2seventy Bio, Inc.

  • Moat Score
  • Market Cap $257.98M
  • PE -2
  • Debt $NaN
  • Cash $112.30M
  • EV $NaN
  • FCF -$154.61M

Earnings

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Sales & Net Margins

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Earnings-$156.25M
EBIT-$156.25M
ROE-67%
ROA-30%
FCF-$154.61M
Equity$234.80M
Growth Stability1
PE-1.65
PB1.1
P/FCF-1.67
P/S5.85
Price/Cash0.44
Net Margins-130%
Gross Margins99%
Op. Margins-354%
Sales Growth YoY-75%
Sales Growth QoQ-28%
Sales CAGR1%
Equity CAGR55%
Earnings Growth YoY-159%
Earnings Growth QoQ-147%
Sales CAGR 5Y1%
Equity CAGR 5Y55%
Earnings CAGR 3Y22%
Sales CAGR 3Y22%
Equity CAGR 3Y-21%
Market Cap$257.98M
Revenue$44.12M
Assets$517.90M
Cash$112.30M
Shares Outstanding51.49M
Moat Score1%
Working Capital177.67M
Current Ratio4.76
Shares Growth 3y38%
Equity Growth QoQ13%
Equity Growth YoY-36%

Assets & ROA

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Stockholders Equity & ROE

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2seventy bio Inc is a cell and gene therapy company focused on the research, development, and commercialization of transformative treatments for cancer.

SEC Filings

Direct access to 2seventy Bio, Inc. (TSVT) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

  • 2024
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2023
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2022
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31

Sector Comparison

How does 2seventy Bio, Inc. compare to its competitors?

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Peter Lynch's Chart

This chart shows the current pricing of 2seventy Bio, Inc. compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

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2seventy Bio, Inc. Discounted Cash Flow

Fully customizable DCF calculator online for 2seventy Bio, Inc..

= -$1.5B
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fcf-$155M-$155M-$155M-$155M-$155M-$155M-$155M-$155M-$155M-$155M-$155M-$1.5B
DCF-$141M-$128M-$116M-$106M-$96M-$87M-$79M-$72M-$66M-$60M-$596M
Value-$1.5B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years12/201912/202012/202112/202212/2023TTM
Net Margins-724%-48%-536%-278%-217%-130%
ROA---38%-39%-38%-30%
ROE---81%-82%-85%-67%

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years12/201912/202012/202112/202212/2023TTM
Debt over FCF------
Debt over Equity------
Growth Stability-----1

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years12/201912/202012/202112/202212/2023CAGR 5Y
Revenue YoY growth-460%-78%68%10%1%
Earnings YoY growth--63%143%-13%-14%-
Equity YoY growth-71%382%-14%-18%55%
FCF YoY growth--66%143%19%-30%-