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Sarepta Therapeutics, Inc. (SRPT) Stock Fundamental Analysis & AI Rating 2026

SRPT Nasdaq Pharmaceutical Preparations DE CIK: 0000873303
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 SRPT Key Takeaways

Revenue: $2.2B
Net Margin: -32.5%
Free Cash Flow: $-307.5M
Current Ratio: 2.32x
Debt/Equity: 0.73x
EPS: $-7.13
AI Rating: STRONG SELL with 85% confidence
Sarepta Therapeutics, Inc. (SRPT) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.2B, net profit margin of -32.5%, and return on equity (ROE) of -62.5%, Sarepta Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete SRPT stock analysis for 2026.

Is Sarepta Therapeutics, Inc. (SRPT) a Good Investment?

Claude

Sarepta demonstrates strong revenue growth of 17.9% YoY, but this is overshadowed by deeply negative gross margins (-1.3%), unsustainable operating losses (-$699.8M), and severe cash burn (-$307.5M FCF annually). With only $801.3M in cash reserves against annual burn of $307.5M, the company has approximately 2.6 years of runway, making the path to profitability critical and uncertain.

Why Buy Sarepta Therapeutics, Inc. Stock? SRPT Key Strengths

Claude
  • + Revenue growing 17.9% YoY, demonstrating market demand for products
  • + Solid liquidity position with current ratio of 2.32x and $801.3M in cash reserves
  • + Moderate leverage ratio of 0.73x providing debt flexibility for refinancing

SRPT Stock Risks: Sarepta Therapeutics, Inc. Investment Risks

Claude
  • ! Negative gross margins of -1.3% indicate fundamental unit economics problems and unsustainable business model
  • ! Operating losses of -$699.8M on -31.8% operating margin with no clear path to profitability
  • ! Free cash flow burn of -$307.5M annually severely constrains financial flexibility and limits runway to ~2.6 years
  • ! Operating cash flow negative at -$205.5M indicates business operations are destroying value

Key Metrics to Watch

Claude
  • * Gross margin trajectory - must turn positive to validate business model
  • * Operating cash flow improvement - currently -$205.5M and must approach break-even
  • * Cash runway and quarterly burn rate - critical for solvency assessment
  • * Cost of revenue reduction initiatives and product portfolio productivity

Sarepta Therapeutics, Inc. (SRPT) Financial Metrics & Key Ratios

Revenue
$2.2B
Net Income
$-713.4M
EPS (Diluted)
$-7.13
Free Cash Flow
$-307.5M
Total Assets
$3.3B
Cash Position
$801.3M

💡 AI Analyst Insight

Strong liquidity with a 2.32x current ratio provides a solid financial cushion.

SRPT Profit Margin, ROE & Profitability Analysis

Gross Margin -1.3%
Operating Margin -31.8%
Net Margin -32.5%
ROE -62.5%
ROA -21.3%
FCF Margin -14.0%

SRPT vs Healthcare Sector: How Sarepta Therapeutics, Inc. Compares

How Sarepta Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
SRPT -32.5%
vs
Sector Avg 12.0%
SRPT Sector
ROE
SRPT -62.5%
vs
Sector Avg 15.0%
SRPT Sector
Current Ratio
SRPT 2.3x
vs
Sector Avg 2.0x
SRPT Sector
Debt/Equity
SRPT 0.7x
vs
Sector Avg 0.6x
SRPT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Sarepta Therapeutics, Inc. Stock Overvalued? SRPT Valuation Analysis 2026

Based on fundamental analysis, Sarepta Therapeutics, Inc. shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
-62.5%
Sector avg: 15%
Net Profit Margin
-32.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.73x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Sarepta Therapeutics, Inc. Balance Sheet: SRPT Debt, Cash & Liquidity

Current Ratio
2.32x
Quick Ratio
1.48x
Debt/Equity
0.73x
Debt/Assets
65.9%
Interest Coverage
N/A
Long-term Debt
$829.0M

SRPT Revenue & Earnings Growth: 5-Year Financial Trend

SRPT 5-year financial data: Year 2021: Revenue $612.4M, Net Income -$715.1M, EPS N/A. Year 2022: Revenue $843.8M, Net Income -$554.1M, EPS $-7.11. Year 2023: Revenue $1.1B, Net Income -$418.8M, EPS $-5.15. Year 2024: Revenue $1.8B, Net Income -$703.5M, EPS $-8.03. Year 2025: Revenue $1.9B, Net Income -$536.0M, EPS $-5.80.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Sarepta Therapeutics, Inc.'s revenue has grown significantly by 204% over the 5-year period, indicating strong business expansion. The most recent EPS of $-5.80 indicates the company is currently unprofitable.

SRPT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-14.0%
Free cash flow / Revenue

SRPT Quarterly Earnings & Performance

Quarterly financial performance data for Sarepta Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $370.0M $6.5M $0.34
Q2 2025 $360.5M $6.5M $0.07
Q1 2025 $359.5M $36.1M $0.37
Q3 2024 $309.3M $6.5M $0.34
Q2 2024 $239.0M $6.5M $0.07
Q1 2024 $231.5M $36.1M $0.37
Q3 2023 $207.8M -$23.9M $-0.46
Q2 2023 $211.2M -$23.9M $-0.27

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Sarepta Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$205.5M
Cash generated from operations
Stock Buybacks
$25.0M
Shares repurchased (TTM)
Capital Expenditures
$102.0M
Investment in assets
Dividends
None
No dividend program

SRPT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Sarepta Therapeutics, Inc. (CIK: 0000873303)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about SRPT

What is the AI rating for SRPT?

Sarepta Therapeutics, Inc. (SRPT) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SRPT's key strengths?

Claude: Revenue growing 17.9% YoY, demonstrating market demand for products. Solid liquidity position with current ratio of 2.32x and $801.3M in cash reserves.

What are the risks of investing in SRPT?

Claude: Negative gross margins of -1.3% indicate fundamental unit economics problems and unsustainable business model. Operating losses of -$699.8M on -31.8% operating margin with no clear path to profitability.

What is SRPT's revenue and growth?

Sarepta Therapeutics, Inc. reported revenue of $2.2B.

Does SRPT pay dividends?

Sarepta Therapeutics, Inc. does not currently pay dividends.

Where can I find SRPT SEC filings?

Official SEC filings for Sarepta Therapeutics, Inc. (CIK: 0000873303) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SRPT's EPS?

Sarepta Therapeutics, Inc. has a diluted EPS of $-7.13.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SRPT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Sarepta Therapeutics, Inc. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SRPT stock overvalued or undervalued?

Valuation metrics for SRPT: ROE of -62.5% (sector avg: 15%), net margin of -32.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SRPT stock in 2026?

Our dual AI analysis gives Sarepta Therapeutics, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SRPT's free cash flow?

Sarepta Therapeutics, Inc.'s operating cash flow is $-205.5M, with capital expenditures of $102.0M. FCF margin is -14.0%.

How does SRPT compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -32.5% (avg: 12%), ROE -62.5% (avg: 15%), current ratio 2.32 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI