| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 69 | 12.2x | 17.8x | Top tier | |
Growth | 73 | 13.5% | 7.1% | Top tier | |
Quality | 78 | 186.8% | 4.5% | Top tier | |
Safety | 59 | 0.6x | 2.6x | Around median | |
Capital Return | 62 | — | 2.12% | Around median | |
Momentum | 65 | 58.7% | 2.9% | Around median | |
Sentiment | 70 | 4 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Indivior Pharmaceuticals specializes in developing and marketing treatments for opioid use disorder, led by SUBLOCADE, an extended-release buprenorphine injection, alongside SUBOXONE, a sublingual film for the same disorder. On August 3, 2026, the company announced a proposed all-stock merger of equals with Supernus Pharmaceuticals to create a central nervous system-focused biopharmaceutical company spanning addiction, attention deficit hyperactivity disorder, depression, and Parkinson’s disease, with both companies remaining independent until the transaction’s expected completion in Q4 FY2026 following shareholder and regulatory approvals.
In Q2 FY2026, Indivior’s revenue was approximately $343 million, up 14% year over year, compared with $317 million in Q1 FY2026. Gross profit was $294 million, equivalent to a gross margin of approximately 85.7%, while net income reached $122 million and earnings per share were $0.98, compared with net income of $89 million and earnings per share of $0.69 in the previous quarter.
For the twelve months ended June 30, 2026, Indivior generated net revenue of $1.3 billion and adjusted earnings before interest, taxes, depreciation, and amortization of $613 million, at a 46% margin, with net debt of $251 million and leverage of approximately 0.4 times. Under the joint transaction presentation, SUBLOCADE would become the largest individual product, accounting for approximately 44% of combined pro forma net revenue of $2.2 billion, highlighting its significant importance to the future business mix.
Automated analysis for informational purposes only — not investment advice.
Analyst consensus is “Buy,” with an average target of $48 and a target range between $43 and $53; the average is above the 52-week range high of $42.81, reflecting an optimistic assumption of continued SUBLOCADE growth and benefits from the proposed transaction. No price-to-earnings ratio is available in the data despite earnings per share of approximately $2.86 during the latest twelve-month period, so the consensus valuation relies heavily on executing the merger, achieving $125 million in savings, and maintaining the strength of the core product.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
SUBLOCADE is the most important commercial driver and recorded a record number of new patients in Q2 FY2026. The product maintained a market share of 76% for approximately six or seven quarters, while the penetration rate of long-acting injections remains no more than 10%. This momentum contributed to Indivior’s revenue reaching $343 million, up 14% year over year, and to the increase in FY2026 guidance.
The proposed merger was announced on August 3, 2026 as an all-stock, tax-free merger of equals. Supernus shareholders will receive 1.5401 Indivior shares for each share, while Indivior intends to distribute a total of $1 billion to its shareholders before completion. Indivior shareholders are expected to own approximately 56.5% of the combined company, but the expected completion in Q4 FY2026 remains subject to shareholder and regulatory approvals and customary conditions.
The two companies expect annual cost savings of $125 million within the first 12 months after completing the merger, primarily from eliminating administrative duplication and improving operating efficiency. Combined pro forma net revenue was $2.2 billion during the twelve months ended June 30, 2026. Pro forma adjusted earnings before interest, taxes, depreciation, and amortization were also $888 million, at a margin of approximately 41%, but these figures include the projected savings before they have actually been realized.
SUBLOCADE has twelve listed patents extending from 2031 to 2038, and according to management, there had been no Paragraph IV challenges as of August 3, 2026. The company also described the product’s manufacturing as complex because it is a sterile extended-release injection produced using an aseptic manufacturing process. Indivior is pursuing patent applications related to the new label approved in February 2025, and protection could extend to 2042–2044 if those patents are granted.
During the August 3, 2026 call, management estimated that eight to nine million people misuse opioids in the United States, of whom four to five million have been diagnosed with the disorder. Approximately two million people receive buprenorphine treatment, while the use of long-acting injections remains no more than 10%, leaving room for expansion. Prompted awareness of the SUBLOCADE name among buprenorphine users rose from 15% to 50%, with access exceeding 85% through commercial insurance and Medicaid programs.
Revenue was $343 million and gross profit was $294 million in Q2 FY2026, equivalent to a gross margin of approximately 85.7%. Net income reached $122 million, or $0.98 per share, compared with net income of $89 million and earnings per share of $0.69 in Q1 FY2026. For the twelve months ended June 30, 2026, adjusted earnings before interest, taxes, depreciation, and amortization were $613 million, at a 46% margin.
