PolyPeptide Group (PLYGF) Fair Value & Analysis

Healthcare · US · Market cap $1.4B

Below-average quality, and screening another 92% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($5.72). The favourable scenario is already priced in.
• Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.
• A fairly wide model range ($3.01 to $5.72) leaves room in how you read the outcome.

Price vs Fair Value (4 months)

White line = price, green steps = our fair value per fiscal year. As of Jul 18, 2026.

How to read this chart

4‑month range $43.00 – $54.42 · fair‑value band $3.01 – $5.72 · the $54.42 price screens above the $4.36 fair value. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

PolyPeptide Group (PLYGF) currently trades at $54.42, while our model-based Fair Value estimate is $4.36, implying the stock looks roughly 92.0% overvalued today. The Quality Score stands at 44/100 (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, PolyPeptide Group generated revenue of $389M at a net margin of -5.4%. Revenue grew 10.2% year over year. It earns a return on equity of -6.1%. Net debt stands at $35.0M. Fundamentals as of Jul 18, 2026

Our scenario range runs from $3.01 (bear case) to $5.72 (bull case); at $54.42, 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 near its 52-week high and 27% 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 -92%, PLYGF 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.

Widest divergence: Asset-Based ($6.91) versus Earnings-Based ($0.8500). Highest evidence: ROIC Compounder (72).

Key figures & financial health

Quality Score breakdown

About the company

PolyPeptide Group AG operates as a contract development and manufacturing company in Europe, the United States, Asia Pacific, and internationally. It develops and manufactures synthetic peptides used as active pharmaceutical ingredients or intermediates in therapeutic products.

Full company description

PolyPeptide Group AG operates as a contract development and manufacturing company in Europe, the United States, Asia Pacific, and internationally. It develops and manufactures synthetic peptides used as active pharmaceutical ingredients or intermediates in therapeutic products. The company offers portfolio of drug therapies for metabolic diseases, including the GLP-1. It also provides generic peptides and peptides used in cosmetics, animal health, and medical devices, as well as development and analytical services. The company serves academic, pharmaceutical, and biotech companies. PolyPeptide Group AG was founded in 1952 and is headquartered in Baar, Switzerland. PolyPeptide Group AG is a subsidiary of Draupnir Holding B.V.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

PolyPeptide Group reported revenue of $392M in FY2025 versus $283M in FY2022, a compound +11.4%/yr. Reported net income was −$21.2M in FY2025.

PLYGF screens 92% overvalued. Compare with Jiangsu Hengrui Pharmaceuticals Co →

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.

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

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.