Does Illumina Stock Lead the Pack?
With Illumina surging 25% in a Day, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how Illumina (ILMN) stock stacks up against its peers in size, valuation, growth and margin.
- ILMN’s operating margin of 19.2% is strong, higher than most peers though lower than A (21.3%).
- ILMN’s revenue growth of -3.3% in the last 12 months is negative, lagging TMO, A, BRKR, TXG but outpacing PACB.
- ILMN’s stock is down 14.3% in last 1 year, and trades at a PE of 15.4; it underperformed TMO, A, PACB.
As a quick background, Illumina provides sequencing and array-based solutions for genetic and genomic analysis, supporting research and clinical markets worldwide through direct sales across multiple regions.
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| ILMN | TMO | A | BRKR | TXG | PACB | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 19.4 | 214.5 | 41.6 | 5.9 | 1.7 | 0.7 |
| Revenue ($ Bil) | 4.3 | 43.7 | 6.8 | 3.4 | 0.6 | 0.2 |
| PE Ratio | 15.4 | 32.6 | 34.1 | 74.2 | -20.0 | -1.3 |
| LTM Revenue Growth | -3.3% | 3.2% | 4.5% | 10.4% | 2.0% | -17.3% |
| LTM Operating Margin | 19.2% | 18.4% | 21.3% | 9.5% | -23.3% | -387.0% |
| LTM FCF Margin | 23.9% | 14.0% | 16.0% | 1.4% | 8.8% | -101.3% |
| 12M Market Return | -14.3% | 4.2% | 13.2% | -30.9% | -14.9% | 7.8% |
Why does this matter? ILMN just went up 24.8% in a day – 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 ILMN Stock to see if Illumina 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 ILMN Dip Buyer Analysis lens.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ILMN | -3.3% | -2.9% | -1.7% | 1.3% |
| TMO | 3.2% | 0.1% | -4.6% | 14.5% |
| A | 4.5% | -4.7% | -0.2% | 8.4% |
| BRKR | 10.4% | 13.6% | 17.1% | 4.7% |
| TXG | 2.0% | -1.3% | 19.8% | 5.3% |
| PACB | -17.3% | -23.2% | 56.3% | -1.7% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ILMN | 19.2% | 13.7% | -4.9% | 7.7% |
| TMO | 18.4% | 18.0% | 17.1% | 18.9% |
| A | 21.3% | 22.9% | 19.8% | 23.6% |
| BRKR | 9.5% | 11.3% | 16.5% | 18.3% |
| TXG | -23.3% | -31.9% | -33.0% | -32.5% |
| PACB | -387.0% | -188.7% | -154.8% | -237.6% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ILMN | 15.4 | -17.4 | -18.4 | -7.0 |
| TMO | 32.6 | 31.4 | 34.2 | 31.1 |
| A | 34.1 | 30.2 | 33.0 | 35.7 |
| BRKR | 74.2 | 77.2 | 25.2 | 34.2 |
| TXG | -20.0 | -9.5 | -25.7 | -25.0 |
| PACB | -1.3 | -1.6 | -8.1 | -5.8 |
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