Repligen vs Twist Bioscience
RGEN and TWST side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How RGEN and TWST compare
Repligen and Twist Bioscience are about the same size, with market caps of $10.0B and $9.6B.
Twist Bioscience grew revenue faster over the last twelve months (19.2% versus 13.8% for Repligen).
Repligen keeps more of each dollar of sales as profit, with a net margin of −1.5% compared with −31.7% at Twist Bioscience.
Twist Bioscience scores higher on the StockData Score (13 against 7 for Repligen), 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 | RGEN | TWST |
|---|---|---|
| Size and price | ||
| Market cap | $10.0B | $9.6B |
| Share price | $176.94 | $152.78 |
| Change, 1 year | 19.2% | 374% |
| Change, 5 years | −33.7% | 12.4% |
| Beta (5Y) | 1.50 | 2.28 |
| Employees | 2,000 | 979 |
| StockData Score | ||
| Total score | 7 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 | 4 (better) |
| Performance score | 2 | 3 (better) |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 12.4× (better) | 22.2× |
| P/B | 4.8× (better) | 21.5× |
| EV/EBITDA | 94.9× | – |
| P/FCF | 93.6× | – |
| FCF yield | 1.1% (better) | −0.97% |
| Fair value | $79.82 | $34.30 |
| Margin of safety | −122% (better) | −345% |
| Growth | ||
| Revenue growth (TTM) | 13.8% | 19.2% (better) |
| Revenue growth, 5Y average | 15.0% | 33.1% (better) |
| Net income growth (TTM) | −779% | – |
| EPS growth, 5Y average | −5.0% | – |
| Profitability | ||
| Gross margin | 53.5% (better) | 52.0% |
| Operating margin | 2.3% (better) | −33.6% |
| Net margin | −1.5% (better) | −31.7% |
| FCF margin | 13.2% (better) | −21.6% |
| Return on equity | −0.57% (better) | −29.6% |
| Return on invested capital | 0.71% (better) | −45.5% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | 0.8× | – |
| Current ratio | 9.88 (better) | 2.67 |
| Altman Z-score | 8.14 | 22.67 (better) |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 117% | 122% |
| Held by insiders | 0.67% | 2.3% |
| Insider net buying, 12 months | −$14.2M (better) | −$126M |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 13.5% | 17.3% |
Go deeper
- RGEN stock overview
- RGEN income statement
- RGEN valuation and score
- TWST stock overview
- TWST income statement
- TWST valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.