median −72% · 12 months to Q1 2026

Cash conversion
2.21×

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

Share count, year on year
+1.7%

Share count, year on year · shareholders own a smaller slice than a year ago

Operating margin by fiscal year
YearOperating margin
FY20201.9%
FY2021−5.0%
FY2022−10%
FY2023−3.3%
FY20241.9%
FY20254.0%
Details
Gross margin12 months to Q1 2026
75%
Operating margin12 months to Q1 2026
5.4%
Net margin12 months to Q1 2026
7.3%
Free cash flow margin
16%
R&D as % of revenue
9.7%
Revenue, trailing twelve months
$292M
Free cash flow, trailing twelve months
$47M
Net income, trailing twelve months
$21M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
5.9%

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