Pliant Therapeutics, Inc.
$1.18
-1.7%Pliant Therapeutics, Inc., a clinical stage biopharmaceutical company, discovers, develops, and commercializes novel therapies for the treatment of fibrosis and related diseases in the United States. Its lead product candidate is PLN-74809, an oral small-molecule dual selective inhibitor of avß6 and avß1 integrins, which is in three Phase 2a trials. The company also develops PLN-1474, a small-molecule selective inhibitor of avß1, which completed Phase 1 clinical trial for the treatment of liver fibrosis associated with nonalcoholic steatohepatitis. In addition, it is developing two additional preclinical integrin-based programs, which include an oncology program, as well as a program for an allosteric agonistic monoclonal antibody against an undisclosed integrin receptor for treatment of muscular dystrophies, including duchenne muscular dystrophy. Pliant Therapeutics, Inc. was incorporated in 2015 and is based in South San Francisco, California.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -0.5).
Valuation inputs: P/E -0.5, 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 -82.4%, ROIC -71.4%).
Profitability stack: net margin 0.0%, ROE -82.4%, ROIC -71.4%.
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 +19.5%, momentum -1.7%, net margin 0.0%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Pliant Therapeutics, Inc. Market vs Earnings Trajectory
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Pliant Therapeutics, Inc. Fair Value Envelope
Pliant Therapeutics, Inc. Profit Bridge
Profitability Analysis
Pliant Therapeutics, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.
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
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.
Pliant Therapeutics, 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.
Pliant Therapeutics, Inc. Street Expectations Map
Wall Street analysts project that PLRX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.00, with estimates ranging from a low of 3.00 to a high of 3.00.
The consensus 1-year price target stands at 3.00, with estimates ranging from a low of 3.00 to a high of 3.00.
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.
Pliant Therapeutics, Inc. Insider Positioning
During the last 12 months, insiders have purchased $435K and sold $164K worth of PLRX shares, resulting in $271K of net buying activity.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
127.8K
163.62K
-164K
-$164K
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
270.0K
434.70K
0
0.00
+435K
+$435K
Top Buyers
Pyott David E I
Director
$48K
Huh Hoyoung
Director
$48K
Crowell Gayle A
Director
$48K
Bruhn Suzanne Louise
Director
$48K
Mccourt Thomas A
Director
$48K
Top Sellers
Coulie Bernard
Director, Officer: President And Ceo
$114K
Cummings Keith Lamont
Officer: Chief Financial Officer
$31K
Cheung Lily
Officer: Chief Human Resource Officer
$10K
Kuo Minnie
Officer: Chief Operating Officer
$9K
Insider Activity Analysis
Net Insider Sentiment
Positive insider sentiment with $271K net buying. Buying activity substantially exceeds selling, indicating insider confidence.
Buy/Sell Ratio
Strong buy/sell ratio. Buying is at least double the selling activity, suggesting robust insider confidence.
Insider Participation
5 insider buyers vs. 4 sellers. More insiders buying than selling indicates positive sentiment.
Insider Activity Insight
Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.
No Dividend Yield Data
PLRX has not reported any dividend yield values in the available annual periods.
plrx Dividend History
Learning Layer
Related Guides
Build conviction on PLRX 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.