Is Exact Sciences Stock Outperforming Its Rivals?
Exact Sciences stock has significantly outperformed its peers over the past year, but how does it truly measure up against innovators in the rapidly evolving diagnostics market? A closer look reveals improving operating margins and positive free cash flow, alongside solid revenue growth driven by key products, despite historical unprofitability. Its substantial market cap implies a more established profile, potentially facing different growth dynamics than rapidly scaling smaller players.
- EXAS’s -5.0% operating margin, highest among peers, highlights unique profitability challenges or substantial growth investments.
- EXAS’s 14.5% LTM revenue growth, outpacing SKIN/CTSO but lagging TNDM/NMTC, suggests varying market penetration or product lifecycle stages.
- EXAS’s 59.8% yearly gain, outperforming peers, despite a -16.5 PE, signals strong investor confidence in future growth prospects.
Here’s how Exact Sciences stacks up across size, valuation, and profitability versus key peers.
| EXAS | TNDM | SKIN | CTSO | NMTC | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 16.3 | 1.3 | 0.2 | 0.0 | 0.0 |
| Revenue ($ Bil) | 3.1 | 1.0 | 0.3 | 0.0 | 0.0 |
| PE Ratio | -16.5 | -6.2 | -13.9 | -4.1 | -5.7 |
| LTM Revenue Growth | 14.5% | 17.9% | -13.1% | 9.6% | 69.0% |
| LTM Operating Margin | -5.0% | -17.5% | -9.3% | -44.2% | -85.6% |
| LTM FCF Margin | 8.0% | -6.8% | 11.3% | -28.8% | -61.6% |
| 12M Market Return | 59.8% | -32.8% | -20.1% | -33.4% | -4.7% |
For more details on Exact Sciences, read Buy or Sell EXAS Stock. Below we compare EXAS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| EXAS | 14.5% | 10.4% | 19.9% | 17.9% |
| TNDM | 17.9% | 25.7% | -6.7% | 14.0% |
| SKIN | -13.1% | -16.0% | 8.8% | 40.7% |
| CTSO | 9.6% | 14.5% | 5.9% | -26.8% |
| NMTC | 69.0% | 76.9% | 1040.7% | -3.9% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| EXAS | -5.0% | -6.5% | -8.6% | -27.7% |
| TNDM | -17.5% | -10.5% | -31.2% | -11.6% |
| SKIN | -9.3% | -20.3% | -32.9% | -7.1% |
| CTSO | -44.2% | -47.2% | -102.8% | -107.4% |
| NMTC | -85.6% | -344.3% | -612.3% | -5860.2% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| EXAS | -16.5 | -10.1 | -65.3 | -14.0 |
| TNDM | -6.2 | -24.6 | -8.6 | -30.5 |
| SKIN | -13.9 | -6.8 | -4.1 | 30.4 |
| CTSO | -4.1 | -2.4 | -1.7 | -2.1 |
| NMTC | -5.7 | -1.8 | -2.4 | -1.9 |
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