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

SRPT Nasdaq Pharmaceutical Preparations DE CIK: 0000873303
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
75% Confidence
N/A
SELL
75% Conf
Pending
Analysis scheduled

📊 SRPT Key Takeaways

Revenue: $730.8M
Net Margin: 45.3%
Free Cash Flow: $-204.8M
Current Ratio: 4.63x
Debt/Equity: 0.56x
EPS: $2.88
AI Rating: SELL with 75% confidence
Sarepta Therapeutics, Inc. (SRPT) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $730.8M, net profit margin of 45.3%, and return on equity (ROE) of 22.0%, 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 (17.9% YoY) and operating margins (49%), but faces critical fundamental challenges with negative gross margins (-4%) and sharply negative operating cash flow (-$202.7M), indicating the company is not converting reported profits into actual cash generation. The combination of negative free cash flow, significant debt ($838.2M), and flat net income growth despite revenue expansion suggests structural profitability issues that are unsustainable.

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

Claude
  • + Strong revenue growth of 17.9% YoY demonstrating market demand
  • + Excellent operating margin of 49% and net margin of 45.3%
  • + Strong liquidity with 4.63x current ratio and $464.4M cash position

SRPT Stock Risks: Sarepta Therapeutics, Inc. Investment Risks

Claude
  • ! Negative gross margin (-4%) indicates costs exceed revenue per unit sold - critical structural issue
  • ! Negative operating cash flow of -$202.7M contradicts reported profitability - suggests non-cash gains masking operational losses
  • ! Negative free cash flow (-$204.8M) with $838.2M debt burden is unsustainable without business model changes
  • ! Flat net income growth (0% YoY) despite 17.9% revenue growth indicates deteriorating profitability

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must turn positive to validate business model
  • * Gross margin improvement - critical to address fundamental cost structure
  • * Debt management and cash burn rate - monitor covenant compliance and runway
  • * Net income growth relative to revenue growth - ensure profitability keeps pace with topline expansion

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

Revenue
$730.8M
Net Income
$331.0M
EPS (Diluted)
$2.88
Free Cash Flow
$-204.8M
Total Assets
$3.2B
Cash Position
$464.5M

💡 AI Analyst Insight

Strong liquidity with a 4.63x current ratio provides a solid financial cushion.

SRPT Profit Margin, ROE & Profitability Analysis

Gross Margin -4.0%
Operating Margin 49.0%
Net Margin 45.3%
ROE 22.0%
ROA 10.4%
FCF Margin -28.0%

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

How Sarepta Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
SRPT 45.3%
vs
Sector Avg 12.0%
SRPT Sector
ROE
SRPT 22.0%
vs
Sector Avg 15.0%
SRPT Sector
Current Ratio
SRPT 4.6x
vs
Sector Avg 2.0x
SRPT Sector
Debt/Equity
SRPT 0.6x
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. appears fundamentally strong relative to the Healthcare sector in 2026.

Return on Equity
22.0%
Sector avg: 15%
Net Profit Margin
45.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.56x
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
4.63x
Quick Ratio
2.62x
Debt/Equity
0.56x
Debt/Assets
52.7%
Interest Coverage
N/A
Long-term Debt
$838.2M

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
-28.0%
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
Q1 2026 $330.5M $331.0M $2.88
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

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
-$202.7M
Cash generated from operations
Stock Buybacks
$25.0M
Shares repurchased (TTM)
Capital Expenditures
$2.1M
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
May 6, 2026 8-K srpt-20260506.htm View →
May 6, 2026 10-Q srpt-20260331.htm View →
Apr 24, 2026 DEF 14A srpt-20260424.htm 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 SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SRPT's key strengths?

Claude: Strong revenue growth of 17.9% YoY demonstrating market demand. Excellent operating margin of 49% and net margin of 45.3%.

What are the risks of investing in SRPT?

Claude: Negative gross margin (-4%) indicates costs exceed revenue per unit sold - critical structural issue. Negative operating cash flow of -$202.7M contradicts reported profitability - suggests non-cash gains masking operational losses.

What is SRPT's revenue and growth?

Sarepta Therapeutics, Inc. reported revenue of $730.8M.

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 $2.88.

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 May 2026, Sarepta Therapeutics, Inc. has a SELL rating with 75% 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 22.0% (sector avg: 15%), net margin of 45.3% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy SRPT stock in 2026?

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

What is SRPT's free cash flow?

Sarepta Therapeutics, Inc.'s operating cash flow is $-202.7M, with capital expenditures of $2.1M. FCF margin is -28.0%.

How does SRPT compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 45.3% (avg: 12%), ROE 22.0% (avg: 15%), current ratio 4.63 (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 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI