A Look At Zai Lab (NasdaqGM:ZLAB) Valuation As UBS Initiates Coverage And Highlights Global Pipeline Shift

Simply Wall St.02-02

UBS recently initiated coverage on Zai Lab (NasdaqGM:ZLAB), highlighting the company’s shift from a China focused commercial model toward a broader global innovation platform and renewed attention on ...

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See our latest analysis for Zai Lab. Despite the UBS coverage putting fresh attention on Zai Lab, the share price has come under pressure, with a 90 day share price return of a 35.88% decline and a 1 year total shareholder return of a 39.37% decline, signaling fading momentum as investors reassess execution risks around its pipeline and China commercial performance. If you are looking across the sector for other ideas in this space, it could be a good moment to scan healthcare stocks as a starting point for further research. With Zai Lab trading at US$16.60 against an analyst target of US$44.92 and sitting on multiyear share price declines, are investors looking at a mispriced pipeline, or is the market already discounting future growth? AdvertisementMost Popular Narrative: 66.5% Undervalued With Zai Lab last closing at $16.60 and the most followed narrative pointing to a fair value of about $49.49, there is a wide gap between market price and that narrative view. This sets up a clear tension between current sentiment and longer term expectations.  The analysts have a consensus price target of $56.313 for Zai Lab based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $75.0, and the most bearish reporting a price target of just $39.0.  Read the complete narrative. Curious what justifies a fair value roughly three times the current share price? The narrative leans heavily on rapid revenue expansion, improving margins and a richer earnings profile over time. Want to see which growth and profitability assumptions sit behind that $49.49 figure, and how they compare with today’s loss making position? The full story brings those pieces together and shows how they feed into the fair value model. Result: Fair Value of $49.49 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside story can unravel if competitive pressure in China keeps key products from gaining traction, or if regulatory and pricing setbacks delay reimbursement and squeeze margins. Find out about the key risks to this Zai Lab narrative.  Build Your Own Zai Lab Narrative If you are not fully convinced by this view, or prefer to lean on your own work, you can test the assumptions yourself in just a few minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Zai Lab. Looking for more investment ideas? If you are serious about broadening your watchlist, the Simply Wall St Screener can help you quickly pinpoint fresh opportunities that might otherwise slip past you.  Spot potential value candidates early by scanning these 886 undervalued stocks based on cash flows that may offer more attractive entry points than the broader market. Tap into emerging tech themes by reviewing these 24 AI penny stocks that are tied to artificial intelligence across different parts of the economy. Zero in on consistent income potential with these 12 dividend stocks with yields > 3% and see which companies currently offer yields above 3%.   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.Valuation is complex, but we're here to simplify it.Discover if Zai Lab might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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