Illumina, Inc. (ILMN) on Decifer

Decifer ranks ILMN number 30 of 270 tracked names on durable business quality.

Why it ranks here

• It earns solid returns on the money it puts to work, around 12% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is expected to grow about 6% a year, profits grew 171% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• The only genomic sequencing supplier in our worldview with profits up 171%, early recognition, and momentum of 22 out of 35 is a rare mix of low expectations and a necessary role.

The current read

The evidence on ILMN lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Genomic Medicine & Precision Diagnostics: The collapsing cost of DNA/RNA sequencing and validation of genomic classifiers is moving clinical practice toward routine molecular diagnostics and companion testing.

Read the full ILMN research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.