Recursion Pharmaceuticals (NASDAQ:RXRX – Get Free Report) and Bicycle Therapeutics (NASDAQ:BCYC – Get Free Report) are both healthcare companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, dividends and valuation.
Institutional and Insider Ownership
89.1% of Recursion Pharmaceuticals shares are held by institutional investors. Comparatively, 86.2% of Bicycle Therapeutics shares are held by institutional investors. 6.7% of Recursion Pharmaceuticals shares are held by company insiders. Comparatively, 22.0% of Bicycle Therapeutics shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Volatility & Risk
Recursion Pharmaceuticals has a beta of 1.07, meaning that its stock price is 7% more volatile than the S&P 500. Comparatively, Bicycle Therapeutics has a beta of 1.54, meaning that its stock price is 54% more volatile than the S&P 500.
Profitability
| Net Margins | Return on Equity | Return on Assets | |
| Recursion Pharmaceuticals | -945.94% | -50.41% | -38.25% |
| Bicycle Therapeutics | -311.11% | -33.22% | -27.79% |
Earnings and Valuation
This table compares Recursion Pharmaceuticals and Bicycle Therapeutics”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Recursion Pharmaceuticals | $74.68 million | 27.46 | -$644.76 million | ($1.04) | -3.68 |
| Bicycle Therapeutics | $72.86 million | 3.51 | -$218.96 million | ($2.73) | -1.34 |
Bicycle Therapeutics has lower revenue, but higher earnings than Recursion Pharmaceuticals. Recursion Pharmaceuticals is trading at a lower price-to-earnings ratio than Bicycle Therapeutics, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a breakdown of recent ratings and target prices for Recursion Pharmaceuticals and Bicycle Therapeutics, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Recursion Pharmaceuticals | 1 | 2 | 2 | 0 | 2.20 |
| Bicycle Therapeutics | 1 | 3 | 5 | 0 | 2.44 |
Recursion Pharmaceuticals currently has a consensus price target of $8.06, suggesting a potential upside of 110.44%. Bicycle Therapeutics has a consensus price target of $13.86, suggesting a potential upside of 279.65%. Given Bicycle Therapeutics’ stronger consensus rating and higher possible upside, analysts plainly believe Bicycle Therapeutics is more favorable than Recursion Pharmaceuticals.
Summary
Bicycle Therapeutics beats Recursion Pharmaceuticals on 10 of the 14 factors compared between the two stocks.
About Recursion Pharmaceuticals
Recursion Pharmaceuticals, Inc. operates as a clinical-stage biotechnology company, engages in the decoding biology by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery. The company develops REC-994, which is in Phase 2 clinical trial to treat cerebral cavernous malformation; REC-2282, which is in Phase 2/3 clinical trial for the treatment of neurofibromatosis type 2; REC-4881, which is in Phase 1b/2 clinical trial to treat familial adenomatous polyposis; REC-3964, which is in Phase 1 clinical trial to treat Clostridioides difficile infection; and REC-4881, which is in Phase 2 clinical trial to treat AXIN1 or APC mutant cancers. Its preclinical stage product includes RBM39 to treat HR-proficient ovarian cancer. The company has collaboration and agreement with Bayer AG; the University of Utah Research Foundation; Ohio State Innovation Foundation; Roche & Genentech; and Takeda Pharmaceutical Company Limited. Recursion Pharmaceuticals, Inc. was incorporated in 2013 and is headquartered in Salt Lake City, Utah.
About Bicycle Therapeutics
Bicycle Therapeutics plc, a clinical-stage biopharmaceutical company, develops a class of medicines for diseases that are underserved by existing therapeutics in the United States and the United Kingdom. Its product pipeline comprising BT8009, a bicycle toxin conjugate (BTC) which is in phase I/II/III clinical trial for the treatment of high nectin-4 expressing tumors; BT5528, a BTC which is in phase I/II clinical trial for the treatment of Ephrin type A receptor 2 expressing tumor; BT7480, a Bicycle TICA molecule which is in phase I/II targeting Nectin-4 and agonizing CD137; and BT7455, a Bicycle TICA molecule targeting Ephrin type A receptor 2 and CD137 and is in preclinical trial. The company also developing BT1718, a bicycle toxin conjugate (BTC), which is in Phase I/IIa clinical trials targeting tumors that express Membrane Type 1 matrix metalloprotease; and BT7401, a multivalent bicycle CD137 agonist which is in phase IIa to treat advanced solid tumors. In addition, it develops Novel anti-infective, which is in preclinical trial targeting anti-infectives disease; CNS targets, which is in preclinical trial targeting CNS disease; and Novel neuromuscular targets, which is in preclinical trial targeting neuromuscular disease. Further, the company collaborates with biopharmaceutical companies and organizations to develop programs in therapeutic areas. It has collaboration and license agreement with Bayer Consumer Care AG; Novartis Pharma AG; Cancer Research UK; Cancer Research Technology Ltd; and Oxurion NV. Bicycle Therapeutics plc was incorporated in 2009 and is headquartered in Cambridge, the United Kingdom.
Receive News & Ratings for Recursion Pharmaceuticals Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Recursion Pharmaceuticals and related companies with MarketBeat.com's FREE daily email newsletter.
