Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
75.48 (1y: +58%)
Market Cap 22.37 B P/E(ttm)
Enterprise Value 33.37 B P/B 6.40
VRX- NYSE (USA)
Valeant Pharmaceuticals International Inc
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$75.48
Switch to:

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 : 5/10

vs
industry		 vs
history
Cash to Debt 0.084
VRX's Cash to Debt is ranked lower than
91% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 6.36 vs. VRX: 0.084 )
VRX' s 10-Year Cash to Debt Range
Min: 0.03   Max: No Debt
Current: 0.08
Equity to Asset -0.598
VRX's Equity to Asset is ranked lower than
97% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 0.52 vs. VRX: -0.598 )
VRX' s 10-Year Equity to Asset Range
Min: -0.6   Max: 0.63
Current: -0.6
-0.6
0.63
Interest Coverage 0.2
VRX's Interest Coverage is ranked lower than
86% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 10000.00 vs. VRX: 0.2 )
VRX' s 10-Year Interest Coverage Range
Min: 0   Max: No Debt
Current: 0.2
F-Score: 4
Z-Score: 0.89
M-Score: -2.32
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 : 7/10

vs
industry		 vs
history
Operating margin (%) 2.20
VRX's Operating margin (%) is ranked lower than
63% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 8.70 vs. VRX: 2.20 )
VRX' s 10-Year Operating margin (%) Range
Min: -9.3   Max: 43.1
Current: 2.2
-9.3
43.1
Net-margin (%) -3.3
VRX's Net-margin (%) is ranked lower than
67% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 6.20 vs. VRX: -3.3 )
VRX' s 10-Year Net-margin (%) Range
Min: -47.9   Max: 35.4
Current: -3.3
-47.9
35.4
ROE (%) -3.1
VRX's ROE (%) is ranked lower than
70% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 7.20 vs. VRX: -3.1 )
VRX' s 10-Year ROE (%) Range
Min: -62.3   Max: 16.6
Current: -3.1
-62.3
16.6
ROA (%) -0.6
VRX's ROA (%) is ranked lower than
71% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 4.00 vs. VRX: -0.6 )
VRX' s 10-Year ROA (%) Range
Min: -13.4   Max: 12.3
Current: -0.6
-13.4
12.3
ROC (Joel Greenblatt) (%) 8.30
VRX's ROC (Joel Greenblatt) (%) is ranked higher than
54% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 14.40 vs. VRX: 8.30 )
VRX' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -34.6   Max: 1193.7
Current: 8.3
-34.6
1193.7
Revenue Growth (%) 22.4
VRX's Revenue Growth (%) is ranked higher than
92% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 6.20 vs. VRX: 22.4 )
VRX' s 10-Year Revenue Growth (%) Range
Min: -6.2   Max: 29.9
Current: 22.4
-6.2
29.9
EBITDA Growth (%) 13.7
VRX's EBITDA Growth (%) is ranked higher than
95% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 4.35 vs. VRX: 13.7 )
VRX' s 10-Year EBITDA Growth (%) Range
Min: -20   Max: 18.4
Current: 13.7
-20
18.4
» VRX's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

VRX Guru Trades in Q2 2012

Joel Greenblatt 9,175 sh (New)
Wallace Weitz 2,084,980 sh (+24.29%)
Glenn Greenberg 5,287,931 sh (+19.82%)
Lee Ainslie 2,572,498 sh (+18.23%)
Jean-Marie Eveillard 1,480,842 sh (+9.03%)
Private Capital 1,025,346 sh (+0.89%)
Lou Simpson 1,287,765 sh (unchged)
Francis Chou 76,377 sh (unchged)
Andreas Halvorsen 8,270,522 sh (-1.4%)
Ruane Cunniff 35,258,175 sh (-1.49%)
Chris Davis 234,874 sh (-1.86%)
Chuck Royce 55,768 sh (-7.31%)
Steven Cohen 70,905 sh (-7.35%)
Jim Simons 203,889 sh (-45.56%)
Jeremy Grantham 96,327 sh (-55.86%)
» More
Q3 2012

VRX Guru Trades in Q3 2012

Signature Select Canadian Fund 0 sh (+9999%)
Glenn Greenberg 6,063,097 sh (+14.66%)
Lou Simpson 1,455,848 sh (+13.05%)
Wallace Weitz 2,089,980 sh (+0.24%)
Jean-Marie Eveillard 1,480,842 sh (unchged)
Francis Chou 76,377 sh (unchged)
Chuck Royce 55,768 sh (unchged)
Joel Greenblatt Sold Out
Jim Simons Sold Out
Ruane Cunniff 34,823,794 sh (-1.23%)
Private Capital 894,406 sh (-12.77%)
Chris Davis 198,509 sh (-15.48%)
Andreas Halvorsen 5,329,986 sh (-35.55%)
Jeremy Grantham 58,243 sh (-39.54%)
Lee Ainslie 1,048,304 sh (-59.25%)
Steven Cohen 13,160 sh (-81.44%)
» More
Q4 2012

VRX Guru Trades in Q4 2012

Julian Robertson 294,000 sh (New)
Steven Cohen 49,161 sh (+273.56%)
Glenn Greenberg 6,270,664 sh (+3.42%)
Lou Simpson 1,485,191 sh (+2.02%)
Chuck Royce 55,768 sh (unchged)
Wallace Weitz 2,089,980 sh (unchged)
Jeremy Grantham 60,143 sh (unchged)
Lee Ainslie Sold Out
Francis Chou Sold Out
Ruane Cunniff 34,678,210 sh (-0.42%)
Chris Davis 187,335 sh (-5.63%)
Jean-Marie Eveillard 1,358,442 sh (-8.27%)
Private Capital 806,632 sh (-9.81%)
Andreas Halvorsen 3,879,419 sh (-27.22%)
» More
Q1 2013

VRX Guru Trades in Q1 2013

Steve Mandel 4,912,495 sh (New)
Andreas Halvorsen 4,981,683 sh (+28.41%)
Lou Simpson 1,678,038 sh (+12.98%)
Jeremy Grantham 64,629 sh (+7.46%)
Glenn Greenberg 6,594,015 sh (+5.16%)
Julian Robertson 294,900 sh (+0.31%)
Ruane Cunniff 34,716,042 sh (+0.11%)
Jean-Marie Eveillard 1,358,442 sh (unchged)
Chuck Royce 55,768 sh (unchged)
Wallace Weitz 2,082,750 sh (-0.35%)
Private Capital 715,051 sh (-11.35%)
Chris Davis 164,909 sh (-11.97%)
Steven Cohen 13,136 sh (-73.28%)
» More
» Details

Insider Trades

Latest Guru Trades with VRX

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Steve Mandel 2013-03-31 New Buy1.9%$59.77 - $75.02 $ 75.3812%4912495
Glenn Greenberg 2013-03-31 Add 5.16%1.28%$59.77 - $75.02 $ 75.3812%6594015
Lou Simpson 2013-03-31 Add 12.98%0.91%$59.77 - $75.02 $ 75.3812%1678038
Julian Robertson 2012-12-31 New Buy3.1%$53.32 - $61.03 $ 75.3833%294000
Lee Ainslie 2012-12-31 Sold Out 0.77%$53.32 - $61.03 $ 75.3833%0
Glenn Greenberg 2012-12-31 Add 3.42%0.74%$53.32 - $61.03 $ 75.3833%6270664
Lou Simpson 2012-12-31 Add 2.02%0.15%$53.32 - $61.03 $ 75.3833%1485191
Glenn Greenberg 2012-09-30 Add 14.66%2.66%$44.9 - $60.21 $ 75.3849%6063097
Lee Ainslie 2012-09-30 Reduce -59.25%1.01%$44.9 - $60.21 $ 75.3849%1048304
Lou Simpson 2012-09-30 Add 13.05%0.8%$44.9 - $60.21 $ 75.3849%1455848
Joel Greenblatt 2012-09-30 Sold Out 0.03%$44.9 - $60.21 $ 75.3849%0
Glenn Greenberg 2012-06-30 Add 19.82%2.78%$44.51 - $58.75 $ 75.3849%5287931
Wallace Weitz 2012-06-30 Add 24.29%0.82%$44.51 - $58.75 $ 75.3849%2084980
Lee Ainslie 2012-06-30 Add 18.23%0.26%$44.51 - $58.75 $ 75.3849%2572498
Joel Greenblatt 2012-06-30 New Buy0.03%$44.51 - $58.75 $ 75.3849%9175
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Valeant Pharmaceuticals International Inc

Gabelli Buys OMPI as Valeant Offers to Buy Obagi
March 29, 2013
Mario Gabelli - Gabelli Buys OMPI As Valeant Offers To Buy Obagi
Last week when Canada's largest drugmaker, Valeant Pharmaceuticals International Inc. (VRX), offered to buy Obagi Medical Products Inc. (OMPI) for about $344 million, stocks jumped. On March 20, 2013, GAMCO Investors’ chairman and chief executive officer Mario Gabelli bought 1,093,800 shares of skin-enhancing Obagi Medical Products Inc. (OMPI). The current share price is $19.75, with a 0% change from average. Read more...
Latest Picks from Hedge Fund Manager Glenn Greenberg: ORCL, VRX, GOOG, ADBE, VPRT, FISV, MSI, ONE, PRI
August 16, 2012
Hedge fund manager Glenn Greenberg is very confident in his stock picking. That is why he puts billions of dollars into only 12 stocks. He started out in hedge fund Chieftain Capital Management. Then he went on his own with Brave Warrior Capital. As of 06/30/2012, Brave Warrior Capital owns 12 stocks with a total value of $1.4 billion. Greenberg was an English major in college and never contemplated going into investing. He ended up going to Columbia business school with no real career objective. He went to work for J.P. Morgan after b-school. A light bulb went off for Greenberg when he was asked to analyze a company that owned land with redwoods growing on it. He made some enquiries and discovered that the land was worth three times the price at which the company was trading. That shaped his thinking because he learned that there are situations out there where you don’t need to be a genius to figure them out. Read more...

Ratios

vs
industry		 vs
history
P/B 6.40
VRX's P/B is ranked lower than
69% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 3.00 vs. VRX: 6.40 )
VRX' s 10-Year P/B Range
Min: 0.75   Max: 55.03
Current: 6.4
0.75
55.03
P/S 6.10
VRX's P/S is ranked lower than
81% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 2.32 vs. VRX: 6.10 )
VRX' s 10-Year P/S Range
Min: 1.62   Max: 34.69
Current: 6.1
1.62
34.69
PFCF 41.90
VRX's PFCF is ranked higher than
53% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 25.89 vs. VRX: 41.90 )
VRX' s 10-Year PFCF Range
Min: 4.75   Max: 1353
Current: 41.9
4.75
1353
EV-to-EBIT 250
VRX's EV-to-EBIT is ranked lower than
61% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 21.70 vs. VRX: 250 )
VRX' s 10-Year EV-to-EBIT Range
Min: 5.4   Max: 1184.6
Current: 250
5.4
1184.6
Shiller P/E 220.9
VRX's Shiller P/E is ranked higher than
89% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 30.12 vs. VRX: 220.9 )
VRX' s 10-Year Shiller P/E Range
Min: 9.65   Max: 229.77
Current: 220.9
9.65
229.77

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 25.2
VRX's Price/Net Current Asset Value is ranked higher than
88% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 10.20 vs. VRX: 25.2 )
VRX' s 10-Year Price/Net Current Asset Value Range
Min: 12.4   Max: 141.1
Current: 25.2
12.4
141.1
Price/DCF (Projected) 3.6
VRX's Price/DCF (Projected) is ranked higher than
90% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 1.60 vs. VRX: 3.6 )
VRX' s 10-Year Price/DCF (Projected) Range
Min: 0.5   Max: 3
Current: 3.6
0.5
3
Price/Median PS Value 1.3
VRX's Price/Median PS Value is ranked higher than
93% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 0.70 vs. VRX: 1.3 )
VRX' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 5.6
Current: 1.3
0.5
5.6
Earnings Yield (Greenblatt) 0.40
VRX's Earnings Yield (Greenblatt) is ranked higher than
66% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 5.90 vs. VRX: 0.40 )
VRX' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 18.6
Current: 0.4
0.1
18.6
Forward Rate of Return (Yacktman) 27.27
VRX's Forward Rate of Return (Yacktman) is ranked higher than
84% of the 375 Companies
in the Global Drug Manufacturers - Specialty & Generic industry.

( Industry Median: 9.82 vs. VRX: 27.27 )
VRX' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -10.5   Max: 40.9
Current: 27.27
-10.5
40.9

Business Description

Valeant Pharmaceuticals International Inc was formerly known as Biovail Corporation. It is a multinational specialty pharmaceutical company that develops, manufactures and markets a broad range of pharmaceutical products primarily in the areas of neurology, dermatology and branded generics. Valeant is focused on the neurology and dermatology therapeutic areas primarily in the United States, Canada, Mexico, Brazil, Europe and Australia. The Company's specialty pharmaceutical and over-the-counter products are marketed under brand names and are sold in the United States, Canada, Australia and New Zealand, where its focus most of its efforts on products in the dermatology and neurology therapeutic classes. The Company also has branded generic, branded, and OTC operations in Europe, Latin America, South East Asia and South Africa. The Company has five business segments comprising of U.S. Neurology and Other, U.S. Dermatology, Canada and Australia, Branded Generics — Europe and Branded Generics — Latin America. The Company's principal Neurology and Other products are: Wellbutrin XL and Xenazine. Its principal dermatology products are: Zovirax Ointment, Xerese, Elidel, Acanya gel, Atralin gel. Its principal OTC products are: CeraVe, Kinerase. The Company's principal products sold in the Canadian market are: Cesamet, Tiazac XC, Wellbutrin XL. Its principal OTC products in Canada are: Cold-FX and in Australian market are: Duromine/Metermine, Cough and Cold OTC product, Difflam, Duro-Tuss and Rikodeine. The Branded Generics — Europe segment generates revenues in more than 20 countries in Central and Eastern Europe from branded generic pharmaceutical products, OTC products and from agency/in-licensing arrangements with other research-based pharmaceutical companies. Products are sold primarily in Poland, Serbia, Hungary, Croatia and Russia. The Company's combined European branded generics business now covers a broad range of treatments including antibiotics, treatments for cardiovascular and neurological diseases, antifungal medications and diabetic therapies among many others. The Branded Generics — Latin America segment generates revenues from branded generic pharmaceutical products and OTC products in Mexico and Brazil and exports out of Mexico to other Latin American markets. The Company's portfolio covers a broad range of therapeutic classes including vitamin deficiency, antibacterials and dermatology. Its main product in this market is Bedoyecta, a brand of vitamin B complex (B1, B6 and B12 vitamins) products. The Company's competitors include specialty and large pharmaceutical companies, biotechnology companies, OTC companies, academic and other research and development institutions and generic manufacturers, both in the U.S., Canada and abroad. The Company is subject to laws and regulations concerning the environment, safety matters, regulation of chemicals and product safety in the countries where it manufactures and sells p
Company Website
Industry: Drug Manufacturers - Specialty & Generic
Compare:TKPYY, TEVA, AGN, FRX, MRX
Traded in other countries:VRX.Canada, BVF.Germany

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial