← Back to All US Stocks

Zai Lab Ltd (ZLAB) Stock Fundamental Analysis & AI Rating 2026

ZLAB Nasdaq Pharmaceutical Preparations E9 CIK: 0001704292
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
38% Conf
Pending
Analysis scheduled

📊 ZLAB Key Takeaways

Revenue: $460.2M
Net Margin: -38.1%
Free Cash Flow: $-158.9M
Current Ratio: 2.45x
Debt/Equity: 0.00x
EPS: $-0.16
AI Rating: HOLD with 38% confidence
Zai Lab Ltd (ZLAB) receives a HOLD rating with 38% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $460.2M, net profit margin of -38.1%, and return on equity (ROE) of -24.5%, Zai Lab Ltd demonstrates mixed fundamentals in the Healthcare sector. Below is our complete ZLAB stock analysis for 2026.

Is Zai Lab Ltd (ZLAB) a Good Investment?

Claude

Zai Lab is a loss-making pharmaceutical company with improving financial trends but weak operational fundamentals. While net losses are contracting and the balance sheet is strong with $679.6M cash, significant operating losses, negative free cash flow of -$158.9M, and flat revenue growth (+0.7% YoY) indicate the company remains dependent on clinical pipeline success for viability.

Why Buy Zai Lab Ltd Stock? ZLAB Key Strengths

Claude
  • + Strong cash position of $679.6M with minimal debt (0.00x debt/equity ratio)
  • + Improving profitability trend with net loss up 31.7% YoY despite operational challenges
  • + Healthy liquidity with current ratio of 2.45x and quick ratio of 2.27x

ZLAB Stock Risks: Zai Lab Ltd Investment Risks

Claude
  • ! Severe operating losses of -$229.4M with -49.9% operating margin
  • ! Negative free cash flow of -$158.9M indicating ongoing cash burn and unsustainable burn rate
  • ! Stagnant revenue growth at only +0.7% YoY showing limited market traction and commercialization success
  • ! Heavy dependence on pharmaceutical pipeline execution with no visibility into clinical trial success rates or approval timelines

Key Metrics to Watch

Claude
  • * Quarterly revenue growth rate and product commercialization milestones
  • * Monthly cash burn rate and runway remaining at current burn levels
  • * Operating cash flow improvement trajectory toward breakeven
  • * Clinical trial progress and regulatory approval status for key pipeline assets

Zai Lab Ltd (ZLAB) Financial Metrics & Key Ratios

Revenue
$460.2M
Net Income
$-175.5M
EPS (Diluted)
$-0.16
Free Cash Flow
$-158.9M
Total Assets
$1.2B
Cash Position
$679.6M

💡 AI Analyst Insight

Strong liquidity with a 2.45x current ratio provides a solid financial cushion.

ZLAB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -49.9%
Net Margin -38.1%
ROE -24.5%
ROA -15.0%
FCF Margin -34.5%

ZLAB vs Healthcare Sector: How Zai Lab Ltd Compares

How Zai Lab Ltd compares to Healthcare sector averages

Net Margin
ZLAB -38.1%
vs
Sector Avg 12.0%
ZLAB Sector
ROE
ZLAB -24.5%
vs
Sector Avg 15.0%
ZLAB Sector
Current Ratio
ZLAB 2.4x
vs
Sector Avg 2.0x
ZLAB Sector
Debt/Equity
ZLAB 0.0x
vs
Sector Avg 0.6x
ZLAB Sector

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

Is Zai Lab Ltd Stock Overvalued? ZLAB Valuation Analysis 2026

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

Return on Equity
-24.5%
Sector avg: 15%
Net Profit Margin
-38.1%
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.

Zai Lab Ltd Balance Sheet: ZLAB Debt, Cash & Liquidity

Current Ratio
2.45x
Quick Ratio
2.27x
Debt/Equity
0.00x
Debt/Assets
39.0%
Interest Coverage
-101.79x
Long-term Debt
N/A

ZLAB Revenue & Earnings Growth: 5-Year Financial Trend

ZLAB 5-year financial data: Year 2021: Revenue $144.1M, Net Income -$195.1M, EPS N/A. Year 2022: Revenue $212.7M, Net Income -$268.9M, EPS $-0.35. Year 2023: Revenue $266.7M, Net Income -$704.5M, EPS $-0.76. Year 2024: Revenue $397.6M, Net Income -$443.3M, EPS $-0.46. Year 2025: Revenue $457.2M, Net Income -$334.6M, EPS $-0.35.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Zai Lab Ltd's revenue has grown significantly by 217% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.35 indicates the company is currently unprofitable.

ZLAB 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
-34.5%
Free cash flow / Revenue

ZLAB Quarterly Earnings & Performance

Quarterly financial performance data for Zai Lab Ltd including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $101.8M -$36.0M $-0.03
Q2 2025 $100.1M -$40.7M $-0.04
Q1 2025 $87.1M -$48.4M $-0.04
Q3 2024 $69.2M -$41.7M $-0.04
Q2 2024 $68.9M -$49.1M $-0.08
Q1 2024 $62.8M -$49.1M $-0.05
Q3 2023 $57.0M -$49.1M $-0.07
Q2 2023 $47.6M -$49.1M $-0.13

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

Zai Lab Ltd Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$150.8M
Cash generated from operations
Capital Expenditures
$8.1M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Zai Lab Ltd (CIK: 0001704292)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/form4.xml View →
Apr 8, 2026 4 xslF345X06/form4.xml View →
Apr 8, 2026 4 xslF345X06/form4.xml View →
Apr 8, 2026 4 xslF345X06/form4.xml View →
Apr 8, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about ZLAB

What is the AI rating for ZLAB?

Zai Lab Ltd (ZLAB) has an AI rating of HOLD with 38% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ZLAB's key strengths?

Claude: Strong cash position of $679.6M with minimal debt (0.00x debt/equity ratio). Improving profitability trend with net loss up 31.7% YoY despite operational challenges.

What are the risks of investing in ZLAB?

Claude: Severe operating losses of -$229.4M with -49.9% operating margin. Negative free cash flow of -$158.9M indicating ongoing cash burn and unsustainable burn rate.

What is ZLAB's revenue and growth?

Zai Lab Ltd reported revenue of $460.2M.

Does ZLAB pay dividends?

Zai Lab Ltd does not currently pay dividends.

Where can I find ZLAB SEC filings?

Official SEC filings for Zai Lab Ltd (CIK: 0001704292) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ZLAB's EPS?

Zai Lab Ltd has a diluted EPS of $-0.16.

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 ZLAB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Zai Lab Ltd has a HOLD rating with 38% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ZLAB stock overvalued or undervalued?

Valuation metrics for ZLAB: ROE of -24.5% (sector avg: 15%), net margin of -38.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ZLAB stock in 2026?

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

What is ZLAB's free cash flow?

Zai Lab Ltd's operating cash flow is $-150.8M, with capital expenditures of $8.1M. FCF margin is -34.5%.

How does ZLAB compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -38.1% (avg: 12%), ROE -24.5% (avg: 15%), current ratio 2.45 (avg: 2).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Sector: All Healthcare Stocks →
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: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI