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Financial statements

PepGen Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data PepGen 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

FY2022FY2022FY2023FY2024FY2025
Research and development1954.168.176.571
General and administrative8.1114.216.621.322.6
Operating expenses27.168.384.897.793.6
Operating income-27.1-68.3-84.8-97.7-93.6
Interest income2.796.47.144.02
Other non-operating income-0.172.96.217.144.01
Pre-tax income-27.3-65.4-78.6-90.6-89.6
Income tax03.70.07-0.620.05
Net income-27.3-69.1-78.6-90-89.7
EBITDA-26.9-67.8-83.6-96.2-92.2
EPS, basic-30.27-4.42-3.30-2.85-2.12
EPS, diluted-30.27-4.42-3.30-2.85-2.12
Shares, basic (weighted)0.915.623.831.642.2
Shares, diluted (weighted)0.915.623.831.642.2

Balance sheet

FY2022FY2022FY2023FY2024FY2025
Cash and equivalents13318280.849.460.5
Short-term investments029.670.887.9
Other current assets2.354.332.273.572.51
Total current assets140186113124151
Property, plant and equipment0.643.344.763.721.9
Lease right-of-use assets26.523.621.419.1
Other non-current assets3.021.470.440.430.37
Total assets144217143151174
Accounts payable3.241.361.011.750.82
Accrued liabilities7.0811.913.511.98.64
Total current liabilities10.318.817.516.712.6
Lease liabilities1917.115.613.8
Total liabilities10.537.834.632.326.5
Paid-in capital1.65283290390509
Retained earnings-33.8-103-181-271-361
Other comprehensive income0.02-0.080.030.020.01
Shareholders' equity-32.1180108119147
Total equity-32.1180108119147
Total liabilities and equity144217143151174
Shares outstanding0.9623.723.832.668.9

Cash flow statement

FY2022FY2022FY2023FY2024FY2025
Net income-27.3-69.1-78.6-90-89.7
Depreciation and amortization0.20.51.21.51.4
Stock-based compensation1.534.767.0511.510.6
Cash from operations-22.6-59.3-69-82.4-81.6
Capital expenditures-0.5-3.76-2.6-0.5-0.26
Purchases of investments-29.4-145-94
Sales and maturities of investments10879
Cash from investing-0.5-3.76-32-37.7-15.2
Stock issued1149.9
Cash from financing148112-0.1988.7108
Net change in cash12548.9-101-31.411.1
Free cash flow-23.1-63-71.6-82.9-81.9
Income taxes paid2.70.070.08

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 $2.59 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Return on equity (ROE)-60.2%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-50.9%Net income / average total assets.
Return on invested capital (ROIC)-62.2%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.

Growth

MetricValueHow it is calculated
Book value growth, 1y24.3%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-6.4%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y15.3%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-7.2%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y33.7%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y39.2%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio13.4xCurrent assets / current liabilities.
Quick ratio13.0x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio13.0x(Cash + short-term investments) / current liabilities.
Liabilities / assets15.5%Total liabilities / total assets.
Working capital$111.3MCurrent assets - current liabilities.
Tangible book value$119.5MShareholders' equity - goodwill - intangible assets.

Per share

MetricValueHow it is calculated
EPS, diluted-$1.04Net 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-$1.00Free cash flow / diluted weighted shares.
Operating cash flow per share-$1.00Cash from operations / diluted weighted shares.
Book value per share$1.73Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$1.73Tangible book value / shares outstanding.
Cash per share$1.69(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$179.4MShare price x shares outstanding.
Enterprise value$62.1MMarket cap + total debt - cash - short-term investments.
P/B1.50xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book1.50xMarket cap / tangible book value, when positive.
FCF yield-38.7%Free cash flow / market cap.
Earnings yield-40.1%Net income / market cap (the inverse of P/E).
Was PepGen Inc. profitable in fiscal 2025?

No. It reported a net loss of $89.7M.

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

Cash from operations of $81.6M minus capital expenditures of $264.0K left free cash flow of -$81.9M.

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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