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← CockpitCompetitor Analysis › TEM Tempus AI, Inc. Class AOpen in the cockpit ↗

Tempus AI, Inc. Class ATEMCompetitor analysis, valuation and peers

United States · USD·Information Technology›Packaged Software

US healthcare technology company combining genomic sequencing and AI to help doctors personalize cancer and other disease treatment.

Momentum leader 96
Mkt cap
$13.9B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$458M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-34.6 pp
WACC 18.5%
Hurdle
n/a
no reverse DCF
Next earnings
116 days
2 Mar 2027
Close · USD$76.05
1D+8.0%
1W+5.3%
1M+9.8%
3M+38.1%
6M+52.5%
YTD+28.8%
1Y-7.5%
ATR %8.7%
Beta2.32
52w lowhigh14.6% off high

What Tempus AI does

US healthcare technology company combining genomic sequencing and AI to help doctors personalize cancer and other disease treatment.

Most revenue is from genomic tests ordered by doctors and billed to insurers, hospitals or patients, paid per test, while data and software licences to drug developers add a second stream, often under multi-year deals. Buying Ambry Genetics in 2025 added hereditary-disease testing. Founder Eric Lefkofsky remains chief executive.

Products and services

  • Genomic sequencing/testing (oncology)
  • AI-driven clinical decision support
  • Data licensing to pharma/biotech

Customers

  • Oncologists/hospitals
  • Pharmaceutical/biotech companies (data partnership

Where it sits in the supply chain

  • Healthcare technology/AI
  • Genomic testing & AI-driven diagnostics
  • Oncologists, hospitals, pharma/biotech…

What could go right

  • Genomic testing volume growth
  • Pharma data-licensing revenue growth

What could go wrong

  • Reimbursement/insurance coverage risk
  • Data privacy/regulatory scrutiny

Moat: narrow (data, IP / patents, process know-how). Large proprietary multimodal cancer dataset feeds its AI models, a data advantage that compounds with scale.

Headquarters: Chicago, Illinois, US · Founded: 2015 · Employees: 3,800

Named competitors

Tempus AI at a glance

Size Tempus AI (TEM) is a United States Information Technology company (Packaged Software) with a market value of $13.9B, the 636th largest of 3,117 United States companies the cockpit tracks. Shares closed at $76.05 on 6 Nov 2026.

Performance Over six months the shares gained 52.5%, against +28.8% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.

Growth Revenue grew 36.6% over the last twelve months (peer median +17.2%); the operating margin is -17.5% (peer median 21.7%).

Valuation It trades at 9.7× enterprise value to sales against a peer median of 5.3× (4th most expensive of 21).

Capital Return on invested capital runs 34.6 points below its cost of capital (18.5% WACC).

Credit Tempus AI has 2 bonds outstanding ($1.21B).

Short interest Short interest is 14.3% of the free float (15 Oct 2026).

Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026TEM 157Peer median 128
Six months, rebased to 100: Tempus AI against the median of its 20 peers (local-currency closes).

Tempus AI financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.51B$1.27B$693M$532M$321M
Revenue growth—+83%+30%+66%—
Gross profit$958M$782M$369M$278M$122M
EBITDA-$159M-$136M-$651M-$163M-$239M
Net income-$189M-$245M-$706M-$214M-$290M
Free cash flow-$138M-$239M-$211M-$249M-$187M
Capital expenditure$42.3M$27.3M$22.1M$34.6M$18.4M
Total debt$1.43B$1.33B$468M$488M$433M

Quarterly statements and history in the cockpit →

Tempus AI 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

-25%0%+25%+50%+75%-20%0%+20%+40%002602SGEDOCUMANHTRMBDTFROGEVO688111CHYMPCORCRCL9697SAILFFIVGENSSNCPAYCWTCFIGTEM6-month return →1-month return →
Up and to the right = strong over both horizons. Tempus AI is the large dot.

Fundamentals: revenue growth against valuation

+10%+20%+30%+40%5×10×15×002602SGEDOCUMANHTRMBDTFROGEVO688111CHYMPCORCRCL9697SAILFFIVGENPAYCWTCFIGTEMRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tempus AI is the large dot.

Tempus AI competitors and peer comparison

Head to head with its named competitors (TEM vs GH vs NTRA vs CAI)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Tempus AI TEM$13.9B+53%+37%-18%9.7×n/a
Guardant Health GH$20.2B+58%+43%-40%17.7×n/a
Natera NTRA$44.8B+60%+38%-11%16.2×n/a
Caris Life Sciences CAI$7.13B+56%+85%15%6.9×18.7%
NeoGenomics NEO$2.18B+88%+11%-6%3.2×n/a
Labcorp LH$29.8B+45%+6%11%2.5×13.9%
Veracyte VCYT$1.94B-40%+17%17%2.9×15.1%
Myriad Genetics MYGN$566M+38%-3%-11%0.8×n/a

How Tempus AI 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.

Tempus AI against its 20 peers (data as of 6 Nov 2026)
MeasureTEMPeer medianRank in peer set
1-month return+9.8%+3.5%6th highest of 21
6-month return+52.5%+28.8%6th highest of 21
Distance from 52-week high-14.6%-13.7%10th lowest of 21
Revenue growth (TTM)+36.6%+17.2%3rd highest of 21
Operating margin-17.5%21.7%3rd lowest of 21
EV / Sales9.7×5.3×4th most expensive of 21
ROIC minus cost of capital-34.6 pp+5.4 pp2nd lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Tempus AI TEMUnited States$13.9B+53%+37%-18%9.7×n/an/a
Zhejiang Century Huatong 002602.SZChina$14.0B-20%+28%21%1.9×-0.2%+20.4%
Sage SGE.LUnited Kingdom$14.1B+33%+9%23%4.5×3.1%+5.7%
DocuSign DOCUUnited States$14.5B+62%+9%12%4.1×12.9%+17.2%
Manhattan Associates MANHUnited States$14.7B+77%+8%25%12.6×29.4%+13.0%
Trimble TRMBUnited States$12.6B-11%+7%18%3.6×15.3%+2.6%
Dynatrace DTUnited States$12.5B+7%+18%14%5.5×18.8%+23.5%
JFrog FROGUnited States$12.5B+43%+26%-13%19.4×37.7%+28.7%
Evolution EVO.STSweden$15.8B+33%-3%57%6.6×-0.3%+31.2%
Beijing Kingsoft Office Software 688111.SSChina$16.1B-8%+20%22%15.5×32.7%+21.3%
Chime Financial CHYMUnited States$11.9B+70%+18%-1%4.9×18.2%+24.8%
Procore Technologies PCORUnited States$11.4B+41%+16%-1%7.3×19.9%+27.0%
Circle Internet CRCLUnited States$17.3B-40%+26%13%5.2×23.2%+52.7%
Capcom 9697.TJapan$11.0B+25%+21%41%6.8×-2.2%+15.4%
SailPoint SAILUnited States$11.0B+57%+20%-19%9.2×42.0%+24.7%
F5, Inc. FFIVUnited States$17.7B-12%+11%24%4.8×9.7%+5.6%
Gen Digital GENUnited States$17.7B+32%+17%43%4.8×1.8%+14.4%
SS&C Technologies SSNCUnited States$18.2B+13%+9%24%3.8×6.9%+6.1%
Paycom Software PAYCUnited States$10.5B+73%+9%30%5.2×3.3%+19.5%
Wisetech Global WTC.AXAustralia$10.3B+15%+71%31%8.5×30.1%+32.3%
Figma FIGUnited States$10.0B-9%+43%-124%6.6×22.2%+43.4%

Tempus AI bonds and credit

Tempus AI has 2 bonds outstanding with $1.21B face value.

Every bond, yield and spread in the cockpit →

Questions

Who are Tempus AI's main competitors?
Named competitors: Guardant Health (GH), Foundation Medicine (Roche) (private or unlisted), Natera (NTRA), Exact Sciences (private or unlisted), Caris Life Sciences (CAI), NeoGenomics (NEO). The cockpit's measured peer set (industry) also includes Zhejiang Century Huatong (002602.SZ), Sage (SGE.L), DocuSign (DOCU), Manhattan Associates (MANH), Trimble (TRMB), Dynatrace (DT).
Is Tempus AI expensive compared with its peers?
On ev / sales it trades at 9.7× against a peer median of 5.3×, 4th most expensive of 21 in its peer set.
How has Tempus AI stock performed?
Over six months to 6 Nov 2026 the shares returned +52.5% against +28.8% for the median peer; over one year -7.5%.

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.