Comprehensive Stock Comparison

Compare Arcutis Biotherapeutics, Inc. (ARQT) vs ADMA Biologics, Inc. (ADMA) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthARQT91.3% revenue growth vs ADMA's 65.2%
ValueADMALower P/E (16.3x vs 73.5x)
Quality / MarginsADMA42.9% net margin vs ARQT's -4.3%
Stability / SafetyARQTBeta 1.08 vs ADMA's 1.10, lower leverage
DividendsTieNeither pays a meaningful dividend
Momentum (1Y)ARQT+97.0% vs ADMA's -5.0%
Efficiency (ROA)ADMA36.8% ROA vs ARQT's -3.7%, ROIC 37.7% vs -5.2%
Bottom line: ARQT and ADMA each win 3 categories — the better choice depends on your priorities. ADMA Biologics, Inc. is the better choice for valuation and capital efficiency and profitability and margin quality. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

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

ARQTArcutis Biotherapeutics, Inc.
Healthcare

Arcutis Biotherapeutics is a biopharmaceutical company developing and commercializing topical treatments for inflammatory skin conditions like psoriasis, eczema, and dermatitis. It generates revenue primarily from product sales of its FDA-approved roflumilast cream for plaque psoriasis — ZORYVE — with additional pipeline candidates targeting other dermatological diseases. The company's competitive advantage lies in its specialized focus on topical formulations that offer targeted delivery with fewer systemic side effects compared to oral or injectable alternatives.

ADMAADMA Biologics, Inc.
Healthcare

ADMA Biologics is a biopharmaceutical company that develops, manufactures, and markets specialty plasma-derived biologics for treating immune deficiencies and infectious diseases. It generates revenue primarily from sales of its intravenous immune globulin products — BIVIGAM and ASCENIV — along with its Hepatitis B treatment Nabi-HB, while also operating plasma collection facilities. The company's key advantage is its integrated business model that combines plasma collection, manufacturing, and commercialization, creating a vertically controlled supply chain for plasma-derived therapies.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

ARQTArcutis Biotherapeutics, Inc.
FY 2023
Other Revenue
51.0%$30M
Product
49.0%$29M
ADMAADMA Biologics, Inc.
FY 2024
ADMA BioManufacturing Segment
97.4%$416M
Plasma Collection Centers Segment
2.6%$11M

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

ADMA 3ARQT 1
Financial MetricsTie3/6 metrics
Valuation MetricsADMA3/4 metrics
Profitability & EfficiencyADMA6/9 metrics
Total ReturnsADMA4/6 metrics
Risk & VolatilityARQT2/2 metrics
Analyst Outlook0/0 metrics

ADMA leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). ARQT leads in 1 (Risk & Volatility). 1 tied.

Financial Metrics (TTM)

ADMA and ARQT operate at a comparable scale, with $489M and $376M in trailing revenue. ADMA is the more profitable business, keeping 42.9% of every revenue dollar as net income compared to ARQT's -4.3%. On growth, ARQT holds the edge at +81.5% YoY revenue growth, suggesting stronger near-term business momentum.

MetricARQTArcutis Biotherap…ADMAADMA Biologics, I…
RevenueTrailing 12 months$376M$489M
EBITDAEarnings before interest/tax-$7M$175M
Net IncomeAfter-tax profit-$16M$209M
Free Cash FlowCash after capex-$6M$41M
Gross MarginGross profit ÷ Revenue+90.2%+54.7%
Operating MarginEBIT ÷ Revenue-3.3%+34.2%
Net MarginNet income ÷ Revenue-4.3%+42.9%
FCF MarginFCF ÷ Revenue-1.7%+8.3%
Rev. Growth (YoY)Latest quarter vs prior year+81.5%+12.0%
EPS Growth (YoY)Latest quarter vs prior year+2.5%0.0%
Evenly matched — ARQT and ADMA each lead in 3 of 6 comparable metrics.

Valuation Metrics

MetricARQTArcutis Biotherap…ADMAADMA Biologics, I…
Market CapShares × price$3.3B$3.7B
Enterprise ValueMkt cap + debt − cash$3.3B$3.7B
Trailing P/EPrice ÷ TTM EPS-207.46x19.22x
Forward P/EPrice ÷ next-FY EPS est.73.47x16.30x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple25.10x
Price / SalesMarket cap ÷ Revenue8.84x8.70x
Price / BookPrice ÷ Book value/share18.11x10.86x
Price / FCFMarket cap ÷ FCF33.71x
ADMA leads this category, winning 3 of 4 comparable metrics.

Profitability & Efficiency

ADMA delivers a 48.6% return on equity — every $100 of shareholder capital generates $49 in annual profit, vs $-9 for ARQT. ARQT carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to ADMA's 0.24x. On the Piotroski fundamental quality scale (0–9), ADMA scores 7/9 vs ARQT's 4/9, reflecting strong financial health.

MetricARQTArcutis Biotherap…ADMAADMA Biologics, I…
ROE (TTM)Return on equity-8.5%+48.6%
ROA (TTM)Return on assets-3.7%+36.8%
ROICReturn on invested capital-5.2%+37.7%
ROCEReturn on capital employed-4.3%+39.0%
Piotroski ScoreFundamental quality 0–947
Debt / EquityFinancial leverage0.03x0.24x
Net DebtTotal debt minus cash-$37M-$21M
Cash & Equiv.Liquid assets$43M$103M
Total DebtShort + long-term debt$6M$82M
Interest CoverageEBIT ÷ Interest expense-0.44x19.63x
ADMA leads this category, winning 6 of 9 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in ADMA five years ago would be worth $64,339 today (with dividends reinvested), compared to $7,712 for ARQT. Over the past 12 months, ARQT leads with a +97.0% total return vs ADMA's -5.0%. The 3-year compound annual growth rate (CAGR) favors ADMA at 63.7% vs ARQT's 18.6% — a key indicator of consistent wealth creation.

MetricARQTArcutis Biotherap…ADMAADMA Biologics, I…
YTD ReturnYear-to-date-7.0%-12.9%
1-Year ReturnPast 12 months+97.0%-5.0%
3-Year ReturnCumulative with dividends+66.7%+338.6%
5-Year ReturnCumulative with dividends-22.9%+543.4%
10-Year ReturnCumulative with dividends+23.7%+227.8%
CAGR (3Y)Annualised 3-year return+18.6%+63.7%
ADMA leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

ARQT is the less volatile stock with a 1.08 beta — it tends to amplify market swings less than ADMA's 1.10 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ARQT currently trades 84.9% from its 52-week high vs ADMA's 60.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricARQTArcutis Biotherap…ADMAADMA Biologics, I…
Beta (5Y)Sensitivity to S&P 5001.08x1.10x
52-Week HighHighest price in past year$31.77$25.67
52-Week LowLowest price in past year$11.86$13.50
% of 52W HighCurrent price vs 52-week peak+84.9%+60.7%
RSI (14)Momentum oscillator 0–10059.935.7
Avg Volume (50D)Average daily shares traded1.2M1.8M
ARQT leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Wall Street rates ARQT as "Buy" and ADMA as "Buy". Consensus price targets imply 23.6% upside for ARQT (target: $33) vs 2.8% for ADMA (target: $16).

MetricARQTArcutis Biotherap…ADMAADMA Biologics, I…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$33.33$16.00
# AnalystsCovering analysts129
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises1
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%
Insufficient data to determine a leader in this category.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockFeb 20Feb 26Change
Arcutis Biotherapeu… (ARQT)10096.22-3.8%
ADMA Biologics, Inc. (ADMA)100599.32+499.3%

ADMA Biologics, Inc. (ADMA) returned +543% over 5 years vs Arcutis Biotherapeu… (ARQT)'s -23%. A $10,000 investment in ADMA 5 years ago would be worth $64,339 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Arcutis Biotherapeu… (ARQT)$0.00$376M
ADMA Biologics, Inc. (ADMA)$11M$426M+3900.1%

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Arcutis Biotherapeu… (ARQT)-84.5%-4.3%+94.9%
ADMA Biologics, Inc. (ADMA)-183.1%46.4%+125.3%

Chart 4EPS Growth — 10 Years

Stock20162025Change
Arcutis Biotherapeu… (ARQT)-4.71-0.13+97.2%
ADMA Biologics, Inc. (ADMA)-1.610.81+150.3%

Chart 5Free Cash Flow — 5 Years

2021
$-176M
$-126M
2022
$-281M
$-73M
2023
$-247M
$4M
2024
$-112M
$110M
2025
$-6M
Arcutis Biotherapeu… (ARQT)ADMA Biologics, Inc. (ADMA)

Arcutis Biotherapeutics, Inc. generated $-6M FCF in 2025 (+96% vs 2021). ADMA Biologics, Inc. generated $110M FCF in 2024 (+187% vs 2021).

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ARQT vs ADMA: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is ARQT or ADMA a better buy right now?

ADMA Biologics, Inc. (ADMA) offers the better valuation at 19.2x trailing P/E (16.3x forward), making it the more compelling value choice. Analysts rate Arcutis Biotherapeutics, Inc. (ARQT) a "Buy" — based on 12 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.

02

Which has the better valuation — ARQT or ADMA?

On forward P/E, ADMA Biologics, Inc. is actually cheaper at 16.3x.

03

Which is the better long-term investment — ARQT or ADMA?

Over the past 5 years, ADMA Biologics, Inc. (ADMA) delivered a total return of +543.4%, compared to -22.9% for Arcutis Biotherapeutics, Inc. (ARQT). A $10,000 investment in ADMA five years ago would be worth approximately $64K today (assuming dividends reinvested). Over 10 years, the gap is even starker: ADMA returned +227.8% versus ARQT's +23.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — ARQT or ADMA?

By beta (market sensitivity over 5 years), Arcutis Biotherapeutics, Inc. (ARQT) is the lower-risk stock at 1.08β versus ADMA Biologics, Inc.'s 1.10β — meaning ADMA is approximately 2% more volatile than ARQT relative to the S&P 500. On balance sheet safety, Arcutis Biotherapeutics, Inc. (ARQT) carries a lower debt/equity ratio of 3% versus 24% for ADMA Biologics, Inc. — giving it more financial flexibility in a downturn.

05

Which has better profit margins — ARQT or ADMA?

ADMA Biologics, Inc. (ADMA) is the more profitable company, earning 46.4% net margin versus -4.3% for Arcutis Biotherapeutics, Inc. — meaning it keeps 46.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ADMA leads at 32.6% versus -3.3% for ARQT. At the gross margin level — before operating expenses — ARQT leads at 90.2%, 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.

06

Is ARQT or ADMA more undervalued right now?

On forward earnings alone, ADMA Biologics, Inc. (ADMA) trades at 16.3x forward P/E versus 73.5x for Arcutis Biotherapeutics, Inc. — 57.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARQT: 23.6% to $33.33.

07

Which pays a better dividend — ARQT or ADMA?

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.

08

Is ARQT or ADMA better for a retirement portfolio?

For long-horizon retirement investors, ADMA Biologics, Inc. (ADMA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.10), +227.8% 10Y return). Both have compounded well over 10 years (ADMA: +227.8%, ARQT: +23.7%), 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.

09

What are the main differences between ARQT and ADMA?

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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High-Growth Disruptor

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  • Sector: Healthcare
  • Market Cap > $100B
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Revenue Growth>
%
(ARQT: 81.5% · ADMA: 12.0%)