ALLOAllogene Therapeutics, Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $0
- 100% YoY
- Operating margin
- —
- EBITDA
- −$197M
- 24% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $114M | $156K | $95K | $22K | $0 | 100% |
| Operating income | −$180M | −$336M | −$328M | −$273M | −$209M | 23% |
| Net income | −$182M | −$340M | −$327M | −$258M | −$191M | 26% |
| Operating cash flow | −$185M | −$221M | −$238M | −$200M | −$149M | 25% |
| Capex | $21M | $5M | $2M | $694K | $386K | 44% |
| Stock-based comp | $81M | $84M | $66M | $52M | $38M | 27% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $49K · 1
- Net
- −$49K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $6M | $2M | 22 | — |
| FY2024 | $4M | $872K | 34 | — |
| FY2023 | $14M | $1M | 51 | — |