Applied Genetic Technologies's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Applied Genetic Technologies (AGTC) 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: Applied Genetic Technologies vs Its Competitors
- TTM: Trailing 12-month revenue of 42M vs -135M combined for tracked competitors.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
Applied Genetic Technologies's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Applied Genetic Technologies Corporation | - | - | - | Yes |
| Competitors combined (21) | ||||
| High-Confidence Competitors (2) |
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.
AGTC Stock Performance relative to its Competitors
AGTC Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Boundless Bio Inc | 282.9% | Outperformed |
| 2 | Contextlogic Inc | 282.9% | Outperformed |
| 3 | 4d Molecular Therapeutics Inc | 282.9% | Outperformed |
| 4 | Taysha Gene Therapies Inc | 282.9% | Outperformed |
| 5 | Protalix Biotherapeutics inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Applied Genetic Technologies's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Applied Genetic Technologies Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Applied Genetic Technologies Corporation | 25.55 | 41.69 |
| Crispr Therapeutics Ag | 5,220.45 | 13.39 |
| Taysha Gene Therapies Inc | 1,841.53 | 8.10 |
| Solid Biosciences Inc | 1,046.05 | 14.79 |
| 4d Molecular Therapeutics Inc | 1,023.16 | 92.01 |
| Vor Biopharma Inc | 994.31 | - |
| SUBTOTAL | 13,143.49 | -93.22 |
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Sources: Applied Genetic Technologies Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Applied Genetic Technologies Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Applied Genetic Technologies's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| 4d Molecular Therapeutics Inc | Named by the company | 85% |
| Passage Bio Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Applied Genetic Technologies's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Applied Genetic Technologies'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 |
|---|---|
| Editas Medicine Inc | Reportable 100.00 % |
| Protalix Biotherapeutics inc | Single Reportable Segment 100.00 % |
| Voyager Therapeutics Inc | Single reportable segment 100.00 % |
| Sangamo Therapeutics Inc | Reportable 100.00 % |
| Prokidney Corp | Reportable Segment 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (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).
Applied Genetic Technologies'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 |
|---|---|---|---|
| Applied Genetic Technologies Corporation | 26 | 1,263,394 | -2,128,303 |
| Crispr Therapeutics Ag | 5,220 | 66,627 | -2,244,473 |
| Taysha Gene Therapies Inc | 1,842 | 81,798 | -1,511,444 |
| Solid Biosciences Inc | 1,046 | 122,190 | -1,711,562 |
| 4d Molecular Therapeutics Inc | 1,023 | 469,429 | -914,158 |
| Vor Biopharma Inc | 994 | - | 8,260,250 |
| PEERS TOTAL | 13,118 | -47,994 | -482,178 |
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Applied Genetic Technologies's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| 4d Molecular Therapeutics Inc | JP 97.05 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Applied Genetic Technologies's Valuation vs Competitive Position
Valuation multiples vs the Biotechnology & Pharmaceuticals industry average (93 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.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.7x | - |
| EV / EBITDA | - | 21.3x | - |
| P/B | 0.6x | 5.1x | -4.5x |
| Return on Equity | -192.90 % | industry aggregate | -207.82 % |
| Return on Invested Capital | -77.23 % | -6.17 % (avg) | -71.06 % |
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.
Applied Genetic Technologies's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|
| Revenue Growth | - | 93.21 % | -31.91 % | -9.13 % | - | - | - |
| Operating Margin | -85.63 % | 20.91 % | -36.20 % | -63.44 % | - | - | - |
| Return on Invested Capital | -9.80 % | 4.12 % | -4.94 % | -9.79 % | -13.93 % | -39.94 % | -37.08 % |
| P/E | - | 15.8x | - | - | - | - | - |
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.
Applied Genetic Technologies'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
No rule matched.
Weaknesses
- Return on equity 207.8 points below the industry aggregate.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Industry revenue growing at a healthy 10.0% median pace.
- A meaningful share of tracked competitors (50.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Applied Genetic Technologies'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 |
|---|---|---|---|
| Applied Genetic Technologies Corporation | 2.17 | 2.29 | 0.52 |
| Crispr Therapeutics Ag | 2.51 | 16.26 | 0.16 |
| Taysha Gene Therapies Inc | 13.32 | 13.51 | 0.19 |
| Solid Biosciences Inc | 6.19 | 9.65 | - |
| 4d Molecular Therapeutics Inc | 1.46 | 8.79 | 0.01 |
| Vor Biopharma Inc | 14.05 | 18.92 | - |
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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.
Applied Genetic Technologies'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 |
|---|---|---|---|
| Applied Genetic Technologies Corporation | Q3 2022 | - | - |
| Crispr Therapeutics Ag | Q2 2026 | +1,041.4 % | - |
| Taysha Gene Therapies Inc | Q2 2026 | - | - |
| Solid Biosciences Inc | Q2 2026 | - | - |
| 4d Molecular Therapeutics Inc | Q2 2026 | +25,106.7 % | - |
| Vor Biopharma Inc | Q2 2026 | - | - |
| PEERS TOTAL | +191.0 % | - |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Applied Genetic Technologies'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 |
|---|---|---|---|
| Applied Genetic Technologies Corporation | Q3 2022 | - | -50.6 % |
| Crispr Therapeutics Ag | Q2 2026 | - | +453.8 % |
| Taysha Gene Therapies Inc | Q2 2026 | - | - |
| Solid Biosciences Inc | Q2 2026 | - | -60.2 % |
| 4d Molecular Therapeutics Inc | Q2 2026 | - | -16.7 % |
| Vor Biopharma Inc | Q2 2026 | - | -21.1 % |
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Applied Genetic Technologies's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Applied Genetic Technologies Corporation | - | - | - |
| Crispr Therapeutics Ag | - | - | - |
| Taysha Gene Therapies Inc | - | - | - |
| Solid Biosciences Inc | - | - | - |
| 4d Molecular Therapeutics Inc | - | - | - |
| Vor Biopharma Inc | 154.23% | 162.71% | - |
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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).
Applied Genetic Technologies's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Applied Genetic Technologies Corporation | - | 0.61 |
| Crispr Therapeutics Ag | - | 389.82 |
| Taysha Gene Therapies Inc | - | 227.41 |
| Solid Biosciences Inc | - | 70.75 |
| 4d Molecular Therapeutics Inc | - | 11.12 |
| Vor Biopharma Inc | 0.39 | - |
| PEERS AVERAGE | - | - |
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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.