Stoke Therapeutics (STOK) Valuation Check As Phase 3 Dravet Study Advances And FDA Discussions Progress

Simply Wall St.01-22

Stoke Therapeutics (STOK) recently outlined faster enrollment and a clearer data timeline for its Phase 3 EMPEROR study of zorevunersen in Dravet syndrome, along with ongoing FDA discussions on ...

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The 1 year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"PRGS":"Progress Software Corporation","STOK":"Stoke Therapeutics, Inc.","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2065732104.USD":"ALLSPRING (LUX) WF GLOBAL SMALL CAP EQUITY \"I\" (USD) ACC","BK4097":"系统软件","BK4139":"生物科技"},"translate_title":"随着3期Dravet研究的进展和FDA讨论的进展，Stoke Therapeutics(STOK)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"STOK":1.5,"PRGS":1.5,"DCF":1},"content_text":"Stoke Therapeutics (STOK) recently outlined faster enrollment and a clearer data timeline for its Phase 3 EMPEROR study of zorevunersen in Dravet syndrome, along with ongoing FDA discussions on potential expedited review options. See our latest analysis for Stoke Therapeutics. The latest Dravet syndrome update comes after a mixed period for the shares, with a 1 day share price return of 2.72% contrasting with a 30 day share price return decline of 11.99%. The 1 year total shareholder return of 194.41% points to strong longer term momentum that has been partly consolidating in recent months. If this kind of biotech catalyst has caught your attention, it could be a good moment to widen your search across healthcare stocks for other potential ideas in the sector. With Stoke shares up very strongly over the past year, yet still trading below analyst targets and some estimates of intrinsic value, investors may ask whether there is still a buying opportunity here or whether the market is already pricing in future growth. AdvertisementPrice-to-Earnings of 41.5x: Is it justified? At a last close of $29.50 and a P/E of 41.5x, Stoke Therapeutics trades at a higher earnings multiple than both the wider US biotech group and its own estimated fair ratio. The P/E ratio compares the current share price to earnings per share, so a higher figure often reflects the market placing a richer price on each dollar of profit. For a company like Stoke, where earnings forecasts point to strong growth, a premium P/E can indicate that investors are paying up for those future expectations rather than current profitability alone. Here, the picture is mixed. The P/E of 41.5x is described as expensive relative to the US Biotechs industry average of 19.8x, and also expensive against an estimated fair P/E of 22x. This is a level the market could move towards over time if sentiment or assumptions change. Yet compared to a peer average P/E of 45.6x, Stoke screens as better value within its closer comparison group, suggesting the premium multiple is not out of line with companies seen as similar. Explore the SWS fair ratio for Stoke Therapeutics Result: Price-to-Earnings of 41.5x (OVERVALUED) However, you still have to weigh the risk that trial data or FDA feedback around zorevunersen disappoints, or that current revenue and net income trends stall. Find out about the key risks to this Stoke Therapeutics narrative. Another View: What Does The DCF Say? While the 41.5x P/E points to an expensive share price, our DCF model suggests something very different. On that basis, Stoke Therapeutics at $29.50 is described as trading 88.2% below an estimated future cash flow value of $250.83, which is a very large gap. That kind of difference between an earnings multiple and a cash flow based estimate can flag either valuation risk or a potential opportunity, depending on how you rate the underlying assumptions and trial outcomes. Which lens do you trust more when they disagree this much? Look into how the SWS DCF model arrives at its fair value. STOK Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Stoke Therapeutics for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 878 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Stoke Therapeutics Narrative If this view does not fully align with your perspective or you prefer to review the numbers yourself, you can build a custom Stoke story in just a few minutes using Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Stoke Therapeutics. Looking for more investment ideas? If Stoke is on your radar, do not stop there. Broaden your watchlist with other focused ideas that could help you think about risk and reward.  Spot early stage potential by checking out these 3533 penny stocks with strong financials that pair smaller market caps with stronger financial underpinnings than many peers. Explore the AI theme more systematically by scanning these 23 AI penny stocks that link artificial intelligence to specific listed businesses you can research. Focus on income by reviewing these 13 dividend stocks with yields > 3% that offer yields above 3% and allow you to compare fundamentals side by side.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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