Galderma GALD.SW
Galderma is a specialty pharmaceutical company focused on dermatology, with products like Nemluvio and a Botox competitor, seeking growth in the US and other key markets. Galderma shows exceptional growth (revenue +27.7%, earnings +130.7%) and solid margins (gross margin 69.37%), but its valuation is very demanding (P/E 54.17) and the second FDA setback for its Botox rival in the U.S. adds regulatory risk to its main growth catalyst.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Galderma is a specialty pharmaceutical company focused on dermatology, with products like Nemluvio and a Botox competitor, seeking growth in the US and other key markets. Galderma shows exceptional growth (revenue +27.7%, earnings +130.7%) and solid margins (gross margin 69.37%), but its valuation is very demanding (P/E 54.17) and the second FDA setback for its Botox rival in the U.S. adds regulatory risk to its main growth catalyst.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.9 |
| Quality / Moat | 6.5 |
| Valuation | 2.7 |
| Growth | 9.3 |
| Dividend | 3.1 |
| Momentum | 6.5 |
| Risk & Context | 8.4 |
OVERALL SCORE: 6.2/10
Context and risks
Material regulatory risk: second FDA setback for its Botox rival in the U.S., delaying a key launch. Additionally, its long-duration profile (P/E 54) and debt (ND/EBITDA 1.35) make it sensitive to rising rates, though leverage is moderate.
News considered in the analysis
- Galderma Hits FDA Setback Again in Bid to Launch Botox Rival in U.S. — Segundo revés de la FDA para su competidor de Botox en EE. UU., retrasando un lanzamiento clave en su mayor mercado objetivo.
- Galderma falls after FDA issues second setback for Botox rival — La acción cae tras el anuncio, confirmando que el mercado ya descuenta parcialmente el impacto del retraso regulatorio.
- Morgan Stanley bullish on Galderma on stronger Nemluvio growth outlook — Perspectiva positiva de Morgan Stanley sobre el crecimiento de Nemluvio, que podría compensar parcialmente el revés del competidor de Botox.
- Galderma Group AG (GDERF) Half Year 2026 Earnings Call Highlights: Record Sales and Strategic ... — Ventas récord en el primer semestre de 2026, reflejando un sólido crecimiento operativo, aunque ya conocido por el mercado.
- Why Galderma Group (SWX:GALD) Is Getting Attention Today — Artículo genérico de atención, sin información nueva relevante.
Verdict: Hold; strong growth and business quality are priced at a high level, and U.S. regulatory risk limits near-term upside.
Main risk: The main risk is regulatory: the second FDA rejection for its Botox rival in the U.S. delays a key launch and could erode market confidence in its growth pipeline.
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