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Neuren Pharmaceuticals Limited (NEU) Fair Value & Analysis

Healthcare · AU · Market cap A$1.7B

NP Neuren Pharmaceuticals Limited NEU · AU
PriceA$12.38
Fair ValueA$3.00
Upside-75.8%
Quality95/100
Evidence: High Range A$2.26 – A$3.74

Fair value as of: Jun 24, 2026

From 23 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from A$11.19 to A$3.00 (−73.2%) since Jun 23, 2026. Share price −11.8% over the past month.

Price vs Fair Value (12 months)

A$22.30 A$11.45 Fair Value A$3.00 Jun 2025 Jun 2026

12‑month range A$11.45 – A$22.30 · fair‑value band A$2.26 – A$3.74 · the A$12.38 price screens above the A$3.00 fair value. As of Jun 24, 2026.

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Analysis

Neuren Pharmaceuticals Limited (NEU) currently trades at A$12.38, while our model-based Fair Value estimate is A$3.00 — implying the stock looks roughly 75.8% overvalued today. We read business quality at 95/100 (high 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: high).

Over the trailing twelve months, Neuren Pharmaceuticals Limited generated revenue of A$64.6M at a net margin of 47.1%. Revenue declined 80.9% year over year. It earns a return on equity of 8.7%. The balance sheet holds a net cash position of A$4.2M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$64.6M
Revenue growth (YoY) -80.9%
Net margin 47.1%
Return on equity 8.7%
Free cash flow A$125M FY2025
P/E ratio 59.3
More key figures
Operating margin 30.6%
EPS (TTM) A$0.2300
EPS growth (YoY) -88.7%
Net cash A$4.2M FY2025

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

About the company

Neuren Pharmaceuticals Limited, a biopharmaceutical company, develops drugs for the treatment of neurological disorders. It develops and commercializes DAYBUE (trofinetide) for the treatment of Rett syndrome in adults and pediatric patients 2 years of age and older, as well as in Phase 2 clinical trial to treat Fragile X syndrome. The company also develops NNZ-2591, which has completed Phase 2 clinical trial for the treatment of Phelan-McDermid; and in Phase 2 clinical trial for the treatment of Angelman and Pitt Hopkins. In addition, it develops NNZ-2591, which is in preclinical trial stage for the treatment of Prader-Willi syndrome, Hypoxic Ischemic Encephalopathy, and SYNGAP1. The company was incorporated in 2001 and is based in Hawthorn East, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Neuren Pharmaceuticals Limited reported revenue of A$64.6M in FY2025 versus A$3.2M in FY2021, a compound +112.0%/yr. Reported net income was A$30.4M in FY2025.

Revenue +112.0%/yr
FY21 A$3.2M
FY22 A$14.6M
FY23 A$232M
FY24 A$213M
FY25 A$64.6M
Net income
FY21 −A$7.8M
FY22 A$184K
FY23 A$157M
FY24 A$142M
FY25 A$30.4M

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Frequently asked questions

Is Neuren Pharmaceuticals Limited (NEU) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$3.00 versus a price of A$12.38 — about −76% (overvalued). Model-based estimate, not financial advice.
What is the fair value of NEU?
Our 21-model fair value for Neuren Pharmaceuticals Limited is A$3.00 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$12.38.
What is the quality score of NEU?
Neuren Pharmaceuticals Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Neuren Pharmaceuticals Limited (NEU)?
Neuren Pharmaceuticals Limited reported trailing-twelve-month revenue of about A$64.6M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of NEU?
The net profit margin of Neuren Pharmaceuticals Limited is about 47.1%, meaning it keeps roughly 47.1% 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.

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