ARGX Stock in Focus: Does It Outshine the Peer Group?
Here is how argenx (ARGX) stacks up against its peers in size, valuation, growth and margin.
- ARGX’s operating margin of 8.3% is modest, and lower than most peers – trailing VRTX (37.9%).
- ARGX’s revenue growth of 83.2% in the last 12 months is solid, outpacing VRTX, REGN, ALNY, AMGN, ONC.
- ARGX’s stock gained 30.5% over the past year with a PE of 38.6, though peers like ALNY, ONC delivered stronger returns.
| ARGX | VRTX | REGN | ALNY | AMGN | ONC | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 41.1 | 118.7 | 59.6 | 52.1 | 159.7 | 32.0 |
| Revenue ($ Bil) | 2.6 | 11.1 | 14.1 | 2.3 | 34.1 | 4.2 |
| PE Ratio | 38.6 | -120.1 | 13.3 | -193.2 | 26.9 | -81.5 |
| LTM Revenue Growth | 83.2% | 9.0% | 7.5% | 17.2% | 15.6% | 51.2% |
| LTM Operating Margin | 8.3% | 37.9% | 27.2% | -4.9% | 21.8% | -7.1% |
| LTM FCF Margin | – | -11.3% | 21.0% | -3.2% | 32.0% | -5.8% |
| 12M Market Return | 30.5% | -8.6% | -48.7% | 49.6% | -8.7% | 84.2% |
argenx biotechnology company developing therapies for autoimmune diseases, including efgartigimod for multiple conditions, and immunology innovations like cusatuzumab for hematological cancers and high-risk MDS.
Why does this matter? ARGX just went up 23.6% 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? Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through ARGX 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.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ARGX | 83.2% | 78.6% | 198.6% | -17.4% |
| VRTX | 9.0% | 11.7% | 10.5% | 17.9% |
| REGN | 7.5% | 8.3% | 7.8% | -24.3% |
| ALNY | 17.2% | 23.0% | 76.2% | 22.9% |
| AMGN | 15.6% | 18.6% | 7.1% | 1.3% |
| ONC | 51.2% | 55.0% | 73.7% | 20.4% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ARGX | 8.3% | -0.8% | -34.3% | -176.2% |
| VRTX | 37.9% | 39.9% | 43.6% | 48.9% |
| REGN | 27.2% | 28.1% | 30.9% | 38.9% |
| ALNY | -4.9% | -7.9% | -15.4% | -75.7% |
| AMGN | 21.8% | 21.7% | 28.0% | 36.3% |
| ONC | -7.1% | -14.9% | -49.1% | -126.4% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ARGX | 31.6 | 44.2 | -73.7 | -29.0 |
| VRTX | -125.9 | -193.9 | 29.0 | 22.3 |
| REGN | 12.5 | 17.4 | 23.7 | 17.8 |
| ALNY | -156.8 | -108.0 | -54.3 | -25.6 |
| AMGN | 28.3 | 34.2 | 22.9 | 21.6 |
| ONC | -74.2 | -30.2 | -21.4 | -11.3 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. 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.