Is TARS Stock Still the Best Pick Among Its Peers?
Here is how Tarsus Pharmaceuticals (TARS) stacks up against its peers in size, valuation, growth and margin.
- TARS’s operating margin of -33.2% is negative, and lowest among peers; REGN has 27.0%.
- TARS’s revenue growth of 254.5% in the last 12 months is strong, outpacing VRTX, ARGX, REGN, ALNY, AMGN.
- TARS gained 112.6% in the past year and trades at a PE of -25.0, outperforming its peers.
As a quick background, Tarsus Pharmaceuticals provides development and commercialization of novel ophthalmic therapeutics, including Phase III treatment for blepharitis, and pipeline candidates for rosacea, Lyme prophylaxis, and malaria reduction.
| TARS | VRTX | ARGX | REGN | ALNY | AMGN | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 2.3 | 100.8 | 39.9 | 61.0 | 59.2 | 157.4 |
| Revenue ($ Bil) | 0.3 | 11.4 | 2.6 | 14.2 | 2.3 | 34.9 |
| PE Ratio | -25.0 | 27.7 | 37.5 | 13.7 | -219.7 | 23.8 |
| LTM Revenue Growth | 254.5% | 10.5% | 83.2% | 5.4% | 17.2% | 12.9% |
| LTM Operating Margin | -33.2% | -1.7% | 8.3% | 27.0% | -4.9% | 23.5% |
| LTM FCF Margin | -29.7% | 30.6% | – | 25.0% | -3.2% | 30.4% |
| 12M Market Return | 112.6% | -18.3% | 26.0% | -51.1% | 70.3% | -6.7% |
Why does this matter? TARS just went up 26.3% 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 TARS Stock to see if Tarsus Pharmaceuticals 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 TARS 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 | |
|---|---|---|---|---|
| TARS | 254.5% | 948.6% | -32.4% | -54.7% |
| VRTX | 10.5% | 11.7% | 10.5% | 17.9% |
| ARGX | 83.2% | 78.6% | 198.6% | -17.4% |
| REGN | 5.4% | 8.3% | 7.8% | -24.3% |
| ALNY | 17.2% | 23.0% | 76.2% | 22.9% |
| AMGN | 12.9% | 18.6% | 7.1% | 1.3% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| TARS | -33.2% | -65.9% | -820.5% | -242.9% |
| VRTX | -1.7% | -2.1% | 38.3% | 47.6% |
| ARGX | 8.3% | -0.8% | -34.3% | -176.2% |
| REGN | 27.0% | 28.1% | 30.9% | 38.9% |
| ALNY | -4.9% | -7.9% | -15.4% | -75.7% |
| AMGN | 23.5% | 21.7% | 28.0% | 36.3% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| TARS | -18.7 | -18.0 | -4.4 | -5.8 |
| VRTX | 31.4 | -193.9 | 29.0 | 22.3 |
| ARGX | 31.6 | 44.2 | -73.7 | -29.0 |
| REGN | 12.4 | 17.4 | 23.7 | 17.8 |
| ALNY | -156.8 | -108.0 | -54.3 | -25.6 |
| AMGN | 22.7 | 34.2 | 22.9 | 21.6 |
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.