Biotechnology
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Side-by-side financial analysisStock Comparison
GLUE vs ARVN
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
GLUE vs ARVN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Biotechnology | Biotechnology |
| Market Cap | $1.11B | $457M |
| Revenue (TTM) | $43M | $89M |
| Net Income (TTM) | $-130M | $-221M |
| Gross Margin | 95.3% | 97.4% |
| Operating Margin | -345.2% | -279.3% |
| Total Debt | $39M | $9M |
| Cash & Equiv. | $130M | $143M |
GLUE vs ARVN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | Jun 26 | Return |
|---|---|---|---|
| Monte Rosa Therapeu… (GLUE) | 100 | 75.3 | -24.7% |
| Arvinas, Inc. (ARVN) | 100 | 9.2 | -90.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GLUE vs ARVN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GLUE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 63.5%, EPS growth 53.1%
- -19.3% 10Y total return vs ARVN's -55.8%
- 63.5% revenue growth vs ARVN's -0.3%
ARVN is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.16
- Lower volatility, beta 1.16, Low D/E 2.1%, current ratio 4.92x
- Beta 1.16, current ratio 4.92x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 63.5% revenue growth vs ARVN's -0.3% | |
| Quality / Margins | -247.5% margin vs GLUE's -302.7% | |
| Stability / Safety | Beta 1.16 vs GLUE's 1.30, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +238.6% vs ARVN's -7.6% | |
| Efficiency (ROA) | -25.9% ROA vs ARVN's -28.4%, ROIC -44.2% vs -22.4% |
GLUE vs ARVN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
GLUE vs ARVN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ARVN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ARVN is the larger business by revenue, generating $89M annually — 2.1x GLUE's $43M. Profitability is closely matched — net margins range from -2.5% (ARVN) to -3.0% (GLUE). On growth, ARVN holds the edge at -91.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $43M | $89M |
| EBITDAEarnings before interest/tax | -$140M | -$245M |
| Net IncomeAfter-tax profit | -$130M | -$221M |
| Free Cash FlowCash after capex | -$20M | -$257M |
| Gross MarginGross profit ÷ Revenue | +95.3% | +97.4% |
| Operating MarginEBIT ÷ Revenue | -3.5% | -2.8% |
| Net MarginNet income ÷ Revenue | -3.0% | -2.5% |
| FCF MarginFCF ÷ Revenue | -45.8% | -2.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -95.0% | -91.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.2% | -178.9% |
Valuation Metrics
ARVN leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.1B | $457M |
| Enterprise ValueMkt cap + debt − cash | $1.0B | $323M |
| Trailing P/EPrice ÷ TTM EPS | -37.17x | -5.54x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 9.00x | 1.74x |
| Price / BookPrice ÷ Book value/share | 6.10x | 1.06x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
ARVN leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
GLUE delivers a -41.0% return on equity — every $100 of shareholder capital generates $-41 in annual profit, vs $-44 for ARVN. ARVN carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to GLUE's 0.17x. On the Piotroski fundamental quality scale (0–9), GLUE scores 6/9 vs ARVN's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -41.0% | -44.4% |
| ROA (TTM)Return on assets | -25.9% | -28.4% |
| ROICReturn on invested capital | -44.2% | -22.4% |
| ROCEReturn on capital employed | -16.3% | -16.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.17x | 0.02x |
| Net DebtTotal debt minus cash | -$91M | -$134M |
| Cash & Equiv.Liquid assets | $130M | $143M |
| Total DebtShort + long-term debt | $39M | $9M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
GLUE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GLUE five years ago would be worth $8,074 today (with dividends reinvested), compared to $868 for ARVN. Over the past 12 months, GLUE leads with a +238.6% total return vs ARVN's -7.6%. The 3-year compound annual growth rate (CAGR) favors GLUE at 35.7% vs ARVN's -37.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +11.7% | -38.2% |
| 1-Year ReturnPast 12 months | +238.6% | -7.6% |
| 3-Year ReturnCumulative with dividends | +149.6% | -75.4% |
| 5-Year ReturnCumulative with dividends | -19.3% | -91.3% |
| 10-Year ReturnCumulative with dividends | -19.3% | -55.8% |
| CAGR (3Y)Annualised 3-year return | +35.7% | -37.3% |
Risk & Volatility
Evenly matched — GLUE and ARVN each lead in 1 of 2 comparable metrics.
Risk & Volatility
ARVN is the less volatile stock with a 1.16 beta — it tends to amplify market swings less than GLUE's 1.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GLUE currently trades 66.4% from its 52-week high vs ARVN's 48.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.30x | 1.16x |
| 52-Week HighHighest price in past year | $25.77 | $14.51 |
| 52-Week LowLowest price in past year | $4.12 | $6.06 |
| % of 52W HighCurrent price vs 52-week peak | +66.4% | +48.9% |
| RSI (14)Momentum oscillator 0–100 | 36.4 | 21.3 |
| Avg Volume (50D)Average daily shares traded | 818K | 802K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates GLUE as "Buy" and ARVN as "Buy". Consensus price targets imply 108.0% upside for ARVN (target: $15) vs 85.7% for GLUE (target: $32).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $31.75 | $14.75 |
| # AnalystsCovering analysts | 9 | 26 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +20.1% |
ARVN leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). GLUE leads in 1 (Total Returns). 1 tied.
GLUE vs ARVN: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is GLUE or ARVN a better buy right now?
For growth investors, Monte Rosa Therapeutics, Inc.
(GLUE) is the stronger pick with 63. 5% revenue growth year-over-year, versus -0. 3% for Arvinas, Inc. (ARVN). Analysts rate Monte Rosa Therapeutics, Inc. (GLUE) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — GLUE or ARVN?
Over the past 5 years, Monte Rosa Therapeutics, Inc.
(GLUE) delivered a total return of -19. 3%, compared to -91. 3% for Arvinas, Inc. (ARVN). Over 10 years, the gap is even starker: GLUE returned -19. 3% versus ARVN's -55. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — GLUE or ARVN?
By beta (market sensitivity over 5 years), Arvinas, Inc.
(ARVN) is the lower-risk stock at 1. 16β versus Monte Rosa Therapeutics, Inc. 's 1. 30β — meaning GLUE is approximately 12% more volatile than ARVN relative to the S&P 500. On balance sheet safety, Arvinas, Inc. (ARVN) carries a lower debt/equity ratio of 2% versus 17% for Monte Rosa Therapeutics, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — GLUE or ARVN?
By revenue growth (latest reported year), Monte Rosa Therapeutics, Inc.
(GLUE) is pulling ahead at 63. 5% versus -0. 3% for Arvinas, Inc. (ARVN). On earnings-per-share growth, the picture is similar: Arvinas, Inc. grew EPS 53. 8% year-over-year, compared to 53. 1% for Monte Rosa Therapeutics, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — GLUE or ARVN?
Arvinas, Inc.
(ARVN) is the more profitable company, earning -30. 8% net margin versus -31. 2% for Monte Rosa Therapeutics, Inc. — meaning it keeps -30. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ARVN leads at -43. 8% versus -43. 8% for GLUE. At the gross margin level — before operating expenses — ARVN leads at 98. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — GLUE or ARVN?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is GLUE or ARVN better for a retirement portfolio?
For long-horizon retirement investors, Arvinas, Inc.
(ARVN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 16)). Both have compounded well over 10 years (ARVN: -55. 8%, GLUE: -19. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between GLUE and ARVN?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GLUE is a small-cap high-growth stock; ARVN is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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