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Stocks I / Illumina, Inc.

URL:  https://boards.fool.com/assesment-of-illumina-33121008.aspx

Subject:  Assesment of illumina. Date:  7/13/2018  12:28 PM
Author:  MarkoKurs Number:  139 of 139

Hey,

Decided to take a look at illumina, please bear in mind this is the first time im doing anything like this, so i might be completely off base.


Illumina is a leading developer, manufacturer, and marketer of life science tools and integrated systems for large-scale analysis of genetic variation and function. These systems are enabling studies that were not even imaginable just a few years ago, and moving us closer to the realization of personalized medicine. With rapid advances in technology taking place, it is mission-critical to offer solutions that are not only innovative, but flexible, and scalable, with industry-leading support and service.

We strive to meet this challenge by placing a high value on collaborative interactions, rapid delivery of solutions, and meeting the needs of our customers.

Our customers include a broad range of academic, government, pharmaceutical, biotechnology, and other leading institutions around the globe.




Illumina

Reccomendation No

Total Product Service
Revenue growth >35%: 31% 28% 44%

Special Niche: Yes, Gene tech

Recurring Revenue: Yes, Consumables

High Gross Margin: 68.8% up from 61.5%

Dropping losses as % of revenue: Proffitable company

Increasing Gross Margin: Gross margin 68.8% up from 61.5%

Increasing Proffits: Yes, Gross proffit up 46%

Customer Aquisitions: ?

Improving Cash Flow: Yes, 59%

Dropping OPEX as % of revenue: Yes, OPEX remained relatively the same

Dollar-Based retention rate obver 100%: ?

High NPS: No, Estimated at 14

Founder Led: No

A lot of Cash and no debt: No, 1560 Cash, 1180 Total liability mostly long term debt

Low customer concentration (top three making up 40% of revenue): customers include a broad range of academic, government, pharmaceutical, biotechnology, and other leading institutions around the globe.


For me, it looks like a "Maybe" type of stock.

- MK
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