SRPT Stock in Focus: Does It Outshine the Peer Group?

SRPT: Sarepta Therapeutics logo
SRPT
Sarepta Therapeutics

Here is how Sarepta Therapeutics (SRPT) stacks up against its peers in size, valuation, growth and margin.

  • SRPT’s operating margin of -0.0% is negative, but higher than most peers – though lower than ARGX (8.3%).
  • SRPT’s revenue growth of 64.9% in the last 12 months is strong, outpacing MRNA, IONS, ALNY but lagging ARWR, ARGX.
  • SRPT’s stock is down 85.3% in last 1 year, and trades at a PE of -34.1; it underperformed MRNA, ARWR, IONS, ALNY, ARGX.

As a quick background, Sarepta Therapeutics provides RNA-targeted therapeutics, gene therapies, and genetic modalities for rare diseases, developing exon-skipping treatments and collaborating with leading research and healthcare institutions.

  SRPT MRNA ARWR IONS ALNY ARGX
Market Cap ($ Bil) 2.0 10.8 2.8 6.7 59.4 39.9
Revenue ($ Bil) 2.5 3.1 0.6 0.7 2.3 2.6
PE Ratio -34.1 -3.7 -18.6 -14.7 -220.3 37.5
LTM Revenue Growth 64.9% -38.8% 2816.2% -7.6% 17.2% 83.2%
LTM Operating Margin -0.0% -107.1% -18.8% -65.9% -4.9% 8.3%
LTM FCF Margin -18.3% -114.6% -3.1% -78.5% -3.2%
12M Market Return -85.3% -69.0% -14.9% -10.8% 67.0% 25.3%

Why does this matter? SRPT just went up 51.5% 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 SRPT Stock to see if Sarepta Therapeutics 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 SRPT 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
SRPT 64.9% 53.0% 33.3% 32.9%
MRNA -38.8% -52.6% -64.2% 6.4%
ARWR 2816.2% -98.5% -1.0% 75.9%
IONS -7.6% -10.5% 34.1% -27.5%
ALNY 17.2% 23.0% 76.2% 22.9%
ARGX 83.2% 78.6% 198.6% -17.4%

Operating Margin Comparison

  LTM 2024 2023 2022
SRPT -0.0% 11.5% -21.5% -57.5%
MRNA -107.1% -123.3% -62.8% 49.9%
ARWR -18.8% -16927.1% -85.2% -73.4%
IONS -65.9% -67.4% -44.9% -69.8%
ALNY -4.9% -7.9% -15.4% -75.7%
ARGX 8.3% -0.8% -34.3% -176.2%

PE Ratio Comparison

  LTM 2024 2023 2022
SRPT -28.9 55.8 -16.6 -16.1
MRNA -3.7 -4.5 -8.1 8.5
ARWR -14.8 -3.8 -15.9 -24.3
IONS -13.7 -11.5 -19.8 -19.9
ALNY -156.8 -108.0 -54.3 -25.6
ARGX 31.6 44.2 -73.7 -29.0

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.