Neurocrine Biosciences Inc vs Teva- Pharmaceutical Industries Ltd

Neurocrine Biosciences Inc (NBIX) is undervalued and Teva- Pharmaceutical Industries Ltd (TEVA) is overvalued.

Against our estimates of intrinsic value, NBIX trades at the wider discount: a margin of safety of +29%, against -92% for TEVA.

Values as of the 22 Sept 2026 close.

Neurocrine Biosciences Inc (NBIX)

Discounting its cash flows at 7.8% (average of 3 methods) values the shares at $201.20; the price of $142.25 is 29% below that value, and 81% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

Teva- Pharmaceutical Industries Ltd (TEVA)

Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $20.57; the price of $39.52 is 92% above that value, and 77% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

MetricNBIXTEVA
VerdictUndervaluedOvervalued
Price$142.25$39.52
Intrinsic value$201.20$20.57
Margin of safety+29%-92%
Leak Score100/100 (3/12)0/100 (3/12)
Market cap$14.5B$46.1B
Revenue growth, 5 years22.3%0.8%
Operating margin23.9%18.8%
Net margin20.9%4.1%
Return on equity22.1%9.7%
Debt to equity0.112.18
P/E20.8x65.9x
Forward P/E14.6x12.9x
P/B3.9x5.9x

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