Atara Biotherapeutics Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Atara Biotherapeutics Inc (ATRA) 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: Atara Biotherapeutics Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 6M vs 124,616M combined for its competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-60.9% annualized vs trailing 12 months), vs accelerating (+3.8%) for its tracked peer group.
- Growth: Atara Biotherapeutics Inc generated -96.4% revenue growth year over year in Q2 2026, vs 9.1% for its competitors combined.
- Profitability: Its -767.3% net margin compares with -17.6% for the peer group.
- Scale: Atara Biotherapeutics Inc ranks #98 of 165 companies by market capitalization in the Biotechnology & Pharmaceuticals industry, holding 0.0% of industry market cap.
- Peer revenue share: Atara Biotherapeutics Inc accounted for 0.0% of combined revenue among its tracked peer group, down from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.46M compares with $1.24M for the peer group (0.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ATRA Sales vs. its Competitors, Q2 2026
Atara Biotherapeutics Inc reported revenue contraction of 96.44 % year on year in Q2 2026, below its competitors' combined revenue growth of 9.06 %.
With a net margin of -767.30 %, Atara Biotherapeutics Inc reported lower profitability than its competitors (-17.56 %).
Atara Biotherapeutics Inc generated 0.00 % of the combined sales of its peer group, down from 0.06 % a year earlier.
API endpoints for this dataset
Atara Biotherapeutics 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 Atara Biotherapeutics 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 Atara Biotherapeutics Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Atara Biotherapeutics Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Atara Biotherapeutics Inc's competitor groups requires a Commercial License.
For context: the Biotechnology & Pharmaceuticals industry grew revenue 21.7% year over year, combined, vs -96.4% for Atara Biotherapeutics Inc. Atara Biotherapeutics Inc's share of combined industry revenue moved from 0.05% to 0.00%, a loss of 0.05 percentage points.
Atara Biotherapeutics Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Atara Biotherapeutics Inc | - | No | No | Yes |
| Competitors combined (46) | ||||
| High-Confidence Competitors (3) | - | |||
| 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.
ATRA Stock Performance relative to its Competitors
ATRA Stock Performance relative to High-Confidence Competitors
ATRA 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 | Jasper Therapeutics Inc | 282.9% | Outperformed |
| 2 | Iovance Biotherapeutics inc | 282.9% | Outperformed |
| 3 | Century Therapeutics inc | 282.9% | Outperformed |
| 4 | Revolution Medicines Inc | 282.9% | Outperformed |
| 5 | Immix Biopharma Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Atara Biotherapeutics Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Atara Biotherapeutics Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Atara Biotherapeutics Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Atara Biotherapeutics Inc |
118.76 | 6.45 |
 Novartis Ag |
320,013.95 | 56,674.00 |
 Amgen Inc |
253,085.12 | 38,095.00 |
 Gilead Sciences Inc |
211,819.32 | 30,988.00 |
 Bristol myers Squibb Company |
127,573.42 | 50,033.00 |
 Revolution Medicines Inc |
42,210.35 | 29.51 |
| SUBTOTAL | 1,009,410.71 | 181,501.19 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Atara Biotherapeutics Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Atara Biotherapeutics Inc's Competitors Named by the Company
Competitive relationships identified from Atara Biotherapeutics Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ebvallo | Company report | 85% |
| Cell Source Inc | Company report | 85% |
| rituximab | Company report | 85% |
| RENB | Company report | 85% |
| Immunitybio inc | Company report | 85% |
| Lunai Bioworks Inc | Company report | 85% |
| Neximmune Inc | Company report | 85% |
| Senti Biosciences Holdings Inc | Company report | 85% |
| Bluebird Bio Inc | Company report | 85% |
| Iovance Biotherapeutics inc | Company report | 85% |
| Century Therapeutics inc | Company report | 85% |
| Allogene Therapeutics Inc | Company report | 85% |
| Gilead Sciences Inc | Company report | 85% |
| Poseida Therapeutics Inc | Company report | 85% |
| Immunocore Holdings Plc | Company report | 85% |
| Fate Therapeutics Inc | Company report | 85% |
| Bristol myers Squibb Company | Company report | 85% |
Company report basis, confidence, active dates and source counts for Atara Biotherapeutics Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Atara Biotherapeutics 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 % |
| Exelixis Inc | Reportable 100.00 % |
| Iovance Biotherapeutics inc | Single reportable segment 100.00 % |
| Novavax inc | Reportable 100.00 % |
| Immunocore Holdings Plc | Reportable 100.00 % |
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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Atara Biotherapeutics 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 |
|---|---|---|---|
| Atara Biotherapeutics Inc | 119 | 460,857 | -1,192,000 |
| Novartis Ag | 320,014 | 752,973 | 185,566 |
| Amgen Inc | 253,085 | 2,930,385 | 672,538 |
| Gilead Sciences Inc | 211,819 | 1,822,824 | -227,235 |
| Bristol myers Squibb Company | 127,573 | 1,539,477 | 284,338 |
| Revolution Medicines Inc | 42,210 | 33,420 | -2,002,588 |
| PEERS TOTAL | 1,009,292 | 1,235,339 | 177,682 |
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Atara Biotherapeutics 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 |
|---|---|
| Gilead Sciences Inc | United States 76.66 % |
| Bristol myers Squibb Company | United States 69.43 % |
| Exelixis Inc | United States 92.47 % |
| Krystal Biotech Inc | United States 74.86 % |
| Iovance Biotherapeutics inc | US 98.66 % |
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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Atara Biotherapeutics Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 158 companies in Atara Biotherapeutics Inc's industry classification, broader than the peer set above. Market cap in millions of $.Atara Biotherapeutics Inc ranks #98 of 158 companies by market capitalization in its industry, holding 0.01 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,350, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Amgen Inc | 248,369 | 25.79 % |
| 2 | Gilead Sciences Inc | 208,103 | 21.61 % |
| 3 | Moderna Inc | 103,912 | 10.79 % |
| 4 | Argenx Se | 61,963 | 6.43 % |
| 5 | Revolution Medicines Inc | 1,234 | 5.2% |
| 6 | Biogen Inc | 1,234 | 5.2% |
| 7 | Biontech Se | 1,234 | 5.2% |
| 8 | Mesoblast Limited | 1,234 | 5.2% |
| 9 | Exelixis Inc | 1,234 | 5.2% |
| 10 | Neurocrine Biosciences Inc | 1,234 | 5.2% |
| 98 | Atara Biotherapeutics Inc | 119 | 0.01 % |
Market cap and industry share for the rest of Atara Biotherapeutics Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-09.
Atara Biotherapeutics 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 |
|---|---|---|---|
| 93 | Liminatus Pharma Inc | 128 | 107.03 % |
| 94 | Innate Pharma Sa | 124 | -18.33 % |
| 95 | Coherus Oncology inc | 123 | -46.58 % |
| 96 | Engene Therapeutics Inc | 122 | -70.93 % |
| 97 | Molecular Partners Ag | 1,234 | 12.3% |
| 98 | Atara Biotherapeutics Inc | 119 | -33.16 % |
| 99 | Lenz Therapeutics Inc | 1,234 | 12.3% |
| 100 | Voyager Therapeutics Inc | 1,234 | 12.3% |
| 101 | Humacyte Inc | 1,234 | 12.3% |
| 102 | Leonabio Inc | 1,234 | 12.3% |
| 103 | Cellectis S a | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Atara Biotherapeutics Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-09. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Atara Biotherapeutics Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Biotechnology & Pharmaceuticals industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (159 companies). See the full Biotechnology & Pharmaceuticals industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 35.08 % (avg) | -35.1 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -1.12 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 0.00 % | 8.43 % (avg) | -8.4 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.
Atara Biotherapeutics Inc's Valuation vs Competitive Position
Valuation multiples vs the Biotechnology & Pharmaceuticals industry average (159 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 Biotechnology & Pharmaceuticals industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.5x | - |
| EV / EBITDA | - | 16.7x | - |
| P/B | -3.2x | 5.1x | -8.4x |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | - | -10.87 % (avg) | - |
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.
Atara Biotherapeutics 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 | 2017 | 2018 | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | - | - | - | 212.55 % | -64.49 % | 500.00 % | -53.32 % |
| Operating Margin | - | - | - | -1,673.85 % | -441.25 % | - | -32.09 % | 29.55 % |
| Return on Invested Capital | -28.46 % | -28.58 % | -53.25 % | -47.62 % | -54.59 % | -128.62 % | - | - |
| P/E | - | - | - | - | - | - | - | 4.8x |
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.
Atara Biotherapeutics Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Atara Biotherapeutics Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 8.5% (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.
Atara Biotherapeutics 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 1,350 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 8.43 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Atara Biotherapeutics Inc's dedicated Suppliers and Customers pages, not here.
Atara Biotherapeutics Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Atara Biotherapeutics 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.
Atara Biotherapeutics 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
No rule matched.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-60.9% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of competitors (55.60 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Atara Biotherapeutics 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 |
|---|---|---|---|
| Atara Biotherapeutics Inc | 0.71 | 1.24 | - |
| Novartis Ag | 0.42 | 1.12 | 0.02 |
| Amgen Inc | 0.46 | 1.26 | 5.86 |
| Gilead Sciences Inc | - | 1.52 | 1.47 |
| Bristol myers Squibb Company | 0.48 | 1.44 | 2.12 |
| Revolution Medicines Inc | 1.35 | 7.28 | 0.07 |
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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.
Atara Biotherapeutics 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 |
|---|---|---|---|
| Atara Biotherapeutics Inc | Q2 2026 | -96.4 % | - |
| Novartis Ag | Q4 2025 | +9.6 % | +17.0 % |
| Amgen Inc | Q2 2026 | +9.5 % | +65.9 % |
| Gilead Sciences Inc | Q3 2026 | +6.8 % | -20.4 % |
| Bristol myers Squibb Company | Q3 2026 | +6.9 % | -1.5 % |
| Revolution Medicines Inc | Q2 2026 | - | - |
| PEERS TOTAL | +9.4 % | +20.7 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Atara Biotherapeutics 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 |
|---|---|---|---|
| Atara Biotherapeutics Inc | Q2 2026 | - | - |
| Novartis Ag | Q4 2025 | +18.3 % | +13.3 % |
| Amgen Inc | Q2 2026 | -6.6 % | +39.0 % |
| Gilead Sciences Inc | Q3 2026 | +0.1 % | +61.2 % |
| Bristol myers Squibb Company | Q3 2026 | +20.7 % | +7.5 % |
| Revolution Medicines Inc | Q2 2026 | - | -69.3 % |
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Atara Biotherapeutics Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Atara Biotherapeutics Inc | - | - | - |
| Novartis Ag | 12.59% | 12.62% | 30.00% |
| Amgen Inc | 9.48% | 13.08% | 89.32% |
| Gilead Sciences Inc | - | - | - |
| Bristol myers Squibb Company | 10.47% | 13.59% | 43.83% |
| Revolution Medicines Inc | - | - | - |
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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).
Atara Biotherapeutics Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Atara Biotherapeutics Inc | - | 18.41 |
| Novartis Ag | 22.88 | 5.65 |
| Amgen Inc | 28.90 | 6.64 |
| Gilead Sciences Inc | - | 6.84 |
| Bristol myers Squibb Company | 13.77 | 2.55 |
| Revolution Medicines Inc | - | 1,430.37 |
| PEERS AVERAGE | 38.69 | 5.56 |
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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.