WallStSmart

BillionToOne, Inc. Class A Common Stock (BLLN) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target

BillionToOne, Inc. Class A Common Stock stock (BLLN) is currently trading at $74.08. BillionToOne, Inc. Class A Common Stock PE ratio is 542.86. BillionToOne, Inc. Class A Common Stock PS ratio (Price-to-Sales) is 11.45. Analyst consensus price target for BLLN is $119.57. WallStSmart rates BLLN as Sell.

  • BLLN PE ratio analysis and historical PE chart
  • BLLN PS ratio (Price-to-Sales) history and trend
  • BLLN intrinsic value — DCF, Graham Number, EPV models
  • BLLN stock price prediction 2025 2026 2027 2028 2029 2030
  • BLLN fair value vs current price
  • BLLN insider transactions and insider buying
  • Is BLLN undervalued or overvalued?
  • BillionToOne, Inc. Class A Common Stock financial analysis — revenue, earnings, cash flow
  • BLLN Piotroski F-Score and Altman Z-Score
  • BLLN analyst price target and Smart Rating
BLLN

BillionToOne, Inc.

NASDAQHEALTHCARE
$74.08
$5.51 (-6.92%)
52W$61.96
$138.70
Target$119.57+61.4%

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IV

BLLN Intrinsic Value Analysis for Value Investors

Benjamin Graham Formula · BillionToOne, Inc. Class A Common Stock (BLLN)

Margin of Safety
-8925.3%
Significantly Overvalued
BLLN Fair Value
$0.95
Graham Formula
Current Price
$74.08
$73.13 above fair value
Undervalued
Fair: $0.95
Overvalued
Price $74.08
Graham IV $0.95
Analyst $119.57

BLLN trades 8925% above its Graham fair value of $0.95, indicating the stock may be overvalued at current levels.

Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.

WallStSmart

Smart Analysis

BillionToOne, Inc. Class A Common Stock (BLLN) · 8 metrics scored

Smart Score

32
out of 100
Grade: F
Avoid
Investment Rating

Category Performance

WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.

Investment Thesis

Strong fundamentals in revenue growth. Concerns around return on equity and price/sales. Significant fundamental concerns warrant caution or avoidance.

BillionToOne, Inc. Class A Common Stock (BLLN) Key Strengths (2)

Avg Score: 8.5/10
Revenue GrowthGrowth
113.10%10/10

Revenue surging 113.10% year-over-year

Market CapQuality
$3.49B7/10

Mid-cap company balancing growth potential with stability

Supporting Valuation Data

BLLN Target Price
$119.57
46% Upside

BillionToOne, Inc. Class A Common Stock (BLLN) Areas to Watch (6)

Avg Score: 2.8/10
Return on EquityProfitability
2.30%1/10

Very low returns on shareholder equity

Price/SalesValuation
11.452/10

Very expensive at 11.4x annual revenue

Price/BookValuation
7.282/10

Very expensive at 7.3x book value

Profit MarginProfitability
0.96%2/10

Very thin margins, barely profitable

Operating MarginProfitability
10.80%4/10

Thin operating margins with cost pressures present

Institutional Own.Quality
32.36%6/10

Moderate institutional interest at 32.36%

Supporting Valuation Data

P/E Ratio
542.86
Overvalued
Trailing P/E
542.86
Overvalued
Price/Sales (TTM)
11.45
Premium
EV/Revenue
10.18
Premium

BillionToOne, Inc. Class A Common Stock (BLLN) Detailed Analysis Report

Overall Assessment

This company scores 32/100 in our Smart Analysis, earning a F grade. Out of 8 metrics analyzed, 2 register as strengths (avg 8.5/10) while 6 fall into concern territory (avg 2.8/10). The category breakdown reveals uneven performance, with some areas requiring attention.

The Bull Case

The strongest argument centers on Revenue Growth, Market Cap. Growth metrics are encouraging with Revenue Growth at 113.10%.

The Bear Case

The primary concerns are Return on Equity, Price/Sales, Price/Book. Some valuation metrics including Price/Sales (11.45), Price/Book (7.28) suggest expensive pricing. Profitability pressure is visible in Return on Equity at 2.30%, Operating Margin at 10.80%, Profit Margin at 0.96%.

Key Dynamics to Monitor

Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 2.30% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 113.10% strong but requiring continuation.

Risk Considerations

Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.

Bottom Line

Fundamental challenges outweigh strengths at current levels. Return on Equity and Price/Sales are the primary drags. Consider waiting for meaningful improvement before committing capital.

Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.

BLLN Price-to-Sales(PS) Ratio Chart

Historical valuation based on market cap ÷ trailing 12-month revenue

BLLN's Price-to-Sales ratio of 11.45x sits near its historical average of 11.88x (43th percentile), suggesting the market is pricing in steady-state growth. The current valuation is 19% below its historical high of 14.16x set in Mar 2026, and 10% above its historical low of 10.38x in Mar 2026. Over the past 12 months, the PS ratio has compressed from ~12.9x as trailing revenue scaled faster than the stock price.

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WallStSmart Analysis Synopsis

Data-driven financial summary for BillionToOne, Inc. Class A Common Stock (BLLN) · HEALTHCAREDIAGNOSTICS & RESEARCH

The Big Picture

BillionToOne, Inc. Class A Common Stock is in a high-growth phase, prioritizing rapid expansion over margins. Revenue reached 305M with 113% growth year-over-year. Profit margins are thin at 1.0%, typical for companies in this phase that are reinvesting heavily in growth.

Key Findings

Strong Revenue Growth

Revenue growing at 113% YoY, reaching 305M. This pace significantly outperforms most DIAGNOSTICS & RESEARCH peers.

Cash Flow Positive

Generating 9M in free cash flow and 11M in operating cash flow. Earnings are translating into actual cash generation.

Low Return on Equity

ROE of 2.3% suggests the company isn't efficiently converting equity into profits.

Thin Margins Despite Growth

Profit margin at 1.0% is thin. While this is common for high-growth companies, margins need to expand as growth naturally decelerates.

What to Watch Next

Margin expansion: can BillionToOne, Inc. Class A Common Stock push profit margins above 15% as the business scales?

Growth sustainability: can BillionToOne, Inc. Class A Common Stock maintain 113%+ revenue growth, or will competition slow it down?

Valuation compression risk at a P/E of 542.9x. Any growth miss could trigger a sharp correction.

Sector dynamics: monitor DIAGNOSTICS & RESEARCH industry trends, competitive moves, and regulatory changes that could impact BillionToOne, Inc. Class A Common Stock.

Bottom Line

BillionToOne, Inc. Class A Common Stock is a high-conviction growth story with revenue accelerating at 113% while profitability is still developing. For growth-oriented investors, the trajectory is compelling. For value investors, the thin 1.0% margins and premium valuation suggest patience until the unit economics mature further.

This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Insider Transactions

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About BillionToOne, Inc. Class A Common Stock(BLLN)

Exchange

NASDAQ

Sector

HEALTHCARE

Industry

DIAGNOSTICS & RESEARCH

Country

USA

BillionToOne, Inc., a precision diagnostics company, quantifies biology to create molecular diagnostics. The company is headquartered in Menlo Park, California.