Royalty Pharma plc
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What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Medical - Pharmaceuticals sits in its cycle right now — and what that implies for $RPRX.
Medical - Pharmaceuticals
No material change from last week — Trump's executive order support and DEA rescheduling progress create a viable regulatory pathway while ATAI's pipeline advances toward multiple late-stage data..
Industry benchmark
6-name peer basket
+58.9%YTD
+42.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
25.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
9.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
62.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
10.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
10.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
12.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
89.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$674.1M+16.5%60.2%19.7%$0.04$686.2M
Q1 FY26$630.6M+11.0%99.8%100%$0.68$760.5M
Q4 FY25$622.0M+4.8%100%62.4%$0.64$827.1M
Q3 FY25$609.3M+7.9%100%70.1%$1.05$702.6M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.5B – $3.5B$5.33$5.31 – $5.364
FY27$3.8B$3.8B – $3.9B$5.74$5.19 – $6.064
FY28$4.1B$3.8B – $4.4B$6.47$4.47 – $8.474
FY29$4.5B$4.4B – $4.7B$6.95$6.72 – $7.212
FY30$4.9B$4.8B – $5.1B$7.56$7.31 – $7.852
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