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Genmab A/S (GMAB) Fair Value & Analysis

Healthcare · DK · Market cap 115B DKK (≈ $18.0B) · ISIN DK0010272202

What is Genmab A/S really worth?

GA Genmab A/S GMAB · CO
Pricekr 2,165
Fair Valuekr 250.07
Upside−88.5%
Quality71/100

Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.

A solid business, but trading 766% above our fair value of kr 250.07.

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Strengths

Highly profitable · 21.1% net margin
Moderate debt · generates free cash flow
Wide moat 71/100

Risks

!Weak Growth (revenue 5y −17.5 %/yr)
!Mixed vs. peers (7/14)
!Evidence only low, so the estimate is less certain
Evidence: Low Range kr 171.93 – kr 328.20

Fair value as of: Aug 19, 2026

From 24 valuation models · updated 16 days ago

Share price +14.4% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • A high-quality business (quality 71/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (kr 328.20). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (kr 171.93 to kr 328.20) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

kr 3,295 kr 1,169 Fair Value kr 250.07 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range kr 1,169 – kr 3,295 · fair‑value band kr 171.93 – kr 328.20 · the kr 2,165 price screens above the kr 250.07 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Genmab A/S (GMAB) currently trades at kr 2,165, while our model-based Fair Value estimate is kr 250.07, implying the stock looks roughly 765.8% overvalued today. The Quality Score stands at 71/100 (solid quality), in the Healthcare sector. Bull case: the Growth Earnings group reads highest at a median of kr 601.44 per share, and 0 of the 24 models we run sit above the kr 2,165 price. Bear case: the Asset-Based group reads lowest at kr 63.67, and 24 of the 24 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Genmab A/S generated revenue of 3.9B DKK at a net margin of 21.1%. Revenue grew 25.3% year over year. It earns a return on equity of 15.0%. Net debt stands at 3.8B DKK. Fundamentals as of Aug 19, 2026

Our scenario range runs from kr 171.93 (bear case) to kr 328.20 (bull case); at kr 2,165, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 70% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at −59% fair-value upside, at −88%, GMAB screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly kr 57.31 per share, which is 22.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (kr 63.67 to kr 771.80). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF kr 273.25 kr 460.69 kr 1,058 74
EPV kr 108.82 kr 135.89 kr 159.57 74
Growth DCF kr 253.82 kr 518.23 kr 1,053 73
All 24 models by family
DCF Models
FCF DCF kr 273.25 kr 460.69 kr 1,058 74
Owner Earnings kr 210.92 kr 548.33 kr 1,257 69
5Y Revenue Exit kr 142.71 kr 267.86 kr 528.26 68
5Y EBITDA Exit kr 212.92 kr 409.83 kr 795.67 71
5Y P/E Exit kr 238.69 kr 589.93 kr 1,067 67
10Y Revenue Exit kr 178.15 kr 412.60 kr 548.35 66
10Y EBITDA Exit kr 235.37 kr 563.79 kr 1,128 63
10Y P/E Exit kr 254.18 kr 619.28 kr 1,216 59
Earnings-Based
Graham-Dodd kr 110.67 kr 771.80 kr 1,083 63
Lynch FV kr 335.51 kr 479.30 kr 623.09 61
PEG = 1.0 kr 335.51 kr 479.30 kr 623.09 57
EPV kr 108.82 kr 135.89 kr 159.57 74
Multiples
P/E Multiple kr 268.54 kr 358.05 kr 447.57 63
P/S Multiple kr 165.03 kr 220.04 kr 275.06 58
P/B Multiple kr 207.51 kr 276.68 kr 345.85 55
EV/EBIT kr 215.77 kr 305.55 kr 395.33 65
EV/EBITDA kr 180.83 kr 258.97 kr 337.11 67
EV/Revenue kr 78.44 kr 135.02 kr 191.61 52
Asset-Based
NCAV (Graham) kr 47.52 kr 63.67 kr 95.03 54
Growth DCF
Growth DCF kr 253.82 kr 518.23 kr 1,053 73
Rev-Margin DCF kr 152.84 kr 314.43 kr 634.74 68
Economic Profit
Residual Income kr 107.64 kr 142.42 kr 483.53 58
ROIC Compounder kr 126.85 kr 196.06 kr 262.84 71
Growth Earnings
Growth-Adj P/E kr 421.00 kr 601.44 kr 781.87 67

Widest divergence: Growth Earnings (kr 601.44) versus Asset-Based (kr 63.67). Highest evidence: FCF DCF (74).

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Key figures & financial health

P/E ratio 25.0
P/S ratio 6.48 P/E × margin
EPS (TTM) kr 86.49 price ÷ EPS = P/E 25.0
Net margin 25.9% FY2025
Return on equity 15.0% TTM
Return on assets (EBIT) 14.5% avg 5y
More key figures
Profitability
Operating margin 25.1% TTM
Growth
Revenue (TTM) 3.9B DKK TTM
Revenue growth (YoY) +25.3% 3y avg −35.8%
EPS growth (YoY) −72.8%
Balance sheet & cash flow
Free cash flow 1.2B DKK FY2025
Net debt 3.8B DKK FY2025 · ≈ 3.2 yrs of FCF

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 71/100

Of which business quality 69 · Market factors (momentum, volatility) 73

Profitability 56
Margins and returns on capital today
Quality Growth 3
Are margins and returns improving?
Cashflow 87
Earnings quality: real cash, not paper profit
Fin. Strength 73
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 70
Price trend over the last 3–12 months (market factor)
52W Momentum 80
Distance to the 52-week high (market factor)
Net Issuance 97
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Genmab A/S, a biotechnology company, develops antibody-based products and product candidates for the treatment of cancer and other diseases in Denmark.

Full company description

Genmab A/S, a biotechnology company, develops antibody-based products and product candidates for the treatment of cancer and other diseases in Denmark. The company markets EPKINLY and TEPKINLY for adult patients with relapsed or refractory (R/R) diffuse large b-cell lymphoma (DLBCL), large B-cell lymphoma, and follicular lymphoma (FL); and Tivdak for adult patients with recurrent/metastatic cervical cancer with disease progression on or after chemotherapy. It is also developing Epcoritamab for R/R DLBCL and FL, first line DLBCL and FL, B-cell non-Hodgkin lymphoma, R/R chronic lymphocytic leukemia and Richter's syndrome, and aggressive mature B-cell neoplasms in pediatric patients; tisotumab vedotin for solid tumors; Acasunlimab for solid tumors and non-small cell lung cancer (NSCLC); Rinatabart Sesutecan for platinum resistant ovarian cancer and solid tumors; GEN1059, GEN1055, and GEN1057 for solid tumors; and GEN1286 for advanced solid tumors. In addition, the company offers DARZALEX/DARZALEX FASPRO for multiple myeloma (MM) and light-chain Amyloidosis; RYBREVANT for NSCLC; TECVAYLI and TALVEY for R/R MM; Kesimpta for Relapsing multiple sclerosis; and TEPEZZA for thyroid eye disease. Further, it is developing Amivantamab for recurrent/metastatic head and neck cancer, and advanced or metastatic colorectal cancer; Amlenetug for multiple system atrophy; Inclacumab for vaso-occulsive crises in sickle cell diseases; and Mim8 for hemophilia A. The company has a collaboration agreement with AbbVie Inc., Pfizer Inc., BioNTech SE, Johnson & Johnson, Medarex, Inc., Bristol Myers Squibb Corporation, Lundbeck A/S, Amgen Inc., Novo Nordisk A/S, and argenx. Genmab A/S was incorporated in 1998 and is headquartered in Copenhagen, Denmark.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Genmab A/S reported revenue of 3.9B DKK in FY2025 versus 8.5B DKK in FY2021, a compound −17.9%/yr. Reported net income was 999M DKK in FY2025, compounding −23.8%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
3.9B DKK
Latest YoY
−82.1%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−35.8%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−17.5%
Avg. revenue growth/yr (22Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+20.1%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−18.7% (−18.7 + 0.0)
Revenue −17.9%/yr
FY21 8.5B DKK
FY22 14.6B DKK
FY23 16.5B DKK
FY24 21.5B DKK
FY25 3.9B DKK
Net income −23.8%/yr
FY21 3.0B DKK
FY22 5.5B DKK
FY23 4.4B DKK
FY24 7.8B DKK
FY25 999M DKK
Character of growth · EPS growth decomposed (2014-2025) +20.8 % p.a.
Revenue per share +29.6 %

of which total revenue +30.6 % · buybacks/dilution −0.7 %

EBIT margin −5.7 %
Tax rate −2.5 %
Residual (interest, one-offs) +1.4 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

GMAB screens 766% overvalued. Compare with Vertex Pharmaceuticals Incorporated →

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Cite: Fair Value Calculator (2026). "Genmab A/S Fair Value". https://www.fairvalue-calculator.com/stock/GMAB

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Biotechnology · 622 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 71 · Top 25%
Fair Value upside −88% · Bottom 25%
Return on equity (TTM) 15% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 21% · Top 25%
Operating margin (TTM) 25% · Top 25%
Revenue growth 25% · Top 25%
Debt / equity 0.86× · Higher than 75% of peers

Valuation Multiples vs Biotechnology median · lower = cheaper

P/E (TTM) 25.0× · Pricier than median
P/B 3.08× · Pricier than median
P/S (TTM) 4.60× · Pricier than median
P/FCF 15.1× · Pricier than median
EV/EBITDA 16.0× · Pricier than median
PEG 1.88× · Pricier than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 0
PAST60 · sector 0
HEALTH57 · sector 98
DIVIDEND0 · sector 26

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Biotechnology stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Stock Price Fair Value vs Fair Value
Vertex Pharmaceuticals Incorporated VRTX $547.55 $278.78 −49%
Regeneron Pharmaceuticals, Inc REGN $807.71 $594.40 −26%
argenx SE ARGX €877.60 €292.84 −67%
Samsung Biologics Co 207940 1,518,000 KRW 1,055,793 KRW −30%
CSL Limited CSL A$174.50 A$141.68 −19%
Alnylam Pharmaceuticals, Inc ALNY $228.61 $51.70 −77%
Royalty Pharma plc RPRX $60.58 $24.22 −60%
Celltrion, Inc 068270 190,700 KRW 74,519 KRW −61%
BeOne Medicines AG ONC $362.51 $111.35 −69%
BioNTech SE BNTX $111.40 $45.66 −59%

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Frequently asked questions

Is Genmab A/S (GMAB) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of kr 250.07 versus a price of kr 2,165, about −88% upside (overvalued).
What is the fair value of GMAB?
Our model-based fair value for Genmab A/S is kr 250.07 (as of Aug 19, 2026), built from audited fundamentals. The current price: kr 2,165.
What is the quality score of GMAB?
Genmab A/S has a Quality Score of 71/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Genmab A/S (GMAB)?
Genmab A/S reported trailing-twelve-month revenue of about 3.9B DKK (latest available figure, as of Aug 19, 2026).
What is the net profit margin of GMAB?
The net profit margin of Genmab A/S is about 21.1%, meaning it keeps roughly 21.1% of revenue as net income. Based on the latest reported figures.
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