ArriVent BioPharma, Inc. Common Stock

ArriVent BioPharma, Inc. Common Stock

AVBP·NASDAQ

$29.78

-0.47%
HealthcareBiotechnology

ArriVent BioPharma, Inc. operates as a clinical-stage biopharmaceutical company that engages in the identification, development, and commercialization of medicines for the unmet medical needs of patients with cancers. It also engages in the development and commercialization of targeted cancer therapies for non-small-cell lung cancer (NSCLC) and other solid tumors. The company develops Furmonertinib, an epidermal growth factor receptor mutant-selective tyrosine kinase inhibitor that is in phase 3 clinical trial for the treatment of NSCLC patients; and ARR-002. It has strategic collaborations with Aarvik Therapeutics Inc. The company was incorporated in 2021 and is based in Newtown Square, Pennsylvania.

At a Glance

Live Snapshot
Market Cap$1.39B
EPS-4.3200
P/E Ratio-6.89
Earnings Date08/10/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -6.9).

Valuation inputs: P/E -6.9, earnings yield N/A, momentum -0.5%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -54.1%, ROIC -57.8%).

Profitability stack: net margin 0.0%, ROE -54.1%, ROIC -57.8%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +7.8%, momentum -0.5%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

avbp

ArriVent BioPharma, Inc. Common Stock Market vs Earnings Trajectory

AVBP · NASDAQ

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ArriVent BioPharma, Inc. Common Stock

ArriVent BioPharma, Inc. Common Stock Fair Value Envelope

AVBP · NASDAQ

Our analysis suggests that AVBP has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $29.78, this represents a potential HIDDEN relative to our calculated worth for ArriVent BioPharma, Inc. Common Stock.

Intrinsic Value
Current Price: $29.78
3Y+293.0%
5Y-89.0%
10Y-89.0%

No Revenue Data

AVBP has not reported any revenue values in the available annual periods.

3Y+351.0%
5Y+222.0%
10Y+222.0%
3Y+268.0%
5Y+1176.0%
10Y+1176.0%
3Y+268.0%
5Y+1176.0%
10Y+1176.0%
3Y+82.0%
5Y+674.0%
10Y+674.0%
ArriVent BioPharma, Inc. Common Stock

ArriVent BioPharma, Inc. Common Stock Profit Bridge

AVBP · NASDAQ
Revenue0.00
Cost of Goods Sold (0.00)
Gross Profit0.00
Operating Expenses (177.53M)
Operating Income-177.53M
Interest Expense (0.00)
Other Income/Expense11.23M
Pretax Income-166.31M
Income Tax (0.00)
Net Income-166.31M
Net Income
-166.31M

Profitability Analysis

No Gross Profit Margin Data

AVBP has not reported any gross profit margin values in the available annual periods.

No Operating Profit Margin Data

AVBP has not reported any operating profit margin values in the available annual periods.

No Net Profit Margin Data

AVBP has not reported any net profit margin values in the available annual periods.

-54.13%
Return on Equity
73%
3Y+156.0%
5Y-57.0%
10Y-57.0%
-49.92%
Return on Assets
71%
3Y+147.0%
5Y-58.0%
10Y-58.0%
-57.78%
Return on Invested Capital
58%
3Y+173.0%
5Y+174.0%
10Y+174.0%
AVBP

ArriVent BioPharma, Inc. Common Stock Cash Conversion Engine

AVBP · NASDAQ
Net Income-166.31M
Depreciation & Amortization-3.03M
Stock-Based Compensation12.52M
Change in Working Capital-3.77M
Others0.00
Capital Expenditures0.00
Free Cash Flow-160.59M

Cash Flow Quality Analysis

FCF Conversion Rate

96.6%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

FCF Growth Trend

-128.7%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$3.77M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

avbp

ArriVent BioPharma, Inc. Common Stock Funding & Solvency Profile

AVBP · NASDAQ
Cash & Cash Equivalents62.10M
Net Receivables0.00
Inventory0.00
Other Current Assets22.32M
Total Current Assets349 M
Property, Plant & Equipment370.00K
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets225.00K
Total Non-Current Assets595 K
Total Assets
349.30M

Financial Health Analysis

Current Ratio

13.95x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.08x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

324 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

100% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

avbp

ArriVent BioPharma, Inc. Common Stock Street Expectations Map

AVBP · NASDAQ

Wall Street analysts project that AVBP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 45.00, with estimates ranging from a low of 45.00 to a high of 45.00.

Lowest Target
45.00
51.11%
Consensus Target
45.00
51.11%
Highest Target
45.00
51.11%

The consensus 1-year price target stands at 45.00, with estimates ranging from a low of 45.00 to a high of 45.00.

Analyst Consensus Analysis

Upside Potential

+51.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

avbp

ArriVent BioPharma, Inc. Common Stock Insider Positioning

AVBP · NASDAQ

During the last 12 months, insiders have purchased $15K and sold $12.98M worth of AVBP shares, resulting in $12.97M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

555.6K

12.98M

Net Activity

-13.0M

-$12.98M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

6.5K

14.83K

Sold

0

0.00

Net Activity

+15K

+$15K

Top Buyers

1
LR

Lachapelle Robin

Officer: Chief Operating Officer

6.5K shares1 transactions

$15K

Top Sellers

1
HIML

Hillhouse Investment Management, Ltd.

10 Percent Owner

555.6K shares1 transactions

$12.98M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $12.97M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

No Dividend Yield Data

AVBP has not reported any dividend yield values in the available annual periods.

 

avbp Dividend History

AVBP
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%