ZY — Stock Film
STOCK FILMSCENE 1/11ZY · $2.43
Stock Expert AI presents
ZY
Zymergen Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Zymergen Inc. A quick introduction.

On the stock market since 2021, it operates in the world of raw materials. It has 502 employees. Now — the numbers.

on the stock market since 2021
502 employees
$0 market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $23.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

WHERE DOES THE MONEY COME FROM?
90%Research and Development Service Revenue, Customer Acceptance Clauses
Research and Development Service Revenue, Customer Acceptance Clauses 90%Research and Development Revenue, Performance Bonuses 10%
90% of all revenue comes from a single line: Research and Development Service Revenue, Customer Acceptance Clauses.

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

In the vault right now:
$0
DEBT: $44.0M
At this pace, that money lasts about 1.1 years.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

Every quarter, analysts set a profit bar.
How many of the last 5 did the company clear?
1 / 5
EXPECTATIONS MET OR BEATEN
1
Aug 2021
Nov 2021
Mar 2022
May 2022
Aug 2022
1 TIME IN THE LAST 5 QUARTERS
It misses the bar more often than not.
THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Heavy investment in the future10/10
WEAK SPOTS
The stock has lost its spark0/10
Each sale is made at a loss3/10
WORTH WATCHING

Profit per Sale: Right now the product sells for less than it costs to make; every sale deepens the loss.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 95% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/1
The product is selling

Sales run at $16.7M a year. A small number, but proof the product has real buyers.

1
THE RISKS · 1/3
Small sales, big loss

A loss of $361.8M against $16.7M in annual sales.

2
THE RISKS · 2/3
The cash has a countdown

At the current pace of spending, the cash lasts about 1.1 years. After that, the company needs to find new money.

3
THE RISKS · 3/3
Executives lean toward selling

Over the last 12 months, executives reported 34 sells against just 9 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

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

The takeaway: ZY is a high-risk stock — not yet profitable, and its future rides on its product catching on.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film