Amphastar Pharmaceuticals, Inc.

AMPHdata completeness 100%14 fiscal years on file

Data notes: no data for concept 'investmentsAtFairValue'; no data for concept 'netInvestmentIncome'; no data for concept 'gainsOnRealEstateSales'; no data for concept 'dividendsPaid'

The thesis, from the filings

Amphastar Pharmaceuticals, Inc. earns about 15% on invested capital, comfortably above its ~9% cost of capital, and has bought back 3% of its shares over 5 years — the marks of a durable business run for its owners. The estimate methods put fair value between $20.89 and $167.5 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$437.8M1$499M2$644.4M3$732M3$719.9M3
Net income$62.1M4$91.4M5$137.5M6$159.5M6$98.1M6
Operating cash flow$98M7$89.2M8$183.5M9$213.4M9$156.1M9
Capital expenditure$27.5M10$24M11$38.2M12$41M12$34.9M12
Free cash flow (derived)$70.5M7$65.1M8$145.3M9$172.3M9$121.2M9
Total debt$78.2M13$76.6M14$603.2M15$613.5M16$619.7M17
Cash & equivalents$126.4M18$156.1M19$144.3M20$151.6M21$170.2M21
Diluted shares49.8M52.4M53.0M52.1M48.2M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$163.6
your share of equity
Profit it earned you last year
$20.35
Free cash flow it threw off
$25.14
Debt you’d be carrying
$128.53

10 shares is a claim on $163.6 of net worth that earned you $20.35 and generated $25.14 of cash last year, against $128.53 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
15% avg · 5y
FY21 16%FY22 21%FY23 15%FY24 13%FY25 8%

It earned about 15% on invested capital against a ~9% cost of capital — comfortably above the cost of funding, a moderate advantage.

seeing a moat in the numbers →
Management signal · capital allocation
−3% shares · 5y

Share count is down 3% over 5 years — management has been buying back stock, quietly handing owners a bigger slice. Total debt has risen 693% over the same window.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.5.0

The 3 estimate methods that apply put fair value between $20.89 and $167.5 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$167.5
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth20.0%
  • fcfBase$145.3M
DCF · Growth Exit 5Y
$87.55
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth20.0%
  • fcfBase$145.3M
Earnings Power Value
$20.89
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$98.1M
  • growthAssumed0.0%
Graham Number
$28.09
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years20.0%
Discount rate (WACC)9.02%
Terminal growth2.5%
At your growth, a share is worth $87.55
The three cases
Bear0.0%$33.18
Base20.0%$87.55
Bull20.0%$87.55

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 20.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2021-12-31 · accession 0001297184-24-000009 (Revenues)
  2. 10-K · period ending 2022-12-31 · accession 0001297184-25-000008 (Revenues)
  3. 10-K · period ending 2023-12-31 · accession 0001297184-26-000009 (Revenues)
  4. 10-K · period ending 2021-12-31 · accession 0001297184-24-000009 (NetIncomeLoss)
  5. 10-K · period ending 2022-12-31 · accession 0001297184-25-000008 (NetIncomeLoss)
  6. 10-K · period ending 2023-12-31 · accession 0001297184-26-000009 (NetIncomeLoss)
  7. 10-K · period ending 2021-12-31 · accession 0001297184-24-000009 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2022-12-31 · accession 0001297184-25-000008 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2023-12-31 · accession 0001297184-26-000009 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2021-12-31 · accession 0001297184-24-000009 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2022-12-31 · accession 0001297184-25-000008 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2023-12-31 · accession 0001297184-26-000009 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2021-12-31 · accession 0001297184-22-000007 (LongTermDebtNoncurrent)
  14. 10-K · period ending 2022-12-31 · accession 0001297184-23-000019 (LongTermDebtNoncurrent)
  15. 10-K · period ending 2023-12-31 · accession 0001297184-24-000009 (LongTermDebtNoncurrent)
  16. 10-K · period ending 2024-12-31 · accession 0001297184-25-000008 (LongTermDebtNoncurrent)
  17. 10-K · period ending 2025-12-31 · accession 0001297184-26-000009 (LongTermDebtNoncurrent)
  18. 10-K · period ending 2021-12-31 · accession 0001297184-23-000019 (CashAndCashEquivalentsAtCarryingValue)
  19. 10-K · period ending 2022-12-31 · accession 0001297184-24-000009 (CashAndCashEquivalentsAtCarryingValue)
  20. 10-K · period ending 2023-12-31 · accession 0001297184-25-000008 (CashAndCashEquivalentsAtCarryingValue)
  21. 10-K · period ending 2024-12-31 · accession 0001297184-26-000009 (CashAndCashEquivalentsAtCarryingValue)