Drug Manufacturers - Specialty & Generic
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KMDA vs RARE vs ACAD vs FOLD
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
Biotechnology
Biotechnology
KMDA vs RARE vs ACAD vs FOLD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Biotechnology | Biotechnology | Biotechnology |
| Market Cap | $476M | $2.57B | $3.86B | $4.55B |
| Revenue (TTM) | $181M | $669M | $1.10B | $634M |
| Net Income (TTM) | $20M | $-609M | $376M | $-27M |
| Gross Margin | 42.3% | 83.6% | 91.5% | 87.9% |
| Operating Margin | 14.5% | -83.9% | 7.4% | 5.2% |
| Forward P/E | 16.4x | — | 50.9x | 40.6x |
| Total Debt | $12M | $1.28B | $52M | $483M |
| Cash & Equiv. | $75M | $434M | $178M | $214M |
KMDA vs RARE vs ACAD vs FOLD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Kamada Ltd. (KMDA) | 100 | 105.2 | +5.2% |
| Ultragenyx Pharmace… (RARE) | 100 | 38.2 | -61.8% |
| ACADIA Pharmaceutic… (ACAD) | 100 | 45.4 | -54.6% |
| Amicus Therapeutics… (FOLD) | 100 | 115.9 | +15.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: KMDA vs RARE vs ACAD vs FOLD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
KMDA carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.17, yield 2.6%
- Rev growth 21.4%, EPS growth 48.0%, 3Y rev CAGR 14.7%
- 123.9% 10Y total return vs FOLD's 119.2%
- Lower volatility, beta 1.17, Low D/E 4.3%, current ratio 4.07x
RARE lags the leaders in this set but could rank higher in a more targeted comparison.
ACAD is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- 34.3% margin vs RARE's -91.0%
- 26.2% ROA vs RARE's -45.8%, ROIC 10.0% vs -89.4%
FOLD is the clearest fit if your priority is stability and momentum.
- Beta 0.63 vs RARE's 1.42
- +137.9% vs RARE's -21.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.4% revenue growth vs ACAD's 11.9% | |
| Value | Lower P/E (16.4x vs 40.6x) | |
| Quality / Margins | 34.3% margin vs RARE's -91.0% | |
| Stability / Safety | Beta 0.63 vs RARE's 1.42 | |
| Dividends | 2.6% yield; 1-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +137.9% vs RARE's -21.8% | |
| Efficiency (ROA) | 26.2% ROA vs RARE's -45.8%, ROIC 10.0% vs -89.4% |
KMDA vs RARE vs ACAD vs FOLD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
KMDA vs RARE vs ACAD vs FOLD — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ACAD leads in 2 of 6 categories
KMDA leads 2 • FOLD leads 1 • RARE leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
ACAD leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ACAD is the larger business by revenue, generating $1.1B annually — 6.0x KMDA's $181M. ACAD is the more profitable business, keeping 34.3% of every revenue dollar as net income compared to RARE's -91.0%. On growth, FOLD holds the edge at +23.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $181M | $669M | $1.1B | $634M |
| EBITDAEarnings before interest/tax | $41M | -$536M | $96M | $40M |
| Net IncomeAfter-tax profit | $20M | -$609M | $376M | -$27M |
| Free Cash FlowCash after capex | $16M | -$487M | $212M | $30M |
| Gross MarginGross profit ÷ Revenue | +42.3% | +83.6% | +91.5% | +87.9% |
| Operating MarginEBIT ÷ Revenue | +14.5% | -83.9% | +7.4% | +5.2% |
| Net MarginNet income ÷ Revenue | +11.2% | -91.0% | +34.3% | -4.3% |
| FCF MarginFCF ÷ Revenue | +8.7% | -72.8% | +19.4% | +4.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.9% | -2.4% | +9.7% | +23.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -15.7% | -17.2% | -81.8% | -89.0% |
Valuation Metrics
KMDA leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 9.9x trailing earnings, ACAD trades at a 56% valuation discount to KMDA's 22.3x P/E. On an enterprise value basis, KMDA's 9.3x EV/EBITDA is more attractive than FOLD's 114.9x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $476M | $2.6B | $3.9B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $413M | $3.4B | $3.7B | $4.8B |
| Trailing P/EPrice ÷ TTM EPS | 22.32x | -4.48x | 9.85x | -164.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.36x | — | 50.91x | 40.62x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 9.26x | — | 26.91x | 114.88x |
| Price / SalesMarket cap ÷ Revenue | 2.44x | 3.82x | 3.61x | 7.17x |
| Price / BookPrice ÷ Book value/share | 1.79x | — | 3.15x | 16.29x |
| Price / FCFMarket cap ÷ FCF | 28.14x | — | 36.74x | 152.43x |
Profitability & Efficiency
ACAD leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
ACAD delivers a 35.6% return on equity — every $100 of shareholder capital generates $36 in annual profit, vs $-6 for RARE. ACAD carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to FOLD's 1.76x. On the Piotroski fundamental quality scale (0–9), KMDA scores 6/9 vs FOLD's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +7.8% | -6.1% | +35.6% | -12.0% |
| ROA (TTM)Return on assets | +5.4% | -45.8% | +26.2% | -3.2% |
| ROICReturn on invested capital | +10.7% | -89.4% | +10.0% | +5.3% |
| ROCEReturn on capital employed | +8.7% | -46.4% | +10.1% | +5.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.04x | — | 0.04x | 1.76x |
| Net DebtTotal debt minus cash | -$64M | $842M | -$126M | $269M |
| Cash & Equiv.Liquid assets | $75M | $434M | $178M | $214M |
| Total DebtShort + long-term debt | $12M | $1.3B | $52M | $483M |
| Interest CoverageEBIT ÷ Interest expense | 26.41x | -14.49x | — | 1.00x |
Total Returns (Dividends Reinvested)
KMDA leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FOLD five years ago would be worth $14,862 today (with dividends reinvested), compared to $2,281 for RARE. Over the past 12 months, FOLD leads with a +137.9% total return vs RARE's -21.8%. The 3-year compound annual growth rate (CAGR) favors KMDA at 20.8% vs RARE's -17.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +21.1% | +10.7% | -13.7% | +1.5% |
| 1-Year ReturnPast 12 months | +25.0% | -21.8% | +52.4% | +137.9% |
| 3-Year ReturnCumulative with dividends | +76.3% | -44.5% | +4.7% | +19.0% |
| 5-Year ReturnCumulative with dividends | +42.3% | -77.2% | +7.1% | +48.6% |
| 10-Year ReturnCumulative with dividends | +123.9% | -59.4% | -22.9% | +119.2% |
| CAGR (3Y)Annualised 3-year return | +20.8% | -17.8% | +1.5% | +6.0% |
Risk & Volatility
FOLD leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
FOLD is the less volatile stock with a 0.63 beta — it tends to amplify market swings less than RARE's 1.42 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FOLD currently trades 99.9% 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 | 1.17x | 1.42x | 1.26x | 0.63x |
| 52-Week HighHighest price in past year | $9.35 | $42.37 | $27.81 | $14.50 |
| 52-Week LowLowest price in past year | $6.50 | $18.29 | $14.45 | $5.51 |
| % of 52W HighCurrent price vs 52-week peak | +88.3% | +61.7% | +81.1% | +99.9% |
| RSI (14)Momentum oscillator 0–100 | 48.9 | 66.6 | 44.2 | 72.2 |
| Avg Volume (50D)Average daily shares traded | 59K | 1.8M | 1.8M | 3.0M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: KMDA as "Buy", RARE as "Buy", ACAD as "Buy", FOLD as "Buy". Consensus price targets imply 97.1% upside for RARE (target: $52) vs 0.1% for FOLD (target: $15). KMDA is the only dividend payer here at 2.59% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $12.00 | $51.50 | $34.78 | $14.50 |
| # AnalystsCovering analysts | 6 | 33 | 37 | 24 |
| Dividend YieldAnnual dividend ÷ price | +2.6% | — | — | — |
| Dividend StreakConsecutive years of raises | 1 | 1 | — | — |
| Dividend / ShareAnnual DPS | $0.21 | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
ACAD leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). KMDA leads in 2 (Valuation Metrics, Total Returns).
KMDA vs RARE vs ACAD vs FOLD: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is KMDA or RARE or ACAD or FOLD a better buy right now?
For growth investors, Kamada Ltd.
(KMDA) is the stronger pick with 21. 4% revenue growth year-over-year, versus 11. 9% for ACADIA Pharmaceuticals Inc. (ACAD). ACADIA Pharmaceuticals Inc. (ACAD) offers the better valuation at 9. 9x trailing P/E (50. 9x forward), making it the more compelling value choice. Analysts rate Kamada Ltd. (KMDA) a "Buy" — based on 6 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 — KMDA or RARE or ACAD or FOLD?
On trailing P/E, ACADIA Pharmaceuticals Inc.
(ACAD) is the cheapest at 9. 9x versus Kamada Ltd. at 22. 3x. On forward P/E, Kamada Ltd. is actually cheaper at 16. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — KMDA or RARE or ACAD or FOLD?
Over the past 5 years, Amicus Therapeutics, Inc.
(FOLD) delivered a total return of +48. 6%, compared to -77. 2% for Ultragenyx Pharmaceutical Inc. (RARE). Over 10 years, the gap is even starker: KMDA returned +123. 9% versus RARE's -59. 4%. 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 — KMDA or RARE or ACAD or FOLD?
By beta (market sensitivity over 5 years), Amicus Therapeutics, Inc.
(FOLD) is the lower-risk stock at 0. 63β versus Ultragenyx Pharmaceutical Inc. 's 1. 42β — meaning RARE is approximately 125% more volatile than FOLD relative to the S&P 500. On balance sheet safety, ACADIA Pharmaceuticals Inc. (ACAD) carries a lower debt/equity ratio of 4% versus 176% for Amicus Therapeutics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — KMDA or RARE or ACAD or FOLD?
By revenue growth (latest reported year), Kamada Ltd.
(KMDA) is pulling ahead at 21. 4% versus 11. 9% for ACADIA Pharmaceuticals Inc. (ACAD). On earnings-per-share growth, the picture is similar: ACADIA Pharmaceuticals Inc. grew EPS 68. 4% year-over-year, compared to 7. 3% for Ultragenyx Pharmaceutical Inc.. Over a 3-year CAGR, ACAD leads at 27. 5% 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.
06Which has better profit margins — KMDA or RARE or ACAD or FOLD?
ACADIA Pharmaceuticals Inc.
(ACAD) is the more profitable company, earning 36. 5% net margin versus -85. 4% for Ultragenyx Pharmaceutical Inc. — meaning it keeps 36. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KMDA leads at 14. 5% versus -79. 5% for RARE. At the gross margin level — before operating expenses — ACAD leads at 91. 7%, 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.
07Is KMDA or RARE or ACAD or FOLD more undervalued right now?
On forward earnings alone, Kamada Ltd.
(KMDA) trades at 16. 4x forward P/E versus 50. 9x for ACADIA Pharmaceuticals Inc. — 34. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RARE: 97. 1% to $51. 50.
08Which pays a better dividend — KMDA or RARE or ACAD or FOLD?
In this comparison, KMDA (2.
6% yield) pays a dividend. RARE, ACAD, FOLD do not pay a meaningful dividend and should not be held primarily for income.
09Is KMDA or RARE or ACAD or FOLD better for a retirement portfolio?
For long-horizon retirement investors, Kamada Ltd.
(KMDA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 17), 2. 6% yield, +123. 9% 10Y return). Both have compounded well over 10 years (KMDA: +123. 9%, RARE: -59. 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.
10What are the main differences between KMDA and RARE and ACAD and FOLD?
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: KMDA is a small-cap high-growth stock; RARE is a small-cap high-growth stock; ACAD is a small-cap deep-value stock; FOLD is a small-cap high-growth stock. KMDA pays a dividend while RARE, ACAD, FOLD do 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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