Comprehensive Stock Comparison
Compare Ultragenyx Pharmaceutical Inc. (RARE) vs Agios Pharmaceuticals, Inc. (AGIO) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | AGIO | 48.0% revenue growth vs RARE's 29.0% |
| Quality / Margins | RARE | -91.9% net margin vs AGIO's -9.0% |
| Stability / Safety | AGIO | Beta 0.91 vs RARE's 0.95, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | AGIO | -14.9% vs RARE's -45.5% |
| Efficiency (ROA) | AGIO | -29.0% ROA vs RARE's -48.7%, ROIC -26.6% vs -343.7% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Ultragenyx Pharmaceutical is a biopharmaceutical company that develops and commercializes treatments for rare and ultra-rare genetic diseases. It generates revenue primarily from sales of its approved therapies—including Crysvita for X-linked hypophosphatemia, Mepsevii for Mucopolysaccharidosis VII, and Dojolvi for fatty acid oxidation disorders—supplemented by milestone payments from partnerships. The company's competitive advantage lies in its specialized focus on niche genetic disorders where it can establish orphan drug exclusivity and build deep expertise in complex disease biology.
Agios Pharmaceuticals is a biopharmaceutical company focused on developing treatments for rare genetic diseases related to cellular metabolism. It generates revenue primarily from sales of its lead drug PYRUKYND for pyruvate kinase deficiency — with additional income from research collaborations and milestone payments — while advancing a pipeline of other metabolic therapies. The company's competitive advantage lies in its deep expertise in cellular metabolism science and proprietary platform for targeting metabolic pathways in rare diseases.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
AGIO leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). RARE leads in 1 (Financial Metrics).
Financial Metrics (TTM)
RARE is the larger business by revenue, generating $631M annually — 14.1x AGIO's $45M. Profitability is closely matched — net margins range from -91.9% (RARE) to -9.0% (AGIO). On growth, AGIO holds the edge at +43.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | RAREUltragenyx Pharma… | AGIOAgios Pharmaceuti… |
|---|---|---|
| RevenueTrailing 12 months | $631M | $45M |
| EBITDAEarnings before interest/tax | -$509M | -$470M |
| Net IncomeAfter-tax profit | -$580M | -$401M |
| Free Cash FlowCash after capex | -$451M | -$414M |
| Gross MarginGross profit ÷ Revenue | +84.7% | +84.4% |
| Operating MarginEBIT ÷ Revenue | -86.3% | -10.6% |
| Net MarginNet income ÷ Revenue | -91.9% | -9.0% |
| FCF MarginFCF ÷ Revenue | -71.6% | -9.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +14.7% | +43.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -29.3% | -111.0% |
Valuation Metrics
| Metric | RAREUltragenyx Pharma… | AGIOAgios Pharmaceuti… |
|---|---|---|
| Market CapShares × price | $2.3B | $2.25T |
| Enterprise ValueMkt cap + debt − cash | $2.1B | $2.25T |
| Trailing P/EPrice ÷ TTM EPS | -3.72x | -4.25x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 4.03x | 9999.00x |
| Price / BookPrice ÷ Book value/share | 8.07x | 1.47x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
AGIO delivers a -31.2% return on equity — every $100 of shareholder capital generates $-31 in annual profit, vs $-36 for RARE. AGIO carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to RARE's 0.15x. On the Piotroski fundamental quality scale (0–9), RARE scores 4/9 vs AGIO's 3/9, reflecting mixed financial health.
| Metric | RAREUltragenyx Pharma… | AGIOAgios Pharmaceuti… |
|---|---|---|
| ROE (TTM)Return on equity | -35.9% | -31.2% |
| ROA (TTM)Return on assets | -48.7% | -29.0% |
| ROICReturn on invested capital | -3.4% | -26.6% |
| ROCEReturn on capital employed | -45.2% | -33.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 3 |
| Debt / EquityFinancial leverage | 0.15x | 0.03x |
| Net DebtTotal debt minus cash | -$133M | -$49M |
| Cash & Equiv.Liquid assets | $174M | $89M |
| Total DebtShort + long-term debt | $40M | $40M |
| Interest CoverageEBIT ÷ Interest expense | -8.93x | — |
Total Returns (with DRIP)
A $10,000 investment in AGIO five years ago would be worth $6,363 today (with dividends reinvested), compared to $1,642 for RARE. Over the past 12 months, AGIO leads with a -14.9% total return vs RARE's -45.5%. The 3-year compound annual growth rate (CAGR) favors AGIO at 6.1% vs RARE's -19.3% — a key indicator of consistent wealth creation.
| Metric | RAREUltragenyx Pharma… | AGIOAgios Pharmaceuti… |
|---|---|---|
| YTD ReturnYear-to-date | -0.9% | +11.2% |
| 1-Year ReturnPast 12 months | -45.5% | -14.9% |
| 3-Year ReturnCumulative with dividends | -47.4% | +19.4% |
| 5-Year ReturnCumulative with dividends | -83.6% | -36.4% |
| 10-Year ReturnCumulative with dividends | -61.6% | -21.2% |
| CAGR (3Y)Annualised 3-year return | -19.3% | +6.1% |
Risk & Volatility
AGIO is the less volatile stock with a 0.91 beta — it tends to amplify market swings less than RARE's 0.95 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AGIO currently trades 65.7% from its 52-week high vs RARE's 54.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | RAREUltragenyx Pharma… | AGIOAgios Pharmaceuti… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.95x | 0.91x |
| 52-Week HighHighest price in past year | $43.22 | $46.00 |
| 52-Week LowLowest price in past year | $18.41 | $22.24 |
| % of 52W HighCurrent price vs 52-week peak | +54.1% | +65.7% |
| RSI (14)Momentum oscillator 0–100 | 47.0 | 62.3 |
| Avg Volume (50D)Average daily shares traded | 2.8M | 948K |
Analyst Outlook
Wall Street rates RARE as "Buy" and AGIO as "Buy". Consensus price targets imply 108.6% upside for RARE (target: $49) vs 37.3% for AGIO (target: $42).
| Metric | RAREUltragenyx Pharma… | AGIOAgios Pharmaceuti… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $48.78 | $41.50 |
| # AnalystsCovering analysts | 33 | 29 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Ultragenyx Pharmace… (RARE) | 100 | 45.64 | -54.4% |
| Agios Pharmaceutica… (AGIO) | 100 | 81.74 | -18.3% |
Agios Pharmaceutica… (AGIO) returned -36% over 5 years vs Ultragenyx Pharmace… (RARE)'s -84%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Ultragenyx Pharmace… (RARE) | $133000.00 | $560M | +421125.6% |
| Agios Pharmaceutica… (AGIO) | $70M | $54M | -22.7% |
Agios Pharmaceuticals, Inc.'s revenue grew from $70M (2016) to $54M (2025) — a -2.8% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Ultragenyx Pharmace… (RARE) | -1848.7% | -101.6% | +94.5% |
| Agios Pharmaceutica… (AGIO) | -2.8% | -7.6% | -169.0% |
Agios Pharmaceuticals, Inc.'s net margin went from -3% (2016) to -8% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Ultragenyx Pharmace… (RARE) | -6.21 | -6.29 | -1.3% |
| Agios Pharmaceutica… (AGIO) | -5.07 | -7.12 | -40.4% |
Agios Pharmaceuticals, Inc.'s EPS grew from $-5.07 (2016) to $-7.12 (2025).
Chart 5Free Cash Flow — 5 Years
Ultragenyx Pharmaceutical Inc. generated $-422M FCF in 2024 (-2% vs 2021). Agios Pharmaceuticals, Inc. generated $-377M FCF in 2025 (+9% vs 2021).
RARE vs AGIO: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is RARE or AGIO a better buy right now?
Analysts rate Ultragenyx Pharmaceutical Inc. (RARE) a "Buy" — based on 33 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 — RARE or AGIO?
Over the past 5 years, Agios Pharmaceuticals, Inc. (AGIO) delivered a total return of -36.4%, compared to -83.6% for Ultragenyx Pharmaceutical Inc. (RARE). A $10,000 investment in AGIO five years ago would be worth approximately $6K today (assuming dividends reinvested). Over 10 years, the gap is even starker: AGIO returned -21.2% versus RARE's -61.6%. 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 — RARE or AGIO?
By beta (market sensitivity over 5 years), Agios Pharmaceuticals, Inc. (AGIO) is the lower-risk stock at 0.91β versus Ultragenyx Pharmaceutical Inc.'s 0.95β — meaning RARE is approximately 5% more volatile than AGIO relative to the S&P 500. On balance sheet safety, Agios Pharmaceuticals, Inc. (AGIO) carries a lower debt/equity ratio of 3% versus 15% for Ultragenyx Pharmaceutical Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — RARE or AGIO?
Ultragenyx Pharmaceutical Inc. (RARE) is the more profitable company, earning -101.6% net margin versus -764.0% for Agios Pharmaceuticals, Inc. — meaning it keeps -101.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RARE leads at -95.7% versus -873.9% for AGIO. At the gross margin level — before operating expenses — AGIO leads at 88.3%, 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.
05Which pays a better dividend — RARE or AGIO?
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.
06Is RARE or AGIO better for a retirement portfolio?
For long-horizon retirement investors, Agios Pharmaceuticals, Inc. (AGIO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.91)). Both have compounded well over 10 years (AGIO: -21.2%, RARE: -61.6%), 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.
07What are the main differences between RARE and AGIO?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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