Repligen Corporation (RGEN) vs Solventum Corporation (SOLV)

Repligen Corporation and Solventum Corporation are both Medical Instruments & Supplies companies. Solventum Corporation is the larger, with a market value of $15.1B against $10.8B — 1.4× the size. Solventum Corporation trades at the lower P/E: 10.9× against 253×. Repligen Corporation grew revenue faster over the last twelve months: 16.5% against −0.93%. Solventum Corporation has the higher net margin (17.3% vs 5.29%) and the higher return on invested capital (13.4% vs 2.18%). Across the 19 metrics below, Solventum Corporation leads on 12 and Repligen Corporation on 7.

Valuation

Metric RGEN SOLV Medical Instruments & Supplies median
P/E 252.91 10.89 34.17
P/S 13.63 1.86 2.83
P/B 5.07 3.22 2.82
Price to free cash flow 175.18 n/m 25.69
EV/EBITDA 65.28 7.88 16.08
EV/Sales 13.39 2.45 3.06
Earnings yield 0.40% 9.18% (1.84%)
Free cash flow yield 0.57% (0.76%) 0.17%

Profitability

Metric RGEN SOLV Medical Instruments & Supplies median
Gross margin 53.52% 54.68% 54.62%
Operating margin 8.23% 24.98% 1.64%
Net margin 5.29% 17.26% 0.00%
Free cash flow margin 14.06% (1.42%) 1.61%
Return on equity 1.99% 33.96% 0.00%
Return on assets 1.42% 9.78% 0.00%
Return on invested capital 2.18% 13.40% 0.00%

Growth

Metric RGEN SOLV Medical Instruments & Supplies median
Revenue growth (TTM) 16.49% (0.93%) 9.20%
EPS growth (last fiscal year) 286.96% 221.74% —
Revenue growth, 5-year CAGR 15.05% — 9.48%
Net income growth, 5-year CAGR (3.99%) — 0.00%

Health

Metric RGEN SOLV Medical Instruments & Supplies median
Debt to equity 0.26 1.10 0.08
Current ratio 9.05 1.02 2.49
Net debt to EBITDA (1.50) 1.56 0.83

Dividend

Metric RGEN SOLV Medical Instruments & Supplies median
Dividend yield — — 0.99%
Payout ratio 0.00 — 0.00

Size

Metric RGEN SOLV Medical Instruments & Supplies median
Market cap 10.76b 15.08b 938.39m

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