Head-To-Head Review: Arcus Biosciences (NYSE:RCUS) versus Invivyd (NASDAQ:IVVD)

Invivyd (NASDAQ:IVVD) and Arcus Biosciences (NYSE:RCUS) are both healthcare companies, but which is the better business? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, profitability, valuation, earnings and analyst recommendations.

Volatility & Risk

Invivyd has a beta of 0.95, indicating that its share price is 5% less volatile than the S&P 500. Comparatively, Arcus Biosciences has a beta of 0.94, indicating that its share price is 6% less volatile than the S&P 500.

Institutional and Insider Ownership

70.4% of Invivyd shares are held by institutional investors. Comparatively, 92.9% of Arcus Biosciences shares are held by institutional investors. 12.2% of Invivyd shares are held by company insiders. Comparatively, 7.6% of Arcus Biosciences shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations

This is a summary of recent ratings for Invivyd and Arcus Biosciences, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Invivyd	1	2	3	0	2.33
Arcus Biosciences	1	3	11	0	2.67

Invivyd currently has a consensus target price of $10.00, indicating a potential upside of 1,545.28%. Arcus Biosciences has a consensus target price of $38.55, indicating a potential upside of 71.14%. Given Invivyd’s higher possible upside, analysts plainly believe Invivyd is more favorable than Arcus Biosciences.

Profitability

This table compares Invivyd and Arcus Biosciences’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Invivyd	-183.90%	-59.73%	-48.97%
Arcus Biosciences	-393.16%	-89.54%	-45.61%

Valuation & Earnings

This table compares Invivyd and Arcus Biosciences”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Invivyd	$53.43 million	3.35	-$52.49 million	($0.33)	-1.84
Arcus Biosciences	$247.00 million	11.61	-$353.00 million	($3.90)	-5.78

Invivyd has higher earnings, but lower revenue than Arcus Biosciences. Arcus Biosciences is trading at a lower price-to-earnings ratio than Invivyd, indicating that it is currently the more affordable of the two stocks.

Summary

Invivyd beats Arcus Biosciences on 7 of the 13 factors compared between the two stocks.

About Invivyd

Invivyd, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery, development, and commercialization of antibody-based solutions for infectious diseases in the United States. The company developed INVYMAB, a platform that combines viral surveillance and predictive modeling with advanced antibody engineering. Its pipeline includes PEMGRADA (pemivibart) injection, a half-life extended investigational monoclonal antibody (mAb) for the prevention of COVID-19 in adults and adolescents; VYD2311, an mAb candidate which is in preclinical studies for the prevention or treatment for COVID-19; and adintrvimab, that is in phase 3 clinical trials for the prevention or treatment of COVID-19. The company also has discovery stage candidates for the prevention of seasonal influenza and COVID-19. It has a collaboration agreement with Adimab, LLC for the discovery and optimization of proprietary antibodies; and the Scripps Research Institute to perform research activities to identify vaccine candidates for the prevention, diagnosis or treatment of influenza or beta coronaviruses. The company was formerly known as Adagio Therapeutics, Inc. and changed its name to Invivyd, Inc. in September 2022. Invivyd, Inc. was incorporated in 2020 and is headquartered in Waltham, Massachusetts.

About Arcus Biosciences

Arcus Biosciences, Inc., a clinical-stage biopharmaceutical company, develops and commercializes cancer therapies in the United States. The company's pipeline products include Domvanalimab, an anti-TIGIT antibody, which is in Phase 2 and Phase 3 clinical trial; and AB308, an investigational anti-TIGIT monoclonal antibody, which is in Phase 1b clinical trial to study people with advanced solid and hematologic malignancies. It also develops Etrumadenant, a dual A2a/A2b adenosine receptor antagonist, which is in Phase 2 clinical trial; Quemliclustat, a small-molecule CD73 inhibitor, which is Phase 1b and Phase 2 clinical trial; Zimberelimab, an anti-PD-1 antibody, which is in Phase 2 clinical trial for metastatic cell lung cancer and monotherapy; and AB521, an oral and small-molecule inhibitor of HIF-2a, which is in Phase 1 clinical trial for the treatment of Von Hippel-Lindau disease. In addition, the company's preclinical pipeline products include AB598, a CD39 antibody; and AB801, a small molecule Axl inhibitor. It has a clinical collaboration with AstraZeneca to evaluate domvanalimab in combination with durvalumab in a registrational phase 3 clinical trial in patients with unresectable Stage 3 NSCLC; and BVF Partners L.P. to support the discovery and development of compounds for the treatment of inflammatory diseases. Arcus Biosciences, Inc. was incorporated in 2015 and is headquartered in Hayward, California.