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Absci CorporationABSICompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology

Uses AI and synthetic biology to design novel antibody drug candidates for pharma partners and its own pipeline.

Momentum leader 95
Mkt cap
$1.75B
US dollars, full cap
Free float
86%
of shares outstanding
$/day
$38.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 16.0%
Hurdle
n/a
no reverse DCF
Next earnings
6 days
12 Nov 2026
Close · USD$10.17
1D+8.3%
1W-8.6%
1M+13.8%
3M+12.9%
6M+72.4%
YTD+191.4%
1Y+166.9%
ATR %10.0%
Beta3.35
52w lowhigh18.9% off high

What Absci does

Uses AI and synthetic biology to design novel antibody drug candidates for pharma partners and its own pipeline.

Pharma partners pay research fees and milestone payments for antibodies the platform designs, with royalties only if those drugs are sold, so revenue is small and irregular. It pays for its own programmes by raising capital from investors.

Products and services

  • AI antibody generation platform (partnered)
  • Internal oncology pipeline

Customers

  • Pharma partners including Merck and AstraZeneca

Where it sits in the supply chain

  • Health Care
  • Biotechnology
  • AI-driven antibody design

What could go right

  • Partnership milestone and royalty payments
  • Internal pipeline progression

What could go wrong

  • High cash burn ahead of profitability
  • Dependence on partner program success

Moat: narrow (data, IP / patents, process know-how). Combines generative AI with wet-lab synthetic biology to design antibodies faster than traditional discovery.

Headquarters: Vancouver, Washington, US · Founded: 2011 · Employees: 140

Named competitors

Absci at a glance

Size Absci (ABSI) is a United States Health Care company (Biotechnology) with a market value of $1.75B, the 1888th largest of 3,117 United States companies the cockpit tracks. Shares closed at $10.17 on 6 Nov 2026.

Performance Over six months the shares gained 72.4%, against -2.2% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 19 in its peer set.

Growth Revenue fell 62.3% over the last twelve months (peer median +20.2%); the operating margin is -8,411.3% (peer median -43.2%).

Valuation It trades at 991.7× enterprise value to sales against a peer median of 15.0× (2nd most expensive of 19).

Short interest Short interest is 21.6% of the free float (15 Oct 2026).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026ABSI 176Peer median 97
Six months, rebased to 100: Absci against the median of its 20 peers (local-currency closes).

Absci financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.56M$2.80M$4.53M$5.72M$5.75M
Revenue growth—-38%-21%-1%—
Gross profit-$9.53M-$8.94M-$8.86M-$8.28M-$7.29M
EBITDA-$120M-$113M-$95.5M-$79.7M-$93.7M
Net income-$121M-$115M-$103M-$111M-$105M
Free cash flow-$109M-$94.0M-$72.8M-$65.5M-$97.5M
Capital expenditure$890,000$1.11M$404,000$860,000$16.2M
Total debt$3.83M$5.30M$10.1M$16.0M$23.0M

Quarterly statements and history in the cockpit →

Absci competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-25%0%+25%STOK688185600226688105688319NVAXKLRAGENBNRIX087010MSBZBIO688765PPGNALVOPGENNTLAABSI6-month return →1-month return →
Up and to the right = strong over both horizons. Absci is the large dot.

Fundamentals: revenue growth against valuation

0%+500%+1,000%+1,500%+2,000%0×500×1,000×1,500×STOK688185NRIX087010MSBZBIO688765PGEN688806ABSIRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Absci is the large dot.

Absci competitors and peer comparison

Head to head with its named competitors (ABSI vs ABCL vs RXRX)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Absci ABSI$1.75B+72%-62%-8,411%991.7×n/a
AbCellera Biologics ABCL$3.85B+149%+101%-340%51.7×n/a
Recursion Pharmaceuticals RXRX$2.19B+6%+56%-725%25.1×n/a

How Absci compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Absci against its 20 peers (data as of 6 Nov 2026)
MeasureABSIPeer medianRank in peer set
1-month return+13.8%-9.9%2nd highest of 20
6-month return+72.4%-2.2%highest of 19
Distance from 52-week high-18.9%-38.6%highest of 20
Revenue growth (TTM)-62.3%+20.2%3rd lowest of 20
Operating margin-8,411.3%-43.2%2nd lowest of 20
EV / Sales991.7×15.0×2nd most expensive of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Absci ABSIUnited States$1.75B+72%-62%-8,411%991.7×n/an/a
Stoke Therapeutics STOKUnited States$1.74B-19%-86%-913%50.3×n/an/a
Lycia Therapeutics LYCAUnited States$1.76Bn/a-55%-593%n/an/an/a
CanSino Biologics 688185.SSChina$1.73B+21%+30%-4%8.5×n/an/a
Zhejiang Hengtong 600226.SSChina$1.76B-23%+71%0%4.5×n/an/a
Nanjing Vazyme Biotech 688105.SSChina$1.72B+45%+16%-5%6.2×45.1%-2.5%
Chengdu Olymvax Biopharmaceuticals 688319.SSChina$1.71B-9%+12%8%14.8×n/an/a
Novavax NVAXUnited States$1.78B+7%-62%-29%3.3×n/an/a
Kailera Therapeutics KLRAUnited States$1.68B-40%n/an/an/an/an/a
Generate Biomedicines GENBUnited States$1.68B-4%+56%-737%40.2×n/an/a
Nurix Therapeutics NRIXUnited States$1.67B-7%+739%41%1.0×-19.0%+36.4%
Peptron 087010.KSSouth Korea$1.67B-63%+16%-427%369.5×n/an/a
Mesoblast MSB.AXAustralia$1.83B0%+556%-43%15.2×n/an/a
Zenas BioPharma ZBIOUnited States$1.84B+44%-93%-27,390%1,588.4×n/an/a
Wuhan Healthgen Biotechnology 688765.SSChina$1.64B-44%+90%-297%231.2×n/an/a
PolyPeptide PPGN.SWSwitzerland$1.62B+6%+22%7%3.3×n/an/a
Alvotech ALVOUnited States$1.90B+49%-12%9%6.5×n/an/a
Precigen PGENUnited States$1.60B+6%+1,875%-46%19.4×n/an/a
Immunocore Holdings Plc Shs Sponsored American Depositary Shares Repr 1 Sh IMCRUnited States$1.60B+5%+20%-5%2.7×n/an/a
Intellia Therapeutics NTLAUnited States$1.59B-19%+13%-712%20.6×n/an/a
Zhuhai Trinomab Pharmaceutical 688806.SSChina$1.58Bn/a+238%-1,196%199.0×n/an/a

Questions

Who are Absci's main competitors?
Named competitors: AbCellera Biologics (ABCL), Recursion Pharmaceuticals (RXRX). The cockpit's measured peer set (industry) also includes Stoke Therapeutics (STOK), Lycia Therapeutics (LYCA), CanSino Biologics (688185.SS), Zhejiang Hengtong (600226.SS), Nanjing Vazyme Biotech (688105.SS), Chengdu Olymvax Biopharmaceuticals (688319.SS).
Is Absci expensive compared with its peers?
On ev / sales it trades at 991.7× against a peer median of 15.0×, 2nd most expensive of 19 in its peer set.
How has Absci stock performed?
Over six months to 6 Nov 2026 the shares returned +72.4% against -2.2% for the median peer; over one year +166.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.