How Does Moderna Stock Compare With Peers?

MRNA: Moderna logo
MRNA
Moderna

With Moderna surging 6.7% 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 Moderna (MRNA) stock stacks up against its peers in size, valuation, growth and margin.

  • MRNA’s operating margin of -157.3% is negative, lowest among peers; CVAC has 41.1%.
  • MRNA’s revenue growth of -56.4% in the last 12 months is negative, lagging PFE, ALNY, SRPT, CVAC.
  • MRNA’s stock is down 38.2% in last 1 year, underperforming PFE, ALNY, CVAC, and currently trades at a PE of -3.3.

As a quick background, Moderna develops mRNA-based therapeutics and vaccines for infectious diseases, immuno-oncology, rare, cardiovascular, and auto-immune diseases, with 44 programs including 26 clinical trials across seven modalities.

A single stock can be risky, but there is a huge value to a broader, diversified approach. Strategic asset allocation and diversification help you stay invested. Did you know investors who panicked out of the S&P in 2020 lost significant upside that followed? Trefis High Quality Portfolio and Empirical Asset Management’s asset allocation approach are designed to reduce volatility so you can stay the course.

  MRNA PFE ALNY SRPT CVAC
Market Cap ($ Bil) 10.3 145.0 59.4 1.8 1.2
Revenue ($ Bil) 2.2 62.8 3.2 2.4 0.5
PE Ratio -3.3 14.8 1,363.7 -6.6 6.1
LTM Revenue Growth -56.4% 3.9% 53.2% 47.1% 675.2%
LTM Operating Margin -157.3% 24.6% 8.2% -3.6% 41.1%
LTM FCF Margin -120.9% 16.5% 6.9% -16.1% 38.4%
12M Market Return -38.2% 4.3% 61.5% -84.7% 89.2%

Why does this matter? MRNA just went up 11.2% in a week – 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 MRNA Stock to see if Moderna 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 MRNA Dip Buyer Analysis lens.

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Revenue Growth Comparison

  LTM 2024 2023 2022
MRNA -56.4% -52.6% -64.2% 6.4%
PFE 3.9% 6.8% -41.1% 24.5%
ALNY 53.2% 23.0% 76.2% 22.9%
SRPT 47.1% 53.0% 33.3% 32.9%
CVAC 675.2% 895.5% -20.3% -34.5%

Operating Margin Comparison

  LTM 2024 2023 2022
MRNA -157.3% -123.3% -62.8% 49.9%
PFE 24.6% 23.3% 7.1% 36.7%
ALNY 8.2% -7.9% -15.4% -75.7%
SRPT -3.6% 11.5% -21.5% -57.5%
CVAC 41.1% 33.2% -510.1% -370.0%

PE Ratio Comparison

  LTM 2024 2023 2022
MRNA -3.3 -4.5 -8.1 8.5
PFE 14.8 18.7 76.7 9.2
ALNY 1363.7 -108.0 -54.3 -25.6
SRPT -6.6 55.8 -16.6 -16.1
CVAC 6.1 4.7 -3.6 -4.6

While peer comparison is critical, 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.