Loading…
← CockpitCompetitor Analysis › GUD.TO Knight Therapeutics, Inc.Open in the cockpit ↗

Knight Therapeutics, Inc.GUD.TOCompetitor analysis, valuation and peers

Canada · CAD·Health Care›Pharmaceuticals: Major
Momentum leader 93
Mkt cap
$800M
US dollars, full cap
Free float
77%
of shares outstanding
$/day
$535,080
20-day average traded
Fwd P/E
76.4×
forward earnings
ROIC−WACC
-2.4 pp
WACC 5.1%
Hurdle
-8 pp
Req g minus delivered
Next earnings
139 days
25 Mar 2027
Close · CADC$11.42
1D-1.2%
1W+1.3%
1M+6.6%
3M+17.0%
6M+36.8%
YTD+88.8%
1Y+95.5%
ATR %2.6%
52w lowhigh3.7% off high

What Knight Therapeutics does

Employees: 830

Knight Therapeutics at a glance

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).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026GUD.TO 131Peer median 91
Six months, rebased to 100: Knight Therapeutics against the median of its 20 peers (local-currency closes).

Knight Therapeutics financials

Reported figures in CAD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueC$547MC$450MC$371MC$328MC$294M
Revenue growth—+21%+13%+12%—
Gross profitC$202MC$151MC$130MC$108MC$86.3M
EBITDAC$90.4MC$54.4MC$60.6MC$56.8MC$46.0M
Net incomeC$14.9M-C$5.37MC$4.33M-C$16.8M-C$29.9M
Free cash flowC$108MC$68.4MC$40.9MC$27.5MC$41.6M
Capital expenditureC$13.9MC$33.7MC$31.5MC$9.96MC$25.8M
Total debtC$34.3MC$77.9MC$49.5MC$69.1MC$77.7M

Quarterly statements and history in the cockpit →

Knight Therapeutics 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%-25%0%+25%+50%-20%0%+20%SANOFI002940006120ANNXALMS002390002907SUVENLXRX3001300705COLL6004790023496885662171688658000411GUD.TO6-month return →1-month return →
Up and to the right = strong over both horizons. Knight Therapeutics is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×25×50×75×SANOFI300705COLL688566688658GUD.TORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Knight Therapeutics is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%SANOFI0029400023900029073001300705COLL600479002349688566086450GUD.TOGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Knight Therapeutics is the large dot.

Knight Therapeutics competitors and peer comparison

How Knight Therapeutics 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.

Knight Therapeutics against its 20 peers (data as of 6 Nov 2026)
MeasureGUD.TOPeer medianRank 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 margin4.8%10.1%9th lowest of 19
Forward P/E76.4×15.1×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 pp4th least demanding of 12
ROIC minus cost of capital-2.4 pp+2.1 pp6th lowest of 17
EV / EBITDA11.6×11.2×4th most expensive of 8
Net debt / EBITDA-0.8×-0.4×3rd least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Knight Therapeutics GUD.TOCanada$800M+37%+42%5%76.4×9.5%+17.7%
Sanofi India SANOFI.NSIndia$800M-3%-6%26%19.9×16.5%-8.7%
Zhejiang Anglikang Pharmaceutical 002940.SZChina$801M-19%-6%10%n/a18.2%+2.1%
SK Discovery 006120.KSSouth Korea$804M+11%+20%3%n/an/an/a
Annexon ANNXUnited States$796M-26%n/an/an/an/an/a
Alumis ALMSUnited States$805M-27%-63%-5,480%n/an/an/a
Guizhou Xinbang Pharmaceutical 002390.SZChina$805M-10%-13%4%n/a-3.0%-0.8%
Chongqing Pharscin Pharmaceutical 002907.SZChina$808M-7%+8%10%n/a10.7%-1.4%
Suven Life Sciences SUVEN.NSIndia$792M+20%+17%-4,228%n/an/an/a
Lexicon Pharmaceuticals LXRXUnited States$792M-11%-29%-131%n/an/an/a
Katakura Industries 3001.TJapan$791M+46%0%16%n/a0.2%+0.5%
Hunan Jiudian Pharmaceutical 300705.SZChina$789M-18%-5%13%17.8×-1.1%+26.1%
Collegium Pharmaceutical COLLUnited States$788M-36%+14%20%3.4×-7.0%+20.3%
Zhuzhou Qianjin Pharmaceutical 600479.SSChina$787M-3%+4%11%n/a-1.4%0.0%
Bambusa Therapeutics BBTXUnited States$783Mn/an/an/an/an/an/a
Jinghua Pharmaceutical 002349.SZChina$825M-8%+2%20%n/a-1.8%+2.6%
Jiangsu Jibeier Pharmaceutical 688566.SSChina$777M-8%+9%24%11.9×11.5%+11.3%
CARsgen Therapeutics 2171.HKHong Kong$825M-54%+68%-170%n/an/an/a
Youcare Pharmaceutical 688658.SSChina$776M-41%-7%-13%28.8×n/an/a
DongKook Pharmaceutical 086450.KSSouth Korea$776M-1%+13%10%12.4×-6.3%+10.6%
Zhejiang Int'l 000411.SZChina$828M-8%+3%3%n/an/an/a

Questions

Which companies are Knight Therapeutics's closest peers?
The cockpit's peer set: Sanofi India (SANOFI.NS), Zhejiang Anglikang Pharmaceutical (002940.SZ), SK Discovery (006120.KS), Annexon (ANNX), Alumis (ALMS), Guizhou Xinbang Pharmaceutical (002390.SZ), Chongqing Pharscin Pharmaceutical (002907.SZ), Suven Life Sciences (SUVEN.NS).
Is Knight Therapeutics expensive compared with its peers?
On forward p/e it trades at 76.4× against a peer median of 15.1×, most expensive of 7 in its peer set. 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.
How has Knight Therapeutics stock performed?
Over six months to 6 Nov 2026 the shares returned +36.8% against -8.0% for the median peer; over one year +95.5%.

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.