NewAmsterdam Pharma Company N.V. (NAMS) vs Recursion Pharmaceuticals, Inc. (RXRX)

NewAmsterdam Pharma Company N.V. and Recursion Pharmaceuticals, Inc. are both Biotechnology companies. NewAmsterdam Pharma Company N.V. and Recursion Pharmaceuticals, Inc. are of similar size ($2.3B and $2.2B). Recursion Pharmaceuticals, Inc. grew revenue faster over the last twelve months: 56.2% against −26.4%. Recursion Pharmaceuticals, Inc. has the higher net margin (−697.1% vs −789.9%) and the lower return on invested capital (−88.5% vs −23.1%). Across the 17 metrics below, NewAmsterdam Pharma Company N.V. leads on 9 and Recursion Pharmaceuticals, Inc. on 8.

Valuation

Metric NAMS RXRX Biotechnology median
P/E n/m n/m 10.26
P/S 91.08 27.93 9.18
P/B 3.75 2.10 2.05
Price to free cash flow n/m n/m 24.81
EV/EBITDA n/m n/m 0.65
EV/Sales 66.59 19.78 8.98
Earnings yield (8.88%) (25.62%) (34.89%)
Free cash flow yield (6.39%) (16.50%) (24.52%)

Profitability

Metric NAMS RXRX Biotechnology median
Gross margin 100.00% 29.21% 65.16%
Operating margin (900.07%) (725.44%) 0.00%
Net margin (789.94%) (697.13%) 0.00%
Free cash flow margin (581.64%) (460.89%) 0.00%
Return on equity (30.16%) (48.72%) (50.12%)
Return on assets (27.79%) (36.29%) (45.60%)
Return on invested capital (23.13%) (88.54%) 0.00%

Growth

Metric NAMS RXRX Biotechnology median
Revenue growth (TTM) (26.41%) 56.18% 6.26%
EPS growth (last fiscal year) 32.81% 14.79% 29.88%
Revenue growth, 5-year CAGR — 79.91% 9.75%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NAMS RXRX Biotechnology median
Debt to equity 0.00 0.00 0.00
Current ratio 11.76 5.01 4.89
Net debt to EBITDA 2.83 1.31 1.01

Dividend

Metric NAMS RXRX Biotechnology median
Dividend yield — — 0.41%
Payout ratio — — —

Size

Metric NAMS RXRX Biotechnology median
Market cap 2.26b 2.18b 172.11m

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