LP

LB Pharmaceuticals Inc Common Stock

LBRX·NASDAQ

$27.02

+3.4%
HealthcareBiotechnology

Clinical‑stage biopharmaceutical company developing novel therapies for neuropsychiatric diseases (e.g. schizophrenia, bipolar depression). Lead candidate is LB‑102, a methylated derivative of amisulpride.

At a Glance

Live Snapshot
Market Cap$774.84M
EPS-1.0000
P/E Ratio-22.34
Earnings Date06/25/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -22.3).

Valuation inputs: P/E -22.3, earnings yield N/A, momentum +3.4%.

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

Driver

High confidence

Return profile is soft (ROE -8.4%, ROIC -9.9%).

Profitability stack: net margin 0.0%, ROE -8.4%, ROIC -9.9%.

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 +3.7%, momentum +3.4%, net margin 0.0%.

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

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LB Pharmaceuticals Inc Common Stock Market vs Earnings Trajectory

LBRX · NASDAQ

Loading price and EPS data...

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LB Pharmaceuticals Inc Common Stock Fair Value Envelope

LBRX · NASDAQ

Our analysis suggests that LBRX has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $27.02, this represents a potential HIDDEN relative to our calculated worth for LB Pharmaceuticals Inc Common Stock.

Intrinsic Value
Current Price: $27.02
3Y-75.0%
5Y-75.0%
10Y-75.0%

No Revenue Data

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

3Y+76.0%
5Y+76.0%
10Y+76.0%
3Y+1191.0%
5Y+1191.0%
10Y+1191.0%
3Y+1193.0%
5Y+1193.0%
10Y+1193.0%
3Y+1356.0%
5Y+1356.0%
10Y+1356.0%
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LB Pharmaceuticals Inc Common Stock Profit Bridge

LBRX · NASDAQ
Revenue0.00
Cost of Goods Sold (0.00)
Gross Profit0.00
Operating Expenses (30.40M)
Operating Income-30.40M
Interest Expense (0.00)
Other Income/Expense5.20M
Pretax Income-25.20M
Income Tax (1.00K)
Net Income-25.20M
Net Income
-25.20M

Profitability Analysis

No Gross Profit Margin Data

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

No Operating Profit Margin Data

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

No Net Profit Margin Data

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

-8.37%
Return on Equity
-113%
3Y-117.0%
5Y-117.0%
10Y-117.0%
-8.05%
Return on Assets
-96%
3Y-88.0%
5Y-88.0%
10Y-88.0%
-9.93%
Return on Invested Capital
-96%
3Y-26.0%
5Y-26.0%
10Y-26.0%
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LB Pharmaceuticals Inc Common Stock Cash Conversion Engine

LBRX · NASDAQ
Net Income-25.20M
Depreciation & Amortization321.00K
Stock-Based Compensation0.00
Change in Working Capital-13.65M
Others3.33M
Capital Expenditures-52.00K
Free Cash Flow-35.26M

Cash Flow Quality Analysis

FCF Conversion Rate

139.9%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

-0.1%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+34.5%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

-$13.65M

Moderate working capital outflow. Typical for growing businesses, but ensure it's supporting revenue growth, not inefficiency.

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.

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LB Pharmaceuticals Inc Common Stock Funding & Solvency Profile

LBRX · NASDAQ
Cash & Cash Equivalents320.68M
Net Receivables0.00
Inventory0.00
Other Current Assets20.80M
Total Current Assets389 M
Property, Plant & Equipment3.63M
Goodwill & Intangible Assets0.00
Long-Term Investments776.00K
Other Non-Current Assets0.00
Total Non-Current Assets4 M
Total Assets
393.48M

Financial Health Analysis

Current Ratio

35.68x

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

Debt-to-Equity Ratio

0.04x

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

Working Capital

378 M

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

Asset Composition

99% 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.

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LB Pharmaceuticals Inc Common Stock Street Expectations Map

LBRX · NASDAQ

Wall Street analysts project that LBRX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 39.50, with estimates ranging from a low of 36.00 to a high of 45.00.

Lowest Target
36.00
33.23%
Consensus Target
39.50
46.19%
Highest Target
45.00
66.54%

The consensus 1-year price target stands at 39.50, with estimates ranging from a low of 36.00 to a high of 45.00.

Analyst Consensus Analysis

Upside Potential

+46.2%

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

Analyst Agreement

22.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

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.

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LB Pharmaceuticals Inc Common Stock Insider Positioning

LBRX · NASDAQ

During the last 12 months, there has been no insider trading activity reported for LBRX.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

No Dividend Yield Data

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

 

lbrx Dividend History

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