Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.36, read 2026-11-04
Ethical does not pass the values gate
Price6.62 USD
Fair value8.00
Ethical score70.0/100
Value readUndervaluedas of 5 Nov 2026
Our investment reviews on this name
2026-11-01Read Markup7.63-13.2% to today Markdown gives way to Markup after a 7% slide in 3 weeks
2026-10-11Read Markdown8.19-19.2% to today ✓Accumulation gives way to Markdown after a 40% rise in 4 weeks
2026-09-13Read Accumulation5.87+12.8% to today ✓Markup gives way to Accumulation with volume flow in agreement
2026-08-13Read Markup5.87+12.8% to today ✓Markdown gives way to Markup after a 20% rise in 6 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
SOPHiA Genetics SA holds its Distribution at $6.62. Consolidating, no directional conviction, held for 2 days.
As held on the ledger · 2026-11-05
Phase
Distribution · caution
Quantitative state
Consolidating, no directional conviction, held for 2 days
Price at the screen
$6.62
Valuation
N/A trailing · -10.48 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.96
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
38.66%
Below 33%
Interest-bearing debt is 38.7% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
51.95%
Below 49%
Money owed to the company is 51.9% of assets, above the 49% limit.
Fail
Revenue purity
2.42%
Below 5%
Only 2.4% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
SOPHiA Genetics's business is in a permissible area, but its interest-bearing debt is about 39% of the company, just over the ~33% line, so it does not pass on the financial screens. Its receivables are also high.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Today SOPH does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 5 Nov 2026: it trades at roughly a 13% discount to our $8.00 fair value, none competitive moat, 22.00% revenue growth.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. A 17.3% discount to the base estimate.
Where our models see it going: fair-value estimate $8.00, with a range of $7.00 to $9.00, dated to the 2026-11-05 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Why it stands out
A 22%-growth business trading at just -10.5x forward earnings, with a none competitive moat. That is a 13% discount to our $8.00 fair value: the market is pricing it cautiously while the fundamentals argue otherwise.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market; its business and earnings are exposed to Switzerland and to currency swings.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SOPH trades on NASDAQ (the company is based in Switzerland). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-01Markup · changed$7.63+8.1%Entry 10
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 8.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 27% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter.
2026-10-25Markdown$7.06+0.0%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 24% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter.
2026-10-18Markdown$7.06-13.8%Entry 8
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 13.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 8% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter.
2026-10-11Markdown · changed$8.19+0.0%Entry 7
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 8% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter.
2026-10-02Accumulation$8.19+39.5%Entry 6
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 39.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 8% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter. Since the last review it its composite score eased.
2026-09-13Accumulation · changed$5.87+0.0%Entry 5
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 8% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter.
2026-08-13Markup · changed$5.87+20.3%Entry 4
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 20.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 8% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8. Insiders have been net sellers over the past quarter.
2026-07-18Markdown$4.88+0.0%Entry 3
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 8% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 75%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (3 analysts) rates it strong buy, with a mean price target of $8.
2026-07-03Markdown$4.88+0.0%Entry 2
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markdown$4.88Entry 1
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.