Repligen (NASDAQ:RGEN) versus CARGO Therapeutics (NASDAQ:CRGX) Financial Contrast

Repligen (NASDAQ:RGEN) and CARGO Therapeutics (NASDAQ:CRGX) are both medical companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, earnings, risk, profitability and valuation.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Repligen and CARGO Therapeutics, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Repligen	0	6	8	0	2.57
CARGO Therapeutics	1	6	0	0	1.86

Repligen presently has a consensus target price of $176.82, indicating a potential upside of 23.11%. CARGO Therapeutics has a consensus target price of $15.00, indicating a potential upside of 223.97%. Given CARGO Therapeutics’ higher possible upside, analysts plainly believe CARGO Therapeutics is more favorable than Repligen.

Institutional and Insider Ownership

97.6% of Repligen shares are owned by institutional investors. Comparatively, 93.2% of CARGO Therapeutics shares are owned by institutional investors. 1.2% of Repligen shares are owned by company insiders. Comparatively, 1.4% of CARGO Therapeutics shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Risk and Volatility

Repligen has a beta of 1.27, meaning that its stock price is 27% more volatile than the S&P 500. Comparatively, CARGO Therapeutics has a beta of 0.66, meaning that its stock price is 34% less volatile than the S&P 500.

Earnings and Valuation

This table compares Repligen and CARGO Therapeutics”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Repligen	$634.44 million	12.71	$35.60 million	($0.51)	-281.63
CARGO Therapeutics	N/A	N/A	-$98.15 million	($3.72)	-1.24

Repligen has higher revenue and earnings than CARGO Therapeutics. Repligen is trading at a lower price-to-earnings ratio than CARGO Therapeutics, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Repligen and CARGO Therapeutics’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Repligen	-4.64%	4.21%	2.94%
CARGO Therapeutics	N/A	-38.16%	-33.94%

Summary

Repligen beats CARGO Therapeutics on 9 of the 13 factors compared between the two stocks.

About Repligen

Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process in North America, Europe, the Asia Pacific, and internationally. It offers Protein A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products. The company’s chromatography products include OPUS pre-packed chromatography columns, which are used in the purification of biologics; and OPUS smaller-scale columns that are used in the high throughput process development screening, viral clearance validation studies, and scale down validation of chromatography processes. It also offers ELISA test kits; and chromatography resins under the CaptivA brand. In addition, the company provides filtration products, such as XCell Alternating Tangential Flow systems that are filtration devices used in upstream perfusion and cell culture processing; TangenX flat sheet cassettes, which are used in downstream biologic drug concentration, buffer exchange, and formulation processes; KrosFlo tangential flow filtration and tangential flow depth filtration systems; Spectra/Por laboratory and process dialysis products, and ProConnex TFDF flow paths. Further, it provides process analytics products, such as slope spectroscopy systems under the SoloVPE, FlowVPE, and FlowVPX brands. The company sells its products to life sciences, biopharmaceutical, and diagnostics companies; laboratory researchers; and contract manufacturing organizations. Repligen Corporation has collaboration agreements with Navigo Proteins GmbH to develop multiple affinity ligands. The company was incorporated in 1981 and is headquartered in Waltham, Massachusetts.

About CARGO Therapeutics

CARGO Therapeutics, Inc., a clinical-stage biotechnology company, develops chimeric antigen receptor (CAR) T-cell therapies for cancer patients. The company's lead program is CRG-022, an autologous CD22 CAR T-cell product candidate designed to address resistance mechanisms by targeting CD22, an alternate tumor antigen that is expressed in B-cell malignancies. It also develops CRG-023, a tri-specific CAR T product candidate that targets tumor cells with three B-cell antigen targets. The company was formerly known as Syncopation Life Sciences, Inc. and changed its name to CARGO Therapeutics, Inc. in September 2022. CARGO Therapeutics, Inc. was incorporated in 2019 and is headquartered in San Mateo, California.