Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 58%
Weak multi-year price returns
2Y Excs Rtn is -55%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -38 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.5%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more.
  Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12%
2   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -13%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -14%
3   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.2%
4   Key risks
ARDX key risks include [1] its heavy reliance on the commercial success of its two-product portfolio, Show more.
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 58%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -55%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -38 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.5%
4 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -13%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -14%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.2%
7 Key risks
ARDX key risks include [1] its heavy reliance on the commercial success of its two-product portfolio, Show more.

Valuation, Metrics & Events

ARDX Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are five key points explaining Ardelyx's (ARDX) stock movement by -9.7% from approximately August 31, 2025, to December 27, 2025:

<br><br>

<b>1. Continued Impact of XPHOZAH Medicare Part D Coverage Loss:</b> The ongoing impact of XPHOZAH losing Medicare Part D coverage, effective January 1, 2025, continued to be a significant concern for investors, weighing on the drug's long-term revenue potential. This loss contributed to a year-over-year decline in XPHOZAH's Q3 2025 revenue. The uncertainty surrounding the appeal of this decision also likely created a drag on the stock throughout the period.

<br><br>

<b>2. Increased Operating Expenses:</b> Ardelyx reported higher operating expenses in the third quarter of 2025. Research and development expenses increased to $18.1 million from $15.3 million year-over-year, while selling, general, and administrative expenses rose to $83.6 million from $65.0 million year-over-year. These increased costs, despite overall revenue growth, could have negatively impacted investor sentiment regarding the company's profitability.

<br><br>

<b>3. Analyst Downgrade:</b> On November 25, 2025, Wedbush downgraded Ardelyx from an "outperform" rating to a "hold" rating. Such a downgrade from a prominent financial firm can signal reduced confidence in the company's future performance and lead to a negative reaction in the stock price.

<br><br>

<b>4. Technical Sell Signals and Bearish Sentiment:</b> Towards the latter part of the specified period, Ardelyx's stock experienced technical sell signals and a prevailing bearish sentiment. A sell signal was triggered on December 12, 2025, contributing to an initial decline of 8.39%. Furthermore, as of December 26, 2025, the overall sentiment for ARDX was described as Bearish, with a predicted drop of -7.25% by January 24, 2026, which likely influenced the negative stock movement.

<br><br>

<b>5. Unresolved Medicare Part D Appeal:</b> While oral arguments for the appeal regarding Medicare Part D coverage for XPHOZAH were expected on September 25, 2025, the absence of a definitive positive resolution or favorable update within the period from August 31, 2025, to December 27, 2025, likely maintained investor uncertainty and contributed to downward pressure on the stock.

Show more

Stock Movement Drivers

Fundamental Drivers

The 3.6% change in ARDX stock from 9/26/2025 to 12/26/2025 was primarily driven by a 3.1% change in the company's Total Revenues ($ Mil).
926202512262025Change
Stock Price ($)5.545.743.61%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)386.15398.233.13%
P/S Multiple3.443.491.29%
Shares Outstanding (Mil)239.93241.91-0.83%
Cumulative Contribution3.60%

LTM = Last Twelve Months as of date shown

Market Drivers

9/26/2025 to 12/26/2025
ReturnCorrelation
ARDX3.6% 
Market (SPY)4.3%25.9%
Sector (XLV)15.2%15.6%

Fundamental Drivers

The 55.6% change in ARDX stock from 6/27/2025 to 12/26/2025 was primarily driven by a 43.2% change in the company's P/S Multiple.
627202512262025Change
Stock Price ($)3.695.7455.56%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)361.71398.2310.10%
P/S Multiple2.433.4943.23%
Shares Outstanding (Mil)238.62241.91-1.38%
Cumulative Contribution55.53%

LTM = Last Twelve Months as of date shown

Market Drivers

6/27/2025 to 12/26/2025
ReturnCorrelation
ARDX55.6% 
Market (SPY)12.6%16.6%
Sector (XLV)17.0%13.3%

Fundamental Drivers

The 19.3% change in ARDX stock from 12/26/2024 to 12/26/2025 was primarily driven by a 58.1% change in the company's Total Revenues ($ Mil).
1226202412262025Change
Stock Price ($)4.815.7419.33%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)251.85398.2358.12%
P/S Multiple4.513.49-22.61%
Shares Outstanding (Mil)235.91241.91-2.54%
Cumulative Contribution19.26%

LTM = Last Twelve Months as of date shown

Market Drivers

12/26/2024 to 12/26/2025
ReturnCorrelation
ARDX19.3% 
Market (SPY)15.8%18.8%
Sector (XLV)13.3%18.7%

Fundamental Drivers

The 140.2% change in ARDX stock from 12/27/2022 to 12/26/2025 was primarily driven by a 4320.4% change in the company's Total Revenues ($ Mil).
1227202212262025Change
Stock Price ($)2.395.74140.17%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)9.01398.234320.40%
P/S Multiple43.803.49-92.04%
Shares Outstanding (Mil)165.10241.91-46.52%
Cumulative Contribution88.20%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2023 to 12/26/2025
ReturnCorrelation
ARDX-12.0% 
Market (SPY)48.0%20.8%
Sector (XLV)18.2%16.6%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
ARDX Return-14%-83%159%118%-18%18%-20%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
ARDX Win Rate42%33%58%58%50%58% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
ARDX Max Drawdown-42%-87%-54%-6%-27%-35% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See ARDX Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventARDXS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-94.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven1660.4%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven574 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-50.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven102.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven399 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-88.9%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven800.6%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Ardelyx's stock fell -94.3% during the 2022 Inflation Shock from a high on 4/28/2021. A -94.3% loss requires a 1660.4% gain to breakeven.

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About Ardelyx (ARDX)

Ardelyx, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines to treat gastrointestinal and cardiorenal therapeutic areas in the United States and internationally. The company's lead product candidate is tenapanor, which has completed Phase III clinical trial for the treatment of patients with irritable bowel syndrome with constipation, as well as in Phase III clinical trial to control serum phosphorus in adult patients with chronic kidney disease (CKD)on dialysis, or hyperphosphatemia. It is also developing RDX013, a potassium secretagogue, for the treatment of elevated serum potassium, or hyperkalemia, a problem among certain patients with kidney and/or heart disease; and RDX020, an early-stage program in metabolic acidosis, a serious electrolyte disorder in patients with CKD. The company has agreements with Kyowa Kirin in Japan, Fosun Pharmaceutical Industrial Development Co. Ltd. in China, and Knight Therapeutics, Inc. in Canada for the development and commercialization of tenapanor in their respective territories. The company was formerly known as Nteryx, Inc. and changed its name to Ardelyx, Inc. in June 2008. Ardelyx, Inc. was incorporated in 2007 and is headquartered in Waltham, Massachusetts.

AI Analysis | Feedback

1. Like a specialized Amgen focusing on kidney and heart-related diseases.

2. Similar to Eli Lilly or Novo Nordisk, but concentrating on treatments for chronic kidney disease.

AI Analysis | Feedback

  • Xphozah (tenapanor): A phosphate absorption inhibitor indicated for the control of serum phosphorus in adult patients with chronic kidney disease (CKD) on dialysis.
  • Ibsrela (tenapanor): A sodium-hydrogen exchanger 3 (NHE3) inhibitor approved for the treatment of irritable bowel syndrome with constipation (IBS-C) in adults.

AI Analysis | Feedback

Ardelyx (ARDX) sells primarily to other companies, specifically pharmaceutical wholesalers, who then distribute the company's products (such as IBSRELA and XPHOZAH) to pharmacies, hospitals, and other healthcare providers.

Its major customers in the pharmaceutical distribution chain typically include:

  • McKesson Corporation (Symbol: MCK)
  • Cencora, Inc. (formerly AmerisourceBergen Corporation) (Symbol: COR)
  • Cardinal Health, Inc. (Symbol: CAH)

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Ardelyx (ARDX) Management Team:

Mike Raab, President & Chief Executive Officer

Mike Raab has served as Ardelyx's President and Chief Executive Officer since March 2009. He has over three decades of experience in the biotechnology and pharmaceutical industries. Prior to Ardelyx, Mike was a partner at New Enterprise Associates (NEA), one of the world's largest venture capital firms, specializing in healthcare investments, indicating a background in managing companies backed by private equity-like firms. Before joining NEA in 2002, he spent 15 years in commercial and operating leadership roles, including Senior Vice President, Therapeutics and General Manager of the Renal Division at Genzyme Corporation, where he was instrumental in the worldwide launch of therapies for Gaucher disease and oversaw the sales growth of sevelamer.

Sue Hohenleitner, Chief Financial Officer

Sue Hohenleitner was appointed Chief Financial Officer of Ardelyx, effective November 4, 2025. She brings over 30 years of experience in corporate finance, strategic planning, investor relations, and operations. Before joining Ardelyx, Ms. Hohenleitner had a 28-year career at Johnson & Johnson, where she most recently served as Vice President and Chief Financial Officer of Johnson & Johnson Innovative Medicine North America, overseeing financial strategies for a $36 billion commercial business. During her tenure at J&J, she led multiple finance organizations across various functions, including supply chain, innovation, commercial, business development, and investor relations, and played a key role in acquisition deals that resulted in successful commercial launches.

Eric Foster, Chief Commercial Officer

Eric Foster has served as Ardelyx's Chief Commercial Officer since August 2024. He brings over two decades of commercial experience in biotech and pharmaceuticals, with a focus on rare disease and specialty markets. Prior to Ardelyx, he was Senior Vice President and U.S. General Manager at Horizon Therapeutics, which was acquired by Amgen. At Horizon, he established new market strategies and transformed pricing and access strategies, leading to record growth. His career also includes leadership roles at GlaxoSmithKline and sales and market access positions at Johnson & Johnson.

Elizabeth Grammer, Esq., Chief Legal & Administrative Officer

Elizabeth Grammer has served as Ardelyx's Chief Legal and Administrative Officer since 2020, having previously been General Counsel since May 2014 and holding various legal roles at the company since early 2010. She has over 30 years of experience representing and advising privately held and publicly traded life sciences companies, providing strategic leadership in legal, corporate governance, intellectual property, human resources, and compliance operations. Prior to Ardelyx, Ms. Grammer served as Vice President and General Counsel of Trine Pharmaceuticals and General Counsel of GelTex Pharmaceuticals. She began her career in law firms, focusing on emerging life sciences companies.

Edward Conner, MD, Chief Medical Officer

Edward Conner, MD, has served as Ardelyx's Chief Medical Officer since August 2025. He is a seasoned biopharmaceutical executive with over two decades of experience in advancing innovative therapies through clinical development and regulatory approval across numerous therapeutic areas. Dr. Conner joined Ardelyx from Third Harmonic Bio, where he also served as Chief Medical Officer. His previous leadership roles include Chief Medical Officer and Senior Vice President at Sangamo Therapeutics, Vice President at Ultragenyx Pharmaceutical, Senior Medical Director at BioMarin Pharmaceutical, and Medical Director at Genentech.

AI Analysis | Feedback

Ardelyx (ARDX) faces several key business risks, primarily stemming from its reliance on a limited product portfolio and the complex healthcare regulatory and reimbursement landscape.

  1. Dependence on Key Products and Reimbursement Challenges: Ardelyx's financial viability is heavily tied to the successful commercialization of its two main products, IBSRELA and XPHOZAH. The company faces significant risks related to market acceptance, pricing pressures, and particularly reimbursement challenges. Notably, XPHOZAH recently experienced a loss of Medicare Part D coverage, which effectively removed a substantial portion of its addressable market and directly impacted revenue. This necessitates a focus on commercial and private payers and expanded patient assistance programs, which can increase selling, general, and administrative (SG&A) expenses.
  2. Lack of Profitability and Need for Additional Financing: Ardelyx has consistently incurred operating losses since its inception and anticipates continued losses as it advances its commercialization efforts for IBSRELA and XPHOZAH, and invests in research and development for new candidates. While the company has reported a strong cash position, its ability to achieve sustainable profitability and, if necessary, secure additional financing on favorable terms, remains crucial for its long-term stability and growth.
  3. Regulatory Hurdles and Competition: As a biopharmaceutical company, Ardelyx operates within a highly regulated environment, exposing it to risks such as evolving regulatory scrutiny, increasing compliance and research and development costs, and potential delays or difficulties in obtaining approvals for label expansions or new pipeline candidates. Furthermore, the competitive landscape for treatments targeting Irritable Bowel Syndrome with Constipation (IBS-C) and Chronic Kidney Disease (CKD) on dialysis could exert pressure on pricing, market access, and overall market positioning for Ardelyx's products.

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Ardelyx (ARDX) has two main commercial products: IBSRELA (tenapanor) and XPHOZAH (tenapanor).

  • IBSRELA (tenapanor) for Irritable Bowel Syndrome with Constipation (IBS-C):
    • Ardelyx expects IBSRELA to achieve greater than $1.0 billion in annual U.S. net product sales revenue at peak.
    • The global Irritable Bowel Syndrome (IBS) treatment market is projected to grow from USD 1.96 billion in 2024 to approximately USD 3.41 billion by 2034.
  • XPHOZAH (tenapanor) for hyperphosphatemia in adult patients with chronic kidney disease (CKD) on dialysis:
    • Ardelyx expects XPHOZAH to achieve $750 million in annual U.S. net product sales revenue at peak.
    • The global hyperphosphatemia treatment market size was valued at USD 1.33 billion in 2024 and is projected to reach USD 3.07 billion by 2035. Other estimates for the global hyperphosphatemia treatment market include USD 2.6 billion in 2024, growing to USD 5.6 billion in 2034, or USD 5.15 billion in 2024, projected to reach USD 8.5 billion by 2035. The market also reached USD 3.71 billion in 2025 and is forecast to advance to USD 4.44 billion by 2030.
    • The U.S. hyperphosphatemia treatment market reached USD 1,052.6 million in 2024. North America, which includes the U.S., led the global hyperphosphatemia treatment market in 2024, capturing the largest revenue share of 39.8%.

AI Analysis | Feedback

Ardelyx (ARDX) is anticipated to drive future revenue growth over the next 2-3 years through several key factors, primarily focusing on the continued commercial success of its two approved products and advancements in its pipeline.

  1. Continued Growth of IBSRELA (tenapanor): IBSRELA, a treatment for irritable bowel syndrome with constipation (IBS-C), is expected to be a significant revenue driver. The company reported substantial year-over-year and sequential growth in IBSRELA revenue in Q3 2025, reaching $78.2 million, a 92% increase compared to Q3 2024. Ardelyx has raised its full-year 2025 revenue guidance for IBSRELA to a range of $270 million to $275 million, reflecting sustained demand from patients and effective commercial execution. Management anticipates IBSRELA to achieve over $1 billion in annual U.S. net product sales at peak.
  2. Growing Adoption and Market Penetration of XPHOZAH (tenapanor): XPHOZAH, approved for hyperphosphatemia in chronic kidney disease patients on dialysis, is also projected to contribute to revenue growth. Despite challenges related to Medicare Part D coverage changes in 2025, XPHOZAH demonstrated sequential revenue growth of 9% from Q2 to Q3 2025, reaching $27.4 million. Ardelyx is focused on ensuring patient access and strengthening clinical conviction among nephrologists to drive its adoption. The company has set a long-term peak sales target of $750 million for XPHOZAH.
  3. Advancement of Pipeline through RDX10531: Ardelyx is investing in its pipeline with the development of RDX10531, a next-generation NHE3 inhibitor. The company announced plans for an Investigational New Drug (IND) submission to the FDA in 2026, signaling a commitment to future growth through new product launches and potential expansion into multiple therapeutic areas. This pipeline development underscores Ardelyx's strategy to build on its leadership in NHE3 inhibition.
  4. International Partnerships and Licensing Agreements: While the primary focus remains on the U.S. market for its key products, Ardelyx has engaged in international partnerships. For instance, its drug was approved in China with Fosun Pharma, which includes milestone payments and royalties on sales, and it has a partnership with Knight Therapeutics in Canada for IBS-C. These partnerships represent opportunities for additional revenue streams through product supply and licensing, contributing to long-term growth.

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Share Repurchases

  • Ardelyx's reported buyback yield was 0.00% for 2024, 2023, 2022, and 2021, suggesting no significant share repurchases during these years.

Share Issuance

  • In 2025, Ardelyx undertook an at-the-market offering of its common stock for up to an aggregate amount of $100 million.
  • An additional 10,000,000 shares of common stock became available for issuance under the 2014 Equity Incentive Award Plan in November 2025, following stockholder approval in June 2025.

Inbound Investments

  • In June 2025, Ardelyx drew $48.7 million in net proceeds through a term loan with SLR Investment Corp.
  • In July 2025, the company amended its loan agreement, drawing the remaining $50 million tranche and securing an option to draw an additional $100 million in debt, structured as two $50 million tranches.
  • These debt facilities feature interest-only payments until maturity.

Outbound Investments

  • Ardelyx has not made any significant outbound investments or acquisitions in recent years.

Capital Expenditures

  • Ardelyx reported capital expenditures of $0.65 million for the three months ended June 2025.
  • Annual capital expenditures were $1.01 million in 2024, $0.34 million in 2023, and $1.87 million in 2021.
  • The company's capital allocation supports investments in innovation and long-term growth.

Better Bets than Ardelyx (ARDX)

Trade Ideas

Select ideas related to ARDX. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CRL_11142025_Dip_Buyer_FCFYield11142025CRLCharles River Laboratories InternationalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
21.1%21.1%-3.7%
GDRX_11142025_Dip_Buyer_High_CFO_Margins_ExInd_DE11142025GDRXGoodRxDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-6.7%-6.7%-11.8%
ASTH_11142025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11142025ASTHAstrana HealthDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
16.7%16.7%-5.5%
SGRY_11142025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11142025SGRYSurgery PartnersDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
2.3%2.3%-1.4%
TFX_11072025_Dip_Buyer_FCFYield11072025TFXTeleflexDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
11.8%11.8%-5.1%

Recent Active Movers

More From Trefis

Peer Comparisons for Ardelyx

Peers to compare with:

Financials

ARDXHPQHPEIBMCSCOAAPLMedian
NameArdelyx HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price5.7423.2624.49305.0978.16273.4051.32
Mkt Cap1.421.932.6284.9309.24,074.4158.8
Rev LTM39855,29534,29665,40257,696408,62556,496
Op Inc LTM-383,6241,64411,54412,991130,2147,584
FCF LTM-552,80062711,85412,73396,1847,327
FCF 3Y Avg-622,9781,40011,75313,879100,5037,366
CFO LTM-543,6972,91913,48313,744108,5658,590
CFO 3Y Avg-613,6723,89613,49814,736111,5598,697

Growth & Margins

ARDXHPQHPEIBMCSCOAAPLMedian
NameArdelyx HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM58.1%3.2%13.8%4.5%8.9%6.0%7.4%
Rev Chg 3Y Avg512.0%-3.9%6.5%2.6%3.7%1.8%3.2%
Rev Chg Q12.3%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM3.1%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM-9.5%6.6%4.8%17.7%22.5%31.9%12.1%
Op Mgn 3Y Avg-17.4%7.4%7.2%16.4%24.2%30.8%11.9%
QoQ Delta Op Mgn LTM0.9%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM-13.5%6.7%8.5%20.6%23.8%26.6%14.6%
CFO/Rev 3Y Avg-29.4%6.8%12.7%21.4%26.1%28.4%17.1%
FCF/Rev LTM-13.9%5.1%1.8%18.1%22.1%23.5%11.6%
FCF/Rev 3Y Avg-29.7%5.5%4.6%18.6%24.6%25.6%12.1%

Valuation

ARDXHPQHPEIBMCSCOAAPLMedian
NameArdelyx HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap1.421.932.6284.9309.24,074.4158.8
P/S3.50.41.04.45.410.03.9
P/EBIT-48.16.819.925.122.531.321.2
P/E-24.68.6572.736.029.941.033.0
P/CFO-25.95.911.221.122.537.516.2
Total Yield-4.1%14.1%2.3%5.0%5.4%2.8%3.9%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg-5.2%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.10.50.70.20.10.00.2
Net D/E-0.00.30.60.20.00.00.1

Returns

ARDXHPQHPEIBMCSCOAAPLMedian
NameArdelyx HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn-3.2%-1.8%14.4%0.6%2.7%-1.5%-0.4%
3M Rtn3.6%-11.9%2.7%7.9%17.0%7.1%5.4%
6M Rtn55.6%-4.0%34.5%6.6%15.2%36.3%24.9%
12M Rtn19.3%-27.3%14.2%39.2%33.7%6.0%16.7%
3Y Rtn140.2%-3.8%67.7%139.0%79.5%113.4%96.5%
1M Excs Rtn-2.1%-5.6%12.9%-2.2%-0.0%-3.7%-2.1%
3M Excs Rtn-0.7%-16.2%-1.7%3.6%12.7%2.8%1.1%
6M Excs Rtn43.3%-16.3%22.3%-5.7%3.0%24.0%12.6%
12M Excs Rtn9.3%-42.9%-0.7%25.0%19.9%-8.4%4.3%
3Y Excs Rtn125.6%-83.5%-11.2%59.6%-1.2%28.4%13.6%

FDA Approved Drugs Data

Expand for More
Post-Approval Fwd Returns
FDA
App #
Brand
Name
Generic
Name
Dosage
Form
FDA
Approval
3M
Rtn
6M
Rtn
1Y
Rtn
2Y
Rtn
Total
Rtn
NDA213931  XPHOZAHtenapanor hydrochloridetablet10172023154.5%94.5%69.6%46.4%66.4%
NDA211801  IBSRELAtenapanor hydrochloridetablet912201913.9%-16.7%-6.2%-78.3%-8.6%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Product sales, net8316   
Other revenues42    
Collaborative development revenue 0450
Licensing revenue 35514
Product supply revenue 2120
Total124521085


Price Behavior

Price Behavior
Market Price$5.74 
Market Cap ($ Bil)1.4 
First Trading Date06/19/2014 
Distance from 52W High-14.1% 
   50 Days200 Days
DMA Price$5.65$5.06
DMA Trendindeterminateindeterminate
Distance from DMA1.5%13.5%
 3M1YR
Volatility60.7%66.6%
Downside Capture181.88112.79
Upside Capture162.76114.02
Correlation (SPY)23.3%18.8%
ARDX Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta2.121.341.251.060.671.15
Up Beta-1.480.250.550.360.101.00
Down Beta2.111.601.150.860.750.95
Up Capture498%172%101%209%115%333%
Bmk +ve Days12253873141426
Stock +ve Days9172663119368
Down Capture198%130%168%92%111%105%
Bmk -ve Days7162452107323
Stock -ve Days10223357121366

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of ARDX With Other Asset Classes (Last 1Y)
 ARDXSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return19.1%15.1%17.8%72.1%8.6%4.4%-8.3%
Annualized Volatility66.5%17.2%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.530.650.722.700.340.09-0.08
Correlation With Other Assets 18.2%18.6%-1.8%11.2%19.6%8.9%

ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of ARDX With Other Asset Classes (Last 5Y)
 ARDXSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-4.1%8.4%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility88.6%14.5%17.1%15.5%18.7%18.9%48.7%
Sharpe Ratio0.420.400.700.970.500.160.57
Correlation With Other Assets 18.7%22.0%0.9%1.0%17.3%13.4%

ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of ARDX With Other Asset Classes (Last 10Y)
 ARDXSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-11.5%9.9%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility84.8%16.6%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.270.490.710.860.320.220.90
Correlation With Other Assets 24.8%25.6%0.6%5.9%19.0%11.8%

ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity20,664,408
Short Interest: % Change Since 113020252.8%
Average Daily Volume2,774,197
Days-to-Cover Short Interest7.45
Basic Shares Quantity241,908,407
Short % of Basic Shares8.5%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/30/202521.0%12.8%10.6%
8/4/202516.9%23.0%48.3%
5/1/2025-24.5%-33.5%-29.6%
1/13/202516.0%-1.2%8.9%
10/31/20243.7%8.7%-5.6%
8/1/202410.0%6.7%12.4%
5/2/202428.4%18.7%1.9%
2/22/2024-1.6%5.7%-12.7%
...
SUMMARY STATS   
# Positive131415
# Negative876
Median Positive6.4%8.9%13.5%
Median Negative-4.4%-14.2%-12.3%
Max Positive28.4%26.0%48.3%
Max Negative-24.5%-33.5%-29.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
93020251030202510-Q 9/30/2025
6302025804202510-Q 6/30/2025
3312025501202510-Q 3/31/2025
12312024220202510-K 12/31/2024
93020241031202410-Q 9/30/2024
6302024801202410-Q 6/30/2024
3312024502202410-Q 3/31/2024
12312023222202410-K 12/31/2023
93020231031202310-Q 9/30/2023
6302023802202310-Q 6/30/2023
3312023503202310-Q 3/31/2023
12312022302202310-K 12/31/2022
93020221103202210-Q 9/30/2022
6302022804202210-Q 6/30/2022
3312022505202210-Q 3/31/2022
12312021228202210-K 12/31/2021