NASDAQ · RGEN
Repligen Corporation
Healthcare · Medical - Instruments & Supplies
$189.68▼ 0.51% ($0.97)at close
As of 4:00 PM ET
Market cap
$10.70B
P/E
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 45.8% revenue growth a year for 10 years. Our scenarios assume 2.9–5.1%.
That's 18.8× its past 4-year pace.
Value per share
Base case
$18.76
Price used $189.68 is 10.1× this
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
Revenue each value needs
Revenue today $785M. The price needs $34.2B by 2036. Base case: $1.2B. At its recent pace: $999M. Bear to Bull: $1B to $1.3B.
Revenue today $785M. The price needs $34.2B by 2036. Base case: $1.2B. At its recent pace: $999M. Bear to Bull: $1B to $1.3B.
Revenue in 2036
today $785M
+$33Bmore than the Base case · 29.2×
Value per share · Base case
$18.76
Price $189.68
10.1× this
- 10-yr revenue CAGR
- 4.1%
- Ending operating margin
- 8.3%
- Discount rate
- 10.6%
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 55.88% over the last year. Revenue grew 16.49% over the trailing twelve months. Operating margin moved from -3.54% to 8.32%. Free cash flow grew 4.56% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 52nd percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 8.32%. Revenue grew 16.49% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Repligen Corporation specializes in the creation and distribution of advanced bioprocessing technologies and integrated systems.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
22
Buy
2
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 3, 2026
Q4 FY26 · EPS est $0.46 · Revenue est $206.82M
View
Institutional Sentiment
Repligen Corporation · RGEN
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.