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Also traded in: Germany, Mexico

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash-to-Debt 1.49
ILMN's Cash-to-Debt is ranked higher than
52% of the 166 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.24 vs. ILMN: 1.49 )
Ranked among companies with meaningful Cash-to-Debt only.
ILMN' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.97  Med: 2.18 Max: 16544
Current: 1.49
0.97
16544
Equity-to-Asset 0.51
ILMN's Equity-to-Asset is ranked lower than
61% of the 163 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 0.58 vs. ILMN: 0.51 )
Ranked among companies with meaningful Equity-to-Asset only.
ILMN' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.42  Med: 0.6 Max: 0.95
Current: 0.51
0.42
0.95
Interest Coverage 17.69
ILMN's Interest Coverage is ranked lower than
61% of the 138 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 40.78 vs. ILMN: 17.69 )
Ranked among companies with meaningful Interest Coverage only.
ILMN' s Interest Coverage Range Over the Past 10 Years
Min: 3.38  Med: 5.73 Max: 17.69
Current: 17.69
3.38
17.69
Piotroski F-Score: 5
Altman Z-Score: 8.70
Beneish M-Score: -2.70
WACC vs ROIC
11.63%
25.94%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating Margin % 24.48
ILMN's Operating Margin % is ranked higher than
90% of the 166 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 4.97 vs. ILMN: 24.48 )
Ranked among companies with meaningful Operating Margin % only.
ILMN' s Operating Margin % Range Over the Past 10 Years
Min: -82.12  Med: 18.88 Max: 27.65
Current: 24.48
-82.12
27.65
Net Margin % 18.93
ILMN's Net Margin % is ranked higher than
90% of the 166 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 3.14 vs. ILMN: 18.93 )
Ranked among companies with meaningful Net Margin % only.
ILMN' s Net Margin % Range Over the Past 10 Years
Min: -75.89  Med: 12.01 Max: 20.79
Current: 18.93
-75.89
20.79
ROE % 22.20
ILMN's ROE % is ranked higher than
89% of the 160 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 3.92 vs. ILMN: 22.20 )
Ranked among companies with meaningful ROE % only.
ILMN' s ROE % Range Over the Past 10 Years
Min: -84.48  Med: 10.45 Max: 27.88
Current: 22.2
-84.48
27.88
ROA % 11.37
ILMN's ROA % is ranked higher than
83% of the 167 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.97 vs. ILMN: 11.37 )
Ranked among companies with meaningful ROA % only.
ILMN' s ROA % Range Over the Past 10 Years
Min: -43.21  Med: 5.8 Max: 13.14
Current: 11.37
-43.21
13.14
ROC (Joel Greenblatt) % 89.57
ILMN's ROC (Joel Greenblatt) % is ranked higher than
95% of the 165 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 10.87 vs. ILMN: 89.57 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
ILMN' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -508.83  Med: 75.57 Max: 136.47
Current: 89.57
-508.83
136.47
3-Year Revenue Growth Rate 16.80
ILMN's 3-Year Revenue Growth Rate is ranked higher than
87% of the 149 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 4.00 vs. ILMN: 16.80 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
ILMN' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -1  Med: 22.9 Max: 156.2
Current: 16.8
-1
156.2
3-Year EBITDA Growth Rate 32.80
ILMN's 3-Year EBITDA Growth Rate is ranked higher than
88% of the 127 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 5.70 vs. ILMN: 32.80 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
ILMN' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -73.6  Med: 24.15 Max: 608.3
Current: 32.8
-73.6
608.3
3-Year EPS without NRI Growth Rate 50.50
ILMN's 3-Year EPS without NRI Growth Rate is ranked higher than
88% of the 121 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 6.00 vs. ILMN: 50.50 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
ILMN' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -41.1  Med: 18.15 Max: 211.5
Current: 50.5
-41.1
211.5
GuruFocus has detected 1 Warning Sign with Illumina Inc $ILMN.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» ILMN's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

ILMN Guru Trades in Q1 2016

PRIMECAP Management 2,174,770 sh (+0.03%)
Vanguard Health Care Fund 2,787,466 sh (unchged)
First Eagle Investment 400 sh (unchged)
Eaton Vance Worldwide Health Sciences Fund 180,000 sh (unchged)
Julian Robertson Sold Out
George Soros Sold Out
Frank Sands 5,606,751 sh (-7.96%)
Ron Baron 1,228,286 sh (-12.52%)
RS Investment Management 9,840 sh (-31.19%)
Steve Mandel 1,675,158 sh (-53.59%)
» More
Q2 2016

ILMN Guru Trades in Q2 2016

Steven Cohen 200 sh (New)
Frank Sands 6,649,580 sh (+18.60%)
Vanguard Health Care Fund 3,030,566 sh (+8.72%)
First Eagle Investment 400 sh (unchged)
Eaton Vance Worldwide Health Sciences Fund 180,000 sh (unchged)
Steve Mandel Sold Out
PRIMECAP Management 2,139,920 sh (-1.60%)
Ron Baron 1,001,656 sh (-18.45%)
RS Investment Management 7,540 sh (-23.37%)
» More
Q3 2016

ILMN Guru Trades in Q3 2016

George Soros 3,208 sh (New)
Paul Tudor Jones 6,503 sh (New)
Vanguard Health Care Fund 3,030,566 sh (unchged)
First Eagle Investment 400 sh (unchged)
Eaton Vance Worldwide Health Sciences Fund 180,000 sh (unchged)
Steven Cohen Sold Out
Ron Baron 984,065 sh (-1.76%)
PRIMECAP Management 2,083,170 sh (-2.65%)
Frank Sands 6,243,292 sh (-6.11%)
» More
Q4 2016

ILMN Guru Trades in Q4 2016

Joel Greenblatt 3,565 sh (New)
Andreas Halvorsen 349,965 sh (New)
Steven Cohen 25,500 sh (New)
Vanguard Health Care Fund 3,162,479 sh (+4.35%)
Jana Partners 405,400 sh (unchged)
First Eagle Investment 400 sh (unchged)
George Soros Sold Out
Paul Tudor Jones Sold Out
PRIMECAP Management 2,079,730 sh (-0.17%)
Frank Sands 5,713,188 sh (-8.49%)
Ron Baron 456,447 sh (-53.62%)
Eaton Vance Worldwide Health Sciences Fund 89,595 sh (-50.23%)
» More
» Details

Insider Trades

Latest Guru Trades with ILMN

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Business Description

Industry: Medical Instruments & Equipment » Medical Instruments & Supplies    NAICS: 334516    SIC: 3826
Compare:OTCPK:ESLOY, NYSE:BAX, NYSE:BCR, OTCPK:CLPBY, NAS:XRAY, NYSE:WAT, OTCPK:TRUMY, NYSE:MTD, OTCPK:OCPNY, NAS:HOLX, NYSE:RMD, NYSE:COO, NYSE:BDX, OTCPK:SAUHY, NYSE:WST, NYSE:STE, NYSE:HRC, OTCPK:GNGBY, NYSE:CMD, NAS:ICUI » details
Traded in other countries:ILU.Germany, ILMN.Mexico,
Illumina Inc provides sequencing-and array-based solutions for genetic analysis. Its products enabled researchers to explore DNA, helping them create the first map of gene variations associated with health, disease, and drug response.

Illumina Inc was incorporated in California in April 1998 and reincorporated in Delaware in July 2000. The Company provides sequencing-and array-based solutions for genetic analysis. Its products enabled researchers to explore DNA, helping them create the first map of gene variations associated with health, disease, and drug response. The Company's customers include genomic research centers, academic institutions, government laboratories, hospitals, and reference laboratories as well as pharmaceutical, biotechnology, agrigenomics, commercial molecular diagnostic and consumer genomics companies. The Company's portfolio of integrated systems, consumables and analysis tools is designed to accelerate and simplify genetic analysis. This portfolio addresses genomic complexity, price points and throughput, enabling customers to select the solution for their research or clinical challenge. It also provides products and services for other life sciences applied markets such as agrigenomics. Government and corporate researchers use its sequencing and array-based tools to accelerate and enhance agricultural research. In addition to selling products, the company provides genotyping, NIPT, and whole-genome sequencing services. The Company markets and distributes its products directly to customers in North America, Europe, Latin America, and the Asia-Pacific region. In each of these areas, dedicated sales, service, and application-support personnel are expanding and supporting their respective customer bases. In addition, it sells through life-science distributors in certain markets within Europe, the Asia-Pacific region, Latin America, the Middle East, and South Africa. The manufacturing operations require a wide variety of raw materials, electronic and mechanical components, chemical and biochemical materials, and other supplies. Multiple commercial sources provide many of its components and supplies, but there are some raw materials and components that the company obtains from single-source suppliers. The Company's competitors include Affymetrix, Inc., Agilent Technologies, Inc., BGI, Pacific Biosciences of California, Inc., QIAGEN N.V., Roche Holding AG., and Thermo Fisher Scientific, Inc., among others. The Company's operations are regulated by governmental authorities and FDA in the United State.

Guru Investment Theses on Illumina Inc

Baron Opportunity Fund Comments on Illumina - Feb 21, 2017

Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell in the fourth quarter after reporting disappointing third quarter financial results. The third quarter shortfall was driven by weak high-throughput instrument sales. However, at the J.P. Morgan Healthcare Conference in January, Illumina announced an exciting new high-throughput sequencing platform, called NovaSeq, which has the potential in future years to deliver the world’s first $100 full human genome. We continue to believe Illumina has a long runway for growth driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. (Neal Kaufman)



From Baron Funds' Baron Opportunity Fund fourth quarter 2016 commentary.



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Baron Funds' Fifth Avenue Growth Fund Comments on Illumina - Feb 13, 2017

Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell almost 30% after reporting disappointing third quarter financial results. The shortfall was caused primarily by weak high-throughput instrument sales in North America and general weakness in Europe. Illumina’s growth is very much driven by new product introductions, and in 2016 sales suffered as the high- throughput instrument line reached the end of its life cycle. In early 2017, Illumina launched a new high- throughput sequencing platform that should re-accelerate growth. In addition, Grail, the start-up funded by Illumina which is developing a blood-based cancer screening test, announced it received capital commitments of $1 billion and would become one of Illumina’s largest customers over time. We continue to believe Illumina has a long runway for growth driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment.



From Baron Funds' Fifth Avenue Growth Fund fourth quarter 2016 commentary.



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Baron Asset Fund Comments on Illumina Inc. - Jan 30, 2017

Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell after reporting disappointing financial results. The quarterly shortfall was driven by weak sales of its high-throughput instruments. We reduced the size of our position but continue to own the stock because we believe Illumina has a long runway for growth driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. We are encouraged that the shares have had a meaningful recovery in early January, as the company provided encouraging earnings guidance for 2017 and launched a powerful, new DNA sequencing platform.



From Barron Asset Fund fourth quarter 2016 commentary.



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Baron Funds Comments on Illumina Inc. - Oct 25, 2016

Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, contributed to performance in the third quarter. The company reported financial results that beat Wall Street expectations and reiterated guidance for the year. Unfortunately, after quarter end, Illumina pre-announced weaker-than-expected third quarter results and guided down its fourth quarter, and its stock has retreated. While we acknowledge that Illumina may be in a soft patch until we hit an inflection point in the adoption of genetic sequencing for actual patient care, with oncology being the largest opportunity, we continue to believe Illumina has strong moats around its DNA sequencing platform and a long runway for growth. (Neal Kaufman)







From Baron Opportunity Fund third-quarter 2016 commentary.



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Baron Funds Comments on Illumina - Oct 21, 2016

Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, gained after the company reported financial results that exceeded Wall Street’s expectations. The results confirmed strong demand both for the company’s sequencing instruments in the Americas and China, as well as for its products in clinical applications, such as oncology screening and diagnosis. Management also demonstrated its ability to rein in expenses, which helped lead to accelerating EPS growth. We continue to believe Illumina has a long runway for growth, driven by increasing adoption of DNA sequencing technologies, particularly in clinical markets.



From Baron Funds' Barron Asset Fund third-quarter 2016 commentary.



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Baron Funds Comments on Illumina Inc. - Jul 13, 2016

Illumina, Inc. (NASDAQ:ILMN) is a health care company that is the leader in platforms used for DNA sequencing, the process of determining the precise order of nucleotides with a DNA molecule. Illumina provides the tools used for over 90% of the world’s sequencing output. Illumina is benefiting from a major shift into personalized medicine driven by DNA sequencing. It is already becoming common practice to sequence a cancerous tumor and prescribe drugs targeting the genetic mutations specific to that cancer. In the reproductive health arena, DNA sequencing is being used to help identify chromosomal abnormalities early in a pregnancy.



When we bought Illumina in 2011, the stock had been decimated by two missed quarters, reduced guidance, and the threat of a government shutdown (at the time, roughly one-third of revenue was from academic research, which relies on federal funding). None of this had to do with Illumina’s competitive advantages or potential growth opportunities. We took advantage of the selloff to establish a position. The stock has appreciated more than 300% in the time we have owned it.



From Baron Funds' Summer 2016 Newsletter.



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Baron Funds Comments on Illumina Inc. - May 23, 2016

Shares of Illumina, Inc. (NASDAQ:ILMN) detracted from performance in the first quarter. Illumina is the leading provider of DNA sequencing technology to academic and commercial laboratories. Although fourth quarter financial results were solid, management tempered expectations for the first quarter HiSeq X and benchtop instrument sales. We continue to believe Illumina has a long runway for growth, driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment.



From Baron Fifth Avenue Growth Fund first quarter commentary 2016.



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Baron Funds Comments on Illumina - May 06, 2016

Shares of Illumina, Inc. detracted from performance in the first quarter. Illumina is the leading provider of DNA sequencing technology to academic and commercial laboratories. Although fourth quarter financial results were solid, management tempered expectations for first quarter HiSeq X and benchtop instrument sales. We continue to believe Illumina has a long runway for growth, driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. (Neal Kaufman)





From Baron Opportunity Fund first quarter 2016 commentary.







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Baron Funds Comments on Illumina Inc. - Apr 26, 2016

Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell during the quarter. Although Illumina reported solid fourth quarter financial results, management tempered the market’s expectations for sales of its HiSeq X and benchtop instruments during early-2016, and shares reacted negatively. We continue to believe that Illumina has a long runway for growth, driven by the increased adoption of DNA sequencing in large clinical markets, such as those for cancer screening, diagnosis, and treatment.



From Baron Asset Funds' first quarter 2016 commentary.



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Baron Funds Comments on Illumina Inc. - Nov 02, 2015

Illumina, Inc. (NASDAQ:ILMN) is the leading provider of next generation DNA sequencing instruments and consumables. The company reported disappointing financial results, but we do not believe they reflect a change in the company’s market opportunity. We continue to believe the addressable market for the company’s products and services is large (over $20 billion) and growing as new applications for DNA sequencing emerge. Competitively, we believe Illumina remains the dominant provider of sequencing instruments and consumables. Illumina continues to invest substantially in research and development, and we are optimistic that the company will retain its large technological lead over its potential competitors.



From the Baron Asset Fund shareholder letter Q3 2015 by Andrew Peck.



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Meridian Funds Comments on Illumina - Aug 31, 2015

Illumina (NASDAQ:ILMN) is the leading manufacturer of high-speed machines used to sequence, analyze and "unlock the power of the human genome". The latest flagship product, HiSeq X Ten can sequence DNA at a cost of $1,000 per genome, a five order of magnitude reduction from $100 million cost when this industry was born 15 years ago.



However, at a cost of $1,000 per gene sequence, it would cost $100 million to build a gene library from 100,000 volunteers, thereby pushing researchers to focus on only the most prevalent diseases. Looking ahead, as Illumina continues to drive down gene sequencing cost at a pace faster than Moore's Law, drug companies will continue to assemble larger and larger genomic data sets and invest in increasingly powerful computing clusters to decipher the slightest genetic variations and systematically unlock new knowledge about the human genome.





Note that the cost curve improvement accelerated dramatically in 2007 which coincided with massive value creation in the biotechnology industry. Illumina is also positively impacted the broad move to digitization. Illumina acquired NextBio and is positioning to offer cloud-based delivery of DNA sequencing as a service.





Here is a link to a Reuters story discussing the expansion of DNA sequencing and the gathering of DNA data, called “precision medicine.” http://bit.ly/Precision-Medicine.



From Meridian Growth Fund’s annual letter.



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Baron Funds Comments on Illumina Inc. - Aug 24, 2015

Illumina, Inc. (NASDAQ:ILMN) is the leading provider of next generation DNA sequencing instruments and consumables. Shares rose on reports of better-than-expected revenue and earnings driven by strong sales of sequencing instruments. We maintain conviction because we believe Illumina holds a monopoly on DNA sequencing at a time when DNA sequencing is increasingly being used in cancer research and diagnosis and reproductive health. (Neal Kaufman)



From Baron Funds' second quarter 2015 commentary.



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Baron Funds Comments on Illumina Inc. - Aug 18, 2015

Illumina, Inc. (NASDAQ:ILMN) is the leading provider of next generation DNA sequencing instruments and consumables. During the past quarter, the company reported revenues and earnings that exceeded most estimates, as a result of strong sales of its core sequencing instruments. We believe that Illumina will maintain its dominant position in the DNA sequencing market and that the demand for sequencing will continue to accelerate. We believe that Illumina’s products will play important roles in several rapidly-growing clinical areas, including the markets for cancer research and diagnosis and reproductive health.





From Baron Funds' second quarter commentary.



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Top Ranked Articles about Illumina Inc

Baron Opportunity Fund Comments on Illumina Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell in the fourth quarter after reporting disappointing third quarter financial results. The third quarter shortfall was driven by weak high-throughput instrument sales. However, at the J.P. Morgan Healthcare Conference in January, Illumina announced an exciting new high-throughput sequencing platform, called NovaSeq, which has the potential in future years to deliver the world’s first $100 full human genome. We continue to believe Illumina has a long runway for growth driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. (Neal Kaufman) Read more...
Baron Funds' Fifth Avenue Growth Fund Comments on Illumina Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell almost 30% after reporting disappointing third quarter financial results. The shortfall was caused primarily by weak high-throughput instrument sales in North America and general weakness in Europe. Illumina’s growth is very much driven by new product introductions, and in 2016 sales suffered as the high- throughput instrument line reached the end of its life cycle. In early 2017, Illumina launched a new high- throughput sequencing platform that should re-accelerate growth. In addition, Grail, the start-up funded by Illumina which is developing a blood-based cancer screening test, announced it received capital commitments of $1 billion and would become one of Illumina’s largest customers over time. We continue to believe Illumina has a long runway for growth driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. Read more...
Baron Asset Fund Comments on Illumina Inc. Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell after reporting disappointing financial results. The quarterly shortfall was driven by weak sales of its high-throughput instruments. We reduced the size of our position but continue to own the stock because we believe Illumina has a long runway for growth driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. We are encouraged that the shares have had a meaningful recovery in early January, as the company provided encouraging earnings guidance for 2017 and launched a powerful, new DNA sequencing platform. Read more...
Baron Funds Comments on Illumina Inc. Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, contributed to performance in the third quarter. The company reported financial results that beat Wall Street expectations and reiterated guidance for the year. Unfortunately, after quarter end, Illumina pre-announced weaker-than-expected third quarter results and guided down its fourth quarter, and its stock has retreated. While we acknowledge that Illumina may be in a soft patch until we hit an inflection point in the adoption of genetic sequencing for actual patient care, with oncology being the largest opportunity, we continue to believe Illumina has strong moats around its DNA sequencing platform and a long runway for growth. (Neal Kaufman) Read more...
Baron Funds Comments on Illumina Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, gained after the company reported financial results that exceeded Wall Street’s expectations. The results confirmed strong demand both for the company’s sequencing instruments in the Americas and China, as well as for its products in clinical applications, such as oncology screening and diagnosis. Management also demonstrated its ability to rein in expenses, which helped lead to accelerating EPS growth. We continue to believe Illumina has a long runway for growth, driven by increasing adoption of DNA sequencing technologies, particularly in clinical markets. Read more...
Baron Funds Comments on Illumina Inc. Guru stock highlight
Illumina, Inc. (NASDAQ:ILMN) is a health care company that is the leader in platforms used for DNA sequencing, the process of determining the precise order of nucleotides with a DNA molecule. Illumina provides the tools used for over 90% of the world’s sequencing output. Illumina is benefiting from a major shift into personalized medicine driven by DNA sequencing. It is already becoming common practice to sequence a cancerous tumor and prescribe drugs targeting the genetic mutations specific to that cancer. In the reproductive health arena, DNA sequencing is being used to help identify chromosomal abnormalities early in a pregnancy. Read more...
Baron Funds Comments on Illumina Inc. Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN) detracted from performance in the first quarter. Illumina is the leading provider of DNA sequencing technology to academic and commercial laboratories. Although fourth quarter financial results were solid, management tempered expectations for the first quarter HiSeq X and benchtop instrument sales. We continue to believe Illumina has a long runway for growth, driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. Read more...
Baron Funds Comments on Illumina Guru stock highlight
Shares of Illumina, Inc. detracted from performance in the first quarter. Illumina is the leading provider of DNA sequencing technology to academic and commercial laboratories. Although fourth quarter financial results were solid, management tempered expectations for first quarter HiSeq X and benchtop instrument sales. We continue to believe Illumina has a long runway for growth, driven by increasing adoption of DNA sequencing in clinical markets such as cancer screening, diagnosis, and treatment. (Neal Kaufman) Read more...
Baron Funds Comments on Illumina Inc. Guru stock highlight
Shares of Illumina, Inc. (NASDAQ:ILMN), the leading provider of DNA sequencing technology to academic and commercial laboratories, fell during the quarter. Although Illumina reported solid fourth quarter financial results, management tempered the market’s expectations for sales of its HiSeq X and benchtop instruments during early-2016, and shares reacted negatively. We continue to believe that Illumina has a long runway for growth, driven by the increased adoption of DNA sequencing in large clinical markets, such as those for cancer screening, diagnosis, and treatment. Read more...

Ratios

vs
industry
vs
history
PE Ratio 51.78
ILMN's PE Ratio is ranked lower than
81% of the 103 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 30.36 vs. ILMN: 51.78 )
Ranked among companies with meaningful PE Ratio only.
ILMN' s PE Ratio Range Over the Past 10 Years
Min: 34.06  Med: 74.75 Max: 332.54
Current: 51.78
34.06
332.54
Forward PE Ratio 43.86
ILMN's Forward PE Ratio is ranked lower than
93% of the 40 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 24.33 vs. ILMN: 43.86 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 51.78
ILMN's PE Ratio without NRI is ranked lower than
83% of the 104 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 29.92 vs. ILMN: 51.78 )
Ranked among companies with meaningful PE Ratio without NRI only.
ILMN' s PE Ratio without NRI Range Over the Past 10 Years
Min: 34.06  Med: 74.41 Max: 332.54
Current: 51.78
34.06
332.54
Price-to-Owner-Earnings 46.43
ILMN's Price-to-Owner-Earnings is ranked lower than
73% of the 83 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 27.66 vs. ILMN: 46.43 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
ILMN' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 20.62  Med: 58.32 Max: 6540
Current: 46.43
20.62
6540
PB Ratio 10.70
ILMN's PB Ratio is ranked lower than
90% of the 157 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 3.34 vs. ILMN: 10.70 )
Ranked among companies with meaningful PB Ratio only.
ILMN' s PB Ratio Range Over the Past 10 Years
Min: 2.88  Med: 7.59 Max: 23.59
Current: 10.7
2.88
23.59
PS Ratio 9.88
ILMN's PS Ratio is ranked lower than
90% of the 162 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.71 vs. ILMN: 9.88 )
Ranked among companies with meaningful PS Ratio only.
ILMN' s PS Ratio Range Over the Past 10 Years
Min: 3.62  Med: 9.32 Max: 17.2
Current: 9.88
3.62
17.2
Price-to-Free-Cash-Flow 56.92
ILMN's Price-to-Free-Cash-Flow is ranked lower than
81% of the 70 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 29.79 vs. ILMN: 56.92 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
ILMN' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 13.75  Med: 45.77 Max: 136.79
Current: 56.92
13.75
136.79
Price-to-Operating-Cash-Flow 34.45
ILMN's Price-to-Operating-Cash-Flow is ranked lower than
81% of the 88 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 19.60 vs. ILMN: 34.45 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
ILMN' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 10.67  Med: 34.22 Max: 341.94
Current: 34.45
10.67
341.94
EV-to-EBIT 38.65
ILMN's EV-to-EBIT is ranked lower than
84% of the 101 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 23.50 vs. ILMN: 38.65 )
Ranked among companies with meaningful EV-to-EBIT only.
ILMN' s EV-to-EBIT Range Over the Past 10 Years
Min: -61.3  Med: 39.15 Max: 381.3
Current: 38.65
-61.3
381.3
EV-to-EBITDA 31.24
ILMN's EV-to-EBITDA is ranked lower than
86% of the 111 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 17.01 vs. ILMN: 31.24 )
Ranked among companies with meaningful EV-to-EBITDA only.
ILMN' s EV-to-EBITDA Range Over the Past 10 Years
Min: -77.2  Med: 31.5 Max: 181.7
Current: 31.24
-77.2
181.7
PEG Ratio 1.96
ILMN's PEG Ratio is ranked higher than
66% of the 56 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.90 vs. ILMN: 1.96 )
Ranked among companies with meaningful PEG Ratio only.
ILMN' s PEG Ratio Range Over the Past 10 Years
Min: 1.21  Med: 2.75 Max: 13.34
Current: 1.96
1.21
13.34
Shiller PE Ratio 155.99
ILMN's Shiller PE Ratio is ranked lower than
96% of the 46 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 45.05 vs. ILMN: 155.99 )
Ranked among companies with meaningful Shiller PE Ratio only.
ILMN' s Shiller PE Ratio Range Over the Past 10 Years
Min: 119.61  Med: 481.6 Max: 3600
Current: 155.99
119.61
3600
Current Ratio 3.29
ILMN's Current Ratio is ranked higher than
74% of the 160 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.27 vs. ILMN: 3.29 )
Ranked among companies with meaningful Current Ratio only.
ILMN' s Current Ratio Range Over the Past 10 Years
Min: 2.22  Med: 4.67 Max: 54.73
Current: 3.29
2.22
54.73
Quick Ratio 2.86
ILMN's Quick Ratio is ranked higher than
80% of the 160 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.59 vs. ILMN: 2.86 )
Ranked among companies with meaningful Quick Ratio only.
ILMN' s Quick Ratio Range Over the Past 10 Years
Min: 2.01  Med: 4.37 Max: 54.73
Current: 2.86
2.01
54.73
Days Inventory 147.86
ILMN's Days Inventory is ranked lower than
63% of the 153 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 124.79 vs. ILMN: 147.86 )
Ranked among companies with meaningful Days Inventory only.
ILMN' s Days Inventory Range Over the Past 10 Years
Min: 102.18  Med: 132.83 Max: 147.86
Current: 147.86
102.18
147.86
Days Sales Outstanding 57.97
ILMN's Days Sales Outstanding is ranked higher than
59% of the 135 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 62.72 vs. ILMN: 57.97 )
Ranked among companies with meaningful Days Sales Outstanding only.
ILMN' s Days Sales Outstanding Range Over the Past 10 Years
Min: 56.76  Med: 65.13 Max: 86.41
Current: 57.97
56.76
86.41
Days Payable 68.78
ILMN's Days Payable is ranked higher than
60% of the 125 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 49.25 vs. ILMN: 68.78 )
Ranked among companies with meaningful Days Payable only.
ILMN' s Days Payable Range Over the Past 10 Years
Min: 51.84  Med: 65.49 Max: 93.62
Current: 68.78
51.84
93.62

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -4.80
ILMN's 3-Year Average Share Buyback Ratio is ranked lower than
58% of the 120 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: -3.20 vs. ILMN: -4.80 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
ILMN' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -184.6  Med: -5.7 Max: 0.6
Current: -4.8
-184.6
0.6

Valuation & Return

vs
industry
vs
history
Price-to-Net-Current-Asset-Value 100.01
ILMN's Price-to-Net-Current-Asset-Value is ranked lower than
97% of the 90 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 7.51 vs. ILMN: 100.01 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
ILMN' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 4.27  Med: 11.37 Max: 2050.89
Current: 100.01
4.27
2050.89
Price-to-Tangible-Book 19.94
ILMN's Price-to-Tangible-Book is ranked lower than
91% of the 133 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 4.49 vs. ILMN: 19.94 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
ILMN' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.55  Med: 7.88 Max: 62.61
Current: 19.94
1.55
62.61
Price-to-Intrinsic-Value-Projected-FCF 3.46
ILMN's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
74% of the 82 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.99 vs. ILMN: 3.46 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
ILMN' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 1.7  Med: 4.46 Max: 17.85
Current: 3.46
1.7
17.85
Price-to-Median-PS-Value 1.06
ILMN's Price-to-Median-PS-Value is ranked higher than
59% of the 140 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.17 vs. ILMN: 1.06 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
ILMN' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.44  Med: 0.97 Max: 16.73
Current: 1.06
0.44
16.73
Price-to-Peter-Lynch-Fair-Value 2.07
ILMN's Price-to-Peter-Lynch-Fair-Value is ranked lower than
51% of the 39 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.92 vs. ILMN: 2.07 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
ILMN' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 1.66  Med: 2.24 Max: 8.47
Current: 2.07
1.66
8.47
Price-to-Graham-Number 6.80
ILMN's Price-to-Graham-Number is ranked lower than
91% of the 77 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.40 vs. ILMN: 6.80 )
Ranked among companies with meaningful Price-to-Graham-Number only.
ILMN' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 3.54  Med: 5.13 Max: 14.72
Current: 6.8
3.54
14.72
Earnings Yield (Greenblatt) % 2.60
ILMN's Earnings Yield (Greenblatt) % is ranked lower than
55% of the 153 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 3.00 vs. ILMN: 2.60 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
ILMN' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.3  Med: 2.4 Max: 5.9
Current: 2.6
0.3
5.9
Forward Rate of Return (Yacktman) % 33.30
ILMN's Forward Rate of Return (Yacktman) % is ranked higher than
92% of the 91 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 9.07 vs. ILMN: 33.30 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
ILMN' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -3.5  Med: 1.8 Max: 38.1
Current: 33.3
-3.5
38.1

More Statistics

Revenue (TTM) (Mil) $2,398
EPS (TTM) $ 3.09
Beta1.29
Short Percentage of Float4.42%
52-Week Range $119.37 - 186.88
Shares Outstanding (Mil)146.30

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 2,562 2,806 2,988
EPS ($) 3.65 4.17 4.69
EPS without NRI ($) 3.65 4.17 4.69
EPS Growth Rate
(Future 3Y To 5Y Estimate)
13.66%
Dividends per Share ($)

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