BridgeBio Pharma, Inc.

BBIOdata completeness 100%9 fiscal years on file
i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$69.7M1$77.6M2$9.3M3$221.9M3$502.1M3
Net income−$586.5M4−$484.7M5−$653.3M6−$543.3M6−$732.9M6
Operating cash flow−$497.9M7−$419.5M8−$527.7M9−$520.7M9−$445.9M9
Capital expenditure$13.2M10$4.82M11$1.31M12$933,00012$1.1M12
Free cash flow (derived)−$511.2M7−$424.3M8−$529M9−$521.7M9−$447M9
Total debt$430.8M13$431M14$446.4M15$437.3M15$2.01B16
Cash & equivalents$393.8M17$376.7M18$375.9M19$681.1M19$570.1M19
Diluted shares144.4M147.5M162.8M186.1M191.5M

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
−$108.95
your share of equity
Profit it earned you last year
−$38.27
Free cash flow it threw off
−$23.34
Debt you’d be carrying
$104.81

10 shares is a claim on −$108.95 of net worth that earned you −$38.27 and generated −$23.34 of cash last year, against $104.81 of debt.

iii. Is this a good business?
Moat signal · return on equity
avg · 5y

Not enough data in the filings for a return-on-capital reading.

seeing a moat in the numbers →
Management signal · capital allocation
+33% shares · 5y

Share count is up 33% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has risen 366% 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 v0.1.0
DCF · Growth Exit 10Y
not applicable
3y-median FCF non-positive — growth-exit DCF not applicable (see EPV)
DCF · Growth Exit 5Y
not applicable
3y-median FCF non-positive — growth-exit DCF not applicable (see EPV)
Earnings Power Value
not applicable
normalized (5y-median) earnings non-positive — EPV undefined
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

Sources — the receipts
  1. 10-K · period ending 2021-12-31 · accession 0000950170-24-018811 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 10-K · period ending 2022-12-31 · accession 0000950170-25-024119 (RevenueFromContractWithCustomerExcludingAssessedTax)
  3. 10-K · period ending 2023-12-31 · accession 0001743881-26-000009 (RevenueFromContractWithCustomerExcludingAssessedTax)
  4. 10-K · period ending 2021-12-31 · accession 0000950170-24-018811 (ProfitLoss)
  5. 10-K · period ending 2022-12-31 · accession 0000950170-25-024119 (ProfitLoss)
  6. 10-K · period ending 2023-12-31 · accession 0001743881-26-000009 (ProfitLoss)
  7. 10-K · period ending 2021-12-31 · accession 0000950170-24-018811 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2022-12-31 · accession 0000950170-25-024119 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2023-12-31 · accession 0001743881-26-000009 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2021-12-31 · accession 0000950170-24-018811 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2022-12-31 · accession 0000950170-25-024119 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2023-12-31 · accession 0001743881-26-000009 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2021-12-31 · accession 0000950170-23-004145 (LongTermDebtNoncurrent)
  14. 10-K · period ending 2022-12-31 · accession 0000950170-24-018811 (LongTermDebtNoncurrent)
  15. 10-K · period ending 2023-12-31 · accession 0000950170-25-024119 (LongTermDebtNoncurrent)
  16. 10-K · period ending 2025-12-31 · accession 0001743881-26-000009 (LongTermDebt)
  17. 10-K · period ending 2021-12-31 · accession 0000950170-24-018811 (CashAndCashEquivalentsAtCarryingValue)
  18. 10-K · period ending 2022-12-31 · accession 0000950170-25-024119 (CashAndCashEquivalentsAtCarryingValue)
  19. 10-K · period ending 2023-12-31 · accession 0001743881-26-000009 (CashAndCashEquivalentsAtCarryingValue)