AGIOS PHARMACEUTICALS, INC. (AGIO) Stock — Forensic Analysis, Red Flags & Rating | Stockonomy · Stockonomy
Forensic Analysis · Healthcare / Pharmaceuticals / Biotech · as of Jun 27, 2026
AGIOS PHARMACEUTICALS, INC. (AGIO)
A forensic read on AGIOS PHARMACEUTICALS, INC. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
D · Weak — demands caution
Forensic grade
Safe
Financial health
12.5
Altman Z-score
Clean
Earnings quality
4
Forensic signals
-34.1%
ROE
$2.3B
Market cap
AGIOS PHARMACEUTICALS, INC. earns a D (Weak — demands caution) forensic quality grade, and its Altman Z-score is 12.5, placing it in the Safe zone. 4 forensic signals were flagged in its latest SEC filings, led by return on invested capital.
What the filings flag
-33%Return on invested capital.Return on invested capital is -33% and slipping from -30% — well below its ~10% cost of capital, so reinvested dollars may be destroying value, not building it.
+1.9%/yrShare-count dilution.Diluted share count changed +6% over the last 3 years to FY2025 (+1.9%/yr). A reversal: the count shrank earlier (net -0.6%/yr since FY2019) but the company has SWUNG to issuing stock — recent holders are now being diluted, not rewarded. That's ~1.9% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2022 has been diluted ~6%.
stoppedShareholder returns — halted.Capital returns have STOPPED — $802M of buybacks + dividends in FY2021, but ~$0 in FY2023. A halt usually means the company is conserving cash; understand why before reading it as neutral.
97% of revStock-based comp load.Stock-based compensation ran 97% of revenue in FY2025 — about $0.91 per diluted share. Meaningful — reported free cash flow flatters the economics, since SBC is a real cost paid in shares.
Key fundamentals
Net Margin-764.0%
Free Cash Flow$-377.3M
Latest Revenue$54.0M
Return on Equity-34.6%
Revenue Growth YoY+48.0%
Go deeper — free with an account
The forensic grade and screens above are free — no account needed. An account adds the full interactive deep-dive on AGIOS PHARMACEUTICALS, INC.:
🔒The written investment read — what the numbers mean, in plain English
🔒Ask anything about AGIO's filings — AI Q&A across the 10-K, 10-Qs & 8-Ks
🔒Interactive valuation — reverse-DCF sliders, Monte Carlo & scenario stress
🔒Calibrated 12-month price forecast, with the math shown