Emergent BioSolutions Inc (EBS) Fair Value & Analysis

Healthcare · US · Market cap $413M

A solid business, screening 200% undervalued on our models.

What matters now

• The price is below even our cautious bear case ($9.76). The market is more pessimistic than our downside scenario.
• Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
• A fairly wide model range ($9.76 to $18.15) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

60‑month range $1.50 – $66.05 · fair‑value band $9.76 – $18.15 · the $4.84 price screens below the $14.52 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Emergent BioSolutions Inc (EBS) currently trades at $4.84, while our model-based Fair Value estimate is $14.52, implying the stock looks roughly 200.0% undervalued today. The Quality Score stands at 55/100 (solid quality), in the Healthcare sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Emergent BioSolutions Inc generated revenue of $677M at a net margin of -1.3%. Revenue declined 29.7% year over year. It earns a return on equity of -1.6%. Net debt stands at $367M. Fundamentals as of Jul 24, 2026

Our scenario range runs from $9.76 (bear case) to $18.15 (bull case); at $4.84, the current price sits below 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 66% below its 52-week high, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at 200%, EBS screens cheaper 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.

Widest divergence: DCF Models ($30.56) versus Dividend Discount ($1.24). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Emergent BioSolutions Inc., a life sciences company, provides preparedness and response solutions for accidental, deliberate, and naturally occurring public health threats in the United States, Canada, and internationally. It operates through Commercial Products, MCM Products, and All Other Revenues segments.

Full company description

Emergent BioSolutions Inc., a life sciences company, provides preparedness and response solutions for accidental, deliberate, and naturally occurring public health threats in the United States, Canada, and internationally. It operates through Commercial Products, MCM Products, and All Other Revenues segments. The company offers ACAM2000, a smallpox and mpox vaccine; Anthrax Immune Globulin Intravenous (ANTHRASIL), a polyclonal antibody therapeutic for the treatment of inhalational anthrax; Botulism Antitoxin Heptavalent (BAT), an equine plasma antitoxin for the treatment of symptomatic botulism; BioThrax, an anthrax vaccine; CYFENDUS, a vaccine for post-exposure prophylaxis of disease following suspected or confirmed exposure to Bacillus anthracis; Ebanga, a monoclonal antibody for the treatment of infection caused by Orthoebolavirus zairense; Raxibacumab injection, a monoclonal antibody therapeutic for the treatment and prophylaxis of inhalational anthrax due to Bacillus anthracis; TEMBEXA, an oral antiviral for the treatment of smallpox disease caused by variola virus in adult and pediatric patients; and CNJ-016, a polyclonal antibody therapeutic to address complications from smallpox vaccination. It also provides NARCAN and KLOXXADO nasal sprays for the emergency treatment of known or suspected opioid overdose. In addition, the company offers contract development and manufacturing services comprising drug substance and product manufacturing, and packaging, as well as technology transfer, process, analytical development, and suite reservation services. Emergent BioSolutions Inc. was incorporated in 1998 and is headquartered in Gaithersburg, Maryland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Emergent BioSolutions Inc reported revenue of $743M in FY2025 versus $1.8B in FY2021, a compound −19.6%/yr. Reported net income was $52.6M in FY2025, compounding −30.0%/yr from FY2021.

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Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

• Erste Group Bank (WBAG:EBS) Stock Looks Undervalued As Its 384% 5 Year Run Continues Yahoo Finance · Jul 1, 2026
• Emergent BioSolutions Inc. (EBS) Gains Attention as ACAM2000 Receives Broader Public Health Authorization Yahoo Finance · May 20, 2026
• Emergent BioSolutions to Participate in Upcoming Investor Conferences Yahoo Finance · May 20, 2026
• A Look At Erste Group Bank’s (WBAG:EBS) Valuation After Strong Q1 2026 Earnings And New Bond Issue Yahoo Finance · May 8, 2026

Peer Group

Drug Manufacturers - Specialty & Generic · 626 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.

Valuation Multiples vs Drug Manufacturers - Specialty & Generic median · lower = cheaper

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.

Values & ESG

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

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

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Frequently asked questions

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.