Arvinas vs Schrodinger
ARVN and SDGR side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARVN and SDGR compare
Schrodinger is the larger company, worth 5.2 times as much as Arvinas ($2.4B against $452M).
Schrodinger grew revenue faster over the last twelve months (4.8% versus −15.0% for Arvinas).
Arvinas keeps more of each dollar of sales as profit, with a net margin of 2.9% compared with −22.0% at Schrodinger.
Schrodinger scores higher on the StockData Score (12 against 8 for Arvinas), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ARVN | SDGR |
|---|---|---|
| Size and price | ||
| Market cap | $452M | $2.4B |
| Share price | $6.91 | $31.52 |
| Change, 1 year | −38.2% | 72.3% |
| Change, 5 years | −91.7% | −22.7% |
| Beta (5Y) | 1.40 | 1.85 |
| Employees | 246 | 850 |
| StockData Score | ||
| Total score | 8 | 12 (better) |
| Valuation score | 1 (better) | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 3 | 3 |
| Health score | 3 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 43.2× | – |
| P/S | 1.4× (better) | 8.8× |
| P/B | 0.8× (better) | 7.8× |
| FCF yield | −46.2% | −5.0% (better) |
| Fair value | – | $17.66 |
| Margin of safety | – | −78.5% |
| Growth | ||
| Revenue growth (TTM) | −15.0% | 4.8% (better) |
| Revenue growth, 5Y average | 58.9% (better) | 18.8% |
| Profitability | ||
| Gross margin | – | 58.5% |
| Operating margin | −5.7% (better) | −49.6% |
| Net margin | 2.9% (better) | −22.0% |
| FCF margin | −65.9% | −43.4% (better) |
| Return on equity | 1.6% (better) | −19.0% |
| Financial health | ||
| Debt / equity | 0.00 (better) | 0.00 |
| Current ratio | 7.91 (better) | 2.75 |
| Altman Z-score | 0.68 | 3.20 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 86.0% | 86.5% |
| Held by insiders | 7.8% | 3.2% |
| Insider net buying, 12 months | −$1.2M (better) | −$3.4M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 9.5% | 13.5% |
Go deeper
- ARVN stock overview
- ARVN income statement
- ARVN valuation and score
- SDGR stock overview
- SDGR income statement
- SDGR valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.