Stacking Up ANIP Against Its Peers – Is It Still a Buy?

ANIP: ANI Pharmaceuticals logo
ANIP
ANI Pharmaceuticals

Here is how ANI Pharmaceuticals (ANIP) stacks up against its peers in size, valuation, growth and margin.

  • ANIP’s operating margin of 1.5% is modest, lowest among peers; LLY has 43.0%.
  • ANIP’s revenue growth of 38.7% in the last 12 months is strong, outpacing LLY, JNJ, ZTS, JAZZ, NVS.
  • ANIP gained 48.6% in the past year and trades at a PE of -177.0, outperforming its peers.

As a quick background, ANI Pharmaceuticals provides development, manufacturing, and marketing of branded and generic prescription pharmaceuticals, specializing in controlled substances, oncology, hormones, steroids, injectables, and other formulations in the US and Canada.

  ANIP LLY JNJ ZTS JAZZ NVS
Market Cap ($ Bil) 1.8 637.3 430.6 69.3 7.2 242.0
Revenue ($ Bil) 0.7 53.3 90.6 9.4 4.1 55.2
PE Ratio -177.0 46.2 19.0 26.5 -17.8 17.7
LTM Revenue Growth 38.7% 36.8% 4.7% 5.3% 4.5% 12.9%
LTM Operating Margin 1.5% 43.0% 24.5% 37.5% 15.0% 30.2%
LTM FCF Margin 14.0% -0.1% 18.1% 23.6% 30.3% 30.5%
12M Market Return 48.6% -24.9% 14.5% -13.9% 5.4% 11.7%

Why does this matter? ANIP just went up 36.2% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell ANIP Stock to see if ANI Pharmaceuticals holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through ANIP Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2024 2023 2022
ANIP 38.7% 26.2% 53.9% 46.4%
LLY 36.8% 32.0% 19.6% 0.8%
JNJ 4.7% 4.3% 6.5% 1.6%
ZTS 5.3% 8.3% 5.7% 3.9%
JAZZ 4.5% 6.1% 4.8% 18.3%
NVS 12.9% 10.8% 7.4% -1.2%

Operating Margin Comparison

  LTM 2024 2023 2022
ANIP 1.5% 0.4% 10.2% -8.1%
LLY 43.0% 38.9% 31.6% 30.3%
JNJ 24.5% 24.9% 27.5% 26.3%
ZTS 37.5% 36.6% 35.9% 36.2%
JAZZ 15.0% 17.9% 15.6% 14.0%
NVS 30.2% 28.1% 20.9% 18.3%

PE Ratio Comparison

  LTM 2024 2023 2022
ANIP -177.0 -57.7 52.9 -13.7
LLY 46.2 65.7 100.1 52.8
JNJ 19.0 24.8 11.3 25.8
ZTS 26.5 29.8 38.8 32.5
JAZZ -17.8 13.6 18.8 -44.5
NVS 17.7 16.4 14.1 28.4

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.