BioMarin Pharmaceutical (BMRN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$57.13+2.64%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
Research Workspace
Put BMRN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
BioMarin's growth engine must keep compounding to justify the price. Revenue grew 32% year over year in the latest quarter. The company beat adjusted earnings estimates by 176.7%. It trades at 27 times earnings versus a 21 times peer median. The price reflects less growth than we forecast. A cut to full-year guidance would challenge the growth thesis. Peer multiples imply a price about 36% above where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. BMRN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering BMRN (as of Nov 2026).
Based on 13 Wall Street analysts offering 12-month price targets for BMRN in the last 4 months.
Continue this research
Compare BMRN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BMRN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put BMRN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase revenue growth with focus on VOXZOGO and enzyme therapies
Guidance cut directly undermines revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $57.13
The last 12 months of price, then the range of analyst 12-month targets from today’s $57.13.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Accelerate revenue growth with VOXZOGO and Amicus integration
Full-year outlook cut undermines revenue growth thesis.
Advances: Accelerate revenue growth with VOXZOGO and Amicus integration
High revenue guidance confirms growth objective despite deferrals.
Advances: Accelerate revenue growth with VOXZOGO and Amicus integration
Q3 beat confirms revenue growth execution.
Advances: Accelerate revenue growth with VOXZOGO and Amicus integration
Earnings snapshot validates financial performance metrics.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Durable data supports growth of POMBILITI.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Five-year data supports growth of POMBILITI.
Advances: Integrate Amicus acquisition and accelerate growth of GALAFOLD and POMBILITI +…
Synergies from Amicus acquisition support growth objectives.
