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Uses AI and automated biology experiments to discover and develop new drugs across multiple disease areas.
Uses AI and automated biology experiments to discover and develop new drugs across multiple disease areas.
Pays for research mainly from investor capital and from partners such as Roche and Sanofi, who make upfront and milestone payments tied to drug programs reaching defined stages; no product is on sale. It combined with Exscientia in 2024 to add chemistry design to its biology data.
Moat: narrow (data, IP / patents, process know-how). Massive proprietary biological/chemical dataset from automated wet-lab experiments feeds AI models.
Headquarters: Salt Lake City, Utah, US · Founded: 2013 · Employees: 600
Size Recursion Pharmaceuticals (RXRX) is a United States Health Care company (Biotechnology) with a market value of $2.19B, the 1730th largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.52 on 6 Nov 2026.
Performance Over six months the shares gained 6.0%, against +11.2% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 56.2% over the last twelve months (peer median +14.5%); the operating margin is -725.4% (peer median 5.8%).
Valuation It trades at 25.1× enterprise value to sales against a peer median of 5.6× (2nd most expensive of 13).
Capital Return on invested capital runs 102.7 points below its cost of capital (10.4% WACC).
Short interest Short interest is 27.1% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $68.2M | $74.7M | $58.8M | $44.6M | $39.8M |
| Revenue growth | — | +27% | +32% | +12% | — |
| Gross profit | -$27.3M | -$46.3M | -$4.59M | -$6.51M | -$8.81M |
| EBITDA | -$421M | -$564M | -$443M | -$318M | -$226M |
| Net income | -$476M | -$645M | -$464M | -$328M | -$239M |
| Free cash flow | -$312M | -$378M | -$373M | -$300M | -$121M |
| Capital expenditure | $3.95M | $8.63M | $17.0M | $12.6M | $37.4M |
| Total debt | $74.7M | $78.0M | $108M | $50.7M | $51.0M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Recursion Pharmaceuticals RXRX | $2.19B | +6% | +56% | -725% | 25.1× | n/a |
| Schrodinger SDGR | $2.23B | +125% | +9% | -59% | 7.4× | n/a |
| Relay Therapeutics RLAY | $4.08B | +46% | +24% | -2,999% | 308.8× | n/a |
| XtalPi 2228.HK | $3.35B | -34% | +4% | -127% | 26.3× | n/a |
| Absci ABSI | $1.75B | +72% | -62% | -8,411% | 991.7× | n/a |
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 | RXRX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.9% | +1.7% | 3rd lowest of 21 |
| 6-month return | +6.0% | +11.2% | 10th lowest of 21 |
| Distance from 52-week high | -32.8% | -25.4% | 8th lowest of 21 |
| Revenue growth (TTM) | +56.2% | +14.5% | 4th highest of 15 |
| Operating margin | -725.4% | 5.8% | 2nd lowest of 14 |
| EV / Sales | 25.1× | 5.6× | 2nd most expensive of 13 |
| ROIC minus cost of capital | -102.7 pp | -3.3 pp | 2nd lowest of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Recursion Pharmaceuticals RXRX | United States | $2.19B | +6% | +56% | -725% | 25.1× | n/a | n/a |
| Lakefront Biotherapeutics LKFT.AS | Netherlands | $2.19B | +25% | +259% | 60% | n/a | n/a | n/a |
| Aurinia Pharmaceuticals AUPH | United States | $2.21B | +8% | +21% | 45% | 5.5× | 5.1% | +41.4% |
| Immunome IMNM | United States | $2.21B | -17% | -100% | n/a | n/a | n/a | n/a |
| SKBS 302440.KS | South Korea | $2.22B | -11% | +23% | -25% | 4.5× | n/a | n/a |
| Vera Therapeutics VERA | United States | $2.15B | -18% | n/a | n/a | n/a | n/a | n/a |
| Sinocelltech 688520.SS | China | $2.25B | -23% | -40% | -75% | 15.6× | n/a | n/a |
| Vimian VIMIAN.ST | Sweden | $2.26B | +41% | +8% | 19% | 4.9× | 12.5% | +44.5% |
| Hitgen 688222.SS | China | $2.12B | +23% | +42% | 27% | 19.1× | 38.7% | +16.8% |
| Septerna SEPN | United States | $2.28B | +105% | +13,520% | -57% | 19.5× | 18.7% | n/a |
| Shenzhen Kangtai Biological Products 300601.SZ | China | $2.11B | -9% | -9% | 6% | 5.6× | 25.3% | +3.4% |
| Hemab Therapeutics COAG | United States | $2.29B | +95% | n/a | n/a | n/a | n/a | n/a |
| Zealand Pharma A/S ZEAL.CO | Denmark | $2.32B | -32% | -49% | 51% | 0.3× | n/a | n/a |
| Vir Biotechnology VIR | United States | $2.07B | +34% | +1,496% | -92% | 5.4× | n/a | n/a |
| Celldex Therapeutics CLDX | United States | $2.35B | -12% | -97% | -206,220% | 10,375.3× | n/a | n/a |
| Replimune REPL | United States | $2.05B | +547% | n/a | n/a | n/a | n/a | n/a |
| Trevi Therapeutics TRVI | United States | $2.04B | -1% | n/a | n/a | n/a | n/a | n/a |
| BGI Genomics 300676.SZ | China | $2.39B | -4% | 0% | -14% | 3.7× | n/a | n/a |
| First Tracks Biotherapeutics TRAX | United States | $2.01B | +145% | n/a | n/a | n/a | n/a | n/a |
| GemPharmatech 688046.SS | China | $2.01B | +59% | +25% | 22% | 13.3× | 35.7% | +24.8% |
| Pharvaris PHVS | United States | $2.41B | +14% | n/a | n/a | n/a | n/a | n/a |