Standard BioTools Inc.
$1.16
-1.7%Standard BioTools Inc., together with its subsidiaries, develops, manufactures, and sells a range of instrumentation, consumables, and services to scientists and biomedical researchers to develop therapeutics in the Americas, Europe, the Middle East, Africa, and the Asia pacific. The company operates in two segments, Proteomics and Genomics. Its proteomics and genomics include instruments, consumables, software, and services based upon technologies used in the identification of proteins, as well as genes and their functions. The company provides SomaScan platform that enables researchers to measure proteins simultaneously and provides deep insights into biological processes and disease mechanisms; CyTOF technology platform that uses metal-tagged antibodies and time-of-flight mass spectrometry to eliminate signal interference and expand multiplexing capabilities; Hyperion, a spatial biology platform, which unlocks deeper insights into tissue organization by preserving spatial context while enabling high-dimensional molecular and proteomic analysis; and Biomark X9 system that redefines high-throughput genomics for quantitative polymerase chain reaction applications. The company sells its instruments and consumables for research use only to academic research institutions, translational research and medicine centers, cancer centers, and clinical research laboratories, as well as biopharmaceutical, biotechnology, and plant and animal research companies. It has license agreements with California Institute of Technology, Harvard University, and Caliper Life Sciences, Inc. The company was formerly known as Fluidigm Corporation and changed its name to Standard BioTools Inc. in April 2022. Standard BioTools Inc. was incorporated in 1999 and is headquartered in South San Francisco, California.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -6.5).
Valuation inputs: P/E -6.5, earnings yield N/A, momentum -1.7%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -17.6%, ROIC -12.2%).
Profitability stack: net margin -87.8%, ROE -17.6%, ROIC -12.2%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +25.3%, momentum -1.7%, net margin -87.8%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Standard BioTools Inc. Market vs Earnings Trajectory
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Standard BioTools Inc. Fair Value Envelope
Standard BioTools Inc. Profit Bridge
Profitability Analysis
Gross Margin
Strong gross margins indicate healthy pricing and efficient production or service delivery.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Standard BioTools Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.
Cash Flow Quality Insight
Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.
Standard BioTools Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
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.
Standard BioTools Inc. Street Expectations Map
Wall Street analysts project that LAB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.25, with estimates ranging from a low of 3.25 to a high of 3.25.
The consensus 1-year price target stands at 3.25, with estimates ranging from a low of 3.25 to a high of 3.25.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
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.
Standard BioTools Inc. Insider Positioning
During the last 12 months, insiders have purchased $16.30M and sold $111K worth of LAB shares, resulting in $16.19M of net buying activity.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
0
0.00
+0
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6-9 Months
11.3M
14.57M
0
0.00
+14.6M
+$14.57M
9-12 Months
1.4M
1.74M
87.3K
110.89K
+1.6M
+$1.63M
Top Buyers
Casdin Partners Master Fund, L.P.
Director, 10 Percent Owner:
$16.30M
Top Sellers
Egholm Michael
Director, Officer: President & Ceo
$70K
Mackay Sean
Officer: Svp & Chief Business Officer
$25K
Kim Hanjoon Alex
Officer: Chief Financial Officer
$16K
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $16.19M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.
Insider Participation
3 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
No Dividend Yield Data
LAB has not reported any dividend yield values in the available annual periods.
lab Dividend History
Learning Layer
Related Guides
Build conviction on LAB by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.