Arrowhead Pharmaceuticals vs Repligen
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KIRAβs take AI analyst
I put Arrowhead Pharmaceuticals and Repligen side by side, using each oneβs latest annual report. Here is what stands out:
- Arrowhead Pharmaceuticals is the larger business, with $829M of revenue in fiscal 2025 against $738M for Repligen.
- Arrowhead Pharmaceuticals grew revenue faster (23,258.2%, against 16.4%).
- Arrowhead Pharmaceuticals kept more of each dollar of sales as operating profit (11.9% operating margin, against 7.5%).
- Arrowhead Pharmaceuticals turned more of its sales into free cash flow (18.9% FCF margin, against 12.7%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Arrowhead Pharmaceuticals
ARWR
5/7
Revenue growth5-year growthOperating marginFCF marginNet debt / EBITDA
Repligen
RGEN
2/7
Net marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | ARWR FY25 | RGEN FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.3B | β |
| Revenue | $829M | $738M |
| Free cash flow | $157M | $93.9M |
| Net income | β$1.6M | $48.9M |
| Growth | ||
| Revenue growth | 23,258.2% | 16.4% |
| 5-year growth | 56.6% | 15.1% |
| Share count change | 11.7% | β |
| Profitability | ||
| Gross margin | β | 52.3% |
| Operating margin | 11.9% | 7.5% |
| Net margin | β0.2% | 6.6% |
| FCF margin | 18.9% | 12.7% |
| Return on capital | β | 2.4% |
| Return on equity | β0.5% | 2.4% |
| Balance sheet | ||
| Net debt | β$665M | β$225M |
| Net debt / EBITDA | β5.5x | β1.7x |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 5 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.