Biotechnology
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ANNX vs BEAM vs IMVT vs RARE
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
Biotechnology
Biotechnology
ANNX vs BEAM vs IMVT vs RARE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Biotechnology | Biotechnology | Biotechnology | Biotechnology |
| Market Cap | $604M | $3.23B | $5.53B | $2.57B |
| Revenue (TTM) | $0.00 | $132M | $0.00 | $669M |
| Net Income (TTM) | $-207M | $-65M | $-464M | $-609M |
| Gross Margin | — | -64.2% | — | 83.6% |
| Operating Margin | — | -281.0% | — | -83.9% |
| Total Debt | $29M | $294M | $98K | $1.28B |
| Cash & Equiv. | $49M | $295M | $714M | $434M |
ANNX vs BEAM vs IMVT vs RARE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 20 | May 26 | Return |
|---|---|---|---|
| Annexon, Inc. (ANNX) | 100 | 30.3 | -69.7% |
| Beam Therapeutics I… (BEAM) | 100 | 162.7 | +62.7% |
| Immunovant, Inc. (IMVT) | 100 | 120.4 | +20.4% |
| Ultragenyx Pharmace… (RARE) | 100 | 33.4 | -66.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ANNX vs BEAM vs IMVT vs RARE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ANNX is the clearest fit if your priority is income & stability.
- Dividend streak 1 yrs, beta 2.25
- +226.6% vs RARE's -21.8%
BEAM carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 120.0%, EPS growth 82.3%, 3Y rev CAGR 31.9%
- 120.0% revenue growth vs ANNX's -77.7%
- -4.6% ROA vs ANNX's -72.2%, ROIC -31.1% vs -70.2%
IMVT is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 173.6% 10Y total return vs BEAM's 67.8%
- Lower volatility, beta 1.37, Low D/E 0.0%, current ratio 11.16x
- Beta 1.37, current ratio 11.16x
- 3.2% margin vs RARE's -91.0%
RARE lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 120.0% revenue growth vs ANNX's -77.7% | |
| Quality / Margins | 3.2% margin vs RARE's -91.0% | |
| Stability / Safety | Beta 1.37 vs ANNX's 2.25, lower leverage | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +226.6% vs RARE's -21.8% | |
| Efficiency (ROA) | -4.6% ROA vs ANNX's -72.2%, ROIC -31.1% vs -70.2% |
ANNX vs BEAM vs IMVT vs RARE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
ANNX vs BEAM vs IMVT vs RARE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
BEAM leads in 2 of 6 categories
IMVT leads 2 • RARE leads 1 • ANNX leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
RARE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
RARE and IMVT operate at a comparable scale, with $669M and $0 in trailing revenue. BEAM is the more profitable business, keeping -49.2% of every revenue dollar as net income compared to RARE's -91.0%. On growth, RARE holds the edge at -2.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $132M | $0 | $669M |
| EBITDAEarnings before interest/tax | -$216M | -$355M | -$487M | -$536M |
| Net IncomeAfter-tax profit | -$207M | -$65M | -$464M | -$609M |
| Free Cash FlowCash after capex | -$177M | -$384M | -$423M | -$487M |
| Gross MarginGross profit ÷ Revenue | — | -64.2% | — | +83.6% |
| Operating MarginEBIT ÷ Revenue | — | -2.8% | — | -83.9% |
| Net MarginNet income ÷ Revenue | — | -49.2% | — | -91.0% |
| FCF MarginFCF ÷ Revenue | — | -2.9% | — | -72.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | -100.0% | — | -2.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -48.0% | +26.6% | +19.7% | -17.2% |
Valuation Metrics
BEAM leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $604M | $3.2B | $5.5B | $2.6B |
| Enterprise ValueMkt cap + debt − cash | $583M | $3.2B | $4.8B | $3.4B |
| Trailing P/EPrice ÷ TTM EPS | -5.47x | -38.85x | -9.97x | -4.48x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | — | — | — | — |
| Price / SalesMarket cap ÷ Revenue | — | 23.14x | — | 3.82x |
| Price / BookPrice ÷ Book value/share | 2.59x | 2.51x | 5.83x | — |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
BEAM leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BEAM delivers a -5.9% return on equity — every $100 of shareholder capital generates $-6 in annual profit, vs $-6 for RARE. IMVT carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to BEAM's 0.24x. On the Piotroski fundamental quality scale (0–9), BEAM scores 4/9 vs IMVT's 2/9, reflecting mixed financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -92.3% | -5.9% | -47.1% | -6.1% |
| ROA (TTM)Return on assets | -72.2% | -4.6% | -44.1% | -45.8% |
| ROICReturn on invested capital | -70.2% | -31.1% | — | -89.4% |
| ROCEReturn on capital employed | -51.4% | -33.3% | -66.1% | -46.4% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 | 2 | 4 |
| Debt / EquityFinancial leverage | 0.10x | 0.24x | 0.00x | — |
| Net DebtTotal debt minus cash | -$21M | -$1M | -$714M | $842M |
| Cash & Equiv.Liquid assets | $49M | $295M | $714M | $434M |
| Total DebtShort + long-term debt | $29M | $294M | $98,000 | $1.3B |
| Interest CoverageEBIT ÷ Interest expense | — | 1.08x | — | -14.49x |
Total Returns (Dividends Reinvested)
IMVT leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IMVT five years ago would be worth $16,241 today (with dividends reinvested), compared to $2,281 for RARE. Over the past 12 months, ANNX leads with a +226.6% total return vs RARE's -21.8%. The 3-year compound annual growth rate (CAGR) favors IMVT at 12.1% vs RARE's -17.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +17.7% | +16.0% | +5.1% | +10.7% |
| 1-Year ReturnPast 12 months | +226.6% | +93.9% | +96.1% | -21.8% |
| 3-Year ReturnCumulative with dividends | +5.1% | -5.6% | +40.9% | -44.5% |
| 5-Year ReturnCumulative with dividends | -72.3% | -55.6% | +62.4% | -77.2% |
| 10-Year ReturnCumulative with dividends | -68.9% | +67.8% | +173.6% | -59.4% |
| CAGR (3Y)Annualised 3-year return | +1.7% | -1.9% | +12.1% | -17.8% |
Risk & Volatility
IMVT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
IMVT is the less volatile stock with a 1.37 beta — it tends to amplify market swings less than ANNX's 2.25 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IMVT currently trades 90.5% from its 52-week high vs RARE's 61.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.25x | 2.14x | 1.37x | 1.42x |
| 52-Week HighHighest price in past year | $7.18 | $36.44 | $30.09 | $42.37 |
| 52-Week LowLowest price in past year | $1.60 | $15.35 | $13.36 | $18.29 |
| % of 52W HighCurrent price vs 52-week peak | +76.9% | +86.4% | +90.5% | +61.7% |
| RSI (14)Momentum oscillator 0–100 | 45.8 | 60.9 | 60.2 | 66.6 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 2.0M | 1.4M | 1.8M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: ANNX as "Buy", BEAM as "Buy", IMVT as "Buy", RARE as "Buy". Consensus price targets imply 189.9% upside for ANNX (target: $16) vs 29.7% for BEAM (target: $41).
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $16.00 | $40.83 | $45.50 | $51.50 |
| # AnalystsCovering analysts | 10 | 27 | 23 | 33 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | 1 | — | — | 1 |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
BEAM leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). IMVT leads in 2 (Total Returns, Risk & Volatility).
ANNX vs BEAM vs IMVT vs RARE: Key Questions Answered
8 questions · data-driven answers · updated daily
01Is ANNX or BEAM or IMVT or RARE a better buy right now?
For growth investors, Beam Therapeutics Inc.
(BEAM) is the stronger pick with 120. 0% revenue growth year-over-year, versus 20. 1% for Ultragenyx Pharmaceutical Inc. (RARE). Analysts rate Annexon, Inc. (ANNX) a "Buy" — based on 10 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 — ANNX or BEAM or IMVT or RARE?
Over the past 5 years, Immunovant, Inc.
(IMVT) delivered a total return of +62. 4%, compared to -77. 2% for Ultragenyx Pharmaceutical Inc. (RARE). Over 10 years, the gap is even starker: IMVT returned +173. 6% versus ANNX's -68. 9%. 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 — ANNX or BEAM or IMVT or RARE?
By beta (market sensitivity over 5 years), Immunovant, Inc.
(IMVT) is the lower-risk stock at 1. 37β versus Annexon, Inc. 's 2. 25β — meaning ANNX is approximately 64% more volatile than IMVT relative to the S&P 500. On balance sheet safety, Immunovant, Inc. (IMVT) carries a lower debt/equity ratio of 0% versus 24% for Beam Therapeutics Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — ANNX or BEAM or IMVT or RARE?
By revenue growth (latest reported year), Beam Therapeutics Inc.
(BEAM) is pulling ahead at 120. 0% versus 20. 1% for Ultragenyx Pharmaceutical Inc. (RARE). On earnings-per-share growth, the picture is similar: Beam Therapeutics Inc. grew EPS 82. 3% year-over-year, compared to -45. 2% for Immunovant, Inc.. Over a 3-year CAGR, BEAM leads at 31. 9% annualised revenue growth. 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 — ANNX or BEAM or IMVT or RARE?
Annexon, Inc.
(ANNX) is the more profitable company, earning 0. 0% net margin versus -85. 4% for Ultragenyx Pharmaceutical Inc. — meaning it keeps 0. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ANNX leads at 0. 0% versus -274. 6% for BEAM. At the gross margin level — before operating expenses — BEAM leads at 84. 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 — ANNX or BEAM or IMVT or RARE?
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 ANNX or BEAM or IMVT or RARE better for a retirement portfolio?
For long-horizon retirement investors, Immunovant, Inc.
(IMVT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+173. 6% 10Y return). Annexon, Inc. (ANNX) carries a higher beta of 2. 25 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IMVT: +173. 6%, ANNX: -68. 9%), 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 ANNX and BEAM and IMVT and RARE?
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: ANNX is a small-cap quality compounder stock; BEAM is a small-cap high-growth stock; IMVT is a small-cap quality compounder stock; RARE is a small-cap high-growth 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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