Ginkgo Bioworks vs Recursion Pharmaceuticals
DNA and RXRX side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DNA and RXRX compare
Recursion Pharmaceuticals is the larger company, worth 2.6 times as much as Ginkgo Bioworks ($1.7B against $647M).
Recursion Pharmaceuticals grew revenue faster over the last twelve months (56.2% versus −13.2% for Ginkgo Bioworks).
Ginkgo Bioworks keeps more of each dollar of sales as profit, with a net margin of −192% compared with −697% at Recursion Pharmaceuticals.
Ginkgo Bioworks scores higher on the StockData Score (9 against 8 for Recursion Pharmaceuticals), 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 | DNA | RXRX |
|---|---|---|
| Size and price | ||
| Market cap | $647M | $1.7B |
| Share price | $9.61 | $3.19 |
| Change, 1 year | 15.0% | −31.5% |
| Change, 5 years | −98.2% | −83.9% |
| Beta (5Y) | 2.73 | 2.65 |
| Employees | 485 | 50 |
| StockData Score | ||
| Total score | 9 (better) | 8 |
| Valuation score | 2 (better) | 1 |
| Growth score | 0 | 3 (better) |
| Performance score | 2 | 2 |
| Health score | 5 (better) | 2 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 4.9× (better) | 25.0× |
| P/B | 1.6× (better) | 1.9× |
| FCF yield | −26.8% | −18.3% (better) |
| Fair value | $9.67 | $3.14 |
| Margin of safety | 0.61% (better) | −1.5% |
| Growth | ||
| Revenue growth (TTM) | −13.2% | 56.2% (better) |
| Revenue growth, 5Y average | 17.3% | 79.9% (better) |
| Profitability | ||
| Gross margin | – | 29.2% |
| Operating margin | −205% (better) | −725% |
| Net margin | −192% (better) | −697% |
| FCF margin | −133% (better) | −458% |
| Return on equity | −52.7% | −48.7% (better) |
| Return on invested capital | −113% | −102% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.01 (better) |
| Interest coverage | – | −541.6× |
| Current ratio | 4.72 | 5.01 (better) |
| Altman Z-score | −9.15 | −0.36 (better) |
| Piotroski F-score | 3 | 3 |
| Dividends and buybacks | ||
| Buyback yield | – | −12.8% |
| Shareholder yield | 0.00% (better) | −12.8% |
| Ownership | ||
| Held by institutions | 53.7% | 67.6% |
| Held by insiders | – | 5.6% |
| Insider net buying, 12 months | −$5.0M (better) | −$7.4M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | – | 28.2% |
Go deeper
- DNA stock overview
- DNA income statement
- DNA valuation and score
- RXRX stock overview
- RXRX income statement
- RXRX valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.