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Roivant Sciences Ltd. (ROIV) Stock Fundamental Analysis & AI Rating 2026

ROIV Nasdaq Pharmaceutical Preparations D0 CIK: 0001635088
Recently Updated • Analysis: May 22, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
81% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
70% Conf

📊 ROIV Key Takeaways

Revenue: $8.3M
Net Margin: -3,629.2%
Free Cash Flow: $-758.6M
Current Ratio: 18.37x
Debt/Equity: 0.07x
EPS: $-0.54
AI Rating: STRONG SELL with 92% confidence
Roivant Sciences Ltd. (ROIV) receives a SELL rating with 81% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $8.3M, net profit margin of -3,629.2%, and return on equity (ROE) of -6.6%, Roivant Sciences Ltd. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete ROIV stock analysis for 2026.

Is Roivant Sciences Ltd. (ROIV) a Good Investment?

Claude

Roivant Sciences faces severe operational distress with collapsing revenue (-71.6% YoY) and unsustainable cash burn of $750M annually against only $8.3M revenue. Despite a strong balance sheet providing temporary runway, the company's massive operating losses and negative profitability across all metrics indicate fundamental business model failure requiring immediate strategic restructuring or asset liquidation.

ChatGPT

Fundamentals show minimal revenue with extremely large operating and free cash flow losses, indicating no path to near-term profitability. While liquidity is exceptionally strong and leverage is low, negative revenue growth and inability to cover interest from operations make the risk/reward unattractive on fundamentals alone.

Why Buy Roivant Sciences Ltd. Stock? ROIV Key Strengths

Claude
  • + Strong balance sheet with $5.7B total assets and $4.5B stockholders equity provides short-term financial cushion
  • + Adequate liquidity with $1.4B cash reserves and exceptional current ratio of 18.37x eliminates immediate solvency risk
  • + Minimal financial leverage at 0.07x debt-to-equity ratio reduces leverage risk despite operational challenges
ChatGPT
  • + Exceptional liquidity (current/quick >30x) and $1.48B cash
  • + Low leverage (0.07x D/E) with substantial equity base
  • + Capex-light model and YoY improvement in net loss

ROIV Stock Risks: Roivant Sciences Ltd. Investment Risks

Claude
  • ! Severe revenue collapse of 71.6% YoY to $8.3M indicates fundamental business deterioration or major product/partnership failure
  • ! Unsustainable cash burn of $750M annually against $1.4B reserves provides less than 2 years of operational runway without revenue inflection
  • ! Massive operating losses of $515M on minimal revenue demonstrates inability to support current cost structure; operating margin of -6235.7% is untenable
ChatGPT
  • ! Sustained large operating losses and deeply negative FCF
  • ! Tiny, declining revenue base with poor operating leverage
  • ! Negative interest coverage and elevated dilution/financing risk

Key Metrics to Watch

Claude
  • * Quarterly revenue trend stabilization and growth trajectory
  • * Operating cash burn rate reduction and path to cash flow breakeven
  • * Clinical pipeline progress and regulatory approval milestones
ChatGPT
  • * Quarterly operating cash burn vs cash runway
  • * Revenue growth from partnerships/licensing

Roivant Sciences Ltd. (ROIV) Financial Metrics & Key Ratios

Revenue
$8.3M
Net Income
$-299.8M
EPS (Diluted)
$-0.54
Free Cash Flow
$-758.6M
Total Assets
$5.7B
Cash Position
$1.4B

💡 AI Analyst Insight

Strong liquidity with a 18.37x current ratio provides a solid financial cushion.

ROIV Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -6,235.7%
Net Margin -3,629.2%
ROE -6.6%
ROA -5.3%
FCF Margin -9,183.5%

ROIV vs Healthcare Sector: How Roivant Sciences Ltd. Compares

How Roivant Sciences Ltd. compares to Healthcare sector averages

Net Margin
ROIV -3,629.2%
vs
Sector Avg 12.0%
ROIV Sector
ROE
ROIV -6.6%
vs
Sector Avg 15.0%
ROIV Sector
Current Ratio
ROIV 18.4x
vs
Sector Avg 2.0x
ROIV Sector
Debt/Equity
ROIV 0.1x
vs
Sector Avg 0.6x
ROIV Sector

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

Is Roivant Sciences Ltd. Stock Overvalued? ROIV Valuation Analysis 2026

Based on fundamental analysis, Roivant Sciences Ltd. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-6.6%
Sector avg: 15%
Net Profit Margin
-3,629.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.07x
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.

Roivant Sciences Ltd. Balance Sheet: ROIV Debt, Cash & Liquidity

Current Ratio
18.37x
Quick Ratio
18.25x
Debt/Equity
0.07x
Debt/Assets
7.3%
Interest Coverage
-38.44x
Long-term Debt
$311.7M

ROIV Revenue & Earnings Growth: 5-Year Financial Trend

ROIV 5-year financial data: Year 2022: Revenue $55.3M, Net Income -$809.2M, EPS N/A. Year 2023: Revenue $124.8M, Net Income -$845.3M, EPS $-1.26. Year 2024: Revenue $32.7M, Net Income -$1.0B, EPS $-1.42. Year 2025: Revenue $32.7M, Net Income $4.3B, EPS $5.23.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Roivant Sciences Ltd.'s revenue has declined by 41% over the 5-year period, indicating business contraction. The most recent EPS of $5.23 reflects profitable operations.

ROIV 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
-9,183.5%
Free cash flow / Revenue

ROIV Quarterly Earnings & Performance

Quarterly financial performance data for Roivant Sciences Ltd. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.0M $34.5M $0.05
Q2 2025 $1.6M -$113.5M $-0.17
Q1 2025 $2.2M $95.3M $0.12
Q3 2024 $9.0M $34.5M $0.05
Q2 2024 $3.6M -$134.9M $-0.18
Q1 2024 $21.6M $95.3M $0.12
Q3 2023 $17.1M -$352.0M $-0.49
Q2 2023 $12.5M -$291.6M $-0.40

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

Roivant Sciences Ltd. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$750.3M
Cash generated from operations
Stock Buybacks
$208.3M
Shares repurchased (TTM)
Capital Expenditures
$8.2M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Roivant Sciences Ltd. (CIK: 0001635088)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 4 xslF345X06/wk-form4_1779488744.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779488534.xml View →
May 20, 2026 10-K roiv-20260331.htm View →
May 20, 2026 8-K roiv-20260520.htm View →
Apr 22, 2026 4 xslF345X06/wk-form4_1776896865.xml View →

Frequently Asked Questions about ROIV

What is the AI rating for ROIV?

Roivant Sciences Ltd. (ROIV) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 81% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ROIV's key strengths?

Claude: Strong balance sheet with $5.7B total assets and $4.5B stockholders equity provides short-term financial cushion. Adequate liquidity with $1.4B cash reserves and exceptional current ratio of 18.37x eliminates immediate solvency risk. ChatGPT: Exceptional liquidity (current/quick >30x) and $1.48B cash. Low leverage (0.07x D/E) with substantial equity base.

What are the risks of investing in ROIV?

Claude: Severe revenue collapse of 71.6% YoY to $8.3M indicates fundamental business deterioration or major product/partnership failure. Unsustainable cash burn of $750M annually against $1.4B reserves provides less than 2 years of operational runway without revenue inflection. ChatGPT: Sustained large operating losses and deeply negative FCF. Tiny, declining revenue base with poor operating leverage.

What is ROIV's revenue and growth?

Roivant Sciences Ltd. reported revenue of $8.3M.

Does ROIV pay dividends?

Roivant Sciences Ltd. does not currently pay dividends.

Where can I find ROIV SEC filings?

Official SEC filings for Roivant Sciences Ltd. (CIK: 0001635088) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ROIV's EPS?

Roivant Sciences Ltd. has a diluted EPS of $-0.54.

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 ROIV a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Roivant Sciences Ltd. has a SELL rating with 81% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ROIV stock overvalued or undervalued?

Valuation metrics for ROIV: ROE of -6.6% (sector avg: 15%), net margin of -3,629.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ROIV stock in 2026?

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

What is ROIV's free cash flow?

Roivant Sciences Ltd.'s operating cash flow is $-750.3M, with capital expenditures of $8.2M. FCF margin is -9,183.5%.

How does ROIV compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -3,629.2% (avg: 12%), ROE -6.6% (avg: 15%), current ratio 18.37 (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 22, 2026 | Data as of: 2026-03-31 | Powered by Claude AI