Geron Corporation (GERN) vs Lexicon Pharmaceuticals, Inc. (LXRX)

Geron Corporation and Lexicon Pharmaceuticals, Inc. are both Biotechnology companies. Geron Corporation and Lexicon Pharmaceuticals, Inc. are of similar size ($854.3M and $815.9M). Geron Corporation grew revenue faster over the last twelve months: 24.4% against −29.0%. Geron Corporation has the higher net margin (−33.1% vs −147.4%) and the higher return on invested capital (−89.9% vs −96.4%). Across the 18 metrics below, Geron Corporation leads on 12 and Lexicon Pharmaceuticals, Inc. on 6.

Valuation

Metric GERN LXRX Biotechnology median
P/E n/m n/m 7.88
P/S 4.13 19.00 11.47
P/B 3.87 4.51 2.52
Price to free cash flow n/m n/m 21.16
EV/EBITDA n/m n/m 0.74
EV/Sales 3.59 15.75 10.73
Earnings yield (8.37%) (8.48%) (28.84%)
Free cash flow yield (13.58%) (8.38%) (23.03%)

Profitability

Metric GERN LXRX Biotechnology median
Gross margin 93.51% 99.14% 65.16%
Operating margin (25.31%) (131.43%) 0.00%
Net margin (33.05%) (147.38%) 0.00%
Free cash flow margin (56.10%) (156.71%) 0.00%
Return on equity (28.28%) (40.21%) (57.72%)
Return on assets (12.59%) (25.70%) (49.22%)
Return on invested capital (89.85%) (96.36%) 0.00%

Growth

Metric GERN LXRX Biotechnology median
Revenue growth (TTM) 24.39% (29.03%) 5.64%
EPS growth (last fiscal year) 51.85% 77.78% —
Revenue growth, 5-year CAGR 273.49% 15.72% 8.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GERN LXRX Biotechnology median
Debt to equity 0.55 0.29 0.00
Current ratio 6.92 13.37 4.73
Net debt to EBITDA 3.28 0.91 0.96

Dividend

Metric GERN LXRX Biotechnology median
Dividend yield — — 2.10%
Payout ratio 0.00 0.00 0.00

Size

Metric GERN LXRX Biotechnology median
Market cap 815.94m 854.32m 162.10m

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