Agios Pharmaceuticals Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Agios Pharmaceuticals Inc (AGIO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Agios Pharmaceuticals Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 98M vs 252,539M combined for its competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+82.0% annualized vs trailing 12 months), vs holding steady (+1.6%) for its tracked peer group.
- Growth: Agios Pharmaceuticals Inc generated 259.3% revenue growth year over year in Q2 2026, vs 7.8% for its competitors combined.
- Profitability: Its -225.1% net margin compares with 9.4% for the peer group.
- Scale: Agios Pharmaceuticals Inc ranks #105 of 545 companies by market capitalization in the Major Pharmaceutical Preparations industry, holding 0.0% of industry market cap.
- Peer revenue share: Agios Pharmaceuticals Inc accounted for 0.1% of combined revenue among its tracked peer group, up from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.18M compares with $0.95M for the peer group (0.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AGIO Sales vs. its Competitors, Q2 2026
Agios Pharmaceuticals Inc reported revenue growth of 259.25 % year on year in Q2 2026, above its competitors' combined revenue growth of 7.78 %.
With a net margin of -225.06 %, Agios Pharmaceuticals Inc reported lower profitability than its competitors (9.36 %).
Agios Pharmaceuticals Inc generated 0.07 % of the combined sales of its peer group, up from 0.02 % a year earlier.
API endpoints for this dataset
Agios Pharmaceuticals Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Agios Pharmaceuticals Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Agios Pharmaceuticals Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Agios Pharmaceuticals Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (17) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Agios Pharmaceuticals Inc's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 8.9% year over year, combined, vs 259.3% for Agios Pharmaceuticals Inc. Agios Pharmaceuticals Inc's share of combined industry revenue moved from 0.00% to 0.01%, a gain of 0.01 percentage points.
Agios Pharmaceuticals Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Agios Pharmaceuticals Inc | - | Yes | Yes | No |
| Competitors combined (120) | ||||
| High-Confidence Competitors (25) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AGIO Stock Performance relative to its Competitors
AGIO Stock Performance relative to High-Confidence Competitors
AGIO Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Moderna Inc | 282.9% | Outperformed |
| 2 | Adlai Nortye Ltd | 282.9% | Outperformed |
| 3 | Cypherpunk Technologies Inc | 282.9% | Outperformed |
| 4 | Erasca Inc | 282.9% | Outperformed |
| 5 | Verona Pharma Plc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Agios Pharmaceuticals Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Agios Pharmaceuticals Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Agios Pharmaceuticals Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Agios Pharmaceuticals Inc |
1,720.42 | 98.34 |
 Novartis Ag |
314,383.55 | 56,674.00 |
 Amgen Inc |
246,392.94 | 38,095.00 |
 Pfizer Inc |
165,916.35 | 63,625.00 |
 Vertex Pharmaceuticals Inc |
136,932.66 | 12,951.60 |
 Bristol myers Squibb Company |
126,587.98 | 50,033.00 |
| SUBTOTAL | 1,666,257.85 | 320,963.05 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Agios Pharmaceuticals Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Agios Pharmaceuticals Inc's Competitors Named by the Company
Competitive relationships identified from Agios Pharmaceuticals Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Emmaus Life Sciences | Company report | 85% |
| bluebird bio, Inc. | Company report | 85% |
| BioMarin Pharmaceutical, Inc. | Company report | 85% |
| CRISPR Therapeutics AG | Company report | 85% |
| Novartis International AG | Company report | 85% |
| Geron Corporation | Company report | 85% |
| Rocket Pharma LTD | Company report | 85% |
| Fulcrum Therapeutics, Inc. | Company report | 85% |
| Vertex Pharmaceuticals Incorporated | Company report | 85% |
| Pfizer, Inc. | Company report | 85% |
| Bristol-Myers Squibb Company | Company report | 85% |
| Tempest Therapeutics Inc | Company report | 85% |
| Novo Nordisk A/S | Company report | 85% |
| Fibrogen, Inc. | Company report | 85% |
| Merck & Co. | Company report | 85% |
| Global Blood Therapeutics | Company report | 85% |
| IMARA Inc. | Company report | 85% |
| Forma | Company report | 85% |
| Ideaya Biosciences Inc | Company report | 85% |
| Bayer AG | Company report | 85% |
| Jazz Pharmaceuticals plc | Company report | 85% |
| AbbVie Inc. | Company report | 85% |
| Daiichi Sankyo Company, Ltd. | Company report | 85% |
| Larimar Therapeutics Inc | Company report | 85% |
| BeiGene Ltd. | Company report | 85% |
| Clear Creek Bio | Company report | 85% |
| Gilead | Company report | 85% |
| Astellas Pharma Inc. | Company report | 85% |
| BMS | Company report | 85% |
| Eli Lilly and Company | Company report | 85% |
| Genentech, Inc. | Company report | 85% |
| Sellas Life Sciences Group Inc | Company report | 85% |
| GlaxoSmithKline plc | Company report | 85% |
| Ptc Inc | Company report | 85% |
| Protagonist Therapeutics inc | Company report | 85% |
| Ptc Therapeutics inc | Company report | 85% |
| Vertex Inc | Company report | 85% |
| Ionis Pharmaceuticals Inc | Company report | 85% |
| Silence Therapeutics Plc | Company report | 85% |
| Editas Medicine Inc | Company report | 85% |
| Medicines Co | Company report | 85% |
| Incyte Corporation | Company report | 85% |
| Keros Therapeutics Inc | Company report | 85% |
| Erasca Inc | Company report | 85% |
| Kura Oncology Inc | Company report | 85% |
| Deciphera Pharmaceuticals Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Agios Pharmaceuticals Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Agios Pharmaceuticals Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Amgen Inc | Reportable 100.00 % |
| Pfizer Inc | U.S. Commercial Division 58.35 % |
| Vertex Pharmaceuticals Inc | Pharmaceuticals 100.00 % |
| Idexx Laboratories Inc | Companion Animal Group 91.91 % |
| Teva Pharmaceutical Industries Limited | United States 42.55 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Agios Pharmaceuticals Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Agios Pharmaceuticals Inc | 1,720 | 182,107 | -761,641 |
| Novartis Ag | 314,384 | 752,973 | 185,566 |
| Amgen Inc | 246,393 | 2,930,385 | 672,538 |
| Pfizer Inc | 165,916 | 848,333 | 54,160 |
| Vertex Pharmaceuticals Inc | 136,933 | 31,979,259 | 9,817,037 |
| Bristol myers Squibb Company | 126,588 | 1,539,477 | 284,338 |
| PEERS TOTAL | 1,664,537 | 950,679 | 118,704 |
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Agios Pharmaceuticals Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Pfizer Inc | United States 63.93 % |
| Vertex Pharmaceuticals Inc | United States 63.04 % |
| Bristol myers Squibb Company | United States 69.43 % |
| Idexx Laboratories Inc | United States 63.13 % |
| Teva Pharmaceutical Industries Limited | Europe 30.49 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Agios Pharmaceuticals Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 495 companies in Agios Pharmaceuticals Inc's industry classification, broader than the peer set above. Market cap in millions of $.Agios Pharmaceuticals Inc ranks #105 of 495 companies by market capitalization in its industry, holding 0.03 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 885, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,213,028 | 21.03 % |
| 2 | Johnson and Johnson | 652,056 | 11.31 % |
| 3 | Beone Medicines Ltd | 608,806 | 10.56 % |
| 4 | Abbvie Inc | 503,779 | 8.74 % |
| 5 | Merck and Co Inc | 1,234 | 5.2% |
| 6 | Novartis Ag | 1,234 | 5.2% |
| 7 | Abbott Laboratories | 1,234 | 5.2% |
| 8 | Novo Nordisk A | 1,234 | 5.2% |
| 9 | Pfizer Inc | 1,234 | 5.2% |
| 10 | Astrazeneca Plc | 1,234 | 5.2% |
| 105 | Agios Pharmaceuticals Inc | 1,720 | 0.03 % |
Market cap and industry share for the rest of Agios Pharmaceuticals Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Agios Pharmaceuticals Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 100 | Immunome Inc | 1,962 | 12.87 % |
| 101 | Sarepta Therapeutics Inc | 1,929 | -1.98 % |
| 102 | Harmony Biosciences Holdings inc | 1,913 | 12.66 % |
| 103 | Pharvaris N v | 1,783 | 50.12 % |
| 104 | Eton Pharmaceuticals Inc | 1,234 | 12.3% |
| 105 | Agios Pharmaceuticals Inc | 1,720 | -33.02 % |
| 106 | Stoke Therapeutics Inc | 1,234 | 12.3% |
| 107 | Precigen Inc | 1,234 | 12.3% |
| 108 | Nurix Therapeutics Inc | 1,234 | 12.3% |
| 109 | Zenas Biopharma Inc | 1,234 | 12.3% |
| 110 | Generate Biomedicines Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Agios Pharmaceuticals Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Agios Pharmaceuticals Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Major Pharmaceutical Preparations industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (444 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 91.99 % | 37.77 % (avg) | +54.2 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -6.42 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 4.73 % | 7.58 % (avg) | -2.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Agios Pharmaceuticals Inc's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (444 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Major Pharmaceutical Preparations industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.6x | - |
| EV / EBITDA | - | 15.9x | - |
| P/B | 1.6x | 4.3x | -2.7x |
| Return on Equity | -35.67 % | industry aggregate | -52.82 % |
| Return on Invested Capital | -19.62 % | -9.88 % (avg) | -9.74 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Agios Pharmaceuticals Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 119.45 % | 24.92 % | 72.33 % | - | - | 88.36 % | 36.07 % | 48.03 % |
| Operating Margin | -384.03 % | -361.57 % | -155.59 % | - | -2,732.07 % | - | - | - |
| Return on Invested Capital | -21.89 % | -33.56 % | -23.85 % | -10.99 % | -16.77 % | -20.46 % | -18.22 % | -17.46 % |
| P/E | - | - | - | 1.6x | - | - | 4.1x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Agios Pharmaceuticals Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Agios Pharmaceuticals Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 8.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Agios Pharmaceuticals Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 885 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 4.73 % vs industry average 7.58 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Agios Pharmaceuticals Inc's dedicated Suppliers and Customers pages, not here.
Agios Pharmaceuticals Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Agios Pharmaceuticals Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Agios Pharmaceuticals Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+82.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 52.8 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- A meaningful share of competitors (48.70 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Agios Pharmaceuticals Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Agios Pharmaceuticals Inc | 4.53 | 12.33 | - |
| Novartis Ag | 0.42 | 1.12 | 0.02 |
| Amgen Inc | 0.46 | 1.26 | 5.86 |
| Pfizer Inc | 0.04 | 1.27 | 0.72 |
| Vertex Pharmaceuticals Inc | 1.30 | 2.83 | 0.06 |
| Bristol myers Squibb Company | 0.48 | 1.44 | 2.12 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Agios Pharmaceuticals Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Agios Pharmaceuticals Inc | Q2 2026 | +259.3 % | - |
| Novartis Ag | Q4 2025 | +9.6 % | +17.0 % |
| Amgen Inc | Q2 2026 | +9.5 % | +65.9 % |
| Pfizer Inc | Q3 2026 | -0.4 % | -8.7 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +11.8 % | -39.6 % |
| Bristol myers Squibb Company | Q3 2026 | +6.9 % | -1.5 % |
| PEERS TOTAL | +8.5 % | +11.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Agios Pharmaceuticals Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Agios Pharmaceuticals Inc | Q2 2026 | +76.0 % | +38.5 % |
| Novartis Ag | Q4 2025 | +18.3 % | +13.3 % |
| Amgen Inc | Q2 2026 | -6.6 % | +39.0 % |
| Pfizer Inc | Q3 2026 | -3.5 % | -4.8 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +26.8 % | -4.4 % |
| Bristol myers Squibb Company | Q3 2026 | +20.7 % | +7.5 % |
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Agios Pharmaceuticals Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Agios Pharmaceuticals Inc | - | - | - |
| Novartis Ag | 12.59% | 12.62% | 30.00% |
| Amgen Inc | 9.48% | 13.08% | 89.32% |
| Pfizer Inc | 1.98% | 2.34% | 4.62% |
| Vertex Pharmaceuticals Inc | 14.16% | 16.63% | 20.08% |
| Bristol myers Squibb Company | 10.47% | 13.59% | 43.83% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Agios Pharmaceuticals Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Agios Pharmaceuticals Inc | - | 17.49 |
| Novartis Ag | 22.48 | 5.55 |
| Amgen Inc | 28.13 | 6.47 |
| Pfizer Inc | 41.06 | 2.61 |
| Vertex Pharmaceuticals Inc | 34.60 | 10.57 |
| Bristol myers Squibb Company | 13.67 | 2.53 |
| PEERS AVERAGE | 42.02 | 5.19 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.