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Makes exon-skipping drugs and Elevidys gene therapy for Duchenne muscular dystrophy, a rare genetic disease.
Makes exon-skipping drugs and Elevidys gene therapy for Duchenne muscular dystrophy, a rare genetic disease.
Earns from selling a handful of Duchenne drugs, mostly in the US to patients who need them for life. The older exon-skipping injections give steady sales, while Elevidys, a one-time gene therapy, is lumpier. Roche holds rights to market Elevidys outside the US.
Moat: narrow (IP / patents, regulatory licence). First approved DMD gene therapy and multiple exon-skipping exclusivities are hard to replicate quickly.
Headquarters: Cambridge, Massachusetts, US · Founded: 1980 · Employees: 835
Size Sarepta Therapeutics (SRPT) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $1.88B, the 1837th largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.82 on 6 Nov 2026.
Performance Over six months the shares fell 10.7%, against -9.4% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 20.4% over the last twelve months (peer median +11.4%); the operating margin is -3.1% (peer median 19.4%).
Valuation It trades at 1.1× enterprise value to sales against a peer median of 5.7× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +32%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.3 points below its cost of capital (6.5% WACC).
Credit Sarepta Therapeutics has 2 bonds outstanding ($1.03B).
Short interest Short interest is 21.1% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.97B | $2.20B | $1.90B | $1.24B | $933M |
| Revenue growth | — | +16% | +53% | +33% | — |
| Gross profit | $1.12B | $1.31B | $1.55B | $1.05B | $751M |
| EBITDA | -$341,000 | -$599M | $272M | -$209M | -$476M |
| Net income | -$266M | -$713M | $235M | -$536M | -$703M |
| Free cash flow | $64.8M | -$325M | -$343M | -$577M | -$356M |
| Capital expenditure | $35.6M | $110M | $147M | $87.3M | $30.8M |
| Total debt | $1.05B | $1.04B | $1.34B | $1.40B | $1.62B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Sarepta Therapeutics SRPT | $1.88B | -11% | -20% | -3% | 1.1× | 11.9% |
| Pfizer PFE | $168B | +14% | +1% | 26% | 3.4× | -4.3% |
| Solid Biosciences SLDB | $707M | -9% | n/a | n/a | n/a | n/a |
| PTC Therapeutics PTCT | $5.47B | -11% | -35% | 22% | 3.4× | 8.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SRPT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.1% | +0.6% | 10th lowest of 21 |
| 6-month return | -10.7% | -9.4% | 11th highest of 21 |
| Distance from 52-week high | -27.8% | -27.2% | 10th lowest of 21 |
| Revenue growth (TTM) | -20.4% | +11.4% | 2nd lowest of 21 |
| Operating margin | -3.1% | 19.4% | 3rd lowest of 21 |
| EV / Sales | 1.1× | 5.7× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 11.9% | 8.6% | 8th most demanding of 17 |
| Growth delivered (Del g) | +32.4% | +8.5% | 3rd highest of 17 |
| Hurdle (Req g minus delivered) | -20.5 pp | +1.7 pp | 4th least demanding of 17 |
| ROIC minus cost of capital | -9.3 pp | +0.4 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sarepta Therapeutics SRPT | United States | $1.88B | -11% | -20% | -3% | 1.1× | 11.9% | +32.4% |
| Shenzhen Hepalink Pharmaceutical 002399.SZ | China | $1.88B | -13% | -6% | 8% | 2.2× | 0.1% | +0.5% |
| Pfizer PFIZER.NS | India | $1.87B | -19% | +12% | 34% | 5.5× | 11.2% | +2.4% |
| Maze Therapeutics MAZE | United States | $1.90B | +29% | +700% | -728% | 77.4× | n/a | n/a |
| Shenyang Xingqi Pharmaceutical 300573.SZ | China | $1.91B | -25% | +17% | 33% | 4.4× | 6.0% | +29.1% |
| Caplin Point Laboratories CAPLIPOINT.NS | India | $1.92B | +28% | +15% | 31% | 7.9× | 29.3% | +15.7% |
| China National Accord Medicines 000028.SZ | China | $1.85B | -4% | 0% | 2% | 0.3× | -9.4% | +4.2% |
| Guobang Pharma 605507.SS | China | $1.84B | -8% | +3% | 12% | 1.9× | -5.8% | +7.4% |
| Alivus Life Sciences ALIVUS.NS | India | $1.92B | +32% | +8% | 31% | 6.4× | 20.4% | +6.2% |
| Harmony Biosciences HRMY | United States | $1.93B | +7% | +20% | 22% | 1.4× | -10.9% | +40.3% |
| OneSource Specialty Pharma ONESOURCE.NS | India | $1.94B | -12% | +11% | 6% | 11.9× | n/a | n/a |
| Eris Lifesciences ERIS.NS | India | $1.82B | -11% | +11% | 26% | 5.8× | 24.7% | +20.9% |
| Tibet Rhodiola Pharmaceutical 600211.SS | China | $1.95B | 0% | +13% | 27% | 3.5× | -0.5% | +16.7% |
| Shilpa Medicare SHILPAMED.NS | India | $1.95B | +113% | +28% | 21% | 11.0× | n/a | n/a |
| Tsumura & 4540.T | Japan | $1.81B | +2% | +10% | 18% | 2.0× | n/a | n/a |
| PharmaResearch 214450.KS | South Korea | $1.79B | -25% | +34% | 39% | 3.5× | -14.2% | +37.6% |
| Sino Biological 301047.SZ | China | $1.98B | +50% | +20% | 17% | 13.0× | 36.8% | -15.1% |
| ApicHope Pharmaceutical 300723.SZ | China | $1.99B | -28% | -28% | -50% | 19.2× | 14.0% | -11.0% |
| United Laboratories International 3933.HK | Hong Kong | $2.00B | -19% | -13% | 5% | 0.7× | 3.7% | +7.8% |
| Zhejiang Wolwo Bio-Pharmaceutical 300357.SZ | China | $1.77B | -11% | +7% | 39% | 9.4× | 19.5% | +10.8% |
| BrightGene Bio-Medical Technology 688166.SS | China | $2.00B | -51% | +14% | 7% | 11.1× | 38.5% | +9.2% |
Sarepta Therapeutics has 2 bonds outstanding with $1.03B face value.