Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DERM
STRONG SELLREMOVEJourney Medical Corporation · Healthcare · United States · $180M · Avg Vol: $2M/d
Journey Medical is a specialty pharmaceutical company focusing on dermatology. It lacks the scale, pricing power, and R&D reinvestment runway of a true compounder, with no connection to our CDMO pricing power theme.
COMPANY DESCRIPTION
Journey Medical Corporation is a pharmaceutical company focused on the acquisition, development, and commercialization of branded and generic dermatology products. The company aims to provide innovative solutions for various skin conditions, leveraging a focused sales force to target dermatologists and primary care physicians. Its strategy of acquiring established products and developing new formulations provides a niche within the competitive dermatology market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 73.7M | 79.2M | 56.1M | 61.9M | -5.7% |
| EPS | -1.69 | -0.21 | -0.72 | -0.47 | — |
| Shares | 17.8M | 19.3M | 22.2M | 27.1M | +52.8% |
| Debt | 23.0M | 14.7M | 25.1M | 25.4M | 3.4% |
| Equity | 17.0M | 20.4M | 20.1M | 31.9M | 23.3% |
| Op CF | -13.5M | 5.2M | -9.1M | -12.4M | — |
| Inv CF | -20.0M | -5.0M | -15.0M | 0 | — |
| Fin CF | 16.5M | -4.8M | 17.0M | 16.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of DERM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DERM | Journey Medical Corporation(you) | $180M | 19 | STRONG SELL |
| AKBA | Akebia Therapeutics, Inc. | $299M | 18 | STRONG SELL |
| LFCR | Lifecore Biomedical, Inc. | $207M | 10 | STRONG SELL |
| JUSH.CN | Jushi Holdings Inc. | $93M | 25 | SELL |
| TKNO | Alpha Teknova, Inc. | $272M | 32 | SELL |
| CL.CN | Cresco Labs Inc. | $293M | 31 | SELL |
| ORGO | Organogenesis Holdings Inc. | $309M | 31 | SELL |
| CWEB.TO | Charlotte's Web Holdings, Inc. | $74M | 30 | SELL |
| EOLS | Evolus, Inc. | $432M | 32 | SELL |
| VREO.CN | Vireo Growth Inc. | $532M | 28 | SELL |
Peer medians: ROE -23.1% · P/E 25.2x · Gross margin 44.3%