Comfortable leader
9 companies value 69 bn revenue 7.9 bn margin 8.2% free cash flow 1.1 bn avg. score 1.7
ILMN holds 57.5% of the group's value, 3.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ILMN | Illumina United States · score 5.8 | 57% | 40 bn | 4.5 bn | 18.4% | 0.9 bn | 2.3% | — | Genomic sequencers and reagents · Dominates genetic sequencing (~80% of the world's genome data) | |
| 2 | QGEN | QIAGEN Netherlands · score 6.1 | 15% | 10 bn | 2.1 bn | 20.3% | 0.5 bn | 4.5% | 0.5% | Molecular diagnostic tests and supplies, from the Netherlands · Leader in sample preparation and molecular testing for labs | |
| 3 | TXG | 10x Genomics United States · score 2.7 | 13% | 9.1 bn | 0.6 bn | -12.2% | 0.1 bn | 1.3% | — | Single-cell and spatial genomics instruments · Leader in single-cell analysis, a technique that has become standard in research | |
| 4 | TWST | Twist Bioscience Corp United States · score 0.1 | 13% | 8.8 bn | 0.4 bn | -31.7% | -0.1 bn | -1.1% | — | Silicon-based DNA synthesis for research and biotech · California — revenue of $432m | |
| 5 | PACB | Pacific Biosciences United States · score 0.0 | 1% | 0.6 bn | 0.2 bn | -82.5% | -0.1 bn | -21.6% | — | Long-read DNA sequencers · Long-read sequencing, more accurate for complex genomes | |
| 6 | SOPH | SOPHiA GENETICS SA Switzerland · score 0.0 | 1% | 0.6 bn | 0.1 bn | -93.9% | -0.0 bn | -7.5% | — | Cloud-based genomic data analytics, from Switzerland · Switzerland — revenue of $86m | |
| 7 | QSI | Quantum-Si Inc United States · score 0.0 | 0% | 0.2 bn | 0.0 bn | -61x | -0.1 bn | -39.3% | — | Life sciences focused on single-molecule proteomics · Connecticut — revenue of $2m | |
| 8 | BNGO | Bionano Genomics, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -106.6% | -0.0 bn | -142.2% | — | Genome analysis solutions for research and clinics · California — revenue of $30m | |
| 9 | CODX | Co-Diagnostics, Inc. United States · score 0.6 | — | — | 0.0 bn | -65x | -0.0 bn | — | — | Reagents for molecular diagnostic tests for infectious diseases · Utah |
Other industries in the same sector
- Sector overview
- Large-cap pharmaceuticals 9 companies
- Biotechnology 57 companies
- European pharmaceuticals 5 companies
- Lab tools and consumables 37 companies
- Health insurance and services 17 companies
- Medical devices 87 companies
- Specialty pharmaceuticals 77 companies
- Pharmaceutical distribution 7 companies
- Clinical-stage pharmaceuticals 251 companies
- Robotic surgery and advanced medtech 9 companies
- Hospitals 23 companies
- Emerging biotech 5 companies
and 22 industries more
- Molecular testing and advanced diagnostics 42 companies
- Vaccines and mRNA 14 companies
- Clinical-stage biotech 200 companies
- Generics and biosimilars 10 companies
- Animal health 7 companies
- Contract research (CRO) 10 companies
- Consumer health (OTC) 4 companies
- Healthcare software 18 companies
- Rehabilitation and home care 15 companies
- Structural heart 8 companies
- Ophthalmology 12 companies
- Medical imaging and hospital equipment 16 companies
- Diagnostic labs 6 companies
- Medical and dental supply distribution 3 companies
- Diabetes monitoring 9 companies
- Pharmaceutical royalties 5 companies
- Respiratory and sleep therapy 9 companies
- Orthopedic implants 17 companies
- Dialysis 3 companies
- Telehealth and digital health 12 companies
- Dental 4 companies
- Medical and recreational cannabis 16 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.