Knight Therapeutics Inc (GUD) Fair Value & Analysis

Healthcare · CA · Market cap C$964M

A solid business, screening 83% undervalued on our models.

What matters now

• The model range is unusually wide (C$7.89 to C$35.49). The outcome hinges heavily on assumptions, so read the point estimate with caution.
• Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range C$4.35 – C$10.07 · fair‑value band C$7.89 – C$35.49 · the C$9.32 price screens below the C$17.08 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Knight Therapeutics Inc (GUD) currently trades at C$9.32, while our model-based Fair Value estimate is C$17.08, implying the stock looks roughly 83.3% undervalued today. The Quality Score stands at 66/100 (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: medium), always confirm before acting.

Over the trailing twelve months, Knight Therapeutics Inc generated revenue of C$510M at a net margin of 1.1%. Revenue grew 68.5% year over year. It earns a return on equity of 0.7%. Net debt stands at C$1.5M. Fundamentals as of Aug 13, 2026

Our scenario range runs from C$7.89 (bear case) to C$35.49 (bull case); at C$9.32, the current price sits within 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 near its 52-week high and 65% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at 83%, GUD 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: Growth DCF (C$15.18) versus Asset-Based (C$5.24). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Knight Therapeutics Inc. focuses on acquiring, in-licensing, out-licensing, marketing, and commercializing prescription pharmaceutical products in Canada and Latin America.

Full company description

Knight Therapeutics Inc. focuses on acquiring, in-licensing, out-licensing, marketing, and commercializing prescription pharmaceutical products in Canada and Latin America. The company offers Minjuvi for relapsed or refractory diffuse large B-cell lymphoma; Pemazyre for metastatic cholangiocarcinoma; Akynzeo for prevention of chemotherapy-induced acute and delayed nausea and vomiting; Aloxi for prevention of acute nausea and vomiting associated with emetogenic cancer chemotherapy; Tavalisse for the treatment of chronic immune thrombocytopenia; Trelstar for advanced prostate cancer; Vidaza for myelodysplastic syndrome; Abraxane for metastatic pancreatic cancer; Halaven for metastatic breast cancer and soft tissue sarcoma; Lenvima for advanced renal cell cancer; Zyvalix for metastatic prostate cancer; Karfib for relapsed or refractory multiple myeloma; Leprid for advanced prostate cancer; Bapoci for brest cancer; Xetrane for multiple myeloma; Rembre for chronic myeloid leukemia; Imvexxy for moderate to severe dyspareunia; Bijuva for moderate to severe vasomotor symptoms; IPX203 for Parkinson's disease; Qelbree for attention-deficit hyperactivity disorder; Jornay PM for attention-deficit hyperactivity disorder; and Crexon for Parkinson's disease. In addition, it offers Salofalk for ulcerative colitis; Ursofalk for biliary cirrhosis; Fibridoner for idiopathic pulmonary fibrosis; Ibsrela for IBS-C; and Exelon for symptomatic treatment of mild to moderately severe dementia in people with Alzheimer's and Parkinson's disease. Further, it offers Niktimvo; Zynyz; Gemtesa; Orgovyx; Myfembree; Onicit; Jornay PM and Crexont capsules; and Palbocil and Bapocil for treatment of patients with hormone receptor positive. Additionally, it provides finances to other life science companies; and invests in life sciences venture capital funds. The company was incorporated in 2013 and is based in Montreal, Canada.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Knight Therapeutics Inc reported revenue of C$450M in FY2025 versus C$243M in FY2021, a compound +16.6%/yr. Reported net income was −C$5.4M in FY2025.

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Peer Group

Drug Manufacturers - Specialty & Generic · 625 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.