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Apellis Pharmaceuticals, Inc. (APLS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US03753U1060

CUSIP

03753U106

IPO Date

Nov 9, 2017

Highlights

Market Cap

$2.56B

EPS (TTM)

-$1.60

Total Revenue (TTM)

$609.04M

Gross Profit (TTM)

$511.08M

EBITDA (TTM)

-$95.69M

Year Range

$16.65 - $43.99

Target Price

$41.50

Short %

28.16%

Short Ratio

10.12

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Apellis Pharmaceuticals, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%December2025FebruaryMarchAprilMay
26.94%
119.14%
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Returns By Period

Apellis Pharmaceuticals, Inc. (APLS) returned -44.19% year-to-date (YTD) and -57.90% over the past 12 months.


APLS

YTD

-44.19%

1M

-4.76%

6M

-38.03%

1Y

-57.90%

5Y*

-10.82%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of APLS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-9.09%-13.31%-13.04%-12.16%-7.29%-44.19%
20245.73%-2.09%-5.15%-24.82%-11.18%-2.27%3.23%-1.77%-25.86%-5.48%24.47%-5.95%-46.69%
20231.97%24.18%0.73%26.49%2.90%6.12%-71.73%63.92%-9.88%27.92%10.71%11.12%15.76%
2022-14.83%5.61%19.47%-14.33%-4.78%9.10%24.46%7.52%12.87%-11.43%-17.46%3.56%9.37%
2021-22.60%8.81%-10.92%18.08%11.07%12.30%1.25%2.91%-49.95%-6.74%36.89%12.36%-17.34%
202034.26%-15.79%-22.62%27.92%-1.69%-3.06%-20.73%19.08%-2.14%5.73%47.77%21.34%86.81%
20196.14%8.21%28.71%1.59%1.41%26.13%10.22%4.19%-17.22%22.00%-8.54%13.91%132.15%
2018-23.50%10.42%20.62%9.05%-15.35%7.79%-16.36%5.22%-8.16%-21.32%9.65%-14.02%-39.22%
2017-1.50%57.02%54.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APLS is 3, meaning it’s performing worse than 97% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of APLS is 33
Overall Rank
The Sharpe Ratio Rank of APLS is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of APLS is 33
Sortino Ratio Rank
The Omega Ratio Rank of APLS is 44
Omega Ratio Rank
The Calmar Ratio Rank of APLS is 66
Calmar Ratio Rank
The Martin Ratio Rank of APLS is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Apellis Pharmaceuticals, Inc. (APLS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Apellis Pharmaceuticals, Inc. Sharpe ratio is -1.08. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Apellis Pharmaceuticals, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-1.08
0.48
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Apellis Pharmaceuticals, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-80.91%
-7.82%
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apellis Pharmaceuticals, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Apellis Pharmaceuticals, Inc. was 81.38%, occurring on Apr 22, 2025. The portfolio has not yet recovered.

The current Apellis Pharmaceuticals, Inc. drawdown is 80.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.38%Jun 14, 2023465Apr 22, 2025
-61.77%Apr 17, 2018134Oct 24, 2018216Sep 5, 2019350
-59.6%Feb 11, 202025Mar 17, 2020174Nov 20, 2020199
-55.99%Jul 6, 202183Oct 29, 2021357Apr 3, 2023440
-43.83%Jan 5, 201825Feb 9, 201822Mar 14, 201847

Volatility

Volatility Chart

The current Apellis Pharmaceuticals, Inc. volatility is 14.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
14.79%
11.21%
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Apellis Pharmaceuticals, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Apellis Pharmaceuticals, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 27.8% positive surprise.


-3.00-2.00-1.000.001.0020212022202320242025
-0.29
-0.54
Actual
Estimate

Valuation

The Valuation section provides an overview of how Apellis Pharmaceuticals, Inc. is priced in the market compared to other companies in the Biotechnology industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for APLS relative to other companies in the Biotechnology industry. Currently, APLS has a P/S ratio of 3.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for APLS in comparison with other companies in the Biotechnology industry. Currently, APLS has a P/B value of 11.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items