BillionToOne, Inc. BLLN PHARMA
Company Overview
BillionToOne, Inc., a precision diagnostics company, quantifies biology to create molecular diagnostics. The company provides molecular counting platform, which is designed to detect and measure DNA molecules at the single-count level to help enhance disease detection. It also offers UNITY Complete, a non-invasive prenatal screen that assesses fetal risk for aneuploidies, recessive conditions, and fetal antigens from a maternal blood draw; Northstar Select, a liquid biopsy test that provides a list of mutations that are present in the tumor and types of mutations detected that include deletions, insertions, and point mutations; and Northstar Response, a methylation-based assay that quantifies the amount of cancer at the single molecule level without requiring a tissue biopsy, enabling real-time monitoring of patient response to therapy with unprecedented precision. BillionToOne, Inc. was incorporated in 2016 and is headquartered in Menlo Park, California.
Why Investors Should Care
Revenue has grown at a 106.2% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.27.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $305.11M (+100.0% YoY); net profit $7.45M.
- Trailing 12 Months Year-on-year growth — revenue +64.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 106.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 106.24% |
| 1 Year: | 64.40% |
Stock Price Performance
| 1 Year: | -9.07% |
| 6 Months: | +37.37% |
| 3 Months: | +4.90% |
| 1 Month: | +6.07% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)46.98 · Neutral
P/E of 139.52 is above the sector median of 24.83 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 106.2% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 139.5.
- Trading 34.0% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Healthcare).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BLLN BillionToOne, Inc. PHARMA | 99.06 | 139.52 | $4.22B | 0.00% | 2.74% | 10.68% | 106.24% | - |
| 2 | LLY Eli Lilly and Company SPXR3KPHARMA | 1,123.91 | 37.80 | $1.00T | 0.60% | - | 102.29% | 7.20% | 11.41% |
| 3 | JNJ Johnson & Johnson SPXR3KPHARMA | 269.12 | 31.22 | $648.55B | 1.98% | 14.88% | 25.74% | 2.43% | 4.76% |
| 4 | ABBV AbbVie Inc. SPXR3KPHARMA | 248.78 | 70.48 | $439.62B | 2.78% | 10.47% | -129.24% | 1.75% | -29.06% |
| 5 | MRK Merck & Co., Inc. SPXR3KPHARMA | 148.46 | 118.77 | $366.28B | 2.31% | - | 6.96% | 5.64% | 10.01% |
| 6 | UNH UnitedHealth Group Incorporated SPXR3KPHARMA | 400.84 | 25.74 | $359.79B | 2.47% | 9.74% | 14.15% | 10.40% | 5.43% |
| 7 | NVS Novartis AG PHARMA | 137.70 | 20.80 | $261.73B | 3.36% | 21.09% | 30.35% | 9.25% | 26.22% |
| 8 | AZN AstraZeneca PLC NDXPHARMA | 160.04 | 23.99 | $248.20B | 2.00% | 15.97% | 21.96% | 9.82% | 45.96% |
| 9 | TMO Thermo Fisher Scientific Inc. SPXR3KPHARMA | 603.02 | 32.49 | $222.97B | 0.29% | 8.14% | 13.51% | 8.81% | 12.95% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Revenue | 38.42M | 58.96M | 66.57M | 83.52M | 108.39M | 109.45M |
| Gross Profit | 20.21M | 37.97M | 43.47M | 58.42M | 79.10M | 77.11M |
| Operating Income | -12.63M | -2.31M | -1.63M | 9.63M | 17.83M | 5.50M |
| Net Income | -14.90M | -3.99M | -246.00K | 5.71M | 17.97M | 8.05M |
| Diluted EPS | -1.47 | -0.39 | -0.02 | 0.10 | 0.34 | 0.15 |
| R&D Expense | 9.55M | 10.43M | 11.75M | 12.95M | 14.69M | 17.32M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 71.73M | 152.58M | 305.11M |
| Gross Profit | 17.31M | 80.92M | 208.46M |
| Operating Income | -69.50M | -47.15M | 16.02M |
| Net Income | -82.68M | -41.57M | 7.45M |
| Diluted EPS | -8.45 | -4.12 | 0.14 |
| R&D Expense | 22.41M | 36.60M | 49.38M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Total Assets | - | - | 302.06M | 632.65M |
| Total Equity | -141.81M | -219.05M | -251.66M | 480.11M |
| Cash & Equivalents | - | - | 191.48M | 495.98M |
| Long Term Debt | - | - | 51.48M | 57.23M |
| Total Liabilities | - | - | 134.31M | 152.55M |
| Current Liabilities | - | - | 28.39M | 47.96M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | -53.67M | -41.38M | 24.59M |
| Investing Cash Flow | 82.84M | -5.43M | -8.92M |
| Financing Cash Flow | 13.40M | 141.02M | 288.82M |
| Capital Expenditure | -6.17M | -5.40M | -8.88M |
| Free Cash Flow | -59.85M | -46.78M | 15.71M |
| Share Buybacks | 0 | 546.00K | 0 |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | 24.1% | 53.0% | 68.3% |
| Operating Margin % | -96.9% | -30.9% | 5.3% |
| Net Margin % | -115.3% | -27.2% | 2.4% |
| ROE % | 37.7% | 16.5% | 1.6% |
| ROCE % | - | -17.2% | 2.7% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Adams Street Partners, LLC | 4.01% | 1.71M | $181.27M |
| 2 | Price (T.Rowe) Associates Inc | 2.37% | 1.01M | $107.01M |
| 3 | BAILLIE GIFFORD & CO | 2.11% | 901.42K | $95.48M |
| 4 | Vanguard Portfolio Management LLC | 1.97% | 840.97K | $89.08M |
| 5 | Invesco Ltd. | 1.96% | 835.61K | $88.51M |
| 6 | Vanguard Capital Management LLC | 1.87% | 799.47K | $84.68M |
| 7 | Neuberger Berman Group, LLC | 1.79% | 764.22K | $80.95M |
| 8 | BAMCO Inc. | 1.74% | 742.09K | $78.60M |
| 9 | Wasatch Advisors LP | 1.21% | 518.08K | $54.88M |
| 10 | Millennium Management Llc | 1.00% | 425.03K | $45.02M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for BLLN
Billiontoone, Inc. $BLLN Shares Acquired by Bank of America Corp DE - marketbeat.com
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BillionToOne (BLLN) Stock Price Cracks As Rich Expectations Meet Reality - simplywall.st
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Is BillionToOne, Inc. (BLLN) Stock Outpacing Its Medical Peers This Year? - finance.yahoo.com
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$BLLN stock is up 4% today. Here's what we see in our data. - Quiver Quantitative
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Why BillionToOne Plummeted 38%, Leading A Medtech Sell-Off - Investor's Business Daily
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BillionToOne: The Guidance Looks Conservative, The Price Does Not (NASDAQ:BLLN) - Seeking Alpha
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BLLN — Frequently Asked Questions
What is the current share price of BillionToOne, Inc. (BLLN)?
As of 2026-09-19 21:16 PDT, BillionToOne, Inc. (BLLN) trades at $99.06 on NasdaqGS. Its 52-week range is $64.03 to $149.97.
What is the market capitalisation of BLLN?
BillionToOne, Inc. (BLLN) has a market capitalisation of $4.22B on NasdaqGS.
What is the P/E ratio of BLLN?
BLLN trades at a trailing price-to-earnings (P/E) ratio of 139.52. The industry average P/E is 24.83. Its price-to-book (P/B) ratio is 8.65.
What is the return on equity (ROE) of BLLN?
BLLN has a return on equity (ROE) of 10.68%. Its return on capital employed (ROCE) is 2.74%.
Is BLLN a good stock to buy?
This page provides a data-driven analysis of BillionToOne, Inc. (BLLN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.