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← CockpitCompetitor Analysis › PVLA Palvella Therapeutics, Inc.Open in the cockpit ↗

Palvella Therapeutics, Inc.PVLACompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology

Develops topical therapies for rare, serious genetic skin diseases, led by a treatment for lymphatic malformations.

Momentum leader 95
Mkt cap
$2.53B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$38.4M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.4%
Hurdle
n/a
no reverse DCF
Next earnings
150 days
5 Apr 2027
Close · USD$175.92
1D+12.2%
1W+20.4%
1M+33.9%
3M+15.6%
6M+45.0%
YTD+68.1%
1Y+132.2%
ATR %5.4%
Beta1.60
52w lowhigh0.6% off high

What Palvella Therapeutics does

Develops topical therapies for rare, serious genetic skin diseases, led by a treatment for lymphatic malformations.

No product to sell yet and no revenue; it is funded by raising capital, and value rests on a topical rapamycin gel clearing its late-stage trial and FDA review for lymphatic malformations. Rare-disease drugs are sold to a small group of specialists, so launch economics rest on a small patient pool.

Products and services

  • QTORIN rapamycin (microcystic lymphatic malformations)
  • Pipeline in pachyonychia congenita

Customers

  • Dermatologists (post-approval)

Where it sits in the supply chain

  • Health Care
  • Biotechnology
  • Rare genetic skin disease therapeutics

What could go right

  • First approved treatment in an underserved niche
  • Orphan drug pricing potential

What could go wrong

  • Small addressable patient populations
  • Clinical trial and regulatory timeline risk

Moat: none (IP / patents). Addresses rare skin diseases with no approved treatments, but is clinical-stage with small target populations.

Headquarters: Wayne, Pennsylvania, US · Founded: 2015 · Employees: 29

Named competitors

Palvella Therapeutics at a glance

Size Palvella Therapeutics (PVLA) is a United States Health Care company (Biotechnology) with a market value of $2.53B, the 1648th largest of 3,117 United States companies the cockpit tracks. Shares closed at $175.92 on 6 Nov 2026.

Performance Over six months the shares gained 45.0%, against -9.1% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 20 in its peer set.

Growth Revenue fell 100.0% over the last twelve months (peer median +4.1%).

Short interest Short interest is 16.7% of the free float (15 Oct 2026).

Next results Next results expected around 5 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026PVLA 144Peer median 93
Six months, rebased to 100: Palvella Therapeutics against the median of its 20 peers (local-currency closes).

Palvella Therapeutics financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$0$0$0$0$25.9M
Revenue growth———-100%—
Gross profit$0$0$0$0$23.1M
EBITDA-$57.7M-$38.6M-$14.1M-$11.9M-$40.7M
Net income-$61.7M-$41.7M-$17.4M$18.7M-$33.3M
Free cash flow-$36.5M-$25.0M-$10.8M-$13.7M-$61.0M
Capital expenditure$0$0$0$0$1.04M
Total debt$22.6M$18.4M$11.9M$78.7M$13.1M

Quarterly statements and history in the cockpit →

Palvella 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

0%+100%-25%0%+25%+50%RCUSMBXXNCRPHVS300255300676300142BEAMCLDXZEALXERSCOAGSEPNVIMIANADMA6887PVLA6-month return →1-month return →
Up and to the right = strong over both horizons. Palvella Therapeutics is the large dot.

Palvella Therapeutics competitors and peer comparison

Head to head with its named competitors (PVLA vs KRYS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Palvella Therapeutics PVLA$2.53B+45%-100%n/an/an/a
Krystal Biotech KRYS$8.92B-2%+26%48%17.1×11.9%

How Palvella 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.

Palvella Therapeutics against its 20 peers (data as of 6 Nov 2026)
MeasurePVLAPeer medianRank in peer set
1-month return+33.9%-0.3%4th highest of 21
6-month return+45.0%-9.1%6th highest of 20
Distance from 52-week high-0.6%-33.2%2nd highest of 21
Revenue growth (TTM)-100.0%+4.1%lowest of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Palvella Therapeutics PVLAUnited States$2.53B+45%-100%n/an/an/an/a
Evopoint Biosciences 688837.SSChina$2.58Bn/an/an/a67.9×n/an/a
Arcus Biosciences RCUSUnited States$2.59B-28%-55%-415%17.1×n/an/a
MBX Biosciences MBXUnited States$2.47B+25%n/an/an/an/an/a
Xencor XNCRUnited States$2.66B+178%-29%-206%22.6×n/an/a
Pharvaris PHVSUnited States$2.41B+14%n/an/an/an/an/a
Hebei Changshan Biochemical Pharmaceutical 300255.SZChina$2.68B-52%0%-25%21.9×n/an/a
BGI Genomics 300676.SZChina$2.39B-4%0%-14%3.7×n/an/a
Walvax Biotechnology 300142.SZChina$2.71B-12%-23%5%10.3×31.3%-3.8%
Beam Therapeutics BEAMUnited States$2.73B-18%+163%-268%13.2×n/an/a
Celldex Therapeutics CLDXUnited States$2.35B-12%-97%-206,220%10,375.3×n/an/a
Xiamen Amoytop Biotech 688278.SSChina$2.76B-23%+18%27%4.7×0.5%+36.0%
Zealand Pharma A/S ZEAL.CODenmark$2.32B-32%-49%51%0.3×n/an/a
Xeris Biopharma XERSUnited States$2.77B+133%+36%11%8.8×33.3%+70.2%
Hemab Therapeutics COAGUnited States$2.29B+95%n/an/an/an/an/a
Septerna SEPNUnited States$2.28B+105%+13,520%-57%19.5×18.7%n/a
Vimian VIMIAN.STSweden$2.26B+41%+8%19%4.9×12.5%+44.5%
ADMA Biologics ADMAUnited States$2.85B+56%+8%42%5.7×-0.8%+64.6%
Sunshine Lake Pharma 6887.HKHong Kong$2.85B-9%+20%-3%6.1×n/an/a
Sinocelltech 688520.SSChina$2.25B-23%-40%-75%15.6×n/an/a
SKBS 302440.KSSouth Korea$2.22B-11%+23%-25%4.5×n/an/a

Questions

Who are Palvella Therapeutics's main competitors?
Named competitors: Verrica Pharmaceuticals (private or unlisted), Krystal Biotech (KRYS). The cockpit's measured peer set (industry) also includes Evopoint Biosciences (688837.SS), Arcus Biosciences (RCUS), MBX Biosciences (MBX), Xencor (XNCR), Pharvaris (PHVS), Hebei Changshan Biochemical Pharmaceutical (300255.SZ).
How has Palvella Therapeutics stock performed?
Over six months to 6 Nov 2026 the shares returned +45.0% against -9.1% for the median peer; over one year +132.2%.

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.