Krystal Biotech has established a highly profitable, capital-light commercial model with VYJUVEK, evidenced by 94.6% gross margins and 49.0% operating margins in 2026Q2. The company's fortress balance sheet (D/E 0.01, $427.7M cash) and robust cash conversion (...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 24.1% YoY in 2026Q2, yet gross margins remained resilient at 94.6% and operating leverage drove operating margin to 49.0%, up from -14.8% in 2024Q1.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 3, 2025 | $2.66+137.5% vs $1.12 | $98M-7.1% vs $105M |
Corient Private Wealth LP boosted its position in Krystal Biotech, Inc. (NASDAQ: KRYS) by 767.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,558 shares of the company's stock after purchasing an additional 27,035 shares during the
Hsbc Holdings PLC purchased a new stake in Krystal Biotech, Inc. (NASDAQ: KRYS) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 9,598 shares of the company's stock, valued at approximately $3,653,000. Other hedge funds also recently modified their holdings of the
KRYS' Vyjuvek growth and expanding genetic medicine pipeline boost investor confidence as the company advances toward multi-product growth.
PITTSBURGH, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the “Company”) (NASDAQ: KRYS) today announced that the Company will participate in the 2026 Cantor Global Healthcare Conference on September 10, 2026, in New York. Management will take part in a fireside chat scheduled at 3:55 pm ET and host investor meetings throughout the day.
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 |
|---|---|---|---|---|---|---|---|
| $341.75 | $10.07B | 49.96 | 33.94% | 52.64% | 18.91% | — | |
| $3.02 | $329.76M | -1.50 | — | — | -5.76% | — | |
| $14.88 | $1.47B | -2.55 | 20.13% | -81.79% | — | — | |
| $14.49 | $4.55B | -164.85 | 20.05% | -4.27% | -12.02% | — | |
| $25.43 | $4.35B | 11.10 | 11.87% | 33.42% | 32.39% | — | |
| $62.34 | $5.17B | 8.01 | 114.51% | -3.8% | — | — |
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)
Aug 3, 2026·SEC
Jul 21, 2026·SEC
May 20, 2026·SEC
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Krystal Biotech, Inc. (KRYS) stock FAQ — growth, dividends, profitability & financials explained
Krystal Biotech, Inc. (KRYS) reported $440.5M in revenue for fiscal year 2025.
Krystal Biotech, Inc. (KRYS) grew revenue by 33.9% over the past year. This is strong growth.
Yes, Krystal Biotech, Inc. (KRYS) is profitable, generating $241.5M in net income for fiscal year 2025 (52.6% net margin).
Krystal Biotech, Inc. (KRYS) has a return on equity (ROE) of 18.9%. This is reasonable for most industries.
Krystal Biotech, Inc. (KRYS) generated $257.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
