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AGING Analysis Report
Jun 13, 2026
14 days ago · 100% complete · +8 refreshed

Amneal Pharmaceuticals, Inc.

AMRX NASDAQ Categories PDF
Healthcare · Drug Manufacturers - Specialty & Generic
Bridgewater, NJ 08807, United States IPO 2018 amneal.com Updated Jun 13, 3:00am
Price
$16.20
Market Cap
$5.2B
Employees
8,300
Beta
1.32
Avg Volume
1,743,101
CEO
Chirag K. Patel
Business Description

Amneal Pharmaceuticals, Inc., operating alongside its various subsidiaries, is a diversified pharmaceutical company involved in the development, acquisition of licenses, manufacturing, marketing, and distribution of both generic and specialized medicinal products. These offerings span a multitude of delivery formats and target a wide range of therapeutic needs. Its operations are structured into three distinct divisions: Generics, Specialty, and AvKARE. The Generics division is responsible for creating, producing, and bringing to market a diverse portfolio of complex pharmaceutical formulations. This includes oral solid doses, injectable solutions, ophthalmic preparations, liquid medications, topical applications, softgels, inhalants, and transdermal patches, all catering to a broad spectrum of medical needs. Within the Specialty division, the company concentrates on the advancement, marketing, sales, and distribution of proprietary branded pharmaceuticals. Key therapeutic areas for this segment include neurological conditions, endocrine disorders, and parasitic ailments, among others. Notable offerings include Emverm, a chewable tablet prescribed for single or mixed parasitic infections such as pinworm and various hookworms; Rytary, designed for the management of Parkinson's disease; and Unithroid, used in treating hypothyroidism. The AvKARE segment primarily serves governmental entities, particularly the Department of Defense and the Department of Veterans Affairs, supplying them with pharmaceuticals, medical and surgical supplies, and related services. Additionally, this segment engages in the bulk distribution of bottled and unit-dose pharmaceuticals under its AvKARE and AvPAK brands, alongside medical and surgical items. It also manages the packaging and large-scale distribution of medications and nutritional supplements for its retail and institutional clientele. Products from Amneal reach consumers through a network comprising wholesale suppliers, third-party distributors, hospitals, large pharmacy chains, and independent drugstores. Its operational footprint extends across the United States, India, Ireland, and other international markets. Established in 2002, the company was initially incorporated as Atlas Holdings, Inc., before adopting the name Amneal Pharmaceuticals, Inc. in 2018. Its corporate headquarters are situated in Bridgewater, New Jersey.

Business History
Generated: Jun 13, 2026 3:03am
Price Overview
Last updated: Jun 13, 2026 3:00am (14d ago)
$16.20
-0.14 (-0.86%)
Day Range
$16.18 – $16.61
52-Week Range
$7.67 – $16.61
50-Day MA
$13.05
200-Day MA
$12.25
Volume
2,243,784.00
Analyst Price Targets
Low $16.00
Consensus $17.33
High $19.00
(12 analysts)
Share Structure
Outstanding 319,022,792.00
Float 156,324,460.00
Free Float 49.0%
Moderate free float — 49.0% of shares trade freely, ~51% held by insiders/institutions
Reasonable but insiders still hold a significant stake. This can be positive (skin in the game) but may limit liquidity during sell-offs.
Price History (1 Year)
Last updated: Jun 13, 2026 3:07am (14d ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 13, 2026 3:07am (14d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: Jun 13, 2026 3:02am
P/E Ratio (Price per dollar of earnings)
API
Stock Price / EPS (Diluted)
43.55
Stock Price: $16.20
EPS (Diluted): 0.23
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
-55.77
Stock Price: $16.20
Total Equity: -$70.79M
Shares: 324,805,000
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
12.25
Market Cap: $5.17B
Total Debt: $2.63B
Cash: $310.87M
EBITDA: $603.87M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$6.4B
Market Cap: $5.17B
Total Debt: $2.63B
Cash: $310.87M
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
37.6%
Gross Profit: $1.14B
Revenue: $3.02B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
14.0%
Operating Income: $423.09M
Revenue: $3.02B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
2.4%
Net Income: $72.06M
Revenue: $3.02B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
-144.7%
Net Income: $72.06M
Total Equity: -$70.79M
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
12.6%
Operating Income: $423.09M
Tax Rate: 8.1%
Equity: -$70.79M
Total Debt: $2.63B
Cash: $310.87M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
2.17
Current Assets: $1.91B
Current Liabilities: $881.63M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
-37.21
Short-Term Debt: $21.58M
Long-Term Debt: $2.61B
Total Debt: $2.63B
Total Equity: -$70.79M
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$9.29
Revenue: $3.02B
Shares: 324,805,000
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$-0.22
Total Equity: -$70.79M
Shares: 324,805,000
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$0.83
Operating CF: $339.99M
CapEx: -$70.06M
Shares: 324,805,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $16.20
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $72.06M
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: Jun 13, 2026 3:02am
Compares AMRX against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Advanced Analysis Forensic deep-dive · three lenses
Three separate reads — Company Quality (is it a great business?), Valuation (is it mispriced?), and General Sentiment (how macro + narrative are pushing it), kept deliberately apart · 2026-06-13 03:08:36
Delvantic - Cairn AI
Quality-Mixed, fairly priced — wait for a dip 7/10
A genuinely improving but heavily levered generics platform trading near fair value — interesting, not actionable at $16.20.
The cruxWhether you get a chance to buy this in the $13s, because at today's price the ~$2.3B debt load eats the modest discount to deserved value.
Forensic checks Derived mechanically from AMRX's filed financials — not from the AI lenses
Liquidity & RunwaySelf-Funding
DilutionHeavy Dilution
Earnings QualityHigh Earnings Quality
The three lensesswitch a tab for its full read — score + evidence
Company Quality
-10
Mixed
edge √Σ 103 · risk √Σ 113 · conf 6/10

Amneal is genuinely executing on the business: revenue compounded from $2.09B (2021) to $3.02B (2025), gross margin expanded modestly from 36.7% to 37.6%, and operating margin stepped up sharply to 14.0% from 7.3% in 2021 (with a -4.3% trough in 2022). FCF has normalized in the $220-276M range the last three years, and OCF/NI of 4.07x with accruals at -8.5% of assets and a Beneish M of -2.71 suggest the reported numbers are backed by cash — earnings quality screens clean.

The quality concerns are structural, not cosmetic. Net debt of $2.32B against just $310.9M cash and ~$270M FCF implies a multi-year deleveraging runway, and Altman Z of 2.18 sits in the grey zone — the balance sheet is a constraint. Diluted shares jumped from 176.1M (2023) to 309.0M (2024) to 324.8M (2025), an 85%+ increase in two years, which looks like the Class B/LLC unit conversion (Amneal collapsed its Up-C structure) rather than ongoing equity issuance — SBC is only 1.1% of revenue, consistent with that read. Either way, per-share economics were materially reset, and net income has only just turned positive ($72.1M in 2025) after three loss years.

Insider tape is non-directional: a single $451K sale by Autor against routine award/exercise activity tells you nothing. The business is real, improving, and self-funding — but levered and with a recently restructured cap table, this is a Mixed-quality enterprise, not a fortress.

Strengths 3
m70
Clean earnings quality
OCF/NI of 4.07x, accruals -8.5% of assets, Beneish M -2.71 — no mechanical red flags. FCF of $269.9M on $72.1M net income confirms cash backs the P&L.
m60
Operating leverage is real
Op margin expanded from 7.3% (2021) to 14.0% (2025) on revenue growth from $2.09B to $3.02B (~9.6% CAGR). Gross margin also up 90bps to 37.6%.
m45
Self-funding cash generation
FCF has been $220–276M each of the last three years on consistent operations — not reliant on capital markets to operate.
Concerns 4
m75
Heavily levered balance sheet
Net debt of $2.32B vs only $310.9M cash; at ~$270M FCF the deleveraging runway is long. Altman Z of 2.18 sits in the grey zone — survival isn't at risk but capacity for shocks or M&A is constrained.
m70
Share count nearly doubled in two years
Diluted shares went 176.1M → 309.0M → 324.8M from 2023 to 2025 (CAGR 20.9%). Likely the Up-C collapse converting Class B units rather than ongoing dilution, but per-share value was reset materially regardless.
m40
Thin and volatile net income history
Net income: $10.6M, -$130.0M, -$84.0M, -$116.9M, $72.1M across 2021-2025. GAAP profitability only just re-emerged; reflects amortization/interest burden on a leveraged generics model.
m25
Generics structurally low-moat
Industry context: specialty/generic drug manufacturing competes largely on cost and pipeline cadence; 37.6% gross margin is decent but not indicative of pricing power.
This is a Mixed business — better than its loss-year history suggests, worse than the clean earnings-quality screen makes it look. The operating story is legitimate: revenue and margins are both trending the right way, cash conversion is strong, and the mechanical fraud screens are quiet. But $2.32B of net debt against $310M cash means this company doesn't own its own destiny — it's working for the bondholders first — and the share count nearly doubled in 2024, which whether it was Up-C cleanup or not, is a per-share value reset that mature-earner investors should not gloss over. I'd grade the underlying operating business as Solid and the capital structure as Shaky; the blend is Mixed.
Verify before trusting this (6)
  • Confirm the 2023→2024 share count jump (176M→309M) was the Up-C/LLC unit conversion (no new economic dilution) vs. genuine issuance
  • Debt maturity schedule and refinancing exposure given $2.32B net debt
  • Customer concentration with the major drug wholesalers (Cencora/Cardinal/McKesson) typical of generics
  • Pipeline/ANDA approvals supporting durability of the revenue growth and the recent margin step-up
  • Whether the 14.0% operating margin in 2025 reflects sustainable mix shift (biosimilars, specialty, AvKARE distribution) or one-off favorable comps
  • Working capital sustainability of the 4.07x OCF/NI ratio — is it driven by one-time inventory/payables swings?
Valuation / Mispricing
-19
Modestly Cheap
edge √Σ 57 · risk √Σ 76 · conf 5/10
Price $16.20 vs deserved ~$17–18 — roughly 5–10% discount, thin margin of safety given ~$2.3B net debt. attractive below $13.50

Amneal trades at a $5.17B equity cap and roughly $7.5B EV after $2.32B net debt. For a generics/specialty/AvKARE platform generating real free cash flow with improving operating margins, an EV/EBITDA in the 8–9x zone on stabilizing EBITDA is reasonable — implying deserved equity somewhere in the high-teens once you net the debt. That puts fair value modestly above $16, not multiples higher. The e2e synthesis flags 'High Conviction Required,' which I read as the methods disagreeing — DCFs on a levered, low-growth generics name swing wildly, so I weight EV/EBITDA and FCF yield more heavily.

The earnings-quality screen is clean (score 2), so no haircut there, but the Company-Quality lens is Mixed (-10) because of leverage and the doubled share count. That tempers deserved per-share value: equity holders are second in line to ~$2.3B of debt, and any multiple expansion accrues partly to the lenders. Bull case (scale advantage in a consolidating generics market, AvKARE optionality) supports mid-$18–20; bear case (price erosion, refinancing risk) supports $12–14. Midpoint sits roughly where the stock trades.

Net: a single-digit-percent discount to deserved value is real but not a fat pitch. This is 'modestly cheap, not a table-pound.'

Cheap signals 2
m45
Reasonable EV/EBITDA on improving platform
EV ~$7.5B against a generics+specialty+AvKARE business with rising margins and strong cash conversion implies a sub-9x EV/EBITDA — fair-to-cheap for a stabilizing specialty/generics consolidator.
m35
Clean earnings quality, no haircut needed
Earnings-quality score of 2 means reported FCF can be taken largely at face value, supporting the cash-flow-based valuation case.
Rich / priced-in 3
m55
Leverage absorbs upside
$2.32B net debt vs $310M cash means equity holders bear the volatility while debt holders capture much of the de-leveraging value — any rerating compounds slowly per share.
m40
Share-count doubling dilutes per-share math
The one-time doubling structurally lowers per-share intrinsic value; deserved price has to be calculated on the new, larger base, which the bull narrative often understates.
m35
Generics pricing erosion is a real headwind
Bear case of relentless price compression in core generics caps the terminal multiple — you can't underwrite >9–10x EBITDA on this asset mix without heroic assumptions.
I see a modestly discounted but not compelling setup. At $16.20 I'm paying roughly fair value for a levered generics roll-up that's executing — the gap to deserved value is maybe 5–10%, which isn't enough margin of safety on a balance sheet carrying $2.3B of net debt. I'd want $13–14 to get genuinely interested, where the EV/EBITDA drops toward 7x and the leverage risk is actually being priced. Above $18 it's rich. This is a 'wait for a wobble' name, not a 'back up the truck' name.
Verify before trusting this (5)
  • Latest net debt and refinancing schedule — any 2025/26 maturities at higher rates would lower deserved equity value
  • Generics segment price/volume bridge in recent 10-Q to confirm margin trend is durable, not mix-driven
  • AvKARE growth trajectory and contract concentration — the bull case leans heavily on this segment
  • FCF guidance and capex run-rate — confirms the EBITDA-to-FCF conversion the valuation depends on
  • Specialty pipeline milestones (any branded asset that would re-rate the multiple)
General Sentiment
-9
Balanced
tail √Σ 52 · head √Σ 61 · conf 6/10

AMRX sits in a quiet sentiment pocket. The market regime is neutral with a slight risk-off lean (VIX 17.3, S&P off the highs), and while AMRX's 1.32 beta would normally amplify any tape stress, the tape itself isn't actively selling. The narrative is the bigger tell: a steady-compounder story with minimal intensity, moderate durability, and zero cult following. That means no euphoric bid to fade and no breaking story to short - the stock is simply not a vehicle anyone is using to express a macro view right now. Generics as a cohort lack a hot narrative thread (no AI angle, no GLP-1 halo, no obesity tie-in), so AMRX is invisible rather than embattled. Analyst tone is mildly constructive (10 Buys, 6 Holds, no Sells) but the consensus target of $17.33 sits only 3.8% above spot, with zero revisions this month - that is a textbook 'tapped out' setup where the sell side has already written the story and isn't adding fuel. The divergence to watch is small: analysts are nominally positive while the live narrative is dormant, suggesting upside surprises in flow are unlikely without a fresh catalyst. Net: macro headwinds from 4.48% 10y and stretched market PE press lightly on a 1.32-beta name, but the absence of a story to break offsets it. Pressure is balanced, leaning faintly negative.

Tailwinds 3
m35
Low cult, low intensity = nothing to break
With minimal narrative intensity and no cult coefficient, there's no crowded long position to unwind and no fragile story to crack. Sentiment downside is naturally capped.
m30
Buy-skewed consensus with no Sells
10 Buys / 6 Holds / 0 Sells provides a quiet floor of sell-side support, even if it isn't generating upgrades.
m25
Healthcare defensiveness in a neutral tape
In a neutral-to-cautious regime, healthcare names benefit from rotational interest as risk-off hedges, partially offsetting the 1.32 beta drag.
Headwinds 3
m35
Beta exposure to a softening tape
Beta 1.32 means any escalation in the mild risk-off drift gets amplified here, and generics has no defensive halo to cushion it like staples or utilities would.
m40
Analyst targets already tapped out
Consensus $17.33 vs $16.70 leaves only 3.8% implied upside, and zero revisions this month means no fresh sell-side energy to pull the stock higher.
m30
No narrative oxygen for generics
Specialty/generic drugmakers lack a thematic bid in the current tape - no AI, no GLP-1 adjacency, no rate-cut beneficiary status. AMRX is narratively invisible.
This is a sentiment non-event. AMRX has no narrative pulling it up and no narrative breaking against it - the steady-compounder story is too quiet to generate either flows or fear. The macro tape is neutral with a faint risk-off tilt that would normally bite a 1.32-beta name, but analysts are quietly constructive and there's no crowded positioning to unwind. The one real headwind I see is that sell-side targets are already at the price, so the easy upward pressure from upgrades is spent. Net read: balanced, leaning very faintly negative. Don't expect sentiment to move this stock either way - any push will come from a fundamental catalyst, not the tape or the story.
Verify before trusting this (5)
  • Any FDA approval, launch, or M&A headline that could ignite a real narrative (currently dormant)
  • Generic pricing data points - a fresh deflation cycle would crack the steady-compounder story
  • Sell-side target revisions - first upgrade or downgrade after a quiet month signals the next direction
  • Whether VIX breaks 20 and regime flips risk-off, which would meaningfully hit a 1.32-beta name
  • Sector rotation flows into defensive healthcare vs out of low-multiple generics
The market-wide tape + this name's exposure to it (beta / sector / narrative durability). Context on the non-fundamental pressure — not a call on the business or the price. processId: detail-general-sentiment
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Three lenses kept deliberately separate — Company Quality (price-agnostic), Valuation (price-conditional), and General Sentiment (non-fundamental macro/narrative pressure). The scores are not blended. Filing-level items (convertibles, lock-ups, customer concentration) are v2 — see each lens's "verify."
Deep Analysis
Last run: Jun 13, 2026 3:06:28 am

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
Not applicable for Mature Earner companies
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
Not applicable for Mature Earner companies
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
Not applicable for Mature Earner companies
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for Mature Earner companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for Mature Earner companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
Not applicable for Mature Earner companies
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 13, 2026 3:07am (14d ago)
Metric 2021 2022 2023 2024 2025
Revenue $2.1B $2.2B $2.4B $2.8B $3.0B
Cost of Revenue $1.3B $1.4B $1.5B $1.8B $1.9B
Gross Profit $769.0M $791.5M $863.9M $1.0B $1.1B
Operating Expenses $616.3M $886.4M $659.5M $771.1M $713.0M
Operating Income $152.7M -$94.9M $204.4M $249.3M $423.1M
Net Income $10.6M -$130.0M -$84.0M -$116.9M $72.1M
EBITDA $401.1M $440.2M $500.8M $439.8M $603.9M
EPS $0.07 $-0.86 $-0.48 $-0.38 $0.23
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 13, 2026 3:00am (14d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $247.8M $26.0M $91.5M $110.6M $310.9M
Total Current Assets $1.5B $1.4B $1.4B $1.6B $1.9B
Total Assets $3.9B $3.8B $3.5B $3.5B $3.7B
Current Liabilities $677.2M $752.8M $846.6M $1.1B $881.6M
Long-Term Debt $2.7B $2.6B $2.4B $2.2B $2.6B
Total Liabilities $3.6B $3.6B $3.4B $3.5B $3.7B
Total Equity $360.3M $298.4M $19.8M -$109.3M -$70.8M
Retained Earnings -$276.2M -$406.2M -$490.2M -$607.1M -$535.0M
Cash Flow (Annual)
Last updated: Jun 13, 2026 3:07am (14d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $241.8M $65.1M $345.6M $295.1M $340.0M
Capital Expenditure -$47.7M -$90.6M -$69.2M -$75.0M -$70.1M
Free Cash Flow $194.1M -$25.5M $276.4M $220.1M $269.9M
Acquisitions (net) -$141.5M -$84.7M $0 $12.0M $0
Debt Repayment
Dividends Paid
Stock Buybacks $0 $0 $0 $0 $0
Net Change in Cash -$90.4M -$221.5M $63.9M $19.3M $194.5M
Analyst Estimates (Annual)
Last updated: Jun 13, 2026 3:00am (14d ago)
Metric 2025 2026 2027 2028
Revenue $3.0B
$3.0B – $3.0B
$3.1B
$3.1B – $3.1B
$3.3B
$3.3B – $3.4B
$3.6B
$3.6B – $3.6B
EBITDA $576.6M
$574.7M – $578.5M
$593.9M
$589.3M – $595.8M
$640.6M
$636.7M – $642.5M
$683.2M
$681.2M – $685.1M
Net Income $261.5M
$256.5M – $266.4M
$319.1M
$314.3M – $323.9M
$367.7M
$350.3M – $385.0M
$425.7M
$421.9M – $429.5M
EPS
Growth Trends (YoY %)
Last updated: Jun 13, 2026 3:07am (14d ago)
Metric 2022 2023 2024 2025
Revenue Growth +5.7% +8.2% +16.7% +8.0%
Gross Profit Growth +2.9% +9.1% +18.1% +11.3%
Operating Income Growth -162.2% +315.3% +22.0% +69.7%
Net Income Growth -1,323.5% +35.4% -39.2% +161.6%
EBITDA Growth +9.8% +13.8% -12.2% +37.3%
Insider Trading (Recent)
Last updated: Jun 13, 2026 3:06am (14d ago)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-05-11 Autor Deborah M. S-Sale 34,819.00 $12.94 $450,558
2026-05-07 BUCHI J KEVIN M-Exempt 34,819.00 $0.00 $0
2026-05-06 BUCHI J KEVIN A-Award 19,824.00 $0.00 $0
2026-05-07 BUCHI J KEVIN M-Exempt 34,819.00 $0.00 $0
2026-05-07 Autor Deborah M. M-Exempt 34,819.00 $0.00 $0
2026-05-06 Autor Deborah M. A-Award 19,824.00 $0.00 $0
2026-05-07 Autor Deborah M. M-Exempt 34,819.00 $0.00 $0
2026-05-07 George Jeffrey P. M-Exempt 34,819.00 $0.00 $0
2026-05-06 George Jeffrey P. A-Award 19,824.00 $0.00 $0
2026-05-07 George Jeffrey P. M-Exempt 34,819.00 $0.00 $0
2026-05-07 Patel Gautam M-Exempt 34,819.00 $0.00 $0
2026-05-06 Patel Gautam A-Award 19,824.00 $0.00 $0
2026-05-07 Patel Gautam M-Exempt 34,819.00 $0.00 $0
2026-05-07 Kiely John M-Exempt 34,819.00 $0.00 $0
2026-05-06 Kiely John A-Award 19,824.00 $0.00 $0
2026-05-07 Kiely John M-Exempt 34,819.00 $0.00 $0
2026-05-07 Nark Ted C M-Exempt 34,819.00 $0.00 $0
2026-05-06 Nark Ted C A-Award 19,824.00 $0.00 $0
2026-05-07 Nark Ted C M-Exempt 34,819.00 $0.00 $0
2026-05-07 MEISTER PAUL M M-Exempt 48,747.00 $0.00 $0
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for AMRX — it's generated by the pipeline (market-narrative step).
Delvantic AI Findings
Independent analyst synthesis · Delvantic - Cairn AI · generated 2026-06-13 03:07:03
Reviews the pipeline's own verdicts
Verdict Mildly overvalued — fair value $12.50-14 absent sustained Specialty mix shift; trim or avoid at $16.20, revisit if Q2'26 confirms the margin step-up isn't a one-quarter flatter.

Looking at the raw trajectory first: revenue ramped from $701.8M (Q2'24) to $814.3M (Q4'25), then dropped to $722.5M in Q1'26 — that's a 11% sequential decline, though Q1 seasonality is real in generics. More importantly, net income tells a cleaner story: -$31M → +$12M → +$22M → +$2M → +$35M → +$62M. The Q1'26 $62.5M print at 8.6% margin is the highest absolute earnings in the dataset by a wide margin, and it came on a sequentially weaker revenue base — meaning either mix shift toward Specialty/branded, one-time items, or genuine operating leverage. Full-year 2025 delivered $3.02B revenue (+8.2%), $423M operating income (+70% YoY), $340M OCF, $270M FCF. On $5.17B market cap, that's ~5.2% FCF yield and ~12x EV/EBITDA — not cheap, not egregious for a company that just doubled operating income.

The synthesis verdict of "High Conviction Required" feels like a hedge. The pre-flight thesis that the market still prices this as "permanently subscale" is half-wrong — at 43x TTM P/E and 12x EV/EBITDA, the market has clearly already paid for the turnaround; the stock 2x'd from $7.67. The narrative engine calling this a "steady-compounder" with "minimal" intensity is closer to right, but understates that AMRX is structurally levered (negative book equity is the giveaway — debt is conspicuously missing from the balance sheet section, which is a real gap given this is a leveraged generics roll-up; net debt is likely $2.5-3B based on the EV-to-market-cap implied gap, putting EV near $7.5-8B). At 2.1x EV/Sales for a generics-heavy business with mid-teens operating margins, you're paying specialty pharma multiples for a business still ~70% commodity generics by revenue.

The contrarian case the models underweight: Q1'26's $62.5M NI may not be sustainable. Generic pricing erosion is structural (3-7%/yr), the Specialty pipeline (Crexont/IPX-203 for Parkinson's, biosimilars) needs to do heavy lifting just to offset that, and AvKARE's government-channel margins are thin. The FCF CAGR of -1.2% versus revenue CAGR of +12.3% is the tell — they're growing the top line but cash conversion is deteriorating, likely from working capital build for biosimilar launches and Specialty inventory. Insider activity is uniformly sells against option exercises — nothing alarming for a pharma, but zero open-market buying near $16 from people who watched it at $7. The negative book equity means any covenant tightening or rate refi cycle bites hard; this is exactly the kind of name that re-rates down 30% in a credit scare without earnings missing.

I dissent mildly from the synthesis. This isn't "High Conviction Required" — it's a moderately overvalued levered turnaround where the easy money has been made. Fair value math: $270M FCF growing 5-7% (realistic blend of Specialty growth offsetting generic erosion), 9% discount rate, accounts for leverage risk → equity FV around $4.0-4.5B, or $12.5-14/share. To justify $16+ you need the Specialty/biosimilar mix to push consolidated operating margin from 14% toward 18-20% sustainably, which requires Crexont to actually ramp and biosimilars (denosumab, etc.) to land share. Possible, not probable at this multiple. The Q1'26 margin print is the bull's best ammunition but also the bear's setup for disappointment when Q2 normalizes. I'd want to see two more quarters of >7% net margins before paying 12x EV/EBITDA on a balance-sheet-impaired generics name.

GPT Critique
Second-opinion review · gpt-4o · generated 2026-06-13 03:07:11
Reviews the Opus findings above
Verdict I disagree with Opus's mildly overvalued view — at $16.20, Amneal faces substantial execution risks and leverage concerns, suggesting a more significant overvaluation with fair value closer to $12-$13, pending sustained specialty growth confirmation.

Amneal Pharmaceuticals presents a complex picture, with its recent financial performance showing both promise and caution. The company's revenue trajectory has been generally positive, with a 12.3% compound annual growth rate over the recent periods. However, the revenue fluctuation from $814.3 million in Q4'25 to $722.5 million in Q1'26, a notable 11% sequential decline, raises questions about the sustainability of its growth and whether this is a seasonal dip or indicative of deeper issues. The Q1'26 net income of $62.5 million, boasting an 8.6% margin, suggests significant improvement, but this came on a lower revenue base, which might suggest a favorable mix shift or perhaps a one-off gain rather than a sustainable trend. The financial health of the company is further complicated by its negative book equity, signaling potential leverage issues not fully detailed in the balance sheet data provided.

Opus argues that the market has already priced in Amneal's turnaround, citing the stock's doubling price from $7.67 to $16.20 and a current valuation of 43x P/E and 12x EV/EBITDA. I concur with this assessment, as these multiples suggest a market expectation of sustained profitability and successful transition into specialty pharma. However, I find the assertion that the market is still treating Amneal as "permanently subscale" to be somewhat misplaced given these valuations. The leverage concerns highlighted by Opus, particularly the potential $2.5-3B net debt, align with my view that the financial structure could pose significant risks if market conditions tighten or if operational execution falters.

I diverge from Opus on the conclusion regarding the company's valuation. While Opus finds the stock "mildly overvalued," I see the risks associated with its negative book equity and the need for a proven specialty mix shift as more significant, suggesting a potential overvaluation beyond mild. The current price of $16.20 appears to require an optimistic scenario where specialty and biosimilar divisions significantly improve margins, a scenario that may not be probable without clear evidence of pipeline success, particularly with products like Crexont and biosimilars. The insider selling trend without corresponding open-market purchases further reflects a lack of internal confidence at current valuations.

For a skeptic, both mine and Opus's analyses might underplay the potential for Amneal's specialty initiatives to fail to offset generic pricing pressures, which historically erode 3-7% annually. A careful skeptic would argue that the company's recent profitability might be transient, bolstered by one-time factors rather than sustainable shifts. The reliance on a successful specialty and biosimilar rollout, amidst heavy competition, could be overly optimistic, especially with the company's financial leverage posing an existential risk in a rising interest rate environment.

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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30