Benzinga·5d ago
Krystal Biotech Analyst Says Stock Weakness 'Overblown'Krystal Biotech Inc. (NASDAQ:KRYS) stock is trading lower on Monday after the company provided a third-quarter update.
Krystal Biotech's revenue rose from $70.3M in 2024Q2 to $127.3M in 2026Q3 with gross margins holding between 89.8% and 94.6%, and free cash flow margin reached 70.9% in the latest quarter, indicating the VYJUVEK commercial base has crossed a durable profitability threshold.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue reached $127.3M in 2026Q3 with operating margin expanding from 12.2% in 2024Q2 to 55.9%, though year-over-year growth has slowed from 94.9% to 30.2%, warranting close monitoring.
Forecasting 45% revenue growth to $564M in 2026, indicating robust business expansion.
94% gross margin TTM with 42% operating margin demonstrates a highly scalable gene therapy platform.
Bull case fair value estimated at $315 per share, suggesting ~5.8% undervaluation vs. recent close.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $2.05+14.5% vs $1.79 | $127M+1.2% vs $126M |
Q3 2026 Aug 3, 2026 | $1.79+5.3% vs $1.70 | $119M-1.4% vs $121M |
Q2 2026 May 4, 2026 | $1.83+26.2% vs $1.45 | $116M+3.8% vs $112M |
Q1 2026 Feb 17, 2026 | $1.70+4.9% vs $1.62 | $107M+1.7% vs $105M |
Krystal Biotech Inc. (NASDAQ:KRYS) stock is trading lower on Monday after the company provided a third-quarter update.
Krystal Biotech, Inc. (KRYS) Q3 2026 Earnings Call Transcript
Krystal Biotech, Inc. (KRYS) came out with quarterly earnings of $2.05 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $2.66 per share a year ago.
Stocks are higher midday as tech stocks bounce back as peace-talk hopes grew while fanning oil prices
Benchmark KRYS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Krystal Biotech, Inc. (KRYS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $300.88 | $8.87B | 41.21 | 33.94% | 47.91% | 17.02% | — | |
| $2.38 | $259.88M | -15.80 | — | — | -5.76% | — | |
| $15.43 | $1.52B | -3.01 | 20.13% | -71.78% | — | — | |
| $21.23 | $3.64B | 10.28 | 11.87% | 30.13% | 28.03% | — | |
| $65.44 | $5.43B | -51.55 | 114.51% | -9.17% | — | — | |
| $17.82 | $1.88B | 127.93 | 15.58% | 0.75% | 1.04% | — |
Krystal Biotech, Inc. (KRYS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Krystal Biotech, Inc. (KRYS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Oct 15, 2026·SEC
Aug 3, 2026·SEC
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Krystal Biotech, Inc. (KRYS) stock FAQ — growth, dividends, profitability & financials explained
Krystal Biotech, Inc. (KRYS) reported $470.0M in revenue over the trailing twelve months. Revenue was $389.1M in fiscal year 2025.
Krystal Biotech, Inc. (KRYS) grew revenue by 26.0% over the trailing twelve months, compared with the twelve months before.
Yes. Krystal Biotech, Inc. (KRYS) earned $225.2M in net income over the trailing twelve months (a 47.9% net margin).
Krystal Biotech, Inc. (KRYS) had a return on equity (ROE) of 17.0% over the trailing twelve months. That is above the market's typical 10-15%.
Krystal Biotech, Inc. (KRYS) generated $310.1M in free cash flow over the trailing twelve months.
