Pharmaceutical Preparations · SIC 2834

TG THERAPEUTICS, INC.

TGTX

Watch

Latest revenue

$204.9M

as of 2026-03-31

Latest net income

$19.8M

as of 2026-03-31

Net margin

9.7%

as of 2026-03-31

8.9
of 10

ActaClear Score

Strong
#18 of 528 in Pharmaceutical Preparations
+0.1 · 2d
Profitability·25%
9.8
Growth·15%
10.0
Value·20%
6.9
Quality·20%
8.3
Momentum·20%
9.4

Computed from 5 years of SEC fundamentals + latest market data, ranked within Pharmaceutical Preparations (528 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

0.19
Price / FV

Fair value · DCF

Deeply undervalued
~432% upside at this growth
25.0% / yr
-5%30%
Terminal growthWACC 9.6% · 10y forecast
Market-implied growth at today's price: 2.6% / yrfor 10 years, holding WACC 9.6% and terminal 2.5%.
Current price
$41.46
DCF fair value
$221
FCF base (last FY)
$447.18M
Net debt
$166.50M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Historical multiples

How does TGTX's current valuation compare to its own past?

Current P/E
13.7×
Own 5y average
143.3×
Own 5y median
206.3×
vs. own average
-90%
Industry 5y avg P/E
22.3×
Median P/E across the top 40 peers in Pharmaceutical Preparations by market cap, then averaged across 5 years.
vs. industry
-38%
PEG (this co.)
0.03
5y revenue CAGR
426.7%
Industry PEG
1.24
Industry 5y avg growth
18.0%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.

Community sentiment

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Price · 5Y

+1.2% / yr 18.5 pts / yr vs S&P 500 6.3% total
Compare:

Live market

delayed ≤15 min
$40.13
1.07%
Market cap
$6.14B
Enterprise value
$6.45B
P/E (trailing)
13.7×
Forward P/E
P/B
10.53×
Dividend yield
0.0%
52-wk high
$44.65
52-wk low
$25.28
Beta
Shares out
153.1M

5-year trend

What this company does

AI

ITEM 1. BUSINESS. OVERVIEW TG Therapeutics is a fully integrated, commercial stage, biotechnology company focused on the acquisition, development and commercialization of novel treatments for B-cell diseases. In addition to a research pipeline, TG Therapeutics has received approval from the U.S. Food and Drug Administration (FDA) for BRIUMVI (ublituximab-xiiy) to treat adult patients with relapsing forms of multiple sclerosis (RMS), including clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease, as well as approval from several regulatory agencies outside of the U.S. for BRIUMVI to treat adult patients with RMS who have active disease defined…

AI summary unavailable — showing raw filing excerpt

Generated from TGTX's filing dated 2026-02-27

Key risks

AI

ITEM 1A. RISK FACTORS. ​ You should carefully consider the following risk factors and the other information contained elsewhere in this Annual Report on Form 10-K before making an investment in our securities. If any of the following risks occur, our business, financial condition or operating results could be materially harmed. An investment in our securities is speculative in nature, involves a high degree of risk, and should not be made by an investor who cannot bear the economic risk of its investment for an indefinite period of time and who cannot afford the loss of its entire investment. The risks described below are not the only ones that our business faces. Additional risks not…

AI summary unavailable — showing raw filing excerpt

Generated from TGTX's filing dated 2026-02-27

Profitability

Operating margin

20.0%

57.0%

Net margin

72.6%

920.9%

Return on equity

69.0%

556.2%

Return on assets

42.1%

939.1%

Leverage

Debt / equity

0.64×

59.9%

Long-term debt / equity

0.38×

65.5%

Debt / assets

39.1%

36.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$204.9M+69.6%$19.8M+290.8%9.7%

Q4 2025

2025-12-31

$192.6M+78.0%$23.0M-39.2%12.0%

Q3 2025

2025-09-30

$161.7M+92.8%$390.9M+751621.2%241.7%

Q2 2025

2025-06-30

$141.1M+92.1%$28.2M+836.3%20.0%

Q1 2025

2025-03-31

$120.9M+90.4%$5.1M+147.3%4.2%

Q4 2024

2024-12-31

$108.2M$37.9M35.0%

Q3 2024

2024-09-30

$83.9M-49.4%$52.0K-99.8%0.1%

Q2 2024

2024-06-30

$73.5M+357.0%$-3.8M+92.0%-5.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Pharmaceutical Preparations · SIC 2834

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Insider activity

Insider buying

$0

Insider selling

$1.2M

Net activity

−$1.2M

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-11-24

Yann Echelard

Director

Sale5,000$32.57$162.8K
2025-09-11

Sagar Lonial

Director

Sale20,852$32.24$672.3K
2025-06-13

Yann Echelard

Director

Sale10,000$36.94$369.4K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TGTX

Institutional value

$2.10B

Total shares held

64.1M

Distinct holders

229

-119 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.22.3M$739.2M+404.5K (+1.9%)Added
2VANGUARD PORTFOLIO MANAGEMENT LLC8.3M$274.9MNew
3VANGUARD CAPITAL MANAGEMENT LLC6.6M$219.4MNew
4Clearbridge Investments, LLC3.2M$106.7M-237.1K (-6.9%)Trimmed
5CONGRESS ASSET MANAGEMENT CO2.2M$72.0M+245.7K (+12.8%)Added
6JANE STREET GROUP, LLC2.0M$67.8M+1.1M (+110.5%)Added
7Pictet Asset Management Holding SA1.7M$58.0M+286.3K (+19.6%)Added
8Nuveen, LLC1.4M$48.1M+493.9K (+51.8%)Added
9DIMENSIONAL FUND ADVISORS LP1.1M$36.0M+612.1K (+129.5%)Added
10VANGUARD FIDUCIARY TRUST CO968.7K$32.2MNew
11BNP PARIBAS FINANCIAL MARKETS957.0K$31.8M+273.4K (+40.0%)Added
12Bank of New York Mellon Corp887.3K$29.5M-11.1K (-1.2%)Trimmed
13Invesco Ltd.720.9K$23.9M-888.9K (-55.2%)Trimmed
14PRINCIPAL FINANCIAL GROUP INC665.5K$22.1M-182.3K (-21.5%)Trimmed
15Penn Capital Management Company, LLC542.0K$18.0M+3.8K (+0.7%)Added
16BANK OF MONTREAL /CAN/515.3K$17.1M+3.0K (+0.6%)Added
17Assenagon Asset Management S.A.510.1K$16.9M+349.7K (+218.0%)Added
18UBS Group AG505.6K$16.8M-31.4K (-5.8%)Trimmed
19Public Sector Pension Investment Board487.3K$16.2M+17.0K (+3.6%)Added
20Voya Investment Management LLC419.6K$13.9M+14.7K (+3.6%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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