Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HRMY
Strong BuyFull HouseAPPROVEHarmony Biosciences Holdings, Inc. · Healthcare · United States · $2.3B · Avg Vol: $33M/d
Harmony Biosciences fits the Terry Smith criteria perfectly: a niche compounder with deep moats in specialized CNS therapeutics. They demonstrate exceptional pricing power in an inelastic segment of the healthcare market. Insider buying in September 2026 indicates management confidence, and their recurring revenue base from established products insulates them from the macro volatility hitting the broader consumer sector.
COMPANY DESCRIPTION
Harmony Biosciences Holdings, Inc. is a pharmaceutical company dedicated to developing and commercializing innovative therapies for patients suffering from rare neurological diseases. With its flagship product WAKIX for narcolepsy already commercialized, the company establishes a strong market position by addressing significant unmet medical needs within niche neurological disorder markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 437.9M | 582.0M | 714.7M | 868.5M | 25.6% | 959.9M | 1.0B | 1.2B | 15.6% |
| EPS | 3.07 | 2.17 | 2.56 | 2.76 | -3.5% | 3.09 | 4.00 | 5.13 | 36.3% |
| Shares | 59.6M | 56.8M | 57.1M | 57.7M | -3.2% | 58.2M | — | — | — |
| Debt | 191.6M | 193.6M | 179.3M | 163.7M | -5.1% | 160.2M | — | — | — |
| Equity | 402.8M | 467.0M | 659.2M | 870.2M | 29.3% | — | — | — | — |
| Op CF | 144.5M | 219.4M | 219.8M | 348.2M | 34.1% | 355.1M | — | — | — |
| Inv CF | -141.8M | -46.4M | -67.5M | -39.6M | — | — | — | — | — |
| Fin CF | 6.8M | -105.6M | -11.0M | -9.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of HRMY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HRMY | Harmony Biosciences Holdings, Inc.(you) | $2.3B | 100 | Strong Buy |
| INVA | Innoviva, Inc. | $1.5B | 93 | Strong Buy |
| RIGL | Rigel Pharmaceuticals, Inc. | $868M | 99 | Strong Buy |
| CRMD | CorMedix Inc. | $647M | 98 | Strong Buy |
| ABUS | Arbutus Biopharma Corporation | $1.0B | 84 | Strong Buy |
| ACAD | ACADIA Pharmaceuticals Inc. | $5.0B | 83 | Strong Buy |
| PBYI | Puma Biotechnology, Inc. | $468M | 98 | Strong Buy |
| ZVRA | Zevra Therapeutics, Inc. | $687M | 91 | Strong Buy |
| EXEL | Exelixis, Inc. | $13.5B | 99 | Strong Buy |
| HALO | Halozyme Therapeutics, Inc. | $12.0B | 95 | Strong Buy |
Peer medians: ROE -30.8% · P/E 27.1x · Gross margin 58.1%