ILMN — Stock Film
STOCK FILMSCENE 1/11ILMN · $206
Stock Expert AI presents
ILMN
Illumina, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Illumina, Inc. What it actually does.

Provide advanced sequencing and array-based solutions for genetic and genomic analysis. Develop instruments and consumables essential for genetic analysis. Now — the numbers.

on the stock market since 2000
8,600 employees
$31B market value
WHERE DOES THE MONEY COME FROM?
92%Sequencing
SequencingMicroarray 8%
92% of all revenue comes from a single line: Sequencing.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$4.3B
The net profit left over:
$850M
Out of every $100 in sales, $20 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 20%

This is an established company with proven profits.

THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
36.7×

The market pays 36.7× for every dollar this company earns in a year — a price that already assumes things go well.

Against companies in its own sector, it looks cheaper than 44% of them.

Analysts' average target sits 2% above today's price.

What executives did with their own stock over the last 12 months:
48 buy150 sell

Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
94
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
45
weak

Clearly below the class average.

VALUATION
44
weak

Clearly below the class average.

GROWTH
82
very strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
89
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 50% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
A fat but narrowing margin

The net profit margin is 20% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
Sales are shrinking

Over the last 3 years, sales fell about 1% a year on average. Profit is holding up, but a shrinking business is a risk worth watching.

2
THE RISKS · 2/3
A rich price tag

The company’s market value is 37 times its annual profit. Even a small disappointment could hit the price hard.

3
THE RISKS · 3/3
Executives lean toward selling

Over the last 12 months, executives reported 150 sells against just 48 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
A+
87 / 100 · MoonshotScore

On our five-subject report card, ILMN sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: ILMN is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film