NTLAIntellia Therapeutics, Inc.
In Vitro & In Vivo Diagnostic Substances
- Revenue
- $68M
- 17% YoY
- Operating margin
- -651.7%
- 29% YoY
- EBITDA
- −$431M
- 18% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 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 SBCFired119% of revenueOver 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 | $33M | $52M | $36M | $58M | $68M | 17% |
| Operating income | −$268M | −$458M | −$515M | −$534M | −$441M | 17% |
| Net income | −$268M | −$474M | −$481M | −$519M | −$413M | 20% |
| Operating cash flow | −$225M | −$333M | −$394M | −$349M | −$395M | 13% |
| Capex | $13M | $14M | $14M | $6M | $1M | 80% |
| Stock-based comp | $47M | $91M | $134M | $154M | $80M | 48% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $23K · 1
- Net
- −$23K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $5M | $3M | 17 | 187 |
| FY2024 | $15M | $353K | 21 | 154 |
| FY2023 | $12M | $8M | 56 | 119 |
| FY2022 | $10M | −$14M | 64 | 82 |
| FY2021 | $10M | $38M | 217 | 122 |