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Stock Analysis & ValuationIntegraGen S.A. (ALINT.PA)

Professional Stock Screener
Previous Close
0.15
Sector Valuation Confidence Level
High
Valuation methodValue, Upside, %
Artificial intelligence (AI)69.0845347
Intrinsic value (DCF)0.2032
Graham-Dodd Method0.07-53
Graham Formula0.80428

Strategic Investment Analysis

Company Overview

IntegraGen SA, a subsidiary of OncoDNA SA, is a French biotechnology company specializing in human genome analysis services for academic researchers and life sciences companies. Founded in 2000 and headquartered in Évry, France, IntegraGen provides a comprehensive suite of genomic services, including transcriptomics, epigenomics, DNA sequencing, and NGS testing for cancer research. The company also offers clinical research services, agrigenomics, and microbial genomics, catering to diverse sectors within healthcare and life sciences. IntegraGen's proprietary tools, such as MERCURY, SIRIUS, Galileo, and GeCo, enhance its service offerings by providing advanced bioinformatics solutions for data interpretation and analysis. Operating in the competitive biotechnology sector, IntegraGen focuses on translational and clinical research, positioning itself as a key player in genomic services in France. With a market capitalization of approximately €4.19 million, the company continues to innovate in precision medicine and genomic research, despite financial challenges.

Investment Summary

IntegraGen SA presents a niche investment opportunity in the genomic services sector, with specialized offerings in cancer research and bioinformatics. However, the company's financials reveal significant risks, including a net loss of €256,000 in the latest fiscal year and negative diluted EPS of -€0.038. While its revenue of €8.7 million indicates operational activity, the lack of positive operating cash flow and minimal cash reserves (€1.9 million) raise liquidity concerns. The company's low beta (0.162) suggests limited correlation with broader market movements, which may appeal to risk-averse investors seeking exposure to biotechnology. Nonetheless, IntegraGen's small market cap and dependence on the competitive genomics market warrant caution. Potential investors should closely monitor its ability to achieve profitability and expand its client base in academic and clinical research.

Competitive Analysis

IntegraGen SA operates in a highly competitive biotechnology and genomics market, where larger players dominate with broader service portfolios and global reach. The company's competitive advantage lies in its specialized focus on oncology and translational research, supported by proprietary bioinformatics tools like MERCURY and SIRIUS. These tools differentiate IntegraGen by enabling advanced data interpretation, which is critical for clinical and academic researchers. However, the company's small scale and regional focus in France limit its ability to compete with multinational genomics firms. IntegraGen's subsidiary status under OncoDNA SA provides some strategic support but may also constrain independent growth opportunities. The company's reliance on the French market exposes it to regional economic and regulatory risks, whereas competitors benefit from diversified geographic operations. To strengthen its position, IntegraGen must expand its technological capabilities and forge partnerships with larger healthcare and biotech entities. Its current financial instability further hampers competitive positioning, making it vulnerable to consolidation or acquisition by larger industry players.

Major Competitors

  • Illumina, Inc. (ILMN): Illumina is a global leader in DNA sequencing and genomic technologies, with a strong market presence and extensive R&D resources. Its high-throughput sequencing platforms dominate the industry, offering scalability and precision that IntegraGen cannot match. However, Illumina's broad focus may leave niche opportunities in specialized oncology research, where IntegraGen has expertise. Illumina's financial strength and global distribution network pose significant competition for smaller players like IntegraGen.
  • Exact Sciences Corporation (EXAS): Exact Sciences specializes in cancer detection and diagnostics, overlapping with IntegraGen's oncology focus. Its Cologuard test is a market leader in non-invasive cancer screening, giving it a competitive edge in diagnostics. However, Exact Sciences lacks IntegraGen's bioinformatics tools for research applications. The company's larger scale and commercialized products make it a formidable competitor in the cancer genomics space.
  • QIAGEN N.V. (QIAG): QIAGEN provides sample and assay technologies for molecular diagnostics and research, competing with IntegraGen in genomic services. Its broad product portfolio and automation solutions give it an advantage in high-throughput settings. QIAGEN's global reach and established customer base overshadow IntegraGen's regional operations. However, IntegraGen's specialized oncology tools may offer differentiation in certain research applications.
  • Fulgent Genetics, Inc. (FLGT): Fulgent Genetics offers genetic testing and sequencing services, competing directly with IntegraGen's core offerings. Its strong focus on clinical diagnostics and scalable testing solutions provide a competitive edge. Fulgent's larger scale and U.S. market presence contrast with IntegraGen's niche European focus. However, IntegraGen's proprietary bioinformatics tools may appeal to researchers seeking specialized analysis capabilities.
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