Is PTHS or RGEN more undervalued in 2026?

CirclFi compares Pelthos Therapeutics Inc. (PTHS) and Repligen Corporation (RGEN) using 13 institutional-grade valuation models. PTHS has a Quality of Company score of 4.4/10 while RGEN scores 7.5/10.

Which is a better buy — PTHS or RGEN?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do PTHS and RGEN valuations compare?

PTHS at $26.47 and RGEN at $123.95 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

PTHS vs RGEN Valuation Comparison 2026 — Intrinsic Value Analysis

PTHS

Biological Products, (No Diagnostic Substances)

Pelthos Therapeutics Inc.

Quality

4.4

out of 10

Value Trap

LOW

Price

$26.47

Last close

Models

10/13

Active

RGEN

Biological Products, (No Diagnostic Substances)

Repligen Corporation

Quality

7.5

out of 10

Value Trap

SAFE

Price

$123.95

Last close

Models

13/13

Active

Model-by-Model Comparison

Model	Type	PTHS Fair Value	PTHS Upside	RGEN Fair Value	RGEN Upside
Bayesian DCF	Intrinsic	$9.93	-62.5%	$41.23	-66.7%
Earnings Power Value	Intrinsic	$16.77	-32.9%	$10.32	-91.7%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

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PTHS vs RGEN — Which Stock Is More Undervalued?

RGEN scores higher with a 7.5/10 quality rating vs PTHS's 4.4/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Pelthos Therapeutics Inc. (PTHS) and Repligen Corporation (RGEN) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

PTHS currently trades at $26.47 with a QOC of 4.4/10, while RGEN trades at $123.95 with a QOC of 7.5/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).