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CASI vs HALO
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
CASI vs HALO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Biotechnology | Biotechnology |
| Market Cap | $2M | $7.81B |
| Revenue (TTM) | $27M | $1.40B |
| Net Income (TTM) | $-49M | $317M |
| Gross Margin | 35.8% | 81.9% |
| Operating Margin | -168.0% | 58.4% |
| Forward P/E | — | 8.2x |
| Total Debt | $22M | $0.00 |
| Cash & Equiv. | $13M | $134M |
CASI vs HALO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Mar 26 | Return |
|---|---|---|---|
| CASI Pharmaceutical… (CASI) | 100 | 0.6 | -99.4% |
| Halozyme Therapeuti… (HALO) | 100 | 286.5 | +186.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CASI vs HALO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CASI is the clearest fit if your priority is dividends.
- 31.1% yield; the other pay no meaningful dividend
HALO carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 37.6%, EPS growth -25.4%, 3Y rev CAGR 28.4%
- 6.0% 10Y total return vs CASI's -98.9%
- Lower volatility, beta 0.56, current ratio 4.66x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 37.6% revenue growth vs CASI's -15.8% | |
| Quality / Margins | 22.7% margin vs CASI's -183.9% | |
| Dividends | 31.1% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +11.7% vs CASI's -91.6% | |
| Efficiency (ROA) | 12.5% ROA vs CASI's -131.5%, ROIC 73.4% vs -153.0% |
CASI vs HALO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CASI vs HALO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
HALO leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HALO is the larger business by revenue, generating $1.4B annually — 52.0x CASI's $27M. HALO is the more profitable business, keeping 22.7% of every revenue dollar as net income compared to CASI's -183.9%. On growth, HALO holds the edge at +51.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $27M | $1.4B |
| EBITDAEarnings before interest/tax | -$44M | $945M |
| Net IncomeAfter-tax profit | -$49M | $317M |
| Free Cash FlowCash after capex | $0 | $645M |
| Gross MarginGross profit ÷ Revenue | +35.8% | +81.9% |
| Operating MarginEBIT ÷ Revenue | -168.0% | +58.4% |
| Net MarginNet income ÷ Revenue | -183.9% | +22.7% |
| FCF MarginFCF ÷ Revenue | -103.2% | +46.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -60.5% | +51.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -23.6% | -2.1% |
Valuation Metrics
CASI leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $2M | $7.8B |
| Enterprise ValueMkt cap + debt − cash | $11M | $7.7B |
| Trailing P/EPrice ÷ TTM EPS | -0.06x | 25.92x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 8.23x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.13x |
| EV / EBITDAEnterprise value multiple | — | 8.49x |
| Price / SalesMarket cap ÷ Revenue | 0.08x | 5.60x |
| Price / BookPrice ÷ Book value/share | 1.25x | 168.42x |
| Price / FCFMarket cap ÷ FCF | — | 12.12x |
Profitability & Efficiency
HALO leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
HALO delivers a 6.5% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $-3 for CASI. On the Piotroski fundamental quality scale (0–9), HALO scores 5/9 vs CASI's 2/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.0% | +6.5% |
| ROA (TTM)Return on assets | -131.5% | +12.5% |
| ROICReturn on invested capital | -153.0% | +73.4% |
| ROCEReturn on capital employed | -104.6% | +38.2% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 5 |
| Debt / EquityFinancial leverage | 11.96x | — |
| Net DebtTotal debt minus cash | $9M | -$134M |
| Cash & Equiv.Liquid assets | $13M | $134M |
| Total DebtShort + long-term debt | $22M | $0 |
| Interest CoverageEBIT ÷ Interest expense | -66.88x | 46.08x |
Total Returns (Dividends Reinvested)
HALO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HALO five years ago would be worth $13,913 today (with dividends reinvested), compared to $91 for CASI. Over the past 12 months, HALO leads with a +11.7% total return vs CASI's -91.6%. The 3-year compound annual growth rate (CAGR) favors HALO at 29.9% vs CASI's -60.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -81.6% | -5.6% |
| 1-Year ReturnPast 12 months | -91.6% | +11.7% |
| 3-Year ReturnCumulative with dividends | -94.0% | +119.1% |
| 5-Year ReturnCumulative with dividends | -99.1% | +39.1% |
| 10-Year ReturnCumulative with dividends | -98.9% | +598.4% |
| CAGR (3Y)Annualised 3-year return | -60.8% | +29.9% |
Risk & Volatility
Evenly matched — CASI and HALO each lead in 1 of 2 comparable metrics.
Risk & Volatility
CASI is the less volatile stock with a -0.12 beta — it tends to amplify market swings less than HALO's 0.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HALO currently trades 80.7% from its 52-week high vs CASI's 4.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.12x | 0.56x |
| 52-Week HighHighest price in past year | $3.09 | $82.22 |
| 52-Week LowLowest price in past year | $0.05 | $47.50 |
| % of 52W HighCurrent price vs 52-week peak | +4.9% | +80.7% |
| RSI (14)Momentum oscillator 0–100 | 24.2 | 50.6 |
| Avg Volume (50D)Average daily shares traded | 901K | 1.4M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
CASI is the only dividend payer here at 31.10% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $78.33 |
| # AnalystsCovering analysts | — | 27 |
| Dividend YieldAnnual dividend ÷ price | +31.1% | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | $0.05 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.4% |
HALO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). CASI leads in 1 (Valuation Metrics). 1 tied.
CASI vs HALO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is CASI or HALO a better buy right now?
For growth investors, Halozyme Therapeutics, Inc.
(HALO) is the stronger pick with 37. 6% revenue growth year-over-year, versus -15. 8% for CASI Pharmaceuticals, Inc. (CASI). Halozyme Therapeutics, Inc. (HALO) offers the better valuation at 25. 9x trailing P/E (8. 2x forward), making it the more compelling value choice. Analysts rate Halozyme Therapeutics, Inc. (HALO) a "Buy" — based on 27 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 — CASI or HALO?
Over the past 5 years, Halozyme Therapeutics, Inc.
(HALO) delivered a total return of +39. 1%, compared to -99. 1% for CASI Pharmaceuticals, Inc. (CASI). Over 10 years, the gap is even starker: HALO returned +598. 4% versus CASI's -98. 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 — CASI or HALO?
By beta (market sensitivity over 5 years), CASI Pharmaceuticals, Inc.
(CASI) is the lower-risk stock at -0. 12β versus Halozyme Therapeutics, Inc. 's 0. 56β — meaning HALO is approximately -555% more volatile than CASI relative to the S&P 500.
04Which is growing faster — CASI or HALO?
By revenue growth (latest reported year), Halozyme Therapeutics, Inc.
(HALO) is pulling ahead at 37. 6% versus -15. 8% for CASI Pharmaceuticals, Inc. (CASI). On earnings-per-share growth, the picture is similar: Halozyme Therapeutics, Inc. grew EPS -25. 4% year-over-year, compared to -26. 7% for CASI Pharmaceuticals, Inc.. Over a 3-year CAGR, HALO leads at 28. 4% 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 — CASI or HALO?
Halozyme Therapeutics, Inc.
(HALO) is the more profitable company, earning 22. 7% net margin versus -137. 6% for CASI Pharmaceuticals, Inc. — meaning it keeps 22. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HALO leads at 58. 4% versus -138. 8% for CASI. At the gross margin level — before operating expenses — HALO leads at 78. 1%, 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 — CASI or HALO?
In this comparison, CASI (31.
1% yield) pays a dividend. HALO does not pay a meaningful dividend and should not be held primarily for income.
07Is CASI or HALO better for a retirement portfolio?
For long-horizon retirement investors, CASI Pharmaceuticals, Inc.
(CASI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 12), 31. 1% yield). Both have compounded well over 10 years (CASI: -98. 9%, HALO: +598. 4%), 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 CASI and HALO?
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: CASI is a small-cap income-oriented stock; HALO is a small-cap high-growth stock. CASI pays a dividend while HALO does not, making them suitable for different income and tax situations. 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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