Employees: 830
Size Knight Therapeutics (GUD.TO) is a Canada Health Care company (Pharmaceuticals: Major) with a market value of $800M, the 278th largest of 420 Canada companies the cockpit tracks. Shares closed at C$11.42 on 6 Nov 2026.
Performance Over six months the shares gained 36.8%, against -8.0% for the median peer and +5.2% for the Canada market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 42.3% over the last twelve months (peer median +2.7%); the operating margin is 4.8% (peer median 10.1%).
Valuation It trades at 76.4× forward earnings against a peer median of 15.1× (most expensive of 7).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.4 points below its cost of capital (5.1% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$547M | C$450M | C$371M | C$328M | C$294M |
| Revenue growth | — | +21% | +13% | +12% | — |
| Gross profit | C$202M | C$151M | C$130M | C$108M | C$86.3M |
| EBITDA | C$90.4M | C$54.4M | C$60.6M | C$56.8M | C$46.0M |
| Net income | C$14.9M | -C$5.37M | C$4.33M | -C$16.8M | -C$29.9M |
| Free cash flow | C$108M | C$68.4M | C$40.9M | C$27.5M | C$41.6M |
| Capital expenditure | C$13.9M | C$33.7M | C$31.5M | C$9.96M | C$25.8M |
| Total debt | C$34.3M | C$77.9M | C$49.5M | C$69.1M | C$77.7M |
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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.
| Measure | GUD.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.6% | -3.6% | 5th highest of 20 |
| 6-month return | +36.8% | -8.0% | 2nd highest of 20 |
| Distance from 52-week high | -3.7% | -32.0% | highest of 20 |
| Revenue growth (TTM) | +42.3% | +2.7% | 2nd highest of 19 |
| Operating margin | 4.8% | 10.1% | 9th lowest of 19 |
| Forward P/E | 76.4× | 15.1× | most expensive of 7 |
| Growth the price implies (Req g, 7 yrs) | 9.5% | -1.1% | 5th most demanding of 12 |
| Growth delivered (Del g) | +17.7% | +2.1% | 3rd highest of 12 |
| Hurdle (Req g minus delivered) | -8.1 pp | -1.4 pp | 4th least demanding of 12 |
| ROIC minus cost of capital | -2.4 pp | +2.1 pp | 6th lowest of 17 |
| EV / EBITDA | 11.6× | 11.2× | 4th most expensive of 8 |
| Net debt / EBITDA | -0.8× | -0.4× | 3rd least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Knight Therapeutics GUD.TO | Canada | $800M | +37% | +42% | 5% | 76.4× | 9.5% | +17.7% |
| Sanofi India SANOFI.NS | India | $800M | -3% | -6% | 26% | 19.9× | 16.5% | -8.7% |
| Zhejiang Anglikang Pharmaceutical 002940.SZ | China | $801M | -19% | -6% | 10% | n/a | 18.2% | +2.1% |
| SK Discovery 006120.KS | South Korea | $804M | +11% | +20% | 3% | n/a | n/a | n/a |
| Annexon ANNX | United States | $796M | -26% | n/a | n/a | n/a | n/a | n/a |
| Alumis ALMS | United States | $805M | -27% | -63% | -5,480% | n/a | n/a | n/a |
| Guizhou Xinbang Pharmaceutical 002390.SZ | China | $805M | -10% | -13% | 4% | n/a | -3.0% | -0.8% |
| Chongqing Pharscin Pharmaceutical 002907.SZ | China | $808M | -7% | +8% | 10% | n/a | 10.7% | -1.4% |
| Suven Life Sciences SUVEN.NS | India | $792M | +20% | +17% | -4,228% | n/a | n/a | n/a |
| Lexicon Pharmaceuticals LXRX | United States | $792M | -11% | -29% | -131% | n/a | n/a | n/a |
| Katakura Industries 3001.T | Japan | $791M | +46% | 0% | 16% | n/a | 0.2% | +0.5% |
| Hunan Jiudian Pharmaceutical 300705.SZ | China | $789M | -18% | -5% | 13% | 17.8× | -1.1% | +26.1% |
| Collegium Pharmaceutical COLL | United States | $788M | -36% | +14% | 20% | 3.4× | -7.0% | +20.3% |
| Zhuzhou Qianjin Pharmaceutical 600479.SS | China | $787M | -3% | +4% | 11% | n/a | -1.4% | 0.0% |
| Bambusa Therapeutics BBTX | United States | $783M | n/a | n/a | n/a | n/a | n/a | n/a |
| Jinghua Pharmaceutical 002349.SZ | China | $825M | -8% | +2% | 20% | n/a | -1.8% | +2.6% |
| Jiangsu Jibeier Pharmaceutical 688566.SS | China | $777M | -8% | +9% | 24% | 11.9× | 11.5% | +11.3% |
| CARsgen Therapeutics 2171.HK | Hong Kong | $825M | -54% | +68% | -170% | n/a | n/a | n/a |
| Youcare Pharmaceutical 688658.SS | China | $776M | -41% | -7% | -13% | 28.8× | n/a | n/a |
| DongKook Pharmaceutical 086450.KS | South Korea | $776M | -1% | +13% | 10% | 12.4× | -6.3% | +10.6% |
| Zhejiang Int'l 000411.SZ | China | $828M | -8% | +3% | 3% | n/a | n/a | n/a |