Organon And Co's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Organon And Co (OGN) 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: Organon And Co vs Its Competitors
- TTM: Trailing 12-month revenue of 6,139M vs 570,409M combined for tracked competitors (1.1% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (+1.5% annualized vs trailing 12 months), vs accelerating (+5.0%) for its tracked peer group.
- Growth: Organon And Co generated -2.3% revenue growth year over year in Q2 2026, vs 12.3% for its tracked competitors combined.
- Profitability: Its 6.9% net margin compares with 7.6% for the peer group.
- Scale: Organon And Co ranks #71 of 544 companies by market capitalization in the Major Pharmaceutical Preparations industry, holding 0.1% of industry market cap.
- Peer revenue share: Organon And Co accounted for 1.0% of combined revenue among its tracked peer group, down from 1.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.61M compares with $0.91M for the peer group (0.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
OGN Sales vs. its Competitors, Q2 2026
Organon And Co reported revenue contraction of 2.26 % year on year in Q2 2026, below its competitors' combined revenue growth of 12.28 %.
With a net margin of 6.93 %, Organon And Co reported lower profitability than its competitors (7.57 %).
Organon And Co generated 1.03 % of the combined sales of its peer group, down from 1.18 % a year earlier.
Organon And Co vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income 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 an SEC filing; 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 Organon And Co and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Organon and Co | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Organon And Co's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 7.2% year over year, combined, vs -2.3% for Organon And Co. Organon And Co's share of combined industry revenue moved from 0.22% to 0.20%, a loss of 0.02 percentage points.
Organon And Co'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 |
|---|---|---|---|---|
| Organon and Co | No | No | No | No |
| Competitors combined (131) | ||||
| High-Confidence Competitors (1) | ||||
| 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.
OGN Stock Performance relative to its Competitors
OGN Stock Performance relative to High-Confidence Competitors
OGN 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 | Gt Biopharma Inc | 282.9% | Outperformed |
| 2 | Damora Therapeutics Inc | 282.9% | Outperformed |
| 3 | An2 Therapeutics Inc | 282.9% | Outperformed |
| 4 | Anaptysbio Inc | 282.9% | Outperformed |
| 5 | Prelude Therapeutics Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Organon And Co's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Organon And Co's Comment on Competition and Industry Peers
Publicly Traded Peers of Organon and Co
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Organon and Co | 3,713.26 | 6,139.00 |
| Eli Lilly And Company | 1,058,837.89 | 79,665.80 |
| Johnson and Johnson | 663,585.20 | 97,929.00 |
| Beone Medicines Ltd | 552,467.82 | 6,128.24 |
| Abbvie Inc | 471,581.88 | 64,386.00 |
| Merck and Co Inc | 367,264.30 | 66,569.00 |
| SUBTOTAL | 5,150,929.10 | 822,501.08 |
Sign in to see all competitors of Organon and Co .
Sources: Organon and Co'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 Organon and Co versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Organon And Co's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Agile Therapeutics Inc | Named by the company | 85% |
| Medicines Co | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Organon And Co'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.
Organon And Co'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 % |
| Johnson and Johnson | Oncology 29.26 % |
| Merck and Co Inc | Pharmaceutical segment 88.88 % |
| Amgen Inc | Reportable 100.00 % |
| Abbott Laboratories | Diabetes Care 17.78 % |
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).
Organon And Co'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 |
|---|---|---|---|
| Organon and Co | 3,713 | 613,900 | -500 |
| Eli Lilly And Company | 1,058,838 | 1,593,316 | 534,224 |
| Johnson and Johnson | 663,585 | 695,518 | 149,411 |
| Beone Medicines Ltd | 552,468 | 510,686 | 54,642 |
| Abbvie Inc | 471,582 | 1,129,579 | 110,807 |
| Merck and Co Inc | 367,264 | 887,587 | 42,267 |
| PEERS TOTAL | 5,147,216 | 912,513 | 138,402 |
Organon And Co'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 |
|---|---|
| Organon and Co | Europe and Canada 27.73 % |
| Eli Lilly And Company | United States 61.21 % |
| Johnson and Johnson | United States 57.42 % |
| Beone Medicines Ltd | United States 51.69 % |
| Merck and Co Inc | EMEA 23.60 % |
| Gilead Sciences Inc | United States 70.78 % |
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.
Organon And Co's Position in Industry Market Structure
Market-capitalization share and concentration across all 498 companies in Organon And Co's industry classification, broader than the peer set above. Market cap in millions of $.Organon And Co ranks #71 of 498 companies by market capitalization in its industry, holding 0.07 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 823, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,058,838 | 19.26 % |
| 2 | Johnson and Johnson | 663,585 | 12.07 % |
| 3 | Beone Medicines Ltd | 552,468 | 10.05 % |
| 4 | Abbvie Inc | 471,582 | 8.58 % |
| 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 | Vertex Pharmaceuticals Inc | 1,234 | 5.2% |
| 71 | Organon and Co | 3,713 | 0.07 % |
Market cap and industry share for the rest of Organon And Co's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Organon And Co'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 |
|---|---|---|---|
| 66 | Edgewise Therapeutics inc | 4,284 | 176.86 % |
| 67 | Abcellera Biologics Inc | 4,253 | 175.05 % |
| 68 | Telix Pharmaceuticals Ltd | 3,926 | 12.86 % |
| 69 | Viking Therapeutics Inc | 3,840 | 40.10 % |
| 70 | Arcutis Biotherapeutics Inc | 1,234 | 12.3% |
| 71 | Organon and Co | 3,713 | 35.82 % |
| 72 | Xenon Pharmaceuticals Inc | 1,234 | 12.3% |
| 73 | Tango Therapeutics Inc | 1,234 | 12.3% |
| 74 | Acadia Pharmaceuticals Inc | 1,234 | 12.3% |
| 75 | Ideaya Biosciences Inc | 1,234 | 12.3% |
| 76 | Amylyx Pharmaceuticals Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Organon And Co's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Organon And Co'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 (341 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 52.58 % | 64.89 % (avg) | -12.3 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 19.71 % | -7.21 % (avg) | +26.9 pp |
| Capital Intensity (Capex / Revenue) | 4.45 % | 4.92 % (avg) | -0.5 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.
Organon And Co's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (341 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 | 17.5x | 25.1x | -7.7x |
| EV / EBITDA | 9.4x | 17.3x | -7.8x |
| P/B | 4.1x | 4.5x | -0.4x |
| Return on Equity | -0.56 % | industry aggregate | -17.81 % |
| Return on Invested Capital | - | -2.95 % (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.
Organon And Co's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue Growth | - | -2.06 % | 1.44 % | 2.24 % | -2.73 % |
| Operating Margin | 28.68 % | 33.06 % | 20.07 % | 21.46 % | 12.41 % |
| Return on Invested Capital | 23.59 % | 29.36 % | 15.58 % | 13.66 % | 6.59 % |
| P/E | 5.9x | 7.7x | 3.4x | 4.7x | 10.8x |
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.
Organon And Co's BCG Growth-Share Matrix
Relative market share (vs Organon And Co's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Organon And Co falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 8.0% (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.
Organon And Co'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 823 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 4.45 % vs industry average 4.92 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Organon And Co's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Organon And Co's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
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.
Organon And Co's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Organon And Co falls in the Low attractiveness / Medium strength cell: Harvest.
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.
Organon And Co'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
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 17.8 points below the industry aggregate.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- A meaningful share of tracked competitors (37.90 %) 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.
Organon And Co'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 |
|---|---|---|---|
| Organon and Co | 0.34 | 1.87 | 9.72 |
| Eli Lilly And Company | 0.20 | 1.48 | 1.59 |
| Johnson and Johnson | 0.37 | 1.05 | 0.60 |
| Beone Medicines Ltd | 2.30 | 3.16 | 0.23 |
| Abbvie Inc | 0.16 | 0.75 | - |
| Merck and Co Inc | 0.40 | 1.46 | 1.01 |
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.
Organon And Co'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 |
|---|---|---|---|
| Organon and Co | Q2 2026 | -2.3 % | -25.5 % |
| Eli Lilly And Company | Q2 2026 | +47.7 % | +25.3 % |
| Johnson and Johnson | Q2 2026 | +6.6 % | -0.1 % |
| Beone Medicines Ltd | Q2 2026 | +29.7 % | +151.3 % |
| Abbvie Inc | Q2 2026 | +10.2 % | +284.3 % |
| Merck and Co Inc | Q2 2026 | +5.1 % | - |
| PEERS TOTAL | +9.3 % | -12.7 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Organon And Co'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 |
|---|---|---|---|
| Organon and Co | Q2 2026 | -1.3 % | +94.9 % |
| Eli Lilly And Company | Q2 2026 | +33.5 % | +72.8 % |
| Johnson and Johnson | Q2 2026 | +5.5 % | +26.7 % |
| Beone Medicines Ltd | Q2 2026 | +6.4 % | -57.0 % |
| Abbvie Inc | Q2 2026 | -1.3 % | +19.7 % |
| Merck and Co Inc | Q2 2026 | +23.6 % | +16.9 % |
Organon And Co's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Organon and Co | - | - | - |
| Eli Lilly And Company | 21.97% | 33.95% | 92.54% |
| Johnson and Johnson | 10.60% | 13.30% | 25.74% |
| Beone Medicines Ltd | 7.82% | 10.32% | 14.24% |
| Abbvie Inc | 4.68% | 9.11% | - |
| Merck and Co Inc | 2.42% | 3.24% | 6.59% |
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).
Organon And Co's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Organon and Co | 17.83 | 0.60 |
| Eli Lilly And Company | 39.77 | 13.29 |
| Johnson and Johnson | 31.48 | 6.78 |
| Beone Medicines Ltd | 834.09 | 90.15 |
| Abbvie Inc | 75.22 | 7.32 |
| Merck and Co Inc | 119.91 | 5.52 |
| PEERS AVERAGE | 41.60 | 6.26 |
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.