Comprehensive Stock Comparison
Compare Coherus Oncology, Inc. (CHRS) vs Exelixis, Inc. (EXEL) 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 | EXEL | 7.0% revenue growth vs CHRS's 3.8% |
| Value | CHRS | Lower P/E (6.7x vs 13.3x) |
| Quality / Margins | CHRS | 185.4% net margin vs EXEL's 29.6% |
| Stability / Safety | EXEL | Beta 0.63 vs CHRS's 1.33 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | CHRS | +50.5% vs EXEL's +13.9% |
| Efficiency (ROA) | CHRS | 30.0% ROA vs EXEL's 24.0%, ROIC -85.3% vs 32.1% |
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
Coherus Oncology is a biopharmaceutical company that develops and commercializes cancer immunotherapies and biosimilars. It generates revenue primarily from sales of its oncology biosimilars — including UDENYCA (a Neulasta biosimilar) and CIMERLI (a Lucentis biosimilar) — along with its novel immunotherapy LOQTORZI, with oncology products driving the majority of sales. The company's competitive advantage lies in its dual focus on lower-cost biosimilars that expand patient access and novel immunotherapies that target specific cancer pathways.
Exelixis is an oncology-focused biotechnology company that discovers, develops, and commercializes targeted cancer therapies. It generates revenue primarily from sales of its flagship drug Cabometyx — which accounts for the vast majority of its revenue — along with royalties from partnered products like Cotellic. The company's competitive advantage lies in its deep expertise in tyrosine kinase inhibitors and its focused pipeline targeting difficult-to-treat cancers.
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
EXEL leads in 4 of 6 categories (Financial Metrics, Profitability & Efficiency). CHRS leads in 1 (Valuation Metrics).
Financial Metrics (TTM)
EXEL is the larger business by revenue, generating $2.3B annually — 27.4x CHRS's $84M. CHRS is the more profitable business, keeping 185.4% of every revenue dollar as net income compared to EXEL's 29.6%. On growth, EXEL holds the edge at +10.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CHRSCoherus Oncology,… | EXELExelixis, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $84M | $2.3B |
| EBITDAEarnings before interest/tax | -$173M | $830M |
| Net IncomeAfter-tax profit | $155M | $678M |
| Free Cash FlowCash after capex | -$90M | $753M |
| Gross MarginGross profit ÷ Revenue | +47.8% | +96.6% |
| Operating MarginEBIT ÷ Revenue | -2.1% | +35.0% |
| Net MarginNet income ÷ Revenue | +185.4% | +29.6% |
| FCF MarginFCF ÷ Revenue | -107.9% | +32.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -83.7% | +10.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.3% | +75.0% |
Valuation Metrics
At 6.7x trailing earnings, CHRS trades at a 58% valuation discount to EXEL's 15.8x P/E.
| Metric | CHRSCoherus Oncology,… | EXELExelixis, Inc. |
|---|---|---|
| Market CapShares × price | $194M | $11.8B |
| Enterprise ValueMkt cap + debt − cash | $338M | $11.5B |
| Trailing P/EPrice ÷ TTM EPS | 6.68x | 15.85x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 13.29x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.31x |
| EV / EBITDAEnterprise value multiple | — | 13.19x |
| Price / SalesMarket cap ÷ Revenue | 0.73x | 5.09x |
| Price / BookPrice ÷ Book value/share | — | 5.75x |
| Price / FCFMarket cap ÷ FCF | — | 13.36x |
Profitability & Efficiency
CHRS delivers a 176.6% return on equity — every $100 of shareholder capital generates $177 in annual profit, vs $31 for EXEL. On the Piotroski fundamental quality scale (0–9), EXEL scores 7/9 vs CHRS's 5/9, reflecting strong financial health.
| Metric | CHRSCoherus Oncology,… | EXELExelixis, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +176.6% | +31.4% |
| ROA (TTM)Return on assets | +30.0% | +24.0% |
| ROICReturn on invested capital | -85.3% | +32.1% |
| ROCEReturn on capital employed | -48.2% | +35.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | — | 0.08x |
| Net DebtTotal debt minus cash | $144M | -$309M |
| Cash & Equiv.Liquid assets | $126M | $482M |
| Total DebtShort + long-term debt | $270M | $173M |
| Interest CoverageEBIT ÷ Interest expense | -14.50x | — |
Total Returns (with DRIP)
A $10,000 investment in EXEL five years ago would be worth $19,758 today (with dividends reinvested), compared to $1,042 for CHRS. Over the past 12 months, CHRS leads with a +50.5% total return vs EXEL's +13.9%. The 3-year compound annual growth rate (CAGR) favors EXEL at 37.1% vs CHRS's -37.3% — a key indicator of consistent wealth creation.
| Metric | CHRSCoherus Oncology,… | EXELExelixis, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +21.9% | +1.1% |
| 1-Year ReturnPast 12 months | +50.5% | +13.9% |
| 3-Year ReturnCumulative with dividends | -75.3% | +158.0% |
| 5-Year ReturnCumulative with dividends | -89.6% | +97.6% |
| 10-Year ReturnCumulative with dividends | -88.2% | +1110.4% |
| CAGR (3Y)Annualised 3-year return | -37.3% | +37.1% |
Risk & Volatility
EXEL is the less volatile stock with a 0.63 beta — it tends to amplify market swings less than CHRS's 1.33 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EXEL currently trades 88.8% from its 52-week high vs CHRS's 63.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CHRSCoherus Oncology,… | EXELExelixis, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.33x | 0.63x |
| 52-Week HighHighest price in past year | $2.62 | $49.62 |
| 52-Week LowLowest price in past year | $0.71 | $32.38 |
| % of 52W HighCurrent price vs 52-week peak | +63.8% | +88.8% |
| RSI (14)Momentum oscillator 0–100 | 44.1 | 53.1 |
| Avg Volume (50D)Average daily shares traded | 2.6M | 2.1M |
Analyst Outlook
Wall Street rates CHRS as "Buy" and EXEL as "Buy". Consensus price targets imply 260.5% upside for CHRS (target: $6) vs 0.8% for EXEL (target: $44).
| Metric | CHRSCoherus Oncology,… | EXELExelixis, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $6.02 | $44.40 |
| # AnalystsCovering analysts | 16 | 32 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +8.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 20 | Feb 26 | Change |
|---|---|---|---|
| Coherus Oncology, I… (CHRS) | 100 | 11.21 | -88.8% |
| Exelixis, Inc. (EXEL) | 100 | 230.29 | +130.3% |
Exelixis, Inc. (EXEL) returned +98% over 5 years vs Coherus Oncology, I… (CHRS)'s -90%. A $10,000 investment in EXEL 5 years ago would be worth $19,758 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Coherus Oncology, I… (CHRS) | $190M | $267M | +40.4% |
| Exelixis, Inc. (EXEL) | $191M | $2.3B | +1111.8% |
Exelixis, Inc.'s revenue grew from $191M (2016) to $2.3B (2025) — a 31.9% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Coherus Oncology, I… (CHRS) | -67.0% | 10.7% | +115.9% |
| Exelixis, Inc. (EXEL) | -36.7% | 33.7% | +192.0% |
Exelixis, Inc.'s net margin went from -37% (2016) to 34% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Coherus Oncology, I… (CHRS) | 14.6 | 5.5 | -62.3% |
| Exelixis, Inc. (EXEL) | 62 | 15.8 | -74.5% |
Coherus Oncology, Inc. has traded in a 6x–15x P/E range over 3 years; current trailing P/E is ~7x. Exelixis, Inc. has traded in a 9x–62x P/E range over 9 years; current trailing P/E is ~16x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Coherus Oncology, I… (CHRS) | -3.04 | 0.25 | +108.2% |
| Exelixis, Inc. (EXEL) | -0.28 | 2.78 | +1092.9% |
Exelixis, Inc.'s EPS grew from $-0.28 (2016) to $2.78 (2025).
Chart 6Free Cash Flow — 5 Years
Coherus Oncology, Inc. generated $-20M FCF in 2024 (+47% vs 2021). Exelixis, Inc. generated $884M FCF in 2025 (+163% vs 2021).
CHRS vs EXEL: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is CHRS or EXEL a better buy right now?
Coherus Oncology, Inc. (CHRS) offers the better valuation at 6.7x trailing P/E, making it the more compelling value choice. Analysts rate Coherus Oncology, Inc. (CHRS) a "Buy" — based on 16 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 has the better valuation — CHRS or EXEL?
On trailing P/E, Coherus Oncology, Inc. (CHRS) is the cheapest at 6.7x versus Exelixis, Inc. at 15.8x.
03Which is the better long-term investment — CHRS or EXEL?
Over the past 5 years, Exelixis, Inc. (EXEL) delivered a total return of +97.6%, compared to -89.6% for Coherus Oncology, Inc. (CHRS). A $10,000 investment in EXEL five years ago would be worth approximately $20K today (assuming dividends reinvested). Over 10 years, the gap is even starker: EXEL returned +1110% versus CHRS's -88.2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CHRS or EXEL?
By beta (market sensitivity over 5 years), Exelixis, Inc. (EXEL) is the lower-risk stock at 0.63β versus Coherus Oncology, Inc.'s 1.33β — meaning CHRS is approximately 112% more volatile than EXEL relative to the S&P 500.
05Which has better profit margins — CHRS or EXEL?
Exelixis, Inc. (EXEL) is the more profitable company, earning 33.7% net margin versus 10.7% for Coherus Oncology, Inc. — meaning it keeps 33.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EXEL leads at 37.6% versus -41.8% for CHRS. At the gross margin level — before operating expenses — EXEL leads at 96.6%, 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.
06Is CHRS or EXEL more undervalued right now?
Analyst consensus price targets imply the most upside for CHRS: 260.5% to $6.02.
07Which pays a better dividend — CHRS or EXEL?
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.
08Is CHRS or EXEL better for a retirement portfolio?
For long-horizon retirement investors, Exelixis, Inc. (EXEL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.63), +1110% 10Y return). Both have compounded well over 10 years (EXEL: +1110%, CHRS: -88.2%), 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.
09What are the main differences between CHRS and EXEL?
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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