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Aligned Genetics, Inc (238120) Fair Value & Analysis

Healthcare · KR · Market cap 40.7B KRW

AG Aligned Genetics, Inc 238120 · KQ
Price3,095 KRW
Fair Value2,183 KRW
Upside-29.5%
Quality48/100
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Expensive Growth
Solidly profitable · 17.6% net margin
Low debt · negative free cash flow
Ranks above peers (5/8)
Moderate moat 46/100
Evidence: Medium Range 1,795 KRW – 2,472 KRW Share as image

Fair value as of: Jul 20, 2026

From 14 valuation models · updated 20 days ago

Share price −6.2% over the past month.

Below-average quality, and screening another 29% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (2,472 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

6,225 KRW 2,615 KRW Fair Value 2,183 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range 2,615 KRW – 6,225 KRW · fair‑value band 1,795 KRW – 2,472 KRW · the 3,095 KRW price screens above the 2,183 KRW fair value. Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Aligned Genetics, Inc (238120) currently trades at 3,095 KRW, while our model-based Fair Value estimate is 2,183 KRW, implying the stock looks roughly 29.5% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Aligned Genetics, Inc generated revenue of 15.7B KRW at a net margin of 17.6%. Revenue declined 7.2% year over year. It earns a return on equity of 7.6%. Fundamentals as of Jul 20, 2026

Our scenario range runs from 1,795 KRW (bear case) to 2,472 KRW (bull case); at 3,095 KRW, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 49% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -26% fair-value upside, at -29%, 238120 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
ROIC Compounder 1,686 KRW 1,935 KRW 2,152 KRW 72
Growth-Adj P/E 2,305 KRW 3,293 KRW 4,281 KRW 68
P/E Multiple 2,175 KRW 2,899 KRW 3,624 KRW 63
All 14 models by family
Earnings-Based
Graham-Dodd 1,408 KRW 6,735 KRW 9,269 KRW 54
Lynch FV 1,795 KRW 2,564 KRW 3,333 KRW 50
PEG = 1.0 1,795 KRW 2,564 KRW 3,333 KRW 46
EPV 1,686 KRW 1,935 KRW 2,152 KRW 59
Multiples
P/E Multiple 2,175 KRW 2,899 KRW 3,624 KRW 63
P/S Multiple 1,025 KRW 1,367 KRW 1,709 KRW 58
P/B Multiple 2,640 KRW 3,521 KRW 4,401 KRW 55
EV/EBIT 1,500 KRW 1,935 KRW 2,369 KRW 53
EV/EBITDA 1,174 KRW 1,499 KRW 1,825 KRW 54
EV/Revenue 1,154 KRW 1,564 KRW 1,974 KRW 43
Asset-Based
NCAV (Graham) 1,322 KRW 1,771 KRW 2,643 KRW 50
Economic Profit
Residual Income 2,192 KRW 2,343 KRW 2,622 KRW 61
ROIC Compounder 1,686 KRW 1,935 KRW 2,152 KRW 72
Growth Earnings
Growth-Adj P/E 2,305 KRW 3,293 KRW 4,281 KRW 68

Widest divergence: Growth Earnings (3,293 KRW) versus Multiples (1,564 KRW). Highest evidence: ROIC Compounder (72).

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Key figures & financial health

Revenue (TTM) 15.7B KRW
Revenue growth (YoY) -7.2%
Net margin 17.6%
Return on equity 7.6%
Free cash flow −9.3B KRW FY2025
Operating margin 6.3%
More key figures
EPS growth (YoY) -23.8%

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 51 · Market factors (momentum, volatility) 30

Profitability 41
Margins and returns on capital today
Quality Growth 21
Are margins and returns improving?
Cashflow 32
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 25
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 21
Price trend over the last 3–12 months (market factor)
52W Momentum 17
Distance to the 52-week high (market factor)
Net Issuance 95
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Aligned Genetics, Inc. offers cellular imaging and biomolecular analysis solutions worldwide. It also provides molecular diagnostic solutions for rapid results under the Genescale name; and advanced imaging and analysis solutions under the Logos Biosystems name. The company was formerly known as Logos Biosystems, Inc.

Full company description

Aligned Genetics, Inc. offers cellular imaging and biomolecular analysis solutions worldwide. It also provides molecular diagnostic solutions for rapid results under the Genescale name; and advanced imaging and analysis solutions under the Logos Biosystems name. The company was formerly known as Logos Biosystems, Inc. and changed its name to Aligned Genetics, Inc. in September 2020. Aligned Genetics, Inc. was founded in 2008 and is headquartered in Anyang-Si, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Aligned Genetics, Inc reported revenue of 16.0B KRW in FY2025 versus 11.8B KRW in FY2021, a compound +8.0%/yr. Reported net income was 2.9B KRW in FY2025, compounding −14.9%/yr from FY2021.

Growth Quality 57/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
16.0B KRW
Latest YoY
+1.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.0%
Avg. growth/yr (10Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.6%
Revenue +8.0%/yr
FY21 11.8B KRW
FY22 13.8B KRW
FY23 15.2B KRW
FY24 15.8B KRW
FY25 16.0B KRW
Net income −14.9%/yr
FY21 5.5B KRW
FY22 2.3B KRW
FY23 3.2B KRW
FY24 4.1B KRW
FY25 2.9B KRW

238120 screens 29% overvalued. Compare with Abbott Laboratories, →

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Cite: Fair Value Calculator (2026). "Aligned Genetics, Inc Fair Value". https://www.fairvalue-calculator.com/stock/238120

Peer Group

Medical Devices · 352 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 48 · Below median
Fair Value upside −30% · Above median
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 18% · Top 25%
Operating margin (TTM) 6% · Above median
Revenue growth -7% · Bottom 25%
Debt / equity 0.32× · Higher than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 0 · sector 29
PAST 31 · sector 8
HEALTH 84 · sector 97
DIVIDEND 0 · sector 38

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Medical Devices stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
Abbott Laboratories, ABT $100.68 $74.79 -26%
Stryker Corporation SYK $316.44 $186.28 -41%
Medtronic plc MDT $83.56 $65.57 -22%
Boston Scientific Corporation BSX $43.04 $38.44 -11%
Edwards Lifesciences Corporation EW $85.73 $41.02 -52%
Siemens Healthineers AG SHL €34.59 €33.87 -2%
DexCom, Inc DXCM $74.96 $38.95 -48%
Shenzhen Mindray Bio-Medical Electronics Co 300760 ¥149.43 ¥147.63 -1%
Shanghai United Imaging Healthcare Co 688271 ¥109.00 ¥43.60 -60%
Demant A/S DEMANT kr 276.60 kr 161.17 -42%

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Frequently asked questions

Is Aligned Genetics, Inc (238120) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 2,183 KRW versus a price of 3,095 KRW, about −29% (overvalued).
What is the fair value of 238120?
Our model-based fair value for Aligned Genetics, Inc is 2,183 KRW (as of Jul 20, 2026), built from audited fundamentals. The current price is 3,095 KRW.
What is the quality score of 238120?
Aligned Genetics, Inc has a Quality Score of 48/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Aligned Genetics, Inc (238120)?
Aligned Genetics, Inc reported trailing-twelve-month revenue of about 15.7B KRW (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 238120?
The net profit margin of Aligned Genetics, Inc is about 17.6%, meaning it keeps roughly 17.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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