Back to Dashboard
24

TLX

🏥 Healthcare

Telix Pharmaceuticals Limited

Conservative #1229Aggressive #1278High RiskHigh 84
$7.37+8.54%
Day High$7.45
Day Low$7.27
Volume0.1M
Mkt Cap$2.5B
52W Low $652W High $30
Market Cap
$2.6B
P/E Ratio
N/A
Rev Growth
53.9%
Sector avg: 161.5%
Earnings Growth
-121.4%
Profit Margin
-0.9%
Sector avg: -3292.7%
Debt/Equity
1.26

Why This Score

TLX scores 24.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • High conviction (84/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Above-average volatility (11.0%) may not suit conservative risk tolerance.
  • Elevated leverage (D/E 1.26) increases financial risk in a rising-rate environment.

Moderate penalties (-5.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score24.8
Fundamental Score28.2
ML Score16.0

Score by Horizon

3 Month
41.1
6 Month
45.9
Primary
1 Year
48.4

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
Pipeline concentration: $2.6B biotech/pharma — likely single-product revenue with binary risk

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
58
Neutral
Analyst (6.4%)
69
Favorable
Tradability (post-hoc)
54
Grade Clow volume, low dollar volume
Base
20.8
SHAP
+1.2
Factors
+1.1
Conviction
+1.6
Final
24.8
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)45.0
Technical (Momentum, Weinstein, Volatility)29.0
External (Sentiment, Analyst, Macro)82.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-5.7% to -1.2%
Medium-term
-8.3% to -1.5%
Long-term
-10.9% to -1.8%

ML Model Core Features100 trained inputs → ML Score: 16

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score68.8/100
Target Upside+174.6%
Coverage4 analysts
Market Sentiment
Sentiment Score57.5/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.6%
6M Momentum-0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-32.1%
Momentum ConsistencyModerate (0.50)
Relative Strength vs Sector-88.0%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality-0.239
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
3%
Low risk
Sector RevGr Rank
P85
Revenue growth vs Healthcare peers
Sector PE Rank
P40
Valuation vs Healthcare peers
Sector FCF Rank
P47
Free cash flow vs Healthcare peers
Growth Deviation
+0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 58 relative to sector peers58/100
Machine learning model ranks this stock at the 50th percentileP50
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.3pt (features align with model priorities)
Blend: 91% fund (58.3) + 9% ML (48.8) + SHAP(+1.3) = 58.8
Factor quality: +1.2pt (multi-factor composite)
Market cap adjustment: -4.0 points ($2.6B market cap)-4.0 pts
Conviction bonus: +1.7pt (conviction=84)
Risk Factors
Risk assessment: high. Annualized volatility 11.0%. Max drawdown 62% (-12.0 pts). Price momentum -64% (-10.0 pts)High
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -10 pointsGrade B
Quality concern: High accrual ratio (-152.4%) — earnings quality concern; Pipeline concentration: $2.6B biotech/pharma — likely single-product revenue with binary risk; R&D-adjusted ROIC: 1.4% (original: 1.8%). Biotechnology has ~40% R&D intensity. Capitalizing R&D over 5 years increases invested capital by ~100%.Flag

Sector Peer Comparison(Healthcare — Rank #259 of 344 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
TLX24.8N/A53.9%-0.9%$2.6B
INCY89.615.821.2%25.0%$20.1B
GMAB85.513.122.8%36.4%$18.5B
CPRX82.213.723.5%37.6%$3.0B
VRTX78.032.18.9%32.9%$126.0B
ASND75.716.698.0%-31.7%$13.3B
NBIX74.726.521.4%16.7%$12.5B
ALKS74.616.5-6.4%23.9%$5.5B
AMGN73.826.010.0%21.0%$199.0B
ARGX73.635.178.6%38.0%$50.9B
HOLX73.331.11.7%13.8%$16.8B
REGN72.719.41.0%31.4%$84.9B
ISRG72.361.720.5%28.4%$172.5B
EXEL71.915.17.0%33.7%$11.7B
KRYS71.041.4473.0%30.7%$8.0B
HALO70.216.822.4%43.7%$9.3B
Sector Average37.1252.3161.5%-3292.7%

Market Sentimentvia FMP

Analyst Consensus
Buy5 analysts
Buy: 4Hold: 1
Price Target
$19consensus
Low $17Median $20High $20
+157.8% to consensus target

Company Overviewvia FMP

Telix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic and diagnostic radiopharmaceuticals for cancer and rare diseases in Australia, Belgium, Japan, Switzerland, and the United States. The company offers Illuccix for the treatment of prostate cancer; and TLX66-CDx for the treatment of imaging osteomyelitis. Its products candidates include TLX591, a radio antibody-drug conjugate for the treatment of prostate cancer; TLX250-CDx for the treatment and diagnosis of renal (kidney) cancer; TLX101-CDx for brain (glioma) cancer; TLX66-CDx to treat bone marrow conditioning; TLX300-CDx for the treatment and diagnosis of soft tissue sarcoma; and TLX250 for the treatment of clear cell renal cell carcinoma. The company also develops TLX101 for the treatment of glioblastoma (brain cancer); TLX66 for the treatment of bone marrow conditioning; TLX300 for the treatment of soft tissue sarcoma; and TLX592, a prostate cancer therapy candidate for targeted alpha therapy. Telix Pharmaceuticals Limited was founded in 2015 and is headquartered in North Melbourne, Australia.

CEO
Christian Behrenbruch
Beta
1.10
Industry
Biotechnology
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
54.6
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-63.8%
High: $20.4
From 52W Low
+17.5%
Low: $6.28
Moving Averages
10-Day
$6.80
Above
20-Day
$7.00
Above
50-Day
$7.50
Below
200-Day
$11.20
Below
60-Day Support
$6.28
60-Day Resistance
$10.03
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 0/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-34.1%
200 SMA Slope (60d)
-20.46%
Falling
Volume Ratio
1.51x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%
Recent Gap UpRecent Gap Down

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q2 2025Q4 2024Q2 2024
Revenue$620M$593M$594M$189M
Gross Profit$327M$288M$386M$124M
Operating Income$10M$16M$68M$14M
Net Income$-7M$-3M$38M$12M
EPS (Diluted)$-0.02$-0.01$0.11$0.03
Gross Margin52.8%48.6%64.9%65.6%
Operating Margin1.6%2.7%11.5%7.3%
Net Margin-1.2%-0.6%6.4%6.2%

Why This Stock

HealthcareRevenue growth 53.9%

Tradability FilterGrade C — 54/100Score impact: -18.3pt

Volume
45
186K avg/day
Dollar Vol
4
$1M/day
Float
100
276M shares
Mkt Cap
61
$2.6B
Range
100
383% spread
Composite Liquidity Score54/100
FDCBA
low volumelow dollar volume

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
82.4%
Outstanding Shares
335M
Bid-Ask Spread
383.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.