MLYS Mineralys Therapeutics, Inc. - Common Stock
$27.23
株価 · 5月 20, 2026
ファンダメンタルズ（時点） 5月 6, 2026
52週レンジ
$13–$48
42% of range
アナリスト評価
BUY
16 analysts
目標株価
$48
+78% upside
P/E (TTM)
-15.8
ROE
-32.2%
純利益率
—
MLYS 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
株価
$27.23
時価総額
$2.96B
P/E (TTM)
-15.8
EPS（TTM）
$-2.29
収益（TTM）
—
配当利回り
—
ROE
-32.2%
負債/自己資本
—
52週レンジ
$13 – $48
MLYS 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
Configure
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
収益と純利益
—
EPS
$-2.29
2022-12-31
→
2025-12-31
フリーキャッシュフロー
$-142M
2024-12-31
→
2025-12-31
利益率
—
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
指標
5年トレンド
MLYS
競合中央値
P/E (TTM)
-15.8
11.3
P/B (株価純資産倍率)
4.6
6.3
Price / FCF (株価FCF倍率)
-20.8
—
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
指標
5年トレンド
MLYS
競合中央値
ROA
-35.6%
-30.3%
ROE
-32.2%
-42.3%
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
指標
5年トレンド
MLYS
競合中央値
Current Ratio (流動比率)
43.8
8.0
Quick Ratio (クイックレシオ)
11.4
—
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
指標
5年トレンド
MLYS
競合中央値
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
指標
5年トレンド
MLYS
競合中央値
MLYS アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
買い
16 アナリスト
- 強い買い 5 31.2%
- 買い 9 56.2%
- 保有 2 12.5%
- 売り 0 0.0%
- 強い売り 0 0.0%
12ヶ月目標株価
8 アナリスト · 2026-05-16
中央値
$51.50
平均値
$48.50
← 全目標を下回る
$27.23
安値
$30.00
高値
$56.00
中央値ターゲット
$51.50
+89.1%
平均値ターゲット
$48.50
+78.1%
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
平均サプライズ
0.11%
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年3月31日 | $-0.47 | $-0.47 | 0.00% |
| 2025年12月31日 | $-0.40 | $-0.54 | 0.14% |
| 2025年9月30日 | $-0.52 | $-0.63 | 0.11% |
| 2025年6月30日 | $-0.66 | $-0.73 | 0.07% |
| 2025年3月31日 | $-0.79 | $-1.00 | 0.21% |
ピア比較 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| MLYS | $2.96B | -15.8 | — | — | -32.2% | — |
| IRON | $3.01B | -13.2 | — | — | -31.3% | — |
| CLDX | $1.81B | -7.0 | -78.0% | -16748.0% | -43.8% | — |
| VERA | — | -10.9 | — | — | -55.9% | — |
| IMNM | $2.43B | -8.8 | -23.2% | -3060.0% | -47.0% | — |
| RARE | $2.22B | -3.9 | 20.2% | -85.4% | -1613.2% | — |
| KOD | $1.73B | -6.5 | — | — | -202.0% | — |
| BCRX | $1.66B | 6.4 | 94.1% | 30.2% | -97.6% | — |
| TYRA | $1.41B | -13.1 | — | — | -42.7% | — |
| ADMA | $4.34B | 30.4 | 19.6% | 28.8% | 33.6% | 57.4% |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 12
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| R&D Expense | $132M | $169M | $70M | $26M | |
| SG&A Expense | $39M | $24M | $14M | $5M | |
| Operating Expenses | $171M | $192M | $85M | $31M | |
| Operating Income | $-171M | $-192M | $-85M | $-31M | |
| Other Non-op | $0 | $5.0K | $3.0K | $2M | |
| Income Tax | $0 | · | · | · | |
| Net Income | $-155M | $-178M | $-72M | $-30M | |
| EPS (Basic) | $-2.29 | $-3.66 | $-1.99 | $-5.77 | |
| EPS (Diluted) | $-2.29 | $-3.66 | $-1.99 | $-5.77 | |
| Shares (Basic) | 67,656,355 | 48,539,795 | 36,188,254 | 5,167,296 | |
| Shares (Diluted) | 67,656,355 | 48,539,795 | 36,188,254 | 5,167,296 | |
| EBITDA | $-171M | $-192M | $-85M | · |
貸借対照表 15
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $173M | $114M | $49M | $88M | |
| Prepaid Expense | $5M | $7M | $13M | $3M | |
| Current Assets | $661M | $205M | $249M | $113M | |
| PP&E (Net) | $38.0K | $53.0K | $0 | · | |
| Other Non-current Assets | $382.0K | $499.0K | $51.0K | $2M | |
| Total Assets | $662M | $206M | $252M | $114M | |
| Accounts Payable | $2M | $479.0K | $601.0K | $2M | |
| Accrued Liabilities | $13M | $14M | $10M | $6M | |
| Current Liabilities | $15M | $15M | $10M | $8M | |
| Common Stock | $8.0K | $5.0K | $4.0K | $1.0K | |
| Paid-in Capital | $1.10B | $494M | $366M | $540.0K | |
| Retained Earnings | $-457M | $-303M | $-125M | $-53M | |
| Stockholders' Equity | $647M | $191M | $241M | $-52M | |
| Liabilities + Equity | $662M | $206M | $252M | $114M | |
| Shares Outstanding | 81,536,557 | 49,821,915 | 41,133,916 | 6,419,238 |
キャッシュフロー 10
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $59.0K | $43.0K | $0 | · | |
| Stock-based Comp | $19M | $11M | $5M | $455.0K | |
| Deferred Tax | $0 | $0 | $0 | $0 | |
| Other Non-cash | $-7M | $117.0K | · | · | |
| Operating Cash Flow | $-142M | $-166M | $-81M | $-29M | |
| CapEx | $15.0K | $96.0K | $0 | · | |
| Investing Cash Flow | $-390M | $115M | $-160M | $-22M | |
| Financing Cash Flow | $591M | $116M | $203M | $128M | |
| Net Change in Cash | $59M | $65M | $-38M | $77M | |
| Free Cash Flow | $-142M | $-166M | · | · |
収益性 2
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| ROA | -35.6% | -77.7% | -39.3% | · | |
| ROE | -32.2% | -83.0% | -28.5% | · |
流動性と支払能力 2
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 43.8 | 14.0 | 23.8 | · | |
| Quick Ratio | 11.4 | 7.8 | 4.7 | · |
バリュエーション（TTM） 8
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Income TTM | $-155M | $-178M | $-72M | $-30M | |
| Market Cap | $2.96B | $613M | $354M | · | |
| P/E | -15.8 | -3.4 | -4.3 | · | |
| P/B | 4.6 | 3.2 | 1.5 | · | |
| P / Tangible Book | 4.6 | 3.2 | 1.5 | · | |
| P / Cash Flow | -20.8 | -3.7 | -4.4 | · | |
| P / FCF | -20.8 | -3.7 | · | · | |
| Earnings Yield | -6.3% | -29.7% | -23.1% | · |
損益計算書 12
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R&D Expense | $24M | $24M | $31M | $38M | $38M | $45M | $54M | $39M | $31M | $24M | $22M | $12M | $12M | $8M | |
| SG&A Expense | $21M | $14M | $10M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | $4M | $4M | $3M | $2M | |
| Operating Expenses | $45M | $38M | $41M | $47M | $44M | $52M | $60M | $45M | $35M | $28M | $26M | $16M | $15M | $10M | |
| Operating Income | $-45M | $-38M | $-41M | $-47M | $-44M | $-52M | $-60M | $-45M | $-35M | $-28M | $-26M | $-16M | $-15M | $-10M | |
| Other Non-op | $5.0K | $1.0K | $4.0K | $-2.0K | $-3.0K | $12.0K | $-10.0K | $2.0K | $1.0K | $-6M | $0 | $4M | $2M | $935.0K | |
| Income Tax | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income | $-39M | $-32M | $-37M | $-43M | $-42M | $-49M | $-56M | $-41M | $-32M | $-24M | $-23M | $-12M | $-13M | $-9M | |
| EPS (Basic) | $-0.47 | $-0.32 | $-0.52 | $-0.66 | $-0.79 | $-1.00 | $-1.13 | $-0.83 | $-0.70 | $-0.60 | $-0.57 | $-0.31 | $-0.51 | $-1.74 | |
| EPS (Diluted) | $-0.47 | $-0.32 | $-0.52 | $-0.66 | $-0.79 | $-1.00 | $-1.13 | $-0.83 | $-0.70 | $-0.60 | $-0.57 | $-0.31 | $-0.51 | $-1.74 | |
| Shares (Basic) | 82,834,752 | -121,552,997 | 70,594,504 | 65,451,297 | 53,163,551 | -95,532,433 | 49,815,186 | 49,356,287 | 44,900,755 | -68,261,944 | 39,930,748 | 39,754,981 | 24,764,469 | -10,290,323 | |
| Shares (Diluted) | 82,834,752 | -121,552,997 | 70,594,504 | 65,451,297 | 53,163,551 | -95,532,433 | 49,815,186 | 49,356,287 | 44,900,755 | -68,261,944 | 39,930,748 | 39,754,981 | 24,764,469 | -10,290,323 | |
| EBITDA | $-45M | · | $-41M | $-47M | $-44M | · | $-60M | $-45M | $-35M | · | $-26M | $-16M | $-15M | · |
貸借対照表 15
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $113M | $173M | $218M | $102M | $165M | $114M | $97M | $68M | $90M | $49M | $86M | $101M | $138M | $88M | |
| Prepaid Expense | $6M | $5M | $6M | $10M | $11M | $7M | $4M | $7M | $8M | $13M | $12M | $8M | $5M | $3M | |
| Current Assets | $652M | $661M | $600M | $335M | $355M | $205M | $268M | $318M | $347M | $249M | $265M | $269M | $275M | $113M | |
| PP&E (Net) | $32.0K | $38.0K | $7.0K | $22.0K | $38.0K | $53.0K | $69.0K | $42.0K | $51.0K | $0 | · | · | · | · | |
| Other Non-current Assets | $360.0K | $382.0K | $144.0K | $433.0K | $397.0K | $499.0K | $452.0K | $449.0K | $379.0K | $51.0K | $51.0K | $51.0K | $39.0K | $2M | |
| Total Assets | $653M | $662M | $600M | $336M | $355M | $206M | $268M | $318M | $347M | $252M | $278M | $291M | $306M | $114M | |
| Accounts Payable | $1M | $2M | $1M | $3M | $373.0K | $479.0K | $3M | $2M | $4M | $601.0K | $6M | $2M | $2M | $2M | |
| Accrued Liabilities | $14M | $13M | $22M | $19M | $13M | $14M | $28M | $27M | $15M | $10M | $8M | $4M | $8M | $6M | |
| Current Liabilities | $15M | $15M | $24M | $22M | $13M | $15M | $31M | $28M | $19M | $10M | $14M | $6M | $11M | $8M | |
| Common Stock | $8.0K | $8.0K | $8.0K | $6.0K | $6.0K | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $1.0K | |
| Paid-in Capital | $1.13B | $1.10B | $1.00B | $702M | $686M | $494M | $490M | $487M | $484M | $366M | $364M | $363M | $361M | $540.0K | |
| Retained Earnings | $-497M | $-457M | $-425M | $-388M | $-345M | $-303M | $-254M | $-197M | $-156M | $-125M | $-100M | $-78M | $-65M | $-53M | |
| Stockholders' Equity | $638M | $647M | $576M | $314M | $342M | $191M | $237M | $290M | $328M | $241M | $264M | $285M | $296M | $-52M | |
| Liabilities + Equity | $653M | $662M | $600M | $336M | $355M | $206M | $268M | $318M | $347M | $252M | $278M | $291M | $306M | $114M | |
| Shares Outstanding | 82,454,950 | 81,536,557 | 78,969,459 | 65,725,409 | 64,876,228 | 49,821,915 | 49,755,946 | 49,710,598 | 49,632,989 | 41,133,916 | 41,105,118 | 40,856,653 | 40,856,653 | 6,419,238 |
キャッシュフロー 11
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6.0K | $13.0K | $15.0K | $16.0K | $15.0K | $15.0K | $11.0K | $9.0K | $8.0K | $0 | $0 | $0 | $0 | · | |
| Stock-based Comp | $7M | $5M | $6M | $5M | $4M | $3M | $3M | $3M | $2M | $1M | $2M | $1M | $749.0K | $218.0K | |
| Other Non-cash | $-7M | · | · | · | $-7M | · | · | · | $10M | · | · | · | · | · | |
| Operating Cash Flow | $-39M | $-38M | $-29M | $-30M | $-45M | $-67M | $-50M | $-30M | $-19M | $-29M | $-19M | $-20M | $-13M | $-10M | |
| CapEx | · | $15.0K | $0 | $0 | $0 | $0 | $37.0K | $0 | $59.0K | $0 | $0 | $0 | $0 | · | |
| Investing Cash Flow | $-45M | $-103M | $-151M | $-43M | $-93M | $84M | $80M | $8M | $-56M | $-8M | $4M | $-16M | $-140M | $50M | |
| Stock Issued | · | · | · | · | $189M | · | · | · | $0 | · | $0 | $-581.0K | $204M | · | |
| Net Stock Activity | · | · | · | · | $189M | · | · | · | · | · | · | · | $204M | · | |
| Financing Cash Flow | $24M | $97M | $295M | $10M | $189M | $90.0K | $-1.0K | $-152.0K | $116M | $74.0K | $184.0K | $-581.0K | $204M | $-1M | |
| Net Change in Cash | $-60M | $-45M | $116M | $-63M | $51M | $17M | $29M | $-23M | $41M | $-37M | $-15M | $-37M | $51M | $39M | |
| Free Cash Flow | · | · | · | · | $-45M | · | · | · | $-19M | · | · | · | · | · |
収益性 2
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -7.8% | · | -8.5% | -13.2% | -12.0% | · | -20.6% | -13.5% | -9.6% | · | -16.4% | -8.3% | -8.2% | · | |
| ROE | -8.0% | · | -9.1% | -14.3% | -12.6% | · | -22.5% | -14.3% | -10.1% | · | -17.2% | -8.5% | -8.5% | · |
流動性と支払能力 2
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 44.3 | · | 25.5 | 15.1 | 26.5 | · | 8.5 | 11.2 | 18.1 | · | 19.6 | 43.4 | 26.1 | · | |
| Quick Ratio | 7.7 | · | 9.3 | 4.6 | 12.3 | · | 3.1 | 2.4 | 4.7 | · | 6.4 | 16.3 | 13.1 | · |
バリュエーション（TTM） 8
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-162M | · | $-179M | $-183M | $-171M | · | $-152M | $-107M | $-79M | · | $-54M | $-38M | $-33M | · | |
| Market Cap | $2.23B | · | $2.99B | $889M | $1.03B | · | $603M | $582M | $641M | · | $391M | $697M | $640M | · | |
| P/E | -11.1 | · | -12.2 | -4.0 | -4.6 | · | -3.7 | -4.9 | -6.2 | · | -3.5 | -5.1 | -3.4 | · | |
| P/B | 3.5 | · | 5.2 | 2.8 | 3.0 | · | 2.5 | 2.0 | 2.0 | · | 1.5 | 2.4 | 2.2 | · | |
| P / Tangible Book | 3.5 | · | 5.2 | 2.8 | 3.0 | · | 2.5 | 2.0 | 2.0 | · | 1.5 | 2.4 | 2.2 | · | |
| P / Cash Flow | -56.6 | · | · | · | -22.6 | · | · | · | -33.5 | · | · | · | -50.1 | · | |
| P / FCF | · | · | · | · | -22.6 | · | · | · | -33.4 | · | · | · | · | · | |
| Earnings Yield | -9.0% | · | -8.2% | -25.2% | -21.7% | · | -26.7% | -20.6% | -16.2% | · | -28.2% | -19.8% | -29.0% | · |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
損益計算書
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| 純利益 | $-155M | $-178M | $-72M | $-30M |
| 希薄化後EPS | $-2.29 | $-3.66 | $-1.99 | $-5.77 |
貸借対照表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| 流動比率 | 43.8 | 14.0 | 23.8 | — |
| クイックレシオ | 11.4 | 7.8 | 4.7 | — |
キャッシュフロー
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| フリーキャッシュフロー | $-142M | $-166M | — | — |
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