Health DiagnosticsGeneticsOncologyBiotechnologyHealth CareScience and Engineering
Description
Illumina, Inc. (‘Illumina’) operates as a global company in sequencing- and array-based solutions for genetic and genomic analysis.
The company’s products and services serve customers in a wide range of markets, enabling the adoption of genomic solu…
Analysis
Quality compounder
Illumina, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 25.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 10% a year, against analyst forecasts of 10%. The price, in other words, assumes less than the experts do.
Growth is moderate; the safety picture is adequate. The company scores 12/20 on our value-creation score: creating some value.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 20231
67
2023202420252026
All-time high
73
Jan 2025
All-time low
1
Jan 2024
Average rank
40
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
33
52
36
19
Price/Earnings
28
59
8
4
Price/Book
20
27
45
37
Dividend Yield
1
1
1
1
Value (overall)
7
35
12
3
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.