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PolyPeptide Group AG (CH:PPGN)
:PPGN
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PolyPeptide Group AG (PPGN) AI Stock Analysis

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CH:PPGN

PolyPeptide Group AG

(PPGN)

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Neutral 56 (OpenAI - 5.2)
Rating:56Neutral
Price Target:
CHF45.00
▲(2.86% Upside)
Action:Reiterated
Date:07/04/26
The score is held back mainly by weak financial performance (continued net losses and volatile free cash flow) and unattractive earnings-based valuation (negative P/E). These are partly offset by strong technical momentum with price well above key moving averages, though overbought indicators add near-term risk.
Positive Factors
CDMO model & service breadth
PolyPeptide’s CDMO model provides diversified, fee-based revenue across development and commercial stages for peptide and oligonucleotide APIs. Lifecycle coverage (R&D to commercial supply) creates recurring commercial-volume potential and customer stickiness that supports durable revenue streams once drugs scale.
Negative Factors
Persistent net losses
Ongoing net losses erode retained earnings and limit the company’s ability to self-fund growth or cushion setbacks. Until sustained profitability is restored, reliance on external financing may increase, raising dilution or interest costs and constraining strategic flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
CDMO model & service breadth
PolyPeptide’s CDMO model provides diversified, fee-based revenue across development and commercial stages for peptide and oligonucleotide APIs. Lifecycle coverage (R&D to commercial supply) creates recurring commercial-volume potential and customer stickiness that supports durable revenue streams once drugs scale.
Read all positive factors

PolyPeptide Group AG (PPGN) vs. iShares MSCI Switzerland ETF (EWL)

PolyPeptide Group AG Business Overview & Revenue Model

Company Description
PolyPeptide Group AG operates globally as a contract development and manufacturing organization (CDMO), specializing in the production of Good Manufacturing Practice (GMP)-grade peptides. These peptides, available in both proprietary and generic f...
How the Company Makes Money
PolyPeptide Group makes money primarily by providing fee-based CDMO services to pharmaceutical and biotech customers that outsource the development and manufacture of peptide (and, more recently, oligonucleotide) APIs. Its core revenue stream is c...

PolyPeptide Group AG Financial Statement Overview

Summary
Revenue growth remains steady (+6.2% in 2025) and operating cash flow improved in 2024–2025, but profitability is still weak with net losses persisting through 2023–2025. The balance sheet is reasonably capitalized with moderate debt-to-equity (~0.26–0.30 in 2023–2024), though leverage has risen versus 2021–2022 and equity has declined modestly alongside losses. Free cash flow volatility—turning sharply negative in 2025—adds uncertainty.
Income Statement
44
Neutral
Balance Sheet
63
Positive
Cash Flow
51
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue391.87M338.69M320.37M280.98M282.13M
Gross Profit64.32M39.27M4.77M51.99M99.70M
EBITDA44.42M28.42M-22.15M35.72M83.35M
Net Income-21.31M-19.56M-51.44M7.77M47.26M
Balance Sheet
Total Assets825.31M756.58M689.09M575.78M595.04M
Cash, Cash Equivalents and Short-Term Investments74.53M68.28M95.71M37.53M136.30M
Total Debt130.46M94.12M113.66M21.22M18.00M
Total Liabilities484.98M399.33M307.86M154.10M173.87M
Stockholders Equity340.33M357.24M381.23M421.68M421.17M
Cash Flow
Free Cash Flow-30.44M2.43M-20.25M-69.64M-16.61M
Operating Cash Flow78.02M89.40M36.48M5.46M57.35M
Investing Cash Flow-112.44M-91.02M-59.51M-78.44M-80.84M
Financing Cash Flow34.01M-25.32M84.55M-26.87M130.93M

PolyPeptide Group AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
CHF3.42B19.6815.68%0.57%2.57%4.31%
67
Neutral
CHF5.61B37.5910.56%1.20%4.51%11.05%
66
Neutral
CHF38.31B-365.060.91%-10.77%-114.77%
66
Neutral
CHF41.27B53.210.20%15.78%111.61%
62
Neutral
CHF28.93B38.2310.09%1.26%0.80%28043.55%
56
Neutral
CHF1.45B-73.4813.85%-7.03%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CH:PPGN
PolyPeptide Group AG
43.95
22.80
107.80%
CH:LONN
Lonza Group Ltd
566.60
22.51
4.14%
CH:BANB
Bachem Holding AG
72.75
6.36
9.57%
CH:SFZN
Siegfried Holding AG
77.90
-8.85
-10.21%
CH:SDZ
Sandoz Group Ltd
69.18
19.27
38.60%
CH:GALD
Galderma Group AG
178.25
48.13
36.99%

PolyPeptide Group AG Corporate Events

Samsung Biologics Moves to Acquire Fast‑Growing Peptide CDMO PolyPeptide
Jul 20, 2026
PolyPeptide Group AG, a specialist in peptide‑based active pharmaceutical ingredients, reported strong operational momentum in the first half of 2026, underpinned by surging demand in metabolic therapeutics. The company’s growing expos...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 04, 2026