Agios Pharmaceuticals, Inc.

NasdaqGS:AGIO Stock Report

Market Cap: US$1.3b

Agios Pharmaceuticals Valuation

Is AGIO undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of AGIO when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

US$692.57
Fair Value
96.5% undervalued intrinsic discount
6
Number of Analysts

Below Fair Value: AGIO ($24.57) is trading below our estimate of fair value ($692.57)

Significantly Below Fair Value: AGIO is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for AGIO?

Key metric: As AGIO is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for AGIO. This is calculated by dividing AGIO's market cap by their current revenue.
What is AGIO's PS Ratio?
PS Ratio32x
SalesUS$44.79m
Market CapUS$1.30b

Price to Sales Ratio vs Peers

How does AGIO's PS Ratio compare to its peers?

The above table shows the PS ratio for AGIO vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average4x
CPRX Catalyst Pharmaceuticals
4.8x8.36%US$2.8b
KNSA Kiniksa Pharmaceuticals International
5.3x17.52%US$3.2b
SRPT Sarepta Therapeutics
0.7x-14.87%US$1.8b
ZLAB Zai Lab
5.1x31.77%US$2.3b
AGIO Agios Pharmaceuticals
32x57.62%US$1.3b

Price-To-Sales vs Peers: AGIO is expensive based on its Price-To-Sales Ratio (32x) compared to the peer average (4x).

Price to Sales Ratio vs Industry

How does AGIO's PS Ratio compare vs other companies in the US Biotechs Industry?

123 CompaniesPrice / SalesEstimated GrowthMarket Cap
BIIB Biogen
2.5x-1.79%US$24.64b
BMRN BioMarin Pharmaceutical
3.3x6.33%US$10.40b
PTCT PTC Therapeutics
3.5x-3.85%US$6.07b
ALKS Alkermes
3.1x8.94%US$4.83b
AGIO 32.0xIndustry Avg. 11.6xNo. of Companies123PS01632486480+
123 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: AGIO is expensive based on its Price-To-Sales Ratio (32x) compared to the US Biotechs industry average (11.6x).

Price to Sales Ratio vs Fair Ratio

What is AGIO's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

AGIO PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio32x
Fair PS Ratio0.0007x

Price-To-Sales vs Fair Ratio: AGIO is expensive based on its Price-To-Sales Ratio (32x) compared to the estimated Fair Price-To-Sales Ratio (0x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst AGIO forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$24.57
US$31.17
+26.85%
28.24%US$48.00US$20.00n/a6
Nov ’26US$43.24
US$47.33
+9.47%
17.83%US$57.00US$37.00n/a6
Oct ’26US$40.07
US$46.67
+16.46%
17.70%US$57.00US$37.00n/a6
Sep ’26US$37.71
US$47.67
+26.40%
16.50%US$57.00US$37.00n/a6
Aug ’26US$35.00
US$50.00
+42.86%
18.52%US$65.00US$38.00n/a7
Jul ’26US$34.37
US$51.71
+50.46%
20.64%US$71.00US$38.00n/a7
Jun ’26US$32.09
US$52.43
+63.38%
21.16%US$71.00US$38.00n/a7
May ’26US$30.94
US$53.14
+71.76%
19.33%US$71.00US$38.00n/a7
Apr ’26US$27.40
US$54.57
+99.17%
17.44%US$74.00US$43.00n/a7
Mar ’26US$35.54
US$55.50
+56.16%
15.42%US$74.00US$45.00n/a8
Feb ’26US$34.39
US$57.00
+65.75%
14.31%US$75.00US$46.00n/a7
Jan ’26US$32.86
US$57.29
+74.33%
14.17%US$75.00US$46.00n/a7
Dec ’25US$59.39
US$53.88
-9.29%
6.59%US$57.00US$46.00n/a8
Nov ’25US$44.87
US$53.88
+20.07%
6.59%US$57.00US$46.00US$43.248
Oct ’25US$42.47
US$54.50
+28.33%
7.09%US$57.00US$46.00US$40.076
Sep ’25US$45.91
US$54.33
+18.35%
8.14%US$60.00US$46.00US$37.716
Aug ’25US$44.50
US$53.83
+20.97%
8.94%US$60.00US$46.00US$35.006
Jul ’25US$43.38
US$52.83
+21.79%
8.91%US$61.00US$46.00US$34.376
Jun ’25US$36.34
US$46.00
+26.58%
18.24%US$59.00US$33.00US$32.095
May ’25US$33.66
US$40.67
+20.82%
20.31%US$49.00US$29.00US$30.946
Apr ’25US$28.86
US$40.67
+40.91%
20.31%US$49.00US$29.00US$27.406
Mar ’25US$32.27
US$40.67
+26.02%
20.31%US$49.00US$29.00US$35.546
Feb ’25US$22.96
US$40.17
+74.94%
20.25%US$49.00US$28.00US$34.396
Jan ’25US$22.27
US$38.33
+72.13%
19.03%US$49.00US$28.00US$32.866
Dec ’24US$22.90
US$38.00
+65.94%
19.22%US$49.00US$28.00US$59.396
Nov ’24US$21.30
US$38.50
+80.75%
13.81%US$46.00US$32.00US$44.876
US$31.17
Fair Value
21.2% undervalued intrinsic discount
6
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/20 23:11
End of Day Share Price 2025/11/20 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Agios Pharmaceuticals, Inc. is covered by 29 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter LawsonBarclays
George FarmerBMO Capital Markets Equity Research
Alec StranahanBofA Global Research