Geron (FRA:GON) Moat Score: 5/10 (As of Jul. 10, 2026)


FRA:GON Geron Corp FRA:GON
37 GF Score
Price €1.35
GF Value €5.60
Valuation Possible Value Trap
! 4 Warning Signs
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What is Geron Moat Score?

Geron FRA:GON +2.48% 37 Moat Score is 5 as of Jul. 10, 2026. GuruFocus rates FRA:GON with a GF Score™ of 37/100 and a GF Value™ of €5.60 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,395 Biotechnology companies, Geron ranks better than 96.7% on this metric.

Geron has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Geron has Narrow Moat: Geron Corp has a solid narrow moat due to its valuable intellectual property in the biopharmaceutical sector. The company has potential pricing power with its innovative R&D pipeline, but faces regulatory challenges and competition, resulting in a solid narrow moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Geron might have Narrow Moat - Solid narrow moat.

Geron  (FRA:GON) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Geron Moat Score Related Terms

FRA:GON vs SPRY, PHAT, DSGN: Moat Score Comparison

For the Biotechnology subindustry, Geron's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Geron Moat Score vs Biotechnology Industry

For the Biotechnology industry and Healthcare sector, Geron's Moat Score distribution charts can be found below:

* The bar in red indicates where Geron's Moat Score falls into.


FRA:GON
37GF Score
Geron Corp FRA:GON
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Geron (FRA:GON) has a Moat Score of 5 as of Jul. 10, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Geron ranks #46 out of 1395 companies in the Biotechnology industry, placing it in the top 3.3%.
Is Geron's Moat Score too high?
Geron's current Moat Score is 5. The Biotechnology industry median Moat Score is 2.00. Geron's value of 5 is 150% above this industry median. Based on the distribution chart, Geron ranks #46 out of 1395 companies in the Biotechnology industry, which is in the top quartile — a strong position relative to peers. Overall, Geron has a GF Score™ of 37/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Geron's Moat Score compare to SPRY and PHAT?
According to the Biotechnology industry distribution chart, Geron ranks #46 out of 1395 companies for Moat Score. This places Geron in the top 3% of its industry — outperforming the majority of peers. The industry median Moat Score is 2.00. Geron's value of 5 is 150% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Biotechnology company?
The median Moat Score among Biotechnology companies is 2.00, based on 1,395 companies in the industry. Companies in the top quartile (top 25%) have a Moat Score significantly above this median, while those in the bottom quartile fall well below. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Geron's current Moat Score of 5 is 150% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. For the Biotechnology industry, the median Moat Score is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Geron's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Geron stock overvalued right now?
Based on GuruFocus' analysis, Geron (FRA:GON) is currently considered Possible Value Trap. The stock's GF Value™ is €5.60, compared to a current price of €1.35 — trading 76% below its estimated fair value. The current Moat Score is 5 and 150% above the Biotechnology industry median of 2.00. Geron's overall GF Score™ is 37/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Geron (FRA:GON), the current Moat Score is 5 as of Jul. 10, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Geron (FRA:GON) Overvalued in 2026?

Based on GuruFocus' analysis, Geron stock appears to be undervalued. The current stock price of €1.35 is trading 76% below its estimated GF Value™ of €5.60. GuruFocus considers Geron to be Possible Value Trap.

Key valuation signals for FRA:GON:

  • Moat Score: 5
  • GF Value™: €5.60 vs. price of €1.35 (76% below fair value)
  • GF Score™: 37/100 with 4 warning signs
  • Industry Position: 150% above the Biotechnology median (#46 of 1395)

No single metric tells the full story. See the FRA:GON stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Geron Business Description

Address 919 East Hillsdale Boulevard, Suite 250, Foster City, CA, USA, 94404
Geron Corp is a biopharmaceutical company focused on blood cancers. Its telomerase inhibitor, RYTELO (imetelstat), is approved in the United States and European Union for certain adult patients with lower-risk myelodysplastic syndromes (LR-MDS) with transfusion-dependent anemia. RYTELO inhibits telomerase activity in malignant stem and progenitor cells, which may reduce abnormal cell proliferation while supporting the production of healthy cells. It is also conducting a Phase 3 trial of imetelstat in patients with JAK-inhibitor-refractory or relapsed myelofibrosis (R/R MF) and studies in other hematologic malignancies. The company operates as a single segment, being the development of therapeutic products for oncology.
37GF Score

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€1.35
Price
€5.60
GF Value