Comprehensive Stock Comparison
Compare XOMA Royalty Corp. (XOMA) vs Agios Pharmaceuticals, Inc. (AGIO) 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 | 498.7% revenue growth vs AGIO's 48.0% | |
| Quality / Margins | 41.1% net margin vs AGIO's -9.0% | |
| Stability / Safety | Beta 0.82 vs AGIO's 0.91 | |
| Dividends | 1.8% yield; AGIO pays no meaningful dividend | |
| Momentum (1Y) | +22.5% vs AGIO's -17.0% | |
| Efficiency (ROA) | 7.3% ROA vs AGIO's -29.0%, ROIC -37.6% vs -26.6% |
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
XOMA Royalty Corp is a biotechnology royalty aggregator that acquires future economic rights to pre-commercial therapeutic candidates licensed to pharmaceutical partners. It generates revenue primarily through milestone payments and royalties from its portfolio of approximately 70 early to mid-stage clinical assets—typically earning a percentage of future drug sales if the therapies succeed. The company's moat lies in its specialized expertise in evaluating clinical-stage assets and structuring royalty agreements that provide diversified exposure to potential blockbuster drugs without bearing development costs.
Agios Pharmaceuticals is a biopharmaceutical company focused on developing treatments for rare genetic diseases related to cellular metabolism. It generates revenue primarily from sales of its lead drug PYRUKYND for pyruvate kinase deficiency — with additional income from research collaborations and milestone payments — while advancing a pipeline of other metabolic therapies. The company's competitive advantage lies in its deep expertise in cellular metabolism science and proprietary platform for targeting metabolic pathways in rare diseases.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
XOMA leads in 4 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 1 category is tied.
Financial Metrics (TTM)
XOMA and AGIO operate at a comparable scale, with $47M and $45M in trailing revenue. XOMA is the more profitable business, keeping 41.1% of every revenue dollar as net income compared to AGIO's -9.0%. On growth, AGIO holds the edge at +43.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $47M | $45M |
| EBITDAEarnings before interest/tax | $22M | -$470M |
| Net IncomeAfter-tax profit | $19M | -$401M |
| Free Cash FlowCash after capex | $5M | -$414M |
| Gross MarginGross profit ÷ Revenue | +93.8% | +84.4% |
| Operating MarginEBIT ÷ Revenue | +4.1% | -10.6% |
| Net MarginNet income ÷ Revenue | +41.1% | -9.0% |
| FCF MarginFCF ÷ Revenue | +11.4% | -9.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +29.9% | +43.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +144.0% | -111.0% |
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $316M | $1.6B |
| Enterprise ValueMkt cap + debt − cash | $334M | $1.6B |
| Trailing P/EPrice ÷ TTM EPS | -16.03x | -3.96x |
| Forward P/EPrice ÷ next-FY EPS est. | 39.71x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 11.10x | 30.25x |
| Price / BookPrice ÷ Book value/share | 3.78x | 1.37x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
XOMA delivers a 17.9% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $-31 for AGIO. AGIO carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to XOMA's 1.46x. On the Piotroski fundamental quality scale (0–9), XOMA scores 4/9 vs AGIO's 3/9, reflecting mixed financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +17.9% | -31.2% |
| ROA (TTM)Return on assets | +7.3% | -29.0% |
| ROICReturn on invested capital | -37.6% | -26.6% |
| ROCEReturn on capital employed | -19.4% | -33.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 3 |
| Debt / EquityFinancial leverage | 1.46x | 0.03x |
| Net DebtTotal debt minus cash | $18M | -$49M |
| Cash & Equiv.Liquid assets | $102M | $89M |
| Total DebtShort + long-term debt | $119M | $40M |
| Interest CoverageEBIT ÷ Interest expense | 0.67x | — |
Total Returns (with DRIP)
A $10,000 investment in XOMA five years ago would be worth $7,158 today (with dividends reinvested), compared to $5,766 for AGIO. Over the past 12 months, XOMA leads with a +22.5% total return vs AGIO's -17.0%. The 3-year compound annual growth rate (CAGR) favors XOMA at 7.4% vs AGIO's 5.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -5.5% | +3.7% |
| 1-Year ReturnPast 12 months | +22.5% | -17.0% |
| 3-Year ReturnCumulative with dividends | +23.9% | +16.6% |
| 5-Year ReturnCumulative with dividends | -28.4% | -42.3% |
| 10-Year ReturnCumulative with dividends | +46.9% | -40.9% |
| CAGR (3Y)Annualised 3-year return | +7.4% | +5.3% |
Risk & Volatility
XOMA is the less volatile stock with a 0.82 beta — it tends to amplify market swings less than AGIO's 0.91 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. XOMA currently trades 66.3% from its 52-week high vs AGIO's 61.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.82x | 0.91x |
| 52-Week HighHighest price in past year | $39.92 | $46.00 |
| 52-Week LowLowest price in past year | $18.35 | $22.24 |
| % of 52W HighCurrent price vs 52-week peak | +66.3% | +61.3% |
| RSI (14)Momentum oscillator 0–100 | 49.0 | 48.8 |
| Avg Volume (50D)Average daily shares traded | 482K | 896K |
Analyst Outlook
Wall Street rates XOMA as "Buy" and AGIO as "Buy". Consensus price targets imply 158.0% upside for XOMA (target: $68) vs 47.2% for AGIO (target: $42). XOMA is the only dividend payer here at 1.77% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $68.25 | $41.50 |
| # AnalystsCovering analysts | 10 | 29 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | $0.47 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Mar 26 | Change |
|---|---|---|---|
| XOMA Royalty Corp. (XOMA) | 100 | 113.81 | +13.8% |
| Agios Pharmaceutica… (AGIO) | 100 | 60.08 | -39.9% |
XOMA Royalty Corp. (XOMA) returned -28% over 5 years vs Agios Pharmaceutica… (AGIO)'s -42%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| XOMA Royalty Corp. (XOMA) | $6M | $28M | +412.0% |
| Agios Pharmaceutica… (AGIO) | $70M | $54M | -22.7% |
Agios Pharmaceuticals, Inc.'s revenue grew from $70M (2016) to $54M (2025) — a -2.8% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| XOMA Royalty Corp. (XOMA) | -9.6% | -48.5% | -404.3% |
| Agios Pharmaceutica… (AGIO) | -2.8% | -7.6% | -169.0% |
Agios Pharmaceuticals, Inc.'s net margin went from -3% (2016) to -8% (2025).
Chart 4P/E Ratio History — 3 Years
| Stock | 2017 | 2021 | Change |
|---|---|---|---|
| XOMA Royalty Corp. (XOMA) | 48.8 | 32.1 | -34.2% |
XOMA Royalty Corp. has traded in a 32x–57x P/E range over 3 years; current trailing P/E is ~-16x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| XOMA Royalty Corp. (XOMA) | -8.89 | -1.65 | +81.4% |
| Agios Pharmaceutica… (AGIO) | -5.07 | -7.12 | -40.4% |
Agios Pharmaceuticals, Inc.'s EPS grew from $-5.07 (2016) to $-7.12 (2025).
Chart 6Free Cash Flow — 5 Years
XOMA Royalty Corp. generated $-14M FCF in 2024 (-260% vs 2021). Agios Pharmaceuticals, Inc. generated $-377M FCF in 2025 (+9% vs 2021).
XOMA vs AGIO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is XOMA or AGIO a better buy right now?
Analysts rate XOMA Royalty Corp. (XOMA) 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 — XOMA or AGIO?
Over the past 5 years, XOMA Royalty Corp. (XOMA) delivered a total return of -28.4%, compared to -42.3% for Agios Pharmaceuticals, Inc. (AGIO). A $10,000 investment in XOMA five years ago would be worth approximately $7K today (assuming dividends reinvested). Over 10 years, the gap is even starker: XOMA returned +46.9% versus AGIO's -40.9%. 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 — XOMA or AGIO?
By beta (market sensitivity over 5 years), XOMA Royalty Corp. (XOMA) is the lower-risk stock at 0.82β versus Agios Pharmaceuticals, Inc.'s 0.91β — meaning AGIO is approximately 11% more volatile than XOMA relative to the S&P 500. On balance sheet safety, Agios Pharmaceuticals, Inc. (AGIO) carries a lower debt/equity ratio of 3% versus 146% for XOMA Royalty Corp. — giving it more financial flexibility in a downturn.
04Which has better profit margins — XOMA or AGIO?
XOMA Royalty Corp. (XOMA) is the more profitable company, earning -48.5% net margin versus -764.0% for Agios Pharmaceuticals, Inc. — meaning it keeps -48.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: XOMA leads at -140.3% versus -873.9% for AGIO. At the gross margin level — before operating expenses — XOMA leads at 99.3%, 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.
05Is XOMA or AGIO more undervalued right now?
Analyst consensus price targets imply the most upside for XOMA: 158.0% to $68.25.
06Which pays a better dividend — XOMA or AGIO?
In this comparison, XOMA (1.8% yield) pays a dividend. AGIO does not pay a meaningful dividend and should not be held primarily for income.
07Is XOMA or AGIO better for a retirement portfolio?
For long-horizon retirement investors, XOMA Royalty Corp. (XOMA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.82), 1.8% yield). Both have compounded well over 10 years (XOMA: +46.9%, AGIO: -40.9%), 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 XOMA and AGIO?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. XOMA pays a dividend while AGIO 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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