Mesoblast Limited (MESO) vs Sarepta Therapeutics, Inc. (SRPT)

Mesoblast Limited and Sarepta Therapeutics, Inc. are both Biotechnology companies. Mesoblast Limited and Sarepta Therapeutics, Inc. are of similar size ($2.0B and $2.0B). Sarepta Therapeutics, Inc. grew revenue faster over the last twelve months: −20.4% against −26.5%. Sarepta Therapeutics, Inc. has the higher net margin (−6.93% vs −1,091.7%) and the lower return on invested capital (−5.64% vs 0.00%). Across the 18 metrics below, Sarepta Therapeutics, Inc. leads on 10 and Mesoblast Limited on 8.

Valuation

Metric MESO SRPT Biotechnology median
P/E n/m n/m 7.88
P/S 156.77 1.00 11.47
P/B 2.05 1.29 2.52
Price to free cash flow n/m 26.26 21.16
EV/EBITDA n/m n/m 0.74
EV/Sales 156.35 1.07 10.73
Earnings yield (7.41%) (7.73%) (28.84%)
Free cash flow yield (8.05%) 3.81% (23.03%)

Profitability

Metric MESO SRPT Biotechnology median
Gross margin (269.72%) 59.09% 65.16%
Operating margin (826.28%) (7.26%) 0.00%
Net margin (1,091.71%) (6.93%) 0.00%
Free cash flow margin 0.00% 3.80% 0.00%
Return on equity 0.00% (9.48%) (57.72%)
Return on assets 0.00% (3.98%) (49.22%)
Return on invested capital 0.00% (5.64%) 0.00%

Growth

Metric MESO SRPT Biotechnology median
Revenue growth (TTM) (26.54%) (20.44%) 5.64%
EPS growth (last fiscal year) 48.24% (404.70%) —
Revenue growth, 5-year CAGR 74.39% 32.41% 8.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric MESO SRPT Biotechnology median
Debt to equity 0.22 0.55 0.00
Current ratio 1.58 4.42 4.73
Net debt to EBITDA (0.67) 0.17 0.96

Dividend

Metric MESO SRPT Biotechnology median
Dividend yield — — 2.10%
Payout ratio 0.00 0.00 0.00

Size

Metric MESO SRPT Biotechnology median
Market cap 2.01b 1.97b 162.10m

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