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IVVD (Invivyd) ROE % : -217.12% (As of Sep. 2024)


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What is Invivyd ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Invivyd's annualized net income for the quarter that ended in Sep. 2024 was $-242.96 Mil. Invivyd's average Total Stockholders Equity over the quarter that ended in Sep. 2024 was $111.90 Mil. Therefore, Invivyd's annualized ROE % for the quarter that ended in Sep. 2024 was -217.12%.

The historical rank and industry rank for Invivyd's ROE % or its related term are showing as below:

IVVD' s ROE % Range Over the Past 10 Years
Min: -136.24   Med: -74.48   Max: -52.81
Current: -136.24

During the past 4 years, Invivyd's highest ROE % was -52.81%. The lowest was -136.24%. And the median was -74.48%.

IVVD's ROE % is ranked worse than
81.38% of 1305 companies
in the Biotechnology industry
Industry Median: -43.68 vs IVVD: -136.24

Invivyd ROE % Historical Data

The historical data trend for Invivyd's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Invivyd ROE % Chart

Invivyd Annual Data
Trend Dec20 Dec21 Dec22 Dec23
ROE %
- -92.05 -52.81 -74.48

Invivyd Quarterly Data
Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -59.75 -138.98 -97.75 -118.44 -217.12

Competitive Comparison of Invivyd's ROE %

For the Biotechnology subindustry, Invivyd's ROE %, along with its competitors' market caps and ROE % 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.


Invivyd's ROE % Distribution in the Biotechnology Industry

For the Biotechnology industry and Healthcare sector, Invivyd's ROE % distribution charts can be found below:

* The bar in red indicates where Invivyd's ROE % falls into.



Invivyd ROE % Calculation

Invivyd's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=-198.643/( (355.97+177.468)/ 2 )
=-198.643/266.719
=-74.48 %

Invivyd's annualized ROE % for the quarter that ended in Sep. 2024 is calculated as

ROE %=Net Income (Q: Sep. 2024 )/( (Total Stockholders Equity (Q: Jun. 2024 )+Total Stockholders Equity (Q: Sep. 2024 ))/ count )
=-242.956/( (140.642+83.161)/ 2 )
=-242.956/111.9015
=-217.12 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Sep. 2024) net income data. ROE % is displayed in the 30-year financial page.


Invivyd  (NAS:IVVD) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Sep. 2024 )
=Net Income/Total Stockholders Equity
=-242.956/111.9015
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-242.956 / 37.2)*(37.2 / 169.634)*(169.634 / 111.9015)
=Net Margin %*Asset Turnover*Equity Multiplier
=-653.11 %*0.2193*1.5159
=ROA %*Equity Multiplier
=-143.23 %*1.5159
=-217.12 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Sep. 2024 )
=Net Income/Total Stockholders Equity
=-242.956/111.9015
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-242.956 / -242.956) * (-242.956 / -249.244) * (-249.244 / 37.2) * (37.2 / 169.634) * (169.634 / 111.9015)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 0.9748 * -670.01 % * 0.2193 * 1.5159
=-217.12 %

Note: The net income data used here is four times the quarterly (Sep. 2024) net income data. The Revenue data used here is four times the quarterly (Sep. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Invivyd ROE % Related Terms

Thank you for viewing the detailed overview of Invivyd's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Invivyd Business Description

Traded in Other Exchanges
N/A
Address
1601 Trapelo Road, Suite 178, Waltham, MA, USA, 02451
Invivyd Inc is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of antibody-based solutions for infectious diseases with pandemic potential. The company is developing antibodies to transcend the limits of naturally occurring immunity and provide superior protection from viral diseases, beginning with COVID-19. The company's product candidates are; ADG20 developed for the treatment and prevention of coronavirus disease, and VYD222, a monoclonal antibody candidate engineered, optimizing for potency and breadth of coverage, as well as providing a higher probability of retaining its utility for a longer duration in an evolving viral landscape.
Executives
Terrance Mcguire director, other: See Remarks C/O POLARIS VENTURE PARTNERS LP, 1000 WINTER STREET, SUITE 3350, WALTHAM MA 02154
Adimab, Llc 10 percent owner, other: See Remarks 7 LUCENT DRIVE, LEBANON NH 03766
William E. Duke officer: Chief Financial Officer C/O VALERITAS, INC., 750 ROUTE 202 SOUTH, SUITE 600, BRIDGEWATER NJ 08807
Sara Cotter director 1735 MARKET STREET, FLOOR 23, PHILADELPHIA PA 19103
Allen Robert D. Iii officer: Chief Scientific Officer 1601 TRAPELO ROAD, SUITE 178, WALTHAM MA 02451
Stacy Price officer: Chief Tech. and Manuf. Officer 1601 TRAPELO ROAD, SUITE 178, WALTHAM MA 02451
Jeremy Gowler officer: COO & CCO 1601 TRAPELO ROAD, SUITE 178, WALTHAM MA 02451
Rebecca Dabora officer: Chief Tech and Manuf Officer 303 WYMAN STREET, SUITE 300, WALTHAM MA 02451
Peter Schmidt officer: Chief Medical Officer 1601 TRAPELO ROAD, SUITE 178, WALTHAM MA 02451
Jill Andersen officer: Chief Legal Officer, Secretary 303 WYMAN STREET, SUITE 300, WALTHAM MA 02451
Christine Lindenboom director 1601 TRAPELO ROAD, SUITE 178, WALTHAM MA 02451
Frederick W Driscoll officer: Interim CFO
David Hering director, officer: Chief Executive Officer 303 WYMAN STREET, SUITE 300, WALTHAM MA 02451
Marc Elia director, other: See Remarks C/O SQZ BIOTECHNOLOGIES COMPANY, 200 ARSENAL YARDS BOULEVARD, SUITE 210, WATERTOWN MA 02472
M28 Capital Management Lp other: See Remarks 700 CANAL STREET, 2ND FLOOR, STAMFORD CT 06902