BillionToOne, Inc. (BLLN): one to watch?

Business is fine and growing fast, but the crash was a real growth-deceleration warning, not a fluke — still pricey at 70x forward earnings.

👀 WATCH Fundamentals57/100

Fell 38% in 3 trading day(s) — now $93.39

Why BLLN dropped

BillionToOne actually beat and turned profitable in Q2 2026, but the stock cratered because it kept its full-year guidance unchanged, implying second-half revenue growth of just 29-38% versus 74% in the first half — plus one-time "true-up" revenue that inflated recent quarters dropped sharply.

Fwd P/E 70.2Op margin 5.0%Rev growth 64.4%Debt/equity 26.8%Analyst upside 30.0%

How this scored 57/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 8.3%

✅ Generates cash Free cash flow $12M

✅ Not drowning in debt Debt/equity 26.8% (limit 200%)

✅ Can pay its bills Current ratio 11.7 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 7/25

Operating margin 5.0% 2/9

Net profit margin 8.3% 3/8

Return on equity 10.7% 2/8

Growth Is it getting bigger, or dying? 19/25

Revenue growth 64.4% 9/9

Earnings growth unknown 2/8

Expected profit change 84.7% 8/8

Value Is it cheap right now? 6/25

Forward P/E 70.2 0/10

PEG ratio unknown 2/8

Analyst target upside 30.0% 4/7

Balance sheet Will it survive? 25/25

Debt / equity 26.8% 10/10

Current ratio 11.7 8/8

Free cash flow $12M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-10. Research only — not financial advice.