Forensic Analysis · Healthcare / Pharmaceuticals / Biotech · as of Aug 11, 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

Grey Zone

Financial health

13.1

Distress distance

Clean

Earnings quality

Forensic signals

-4.6

P / E (ttm)

-34.6%

ROE

$1.9B

Market cap

0.00%

Dividend yield

48.0%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Agios Pharmaceuticals, Inc. earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads 13.1, placing it in the Grey zone. 3 forensic signals were flagged in its latest SEC filings, led by share-count dilution.

What the filings flag

+1.9%/yr

FY2022–FY2025

Share-count dilution. Diluted share count changed +6% over the last 3 years to FY2025 (+1.9%/yr). A change of direction: the count shrank over the full period (net -0.6%/yr since FY2019) but has grown across the recent window, so the two figures point opposite ways — read the recent window on totals versus per-share, since the full-period rate no longer describes what the count is doing now. 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 ~5%.

stopped

FY2021→FY2023

Shareholder 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.

-$1.1B

FY2023–FY2025

Cash burn vs. reported loss. Over FY2023–FY2025, the company reported a cumulative net loss of $91.1M against operating cash flow of -$1.1B. Cash burn ran heavier than the reported loss — something outside net income (working capital, a cash item not in the P&L) is consuming cash faster than the loss alone implies.

Key fundamentals

Latest Revenue$54.0M

Revenue Growth YoY+48.0%

Revenue CAGR (3yr)+56.0%

Net Margin-764.0%

Free Cash Flow-$377.3M

Return on Equity-34.6%

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.