Repligen (RGEN)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $10.0B, Repligen's free cash flow of $94M (fiscal 2025) would need to grow about 27% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Repligen's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from RGEN's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Repligen's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $671M | $802M | $632M | $634M | $738M |
| Net income | $128M | $186M | $36M | -$26M | $49M |
| Free cash flow | $52M | $87M | $78M | $150M | $94M |
| EPS (diluted) | $2.24 | $3.24 | $0.63 | -$0.46 | $0.86 |
| Operating margin | 24.9% | 28.0% | 7.5% | -5.5% | 7.5% |
Where the revenue comes from
Revenue by products, fiscal 2025.
Superinvestors who own RGEN
From each investor's latest 13F filing (what a 13F shows). 7 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Lee Ainslie Maverick Capital |
Added | $271M | 2.4% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | $102M | 0.15% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Added | $44M | 0.03% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $19M | 0.04% | Q2 2026 |
| Stanley Druckenmiller Duquesne Family Office |
New position | $11M | 0.20% | Q2 2026 |
| Wallace Weitz Weitz Investment Management |
Added | $6M | 0.38% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $1M | 0.0% | Q2 2026 |
Insider buying
Open-market purchases by Repligen's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
What growth does Repligen's stock price imply?
At a market value of $10.0B, Repligen would need its free cash flow to grow about 27% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 46% a year.
Are Repligen insiders buying the stock?
No open-market insider purchases of RGEN in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Repligen?
7 of the superinvestors Investingly tracks hold RGEN in their latest 13F, including Lee Ainslie, Ron Baron, PRIMECAP Management.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.