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← CockpitCompetitor Analysis › AKTS Aktis Oncology, Inc.Open in the cockpit ↗

Aktis Oncology, Inc.AKTSCompetitor analysis, valuation and peers

United States · USD·Health Care›Pharmaceuticals: Major

Develops alpha-emitting radiopharmaceutical (radioligand) therapies that deliver targeted radiation directly to tumors.

Momentum laggard 19
Mkt cap
$880M
US dollars, full cap
Free float
59%
of shares outstanding
$/day
$5.91M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 10.4%
Hurdle
n/a
no reverse DCF
Next earnings
26 days
2 Dec 2026
Close · USD$15.82
1D+6.5%
1W-0.7%
1M-10.8%
3M-34.4%
6M-14.9%
YTDn/a
1Yn/a
ATR %6.8%
52w lowhigh53.7% off high

What Aktis Oncology does

Develops alpha-emitting radiopharmaceutical (radioligand) therapies that deliver targeted radiation directly to tumors.

Has no product on sale and earns nothing from customers, so development is funded by money raised from investors and potentially partners. Its value rests on clinical results for one family of cancer drugs.

Products and services

  • Alpha-emitter radioligand pipeline

Where it sits in the supply chain

  • Biopharma R&D
  • Radioligand/radiopharmaceutical drug…
  • Targeted alpha-emitter cancer therapy

What could go right

  • Growing radiopharmaceutical oncology category
  • Partnership/licensing interest from big pharma

What could go wrong

  • Complex isotope supply chain/manufacturing risk
  • Early-stage pipeline, binary trial risk

Moat: narrow (IP / patents, process know-how). Radiopharmaceutical manufacturing and isotope supply-chain know-how are hard for new entrants to build.

Headquarters: Boston, Massachusetts, US · Founded: 2019 · Employees: 79

Named competitors

Aktis Oncology at a glance

Size Aktis Oncology (AKTS) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $880M, the 2327th largest of 3,117 United States companies the cockpit tracks. Shares closed at $15.82 on 6 Nov 2026.

Performance Over six months the shares fell 14.9%, against -11.9% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 20 in its peer set.

Growth Revenue grew 336.9% over the last twelve months (peer median +1.6%); the operating margin is -1,149.5% (peer median 8.9%).

Valuation It trades at 57.5× enterprise value to sales against a peer median of 4.3× (most expensive of 18).

Short interest Short interest is 8.0% of the free float (15 Oct 2026).

Next results Next results expected around 2 Dec 2026 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026AKTS 87Peer median 86
Six months, rebased to 100: Aktis Oncology against the median of its 20 peers (local-currency closes).

Aktis Oncology financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023
Revenuen/a$6.50M$1.49M$0
Revenue growth—+337%——
Gross profitn/a$4.17M-$88,000-$1.12M
EBITDAn/a-$72.4M-$50.5M-$33.7M
Net incomen/a-$63.7M-$44.0M-$28.6M
Free cash flown/a-$73.7M$11.9M-$33.8M
Capital expendituren/a$9.58M$2.86M$3.76M
Total debt$11.2M$11.5M$12.0M$13.4M

Quarterly statements and history in the cockpit →

Aktis Oncology 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%-20%0%+20%069620PHARMCRVSAARTIPHARM60322968862160784521002424002082300267688073ORIC4565000411AKTS6-month return →1-month return →
Up and to the right = strong over both horizons. Aktis Oncology is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×40×60×069620PHARMAARTIPHARM603229000813AKTSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Aktis Oncology is the large dot.

Aktis Oncology competitors and peer comparison

Head to head with its named competitors (AKTS vs NOVN.SW vs AZN.L vs BMY)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Aktis Oncology AKTS$880M-15%+337%-1,150%57.5×n/a
Novartis NOVN.SW$298B+15%-4%30%6.3×1.7%
AstraZeneca AZN.L$291B+1%+5%23%5.1×14.5%
Bristol Myers Squibb BMY$127B+12%+4%33%3.2×-12.9%

How Aktis Oncology 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.

Aktis Oncology against its 20 peers (data as of 6 Nov 2026)
MeasureAKTSPeer medianRank in peer set
1-month return-10.8%-6.5%6th lowest of 21
6-month return-14.9%-11.9%10th lowest of 20
Distance from 52-week high-53.7%-36.0%3rd lowest of 21
Revenue growth (TTM)+336.9%+1.6%highest of 18
Operating margin-1,149.5%8.9%lowest of 18
EV / Sales57.5×4.3×most expensive of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Aktis Oncology AKTSUnited States$880M-15%+337%-1,150%57.5×n/an/a
Daewoong Pharm 069620.KSSouth Korea$874M-30%+9%12%0.7×n/an/a
Pharming PHARM.ASNetherlands$874M-2%+2%9%2.1×2.5%+12.4%
Corvus Pharmaceuticals CRVSUnited States$887M-32%n/an/an/an/an/a
Aarti Pharmalabs AARTIPHARM.NSIndia$892M+19%+13%18%4.3×n/an/a
Zhejiang Ausun Pharmaceutical 603229.SSChina$893M-27%+1%0%7.1×n/an/a
Beijing Sun-Novo Pharmaceutical Research 688621.SSChina$894M-8%-1%-2%6.1×n/an/a
Hygeia Healthcare 6078.HKHong Kong$861M-7%+2%14%1.9×4.8%+22.5%
Kaken Pharmaceutical 4521.TJapan$854M-8%-7%11%0.9×n/an/a
Guizhou Bailing Group Pharmaceutical 002424.SZChina$907M-12%-25%2%2.9×16.2%-0.2%
Wanbangde Pharmaceutical 002082.SZChina$909M-65%-11%-3%5.9×-1.2%-39.5%
Hunan Er-Kang Pharmaceutical 300267.SZChina$909M-33%-14%-29%5.2×n/an/a
Bide Pharmatech 688073.SSChina$912M+5%+10%19%3.6×16.7%+27.7%
Oric Pharmaceuticals ORICUnited States$914M0%n/an/an/an/an/a
Luye Pharma 2186.HKHong Kong$839M-36%+3%18%1.2×-10.5%+1.9%
Latigo Biotherapeutics LTGOUnited States$835Mn/an/an/an/an/an/a
Sanofi Consumer Healthcare India SANOFICONR.NSIndia$835M-28%+23%36%8.1×17.1%+22.7%
Dezhan Healthcare 000813.SZChina$928M-18%-10%-121%15.8×n/an/a
GuangYuYuan Chinese Herbal Medicine 600771.SSChina$930M-24%-6%5%4.4×33.2%+4.2%
Nxera Pharma 4565.TJapan$932M+63%+24%14%5.1×16.2%+27.3%
Zhejiang Int'l 000411.SZChina$828M-8%+3%3%0.3×n/an/a

Questions

Who are Aktis Oncology's main competitors?
Named competitors: Novartis (Pluvicto) (NOVN.SW), AstraZeneca (Fusion Pharmaceuticals) (AZN.L), Bristol Myers Squibb (RayzeBio) (BMY). The cockpit's measured peer set (industry) also includes Daewoong Pharm (069620.KS), Pharming (PHARM.AS), Corvus Pharmaceuticals (CRVS), Aarti Pharmalabs (AARTIPHARM.NS), Zhejiang Ausun Pharmaceutical (603229.SS), Beijing Sun-Novo Pharmaceutical Research (688621.SS).
Is Aktis Oncology expensive compared with its peers?
On ev / sales it trades at 57.5× against a peer median of 4.3×, most expensive of 18 in its peer set.
How has Aktis Oncology stock performed?
Over six months to 6 Nov 2026 the shares returned -14.9% against -11.9% for the median peer.

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.