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Moderna, Inc (M1RN34) Fair Value & Analysis

Healthcare · BR · Market cap R$98.7B

MI Moderna, Inc M1RN34 · SA
PriceR$15.64
Fair ValueR$4.91
Upside-68.6%
Quality59/100
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Evidence: Low Range R$3.68 – R$6.13

Fair value as of: Jun 24, 2026

From 4 valuation models · updated 11 days ago

Share price +67.9% over the past month.

Price vs Fair Value (12 months)

R$15.64 R$4.68 Fair Value R$4.91 Jul 2025 Jul 2026

12‑month range R$4.68 – R$15.64 · fair‑value band R$3.68 – R$6.13 · the R$15.64 price screens above the R$4.91 fair value. As of Jun 24, 2026.

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Analysis

Moderna, Inc (M1RN34) currently trades at R$15.64, while our model-based Fair Value estimate is R$4.91 — implying the stock looks roughly 68.6% overvalued today. We read business quality at 59/100 (solid 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: low).

Trailing-twelve-month revenue stands at R$2.2B. Revenue grew 260.2% year over year. It earns a return on equity of -36.6%. Fundamentals as of Jun 24, 2026

Our scenario range runs from R$3.68 (bear case) to R$6.13 (bull case); at R$15.64, the current price sits above that range. The share trades near its 52-week high and 160% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -27% fair-value upside — at -69%, M1RN34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$2.2B
Revenue growth (YoY) +260%
Net margin -144%
Return on equity -36.6%
Free cash flow −R$2.1B FY2025
Operating margin -131%
More key figures
EPS (TTM) R$-2.06
EPS growth (YoY) -85.1%

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Moderna, Inc., a biotechnology company, provides messenger RNA medicines in the United States, Europe, and internationally. The company's respiratory vaccines include spikevax, mNEXSPIKE, mRESVIA, COVID, RSV, seasonal influenza, combination, and pandemic influenza vaccine; latent vaccines comprise cytomegalovirus, epstein-barr virus, and human immunodeficiency virus vaccines; enteric viruses include norovirus; public health vaccines consist of Zika, Nipah, and Mpox vaccines; and bacterial diseases vaccines, such as lyme vaccines. It also provides oncology therapeutics, such as intismeran autogene, cancer antigen therapy, t-cell engager, and cell therapy enhancer; and rare disease products, including propionic and methylmalonic acidemia, and cystic fibrosis. It has strategic alliances and collaborations with Merck & Co., Inc; Vertex Pharmaceuticals Incorporated; Vertex Pharmaceuticals (Europe) Limited; immatics N.V.; Defense Advanced Research Projects Agency; Biomedical Advanced …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Moderna, Inc reported revenue of R$1.9B in FY2025 versus R$18.5B in FY2021, a compound −43.0%/yr. Reported net income was −R$2.8B in FY2025.

Revenue −43.0%/yr
FY21 R$18.5B
FY22 R$19.3B
FY23 R$6.8B
FY24 R$3.2B
FY25 R$1.9B
Net income
FY21 R$12.2B
FY22 R$8.4B
FY23 −R$4.7B
FY24 −R$3.6B
FY25 −R$2.8B

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Cite: Fair Value Calculator (2026). "Moderna, Inc Fair Value". https://www.fairvalue-calculator.com/stock/M1RN34

Recent news

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

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Frequently asked questions

Is Moderna, Inc (M1RN34) undervalued?
As of Jun 24, 2026, our model estimates a fair value of R$4.91 versus a price of R$15.64 — about −69% (overvalued). Model-based estimate, not financial advice.
What is the fair value of M1RN34?
Our model-based fair value for Moderna, Inc is R$4.91 (as of Jun 24, 2026), built from audited fundamentals. The current price is R$15.64.
What is the quality score of M1RN34?
Moderna, Inc has a Quality Score of 59/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Moderna, Inc (M1RN34)?
Moderna, Inc reported trailing-twelve-month revenue of about R$2.2B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of M1RN34?
The net profit margin of Moderna, Inc is about -143.6%, meaning it is currently running at a net loss. 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.

Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.