TG Therapeutics, Inc. (TGTX) vs Twist Bioscience Corporation (TWST)

TG Therapeutics, Inc. and Twist Bioscience Corporation are both Biotechnology companies. TG Therapeutics, Inc. is the larger, with a market value of $8.9B against $7.9B — 1.1× the size. Twist Bioscience Corporation has negative trailing earnings, so its P/E is not meaningful; TG Therapeutics, Inc. trades at 19.1×. TG Therapeutics, Inc. grew revenue faster over the last twelve months: 76.1% against 19.2%. TG Therapeutics, Inc. has the higher net margin (55.2% vs −31.7%) and the higher return on invested capital (10.7% vs −30.8%). Across the 18 metrics below, TG Therapeutics, Inc. leads on 17 and Twist Bioscience Corporation on 1.

Valuation

Metric TGTX TWST Biotechnology median
P/E 19.11 n/m 10.26
P/S 10.30 17.60 9.18
P/B 13.64 17.05 2.05
Price to free cash flow 473.79 n/m 24.81
EV/EBITDA 62.00 n/m 0.65
EV/Sales 10.54 17.25 8.98
Earnings yield 5.23% (1.82%) (34.89%)
Free cash flow yield 0.21% (1.26%) (24.52%)

Profitability

Metric TGTX TWST Biotechnology median
Gross margin 82.37% 51.97% 65.16%
Operating margin 17.05% (33.58%) 0.00%
Net margin 55.22% (31.66%) 0.00%
Free cash flow margin 2.17% (22.15%) 0.00%
Return on equity 100.28% (29.59%) (50.12%)
Return on assets 37.70% (20.78%) (45.60%)
Return on invested capital 10.69% (30.83%) 0.00%

Growth

Metric TGTX TWST Biotechnology median
Revenue growth (TTM) 76.08% 19.19% 6.26%
EPS growth (last fiscal year) 1,746.67% 63.89% 29.88%
Revenue growth, 5-year CAGR 426.73% 33.11% 9.75%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TGTX TWST Biotechnology median
Debt to equity 1.23 0.03 0.00
Current ratio 4.27 2.67 4.89
Net debt to EBITDA 0.86 1.95 1.01

Dividend

Metric TGTX TWST Biotechnology median
Dividend yield — — 0.41%
Payout ratio — — —

Size

Metric TGTX TWST Biotechnology median
Market cap 8.87b 7.94b 172.11m

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