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Financial statements

Annexon, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 7 fiscal years, taken from the XBRL data Annexon, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Research and development24.549.3100113114119185
General and administrative7.9914.230.633.13034.631.7
Operating expenses32.563.5131146144154216
Operating income-32.5-63.5-131-146-144-154-216
Other non-operating income1.010.06
Pre-tax income-37.2-63.4130142134-138-207
Income tax00000
Net income-37.2-63.4-130-142-134-138-207
EBITDA-32-62.8-129-143-142-152-214
EPS, basic-88.30-4.15-3.40-2.60-1.77-1.01-1.34
EPS, diluted-88.30-4.15-3.40-2.60-1.77-1.01-1.34
Shares, basic (weighted)0.431738.354.775.7137155
Shares, diluted (weighted)0.431738.354.775.7137155
Dividend per share0.000.000.000.000.000.00

Balance sheet

FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents43.926974.814022549.5162
Short-term investments82.616810334.626376.3
Other current assets0.0800.460.20.064.443.85
Total current assets45.4354248248264316242
Property, plant and equipment2.141.9417.816.814.812.610.6
Lease right-of-use assets20.319.11816.715.2
Other non-current assets2.353.248.55
Total assets49.9356287285298350278
Accounts payable2.373.7311.27.425.4910.414.9
Accrued liabilities2.196.59.2513.410.2
Total current liabilities4.9310.621.722.417.930.542.6
Lease liabilities33.431.529.226.523.3
Total liabilities6.3711.755.153.947.15765.9
Paid-in capital2.25105286708231,0041,129
Retained earnings-103-166-296-438-572-711-917
Other comprehensive income-0.08-0.08-0.18-0.37-0.050.01-0.03
Shareholders' equity-100344232231251293212
Total equity-100344232231251293212
Total liabilities and equity49.9356287285298350278
Shares outstanding0.4338.238.647.778.4109149

Cash flow statement

FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Net income-37.2-63.4-130-142-134-138-207
Depreciation and amortization0.490.672.142.112.152.152.17
Stock-based compensation2.044.8916.318.518.219.416.4
Change in payables0.931.513.86-0.29-2.084.944.49
Cash from operations-28.4-53.1-106-116-121-118-186
Capital expenditures-0.27-0.46-1.65-6.53-0.19-0.02-0.14
Purchases of investments-82.7-226-113-108-584-212
Sales and maturities of investments133178179365402
Cash from investing-0.27-83.2-88.258.470.7-219190
Stock issued00.021.610.081844.428.5
Cash from financing28.43611.8123136161109
Exchange rate effect-0.010.01-0.0100.01-0.020
Net change in cash225-1936585.1-176113
Free cash flow-28.6-53.6-108-123-121-118-186
Income taxes paid0

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $3.64 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Return on equity (ROE)-108.9%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-82.4%Net income / average total assets.

Growth

MetricValueHow it is calculated
Book value growth, 1y-27.8%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-2.9%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y-9.3%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y-20.7%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-0.9%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y-4.9%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y12.9%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y41.6%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y55.7%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio5.53xCurrent assets / current liabilities.
Quick ratio5.44x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio5.44x(Cash + short-term investments) / current liabilities.
Liabilities / assets24.4%Total liabilities / total assets.
Working capital$174.3MCurrent assets - current liabilities.
Tangible book value$186.1MShareholders' equity - goodwill - intangible assets.

Per share

MetricValueHow it is calculated
EPS, diluted-$1.01Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
FCF per share-$0.96Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.96Cash from operations / diluted weighted shares.
Book value per share$0.93Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$0.93Tangible book value / shares outstanding.
Cash per share$1.04(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$690.1MShare price x shares outstanding.
Enterprise value$480.8MMarket cap + total debt - cash - short-term investments.
P/B3.71xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book3.71xMarket cap / tangible book value, when positive.
FCF yield-28.0%Free cash flow / market cap.
Earnings yield-29.4%Net income / market cap (the inverse of P/E).
Was Annexon, Inc. profitable in fiscal 2025?

No. It reported a net loss of $206.7M.

How much free cash flow did Annexon, Inc. generate in fiscal 2025?

Cash from operations of $186.4M minus capital expenditures of $137.0K left free cash flow of -$186.5M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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