ICON PLC (ICLR) vs Twist Bioscience Corporation (TWST)

ICON PLC and Twist Bioscience Corporation are both Diagnostics & Research companies. ICON PLC and Twist Bioscience Corporation are of similar size ($13.4B and $12.4B). Twist Bioscience Corporation has negative trailing earnings, so its P/E is not meaningful; ICON PLC trades at 257×. Twist Bioscience Corporation grew revenue faster over the last twelve months: 19.2% against 3.26%. ICON PLC has the higher net margin (0.51% vs −31.7%) and the higher return on invested capital (1.57% vs −30.8%). Across the 19 metrics below, ICON PLC leads on 11 and Twist Bioscience Corporation on 8.

Valuation

Metric ICLR TWST Diagnostics & Research median
P/E 257.44 n/m 33.95
P/S 1.60 26.49 4.87
P/B 1.41 25.66 3.12
Price to free cash flow 14.98 n/m 34.02
EV/EBITDA 23.55 n/m 25.20
EV/Sales 1.89 26.18 5.66
Earnings yield 0.39% (1.21%) (1.75%)
Free cash flow yield 6.67% (0.84%) (0.13%)

Profitability

Metric ICLR TWST Diagnostics & Research median
Gross margin 23.91% 51.97% 50.89%
Operating margin 3.57% (33.58%) (8.57%)
Net margin 0.51% (31.66%) (6.37%)
Free cash flow margin 10.66% (22.15%) 0.00%
Return on equity 0.45% (29.59%) (2.92%)
Return on assets 0.26% (20.78%) (6.71%)
Return on invested capital 1.57% (30.83%) 0.00%

Growth

Metric ICLR TWST Diagnostics & Research median
Revenue growth (TTM) 3.26% 19.19% 7.69%
EPS growth (last fiscal year) (69.57%) 63.89% —
Revenue growth, 5-year CAGR 24.15% 33.11% 7.40%
Net income growth, 5-year CAGR (7.15%) 0.00% 0.00%

Health

Metric ICLR TWST Diagnostics & Research median
Debt to equity 0.36 0.03 0.11
Current ratio 0.95 2.67 2.02
Net debt to EBITDA 3.34 1.95 0.78

Dividend

Metric ICLR TWST Diagnostics & Research median
Dividend yield — — 0.70%
Payout ratio 0.00 0.00 0.00

Size

Metric ICLR TWST Diagnostics & Research median
Market cap 13.42b 12.39b 2.56b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack