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← CockpitCompetitor Analysis › LYEL Lyell Immunopharma, Inc.Open in the cockpit ↗

Lyell Immunopharma, Inc.LYELCompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology
Momentum leader 85
Mkt cap
$364M
US dollars, full cap
Free float
36%
of shares outstanding
$/day
$2.77M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.3%
Hurdle
n/a
no reverse DCF
Next earnings
4 days
10 Nov 2026
Close · USD$14.86
1D-0.9%
1W+34.6%
1M+69.1%
3M+3.7%
6M-23.1%
YTD-51.7%
1Y-10.2%
ATR %8.3%
Beta1.69
52w lowhigh67.0% off high

What Lyell Immunopharma does

Employees: 161

Lyell Immunopharma at a glance

Size Lyell Immunopharma (LYEL) is a United States Health Care company (Biotechnology) with a market value of $364M, the 2942nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $14.86 on 6 Nov 2026.

Performance Over six months the shares fell 23.1%, against -28.2% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 19 in its peer set.

Growth Revenue fell 55.0% over the last twelve months (peer median -3.5%); the operating margin is -729,281.5% (peer median -385.3%).

Valuation It trades at 7,653.4× enterprise value to sales against a peer median of 14.4× (most expensive of 16).

Short interest Short interest is 5.7% of the free float (15 Oct 2026).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026LYEL 77Peer median 73
Six months, rebased to 100: Lyell Immunopharma against the median of its 20 peers (local-currency closes).

Lyell Immunopharma financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$27,000$36,000$61,000$130,000$84.7M
Revenue growth—-41%-53%-100%—
Gross profit-$9.49M-$11.5M-$19.6M-$20.1M$68.2M
EBITDA-$187M-$192M-$204M-$230M-$175M
Net income-$248M-$274M-$343M-$235M-$183M
Free cash flow-$134M-$151M-$163M-$166M-$194M
Capital expenditure$711,000$780,000$464,000$2.69M$24.3M
Total debt$46.6M$51.0M$59.0M$63.2M$67.7M

Quarterly statements and history in the cockpit →

Lyell Immunopharma 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%0%+50%SRZNALLO45616038801873AGMBCTNMCCCC300381PROKFENC47683048942480ALECPRTCZURALYEL6-month return →1-month return →
Up and to the right = strong over both horizons. Lyell Immunopharma is the large dot.

Fundamentals: revenue growth against valuation

-100%0%+100%+200%0×2,500×5,000×7,500×SRZN3952ALLO4561603880PROKFENC4768304894476060LYELRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lyell Immunopharma is the large dot.

Lyell Immunopharma competitors and peer comparison

How Lyell Immunopharma 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.

Lyell Immunopharma against its 20 peers (data as of 6 Nov 2026)
MeasureLYELPeer medianRank in peer set
1-month return+69.1%-17.2%highest of 20
6-month return-23.1%-28.2%9th highest of 19
Distance from 52-week high-67.0%-51.2%5th lowest of 20
Revenue growth (TTM)-55.0%-3.5%4th lowest of 16
Operating margin-729,281.5%-385.3%lowest of 16
EV / Sales7,653.4×14.4×most expensive of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Lyell Immunopharma LYELUnited States$364M-23%-55%-729,281%7,653.4×n/an/a
Surrozen SRZNUnited States$364M-35%-9%-385%23.3×n/an/a
Zhejiang Laifual Drive 3952.HKHong Kong$363Mn/a+142%-11%7.1×n/an/a
Aspen Neuroscience ASPEUnited States$362Mn/an/an/an/an/an/a
Allogene Therapeutics ALLOUnited States$359M-54%-100%-3,886%22.8×n/an/a
G2GBIO 456160.KSSouth Korea$370M-65%-45%-2,884%775.0×n/an/a
Medtide 3880.HKHong Kong$358M-9%+14%36%2.7×n/an/a
Viva Biotech 1873.HKHong Kong$354M-14%+7%10%1.2×5.6%+19.1%
AgomAb Therapeutics NV ADR AGMBUnited States$376M-37%n/an/an/an/an/a
Contineum Therapeutics CTNMUnited States$381M-34%n/an/an/an/an/a
C4 Therapeutics CCCCUnited States$381M+5%+2%-288%5.3×n/an/a
Guangdong Vtr Bio-Tech 300381.SZChina$384M-23%-4%-4%2.7×n/an/a
ProKidney PROKUnited States$345M-39%+55%-21,665%1,556.3×n/an/a
Fennec Pharmaceuticals FENCUnited States$344M+42%+78%-3%5.1×n/an/a
Rznomics 476830.KSSouth Korea$386M-79%-72%-1,440%244.5×n/an/a
Cuorips 4894.TJapan$341M-9%-51%-947%392.1×n/an/a
Beijing Luzhu Biotechnology 2480.HKHong Kong$390M-33%n/an/an/an/an/a
Alector ALECUnited States$340M+9%-83%-857%14.4×n/an/a
Onconic Therapeutics 476060.KSSouth Korea$391M-45%+179%21%5.7×2.0%+725.2%
PureTech Health PRTC.LUnited Kingdom$394M-8%-4%-1,617%28.4×n/an/a
Zura Bio ZURAUnited States$394M-15%n/an/an/an/an/a

Questions

Which companies are Lyell Immunopharma's closest peers?
The cockpit's peer set: Surrozen (SRZN), Zhejiang Laifual Drive (3952.HK), Aspen Neuroscience (ASPE), Allogene Therapeutics (ALLO), G2GBIO (456160.KS), Medtide (3880.HK), Viva Biotech (1873.HK), AgomAb Therapeutics NV ADR (AGMB).
Is Lyell Immunopharma expensive compared with its peers?
On ev / sales it trades at 7,653.4× against a peer median of 14.4×, most expensive of 16 in its peer set.
How has Lyell Immunopharma stock performed?
Over six months to 6 Nov 2026 the shares returned -23.1% against -28.2% for the median peer; over one year -10.2%.

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.