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Metagenomi Therapeutics, Inc. (MGX) Stock Fundamental Analysis & AI Rating 2026

MGX Nasdaq Biological Products, (No Diagnostic Substances) CIK: 0001785279
Updated This Month • Analysis: May 14, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
83% Confidence
AGREEMENT
SELL
78% Conf
STRONG SELL
88% Conf

📊 MGX Key Takeaways

Revenue: $1.2M
Net Margin: -1,847.7%
Free Cash Flow: $-21.2M
Current Ratio: 6.43x
Debt/Equity: 0.00x
EPS: $-0.61
AI Rating: SELL with 78% confidence
Metagenomi Therapeutics, Inc. (MGX) receives a SELL rating with 83% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2M, net profit margin of -1,847.7%, and return on equity (ROE) of -16.7%, Metagenomi Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete MGX stock analysis for 2026.

Is Metagenomi Therapeutics, Inc. (MGX) a Good Investment?

Claude

Metagenomi is a pre-commercialization biotech company with minimal revenue ($1.2M, down 51.8% YoY) but unsustainable cash burn ($21.2M operating outflow annually). Despite a strong balance sheet ($137.8M equity, $25.3M cash, zero debt), the current burn rate provides only ~1.2 years of runway, and the company shows no clear path to profitability from available financial metrics.

ChatGPT

Metagenomi Therapeutics shows very weak fundamentals, with revenue down sharply year over year and losses that are several times larger than revenue. While the balance sheet is currently debt-free and liquid, cash burn is extremely high relative to its cash balance, which raises material funding and dilution risk unless operating performance improves meaningfully.

Why Buy Metagenomi Therapeutics, Inc. Stock? MGX Key Strengths

Claude
  • + Strong balance sheet with $137.8M stockholders equity and zero debt
  • + Adequate near-term cash position of $25.3M with excellent liquidity ratios (6.43x current/quick)
  • + Minimal capital expenditure ($25K) suggests focused R&D allocation rather than infrastructure spending
ChatGPT
  • + Strong near-term liquidity with current and quick ratios of 7.22x
  • + No meaningful long-term debt, limiting financial leverage risk
  • + Positive equity base of $158.60M provides some balance-sheet cushion

MGX Stock Risks: Metagenomi Therapeutics, Inc. Investment Risks

Claude
  • ! Severe cash burn of $21.2M annually with negative operating cash flow, resulting in ~1.2 year runway at current burn rate
  • ! Revenue collapsing (-51.8% YoY) from already minimal $1.2M base indicates commercialization challenges
  • ! Massive operating losses (-$24.6M) and negative net margin (-1847.7%) with no visible path to profitability
  • ! Early-stage biotech model dependent on pipeline success, regulatory approvals, and capital raise requirements
ChatGPT
  • ! Revenue declined 51.8% YoY, indicating weak and potentially volatile growth quality
  • ! Operating and net margins are deeply negative, showing an unsustainable cost structure
  • ! Operating cash outflow of $88.89M versus $41.72M cash suggests limited runway without additional capital

Key Metrics to Watch

Claude
  • * Monthly cash burn rate and remaining runway (critical for survival assessment)
  • * Revenue growth trajectory and any new product commercialization milestones
  • * Clinical pipeline progress and regulatory filing status for core candidates
  • * Capital raise activity and dilution impact on equity holders
ChatGPT
  • * Quarterly cash burn versus cash and equivalents
  • * Revenue durability and collaboration-driven topline growth

Metagenomi Therapeutics, Inc. (MGX) Financial Metrics & Key Ratios

Revenue
$1.2M
Net Income
$-23.1M
EPS (Diluted)
$-0.61
Free Cash Flow
$-21.2M
Total Assets
$197.0M
Cash Position
$25.3M

💡 AI Analyst Insight

Strong liquidity with a 6.43x current ratio provides a solid financial cushion.

MGX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -1,970.1%
Net Margin -1,847.7%
ROE -16.7%
ROA -11.7%
FCF Margin -1,698.7%

MGX vs Healthcare Sector: How Metagenomi Therapeutics, Inc. Compares

How Metagenomi Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
MGX -1,847.7%
vs
Sector Avg 12.0%
MGX Sector
ROE
MGX -16.7%
vs
Sector Avg 15.0%
MGX Sector
Current Ratio
MGX 6.4x
vs
Sector Avg 2.0x
MGX Sector
Debt/Equity
MGX 0.0x
vs
Sector Avg 0.6x
MGX Sector

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

Is Metagenomi Therapeutics, Inc. Stock Overvalued? MGX Valuation Analysis 2026

Based on fundamental analysis, Metagenomi Therapeutics, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-16.7%
Sector avg: 15%
Net Profit Margin
-1,847.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Metagenomi Therapeutics, Inc. Balance Sheet: MGX Debt, Cash & Liquidity

Current Ratio
6.43x
Quick Ratio
6.43x
Debt/Equity
0.00x
Debt/Assets
30.0%
Interest Coverage
N/A
Long-term Debt
N/A

MGX Revenue & Earnings Growth: 5-Year Financial Trend

MGX 5-year financial data: Year 2024: Revenue $52.3M, Net Income -$68.3M, EPS $-20.05. Year 2025: Revenue $52.3M, Net Income -$78.1M, EPS $-2.36.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Metagenomi Therapeutics, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-2.36 indicates the company is currently unprofitable.

MGX 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
-1,698.7%
Free cash flow / Revenue

MGX Quarterly Earnings & Performance

Quarterly financial performance data for Metagenomi Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.2M -$23.1M $-0.61
Q3 2025 $8.7M -$10.7M $-0.51
Q2 2025 $8.5M -$10.7M $-0.29
Q1 2025 $4.1M -$25.0M $-0.68
Q3 2024 $11.5M -$10.7M $-0.51
Q2 2024 $11.3M -$10.7M $-0.29
Q1 2024 $8.7M -$16.1M $-1.19

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

Metagenomi Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$21.2M
Cash generated from operations
Capital Expenditures
$25.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Metagenomi Therapeutics, Inc. (CIK: 0001785279)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 10-Q mgx-20260331.htm View →
May 11, 2026 8-K mgx-20260511.htm View →
Apr 27, 2026 DEF 14A mgx-20260421.htm View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about MGX

What is the AI rating for MGX?

Metagenomi Therapeutics, Inc. (MGX) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (STRONG SELL) with 83% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MGX's key strengths?

Claude: Strong balance sheet with $137.8M stockholders equity and zero debt. Adequate near-term cash position of $25.3M with excellent liquidity ratios (6.43x current/quick). ChatGPT: Strong near-term liquidity with current and quick ratios of 7.22x. No meaningful long-term debt, limiting financial leverage risk.

What are the risks of investing in MGX?

Claude: Severe cash burn of $21.2M annually with negative operating cash flow, resulting in ~1.2 year runway at current burn rate. Revenue collapsing (-51.8% YoY) from already minimal $1.2M base indicates commercialization challenges. ChatGPT: Revenue declined 51.8% YoY, indicating weak and potentially volatile growth quality. Operating and net margins are deeply negative, showing an unsustainable cost structure.

What is MGX's revenue and growth?

Metagenomi Therapeutics, Inc. reported revenue of $1.2M.

Does MGX pay dividends?

Metagenomi Therapeutics, Inc. does not currently pay dividends.

Where can I find MGX SEC filings?

Official SEC filings for Metagenomi Therapeutics, Inc. (CIK: 0001785279) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MGX's EPS?

Metagenomi Therapeutics, Inc. has a diluted EPS of $-0.61.

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 MGX a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Metagenomi Therapeutics, Inc. has a SELL rating with 83% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MGX stock overvalued or undervalued?

Valuation metrics for MGX: ROE of -16.7% (sector avg: 15%), net margin of -1,847.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MGX stock in 2026?

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

What is MGX's free cash flow?

Metagenomi Therapeutics, Inc.'s operating cash flow is $-21.2M, with capital expenditures of $25.0K. FCF margin is -1,698.7%.

How does MGX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -1,847.7% (avg: 12%), ROE -16.7% (avg: 15%), current ratio 6.43 (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: May 14, 2026 | Data as of: 2026-03-31 | Powered by Claude AI