Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionBridgeBio Pharma Inc. Common Stock (BBIO)
Fair value
Not available
ACCE price target
$54.10
Rating
Not rated
Horizon
12 months
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $85.00 since 14 May 2026, 00:00 CEST.
Price used: $68.56 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
39
out of 100
Analysts
91% buy
23 covering
1-year return
+27.4%
Dividend yield
0.00%
BridgeBio Pharma Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
BridgeBio is a clinical-stage-turned-commercial biotech whose lead rare-disease products are beginning to generate revenue, with 120.4% year-over-year revenue growth and a 94.4% gross margin showing the economics of a royalty-like drug model once volume builds. The operating margin of -43.9% and ROE of -1789.7% make clear the company is still spending heavily on R&D and launches, so the profit case rests on those launches scaling faster than costs. The near-term swing factor is whether commercial uptake and pipeline readouts keep pace with that spending. At a 13.1B USD market cap with no earnings to anchor a multiple, the valuation depends almost entirely on forecasts of future drug sales, which makes this worth a deeper look only if you are comfortable underwriting that pipeline. The composite score of 36/100 and absence from major indices suggest the screens currently see more risk than reward.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Massive cash burn and negative FCF
FCF negative $320M annually against $12.8B market cap. Company is unprofitable (net margin -97%) and burning cash faster than revenue growth can offset.
high
Score collapse and valuation disconnect
ACCE score fell 11 points in 90 days (47 to 36). Forward P/E of 2261 and P/S of 17.9 suggest market is pricing in speculative future profitability that financials do not yet support.
high
Insider selling with no offsetting buys
Last 10 disclosures show $21.93M in insider sales and $0 in buys. Insiders are exiting while institutional ownership is 99.6%, concentrating risk.
moderate
Early-stage biotech execution risk
120% revenue growth and 86% 5-year CAGR are strong, but company remains deeply unprofitable. Success depends entirely on pipeline advancement and eventual commercialization.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue surged 120.4% year over year with a 5-year average growth rate of 86.3%, showing sustained commercial momentum.
Why it could disappoint
The company burned $320M in free cash flow over the last 12 months with no clear path to profitability.
Net margin of negative 97.0% and ROE of negative 1789.7% show the company is deeply unprofitable on both measures.
Forward P/E of 2261.2x is economically meaningless given the company's massive losses, making valuation impossible to assess rationally.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where BBIO's valuation models land
Price
$68.56
Model fair valueConfidence: low
about $67.15
Model
Fair value
Upside
Analyst consensus
Sales comps
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Quality
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BridgeBio Pharma closes a $933.9M convertible preferred equity raise. Here's what the deal structure means for $BBIO shareholders and the pipeline ahead.
2026-07-03
Recommendation history, last 12 months
Date
Type
New
Previous
Price
18 Oct 2026, 00:00 CEST
ACCE price target
$54.10
$85.00
$66.39
14 May 2026, 00:00 CEST
ACCE price target
$85.00
first publication
Price
+26.4% · 1Y
Ask anything about BBIO
Answered from BridgeBio Pharma Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
This stock Peer Peer median weaker → stronger
ROEbetter than 0% of peers
low -1790%-1790%high 174%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 2.8%
Peers
Prices Oct 23, 2026
Company
Price
Fair value
vs fair value
P/E
ROE
Quality
Score
BBIOBridgeBio Pharma Inc. Common Stock
$68.56
-
-
-
-1789.7%
29
39
JAZZJazz Pharmaceuticals plc Common Stock (Ireland)