AptarGroup, Inc. (ATR) vs Repligen Corporation (RGEN)

AptarGroup, Inc. and Repligen Corporation are both Medical Instruments & Supplies companies. Repligen Corporation is the larger, with a market value of $10.8B against $7.8B — 1.4× the size. AptarGroup, Inc. trades at the lower P/E: 22.1× against 253×. Repligen Corporation grew revenue faster over the last twelve months: 16.5% against 8.93%. AptarGroup, Inc. has the higher net margin (9.22% vs 5.29%) and the higher return on invested capital (7.82% vs 2.18%). Across the 22 metrics below, AptarGroup, Inc. leads on 14 and Repligen Corporation on 8.

Valuation

Metric ATR RGEN Medical Instruments & Supplies median
P/E 22.12 252.91 34.17
P/S 2.00 13.63 2.83
P/B 2.98 5.07 2.82
Price to free cash flow 25.06 175.18 25.69
EV/EBITDA 11.54 65.28 16.08
EV/Sales 2.30 13.39 3.06
Earnings yield 4.52% 0.40% (1.84%)
Free cash flow yield 3.99% 0.57% 0.17%

Profitability

Metric ATR RGEN Medical Instruments & Supplies median
Gross margin 36.07% 53.52% 54.62%
Operating margin 12.14% 8.23% 1.64%
Net margin 9.22% 5.29% 0.00%
Free cash flow margin 8.00% 14.06% 1.61%
Return on equity 13.52% 1.99% 0.00%
Return on assets 7.25% 1.42% 0.00%
Return on invested capital 7.82% 2.18% 0.00%

Growth

Metric ATR RGEN Medical Instruments & Supplies median
Revenue growth (TTM) 8.93% 16.49% 9.20%
EPS growth (last fiscal year) 6.51% 286.96% —
Revenue growth, 5-year CAGR 5.22% 15.05% 9.48%
Net income growth, 5-year CAGR 12.91% (3.99%) 0.00%

Health

Metric ATR RGEN Medical Instruments & Supplies median
Debt to equity 0.52 0.26 0.08
Current ratio 1.61 9.05 2.49
Net debt to EBITDA 1.36 (1.50) 0.83

Dividend

Metric ATR RGEN Medical Instruments & Supplies median
Dividend yield 1.37% — 0.99%
Payout ratio 0.40 0.00 0.00

Size

Metric ATR RGEN Medical Instruments & Supplies median
Market cap 7.84b 10.76b 938.39m

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