Gelesis Holdings Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Gelesis Holdings Inc (GLS) 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: Gelesis Holdings Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 12M vs 90,412M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-63.5% annualized vs trailing 12 months), vs decelerating (-53.2%) for its tracked peer group.
- Growth: Gelesis Holdings Inc generated -87.7% revenue growth year over year in Q2 2023, vs 22.8% for its tracked competitors combined.
- Profitability: Its -693.9% net margin compares with 6.2% for the peer group.
- Peer revenue share: Gelesis Holdings 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 $0.19M compares with $0.91M 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).
GLS Sales vs. its Competitors, Q2 2023
Gelesis Holdings Inc reported revenue contraction of 87.66 % year on year in Q2 2023, below its competitors' combined revenue growth of 22.79 %.
With a net margin of -693.86 %, Gelesis Holdings Inc reported lower profitability than its competitors (6.21 %).
Gelesis Holdings Inc generated 0.01 % of the combined sales of its peer group, down from 0.10 % a year earlier.
Gelesis Holdings Inc vs. its Competitors, Q2 2023
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 Gelesis Holdings 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 Gelesis Holdings Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Gelesis Holdings Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Gelesis Holdings Inc's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 9.1% year over year, combined, vs -87.7% for Gelesis Holdings Inc. Gelesis Holdings Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Gelesis Holdings Inc'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 |
|---|---|---|---|---|
| Gelesis Holdings Inc | - | No | No | Yes |
| Competitors combined (14) | ||||
| High-Confidence Competitors (1) | - |
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.
GLS Stock Performance relative to its Competitors
GLS 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 | Ironwood Pharmaceuticals inc | 282.9% | Outperformed |
| 2 | Eli Lilly And Company | 282.9% | Outperformed |
| 3 | Relmada Therapeutics Inc | 282.9% | Outperformed |
| 4 | Diamedica Therapeutics Inc | 282.9% | Outperformed |
| 5 | Cingulate Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Gelesis Holdings Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Gelesis Holdings Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Gelesis Holdings Inc | 11.63 | 12.14 |
| Eli Lilly And Company | 1,138,091.20 | 79,665.80 |
| Willis Towers Watson Plc | 30,550.94 | 10,102.00 |
| Ironwood Pharmaceuticals inc | 578.44 | 389.32 |
| Phathom Pharmaceuticals Inc | 480.71 | 239.66 |
| Diamedica Therapeutics Inc | 469.96 | - |
| SUBTOTAL | 1,171,009.45 | 90,423.83 |
Sign in to see all competitors of Gelesis Holdings Inc .
Sources: Gelesis Holdings Inc's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Gelesis Holdings Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Gelesis Holdings Inc's Competitors Named by the Company
Competitive relationships identified from Gelesis Holdings Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Reshape Lifesciences Inc | Company report | 85% |
| Ironwood Pharmaceuticals inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Gelesis Holdings Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from Gelesis Holdings Inc reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Gelesis Holdings 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 |
|---|---|
| Eli Lilly And Company | Reportable 100.00 % |
| Willis Towers Watson Plc | Health Wealth and Career 52.45 % |
| Phathom Pharmaceuticals Inc | Reportable Segment Aggregation Before Other Operating Segment 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).
Gelesis Holdings 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 |
|---|---|---|---|
| Gelesis Holdings Inc | 12 | 189,688 | -822,828 |
| Eli Lilly And Company | 1,138,091 | 1,593,316 | 534,224 |
| Willis Towers Watson Plc | 30,551 | 210,021 | 32,765 |
| Ironwood Pharmaceuticals inc | 578 | 3,893,160 | 1,298,680 |
| Phathom Pharmaceuticals Inc | 481 | 645,992 | -267,040 |
| Diamedica Therapeutics Inc | 470 | - | -1,072,600 |
| PEERS TOTAL | 1,170,998 | 914,164 | 284,471 |
Sign in to see all peers for Gelesis Holdings Inc .
Gelesis Holdings 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 |
|---|---|
| Eli Lilly And Company | United States 61.21 % |
| Willis Towers Watson Plc | US 40.71 % |
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.
Gelesis Holdings 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 (456 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | -61.40 % | 42.51 % (avg) | -103.9 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -6.83 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 35.38 % | 7.04 % (avg) | +28.3 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.
Gelesis Holdings Inc's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (456 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 | - | 25.2x | - |
| EV / EBITDA | - | 15.9x | - |
| P/B | -0.6x | 4.3x | -4.9x |
| Return on Equity | 242.48 % | industry aggregate | 231.54 % |
| Return on Invested Capital | -862.86 % | -4.07 % (avg) | -858.79 % |
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.
Gelesis Holdings 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 | 2020 | 2021 | 2022 |
|---|---|---|---|
| Revenue Growth | - | - | 130.37 % |
| Operating Margin | - | - | - |
| Return on Invested Capital | - | -8.69 % | -208.84 % |
| P/E | - | - | - |
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.
Gelesis Holdings 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 |
|---|---|---|
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 35.38 % vs industry average 7.04 % (see Profitability & Cost Structure above) |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments. Supplier power and buyer power are not assessed here -- see Gelesis Holdings Inc's dedicated Suppliers and Customers pages for concentration data; threat of substitutes has no systematic data source in this system and is not estimated.
Gelesis Holdings 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
- Return on equity 231.5 points above the industry aggregate.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-63.5% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-53.2% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
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.
Gelesis Holdings 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 |
|---|---|---|---|
| Gelesis Holdings Inc | 0.14 | 0.41 | - |
| Eli Lilly And Company | 0.20 | 1.48 | 1.59 |
| Willis Towers Watson Plc | 0.40 | 1.15 | 0.78 |
| Ironwood Pharmaceuticals inc | 0.87 | 1.43 | - |
| Phathom Pharmaceuticals Inc | 1.25 | 2.00 | - |
| Diamedica Therapeutics Inc | 2.96 | 9.39 | - |
Sign in to see all peers for Gelesis Holdings Inc .
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.
Gelesis Holdings 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 |
|---|---|---|---|
| Gelesis Holdings Inc | Q2 2023 | -87.7 % | - |
| Eli Lilly And Company | Q2 2026 | +47.7 % | +25.3 % |
| Willis Towers Watson Plc | Q2 2026 | +9.1 % | -30.4 % |
| Ironwood Pharmaceuticals inc | Q2 2026 | +32.6 % | +117.3 % |
| Phathom Pharmaceuticals Inc | Q2 2026 | +88.0 % | - |
| Diamedica Therapeutics Inc | Q2 2026 | - | - |
| PEERS TOTAL | +42.6 % | +24.4 % |
Sign in to see all peers for Gelesis Holdings Inc .
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Gelesis Holdings 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 |
|---|---|---|---|
| Gelesis Holdings Inc | Q2 2023 | -89.6 % | -99.4 % |
| Eli Lilly And Company | Q2 2026 | +33.5 % | +72.8 % |
| Willis Towers Watson Plc | Q2 2026 | - | +1.7 % |
| Ironwood Pharmaceuticals inc | Q2 2026 | - | - |
| Phathom Pharmaceuticals Inc | Q2 2026 | +199.6 % | -54.6 % |
| Diamedica Therapeutics Inc | Q2 2026 | - | -50.0 % |
Sign in to see all peers for Gelesis Holdings Inc .
Gelesis Holdings Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Gelesis Holdings Inc | - | - | - |
| Eli Lilly And Company | 21.97% | 33.95% | 92.54% |
| Willis Towers Watson Plc | 5.38% | 8.65% | 20.04% |
| Ironwood Pharmaceuticals inc | 34.34% | 70.54% | - |
| Phathom Pharmaceuticals Inc | - | - | - |
| Diamedica Therapeutics Inc | - | - | - |
Sign in to see all peers for Gelesis Holdings Inc .
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).
Gelesis Holdings Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Gelesis Holdings Inc | - | 0.96 |
| Eli Lilly And Company | 42.75 | 14.29 |
| Willis Towers Watson Plc | 20.24 | 3.02 |
| Ironwood Pharmaceuticals inc | 4.49 | 1.49 |
| Phathom Pharmaceuticals Inc | 3.28 | 2.01 |
| Diamedica Therapeutics Inc | - | - |
| PEERS AVERAGE | 41.70 | 12.95 |
Sign in to see all peers for Gelesis Holdings Inc .
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.