VRTXVertex Pharmaceuticals

$547.27

Is the business good?

How good a business is VRTX?

Vertex Pharmaceuticals earns 30% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

30%

Return on invested capital · cost of capital 9.0% · 21 points above what the capital costs: growth creates value

Operating margin
38%

Operating margin · Biotechnology median −72% · 12 months to Q2 2026

Cash conversion
0.86×

Cash conversion · 0.96× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
−1.4%

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

Operating margin by fiscal year
YearOperating margin
FY202046%
FY202137%
FY202248%
FY202339%
FY2024−2.1%
FY202535%
Details
Gross margin12 months to Q2 2026
86%
Operating margin12 months to Q2 2026
38%
Net margin12 months to Q2 2026
35%
Free cash flow margin
30%
R&D as % of revenue
31%
Revenue, trailing twelve months
$12.6B
Free cash flow, trailing twelve months
$3.80B
Net income, trailing twelve months
$4.41B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
30%

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