Pelthos Therapeutics Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Pelthos Therapeutics Inc (PTHS) 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: Pelthos Therapeutics Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 43M vs 121,077M combined for its competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+44.1% annualized vs trailing 12 months), vs holding steady (+1.6%) for its tracked peer group.
- Profitability: Its -150.1% net margin compares with -19.1% for the peer group.
- Scale: Pelthos Therapeutics Inc ranks #124 of 165 companies by market capitalization in the Biotechnology & Pharmaceuticals industry, holding 0.0% of industry market cap.
- Peer revenue share: Pelthos Therapeutics Inc accounted for 0.1% of combined revenue among its tracked peer group.
- Peer differentiation: Revenue per employee of $0.47M compares with $1.85M for the peer group (0.3x).
- Structure: Pelthos Therapeutics Inc operates in the following segments: Commercial operations, Research and Development operations.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
PTHS Sales vs. its Competitors, Q2 2026
With a net margin of -150.08 %, Pelthos Therapeutics Inc reported lower profitability than its competitors (-19.08 %).
Pelthos Therapeutics Inc generated 0.05 % of the combined sales of its peer group.
API endpoints for this dataset
Pelthos Therapeutics Inc vs. its Competitors, Q2 2026
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 Pelthos Therapeutics 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 Pelthos Therapeutics Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Pelthos Therapeutics Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Pelthos Therapeutics Inc's competitor groups requires a Commercial License.
Pelthos Therapeutics Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Pelthos Therapeutics Inc | - | - | - | No |
| Competitors combined (20) | ||||
| 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.
PTHS Stock Performance relative to its Competitors
PTHS Stock Performance relative to High-Confidence Competitors
PTHS 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 | Arcellx Inc | 282.9% | Outperformed |
| 3 | Exelixis Inc | 282.9% | Outperformed |
| 4 | Biogen Inc | 282.9% | Outperformed |
| 5 | Cullinan Therapeutics Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Pelthos Therapeutics Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Pelthos Therapeutics Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Pelthos Therapeutics Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Pelthos Therapeutics Inc |
33.70 | 43.30 |
 Amgen Inc |
248,368.64 | 38,095.00 |
 Gilead Sciences Inc |
209,442.42 | 30,988.00 |
 Vertex Pharmaceuticals Inc |
138,088.72 | 12,951.60 |
 Moderna Inc |
103,911.83 | 2,228.00 |
 Regeneron Pharmaceuticals Inc |
95,438.47 | 16,896.20 |
| SUBTOTAL | 892,017.59 | 121,758.49 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Pelthos Therapeutics Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Pelthos Therapeutics Inc's Competitors Named by the Company
Competitive relationships identified from Pelthos Therapeutics Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ligand | Company report | 85% |
| Rizatriptan | Company report | 85% |
| Chromocell Holdings | Company report | 85% |
| Sumatriptan | Company report | 85% |
Company report basis, confidence, active dates and source counts for Pelthos Therapeutics Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Pelthos Therapeutics 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 |
|---|---|
| Pelthos Therapeutics Inc | Commercial operations 97.79 % |
| Amgen Inc | Reportable 100.00 % |
| Vertex Pharmaceuticals Inc | Pharmaceuticals 100.00 % |
| Biogen Inc | Reportable 100.00 % |
| Exelixis Inc | Reportable 100.00 % |
| Ionis Pharmaceuticals Inc | Ionis Operations 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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Pelthos Therapeutics 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 |
|---|---|---|---|
| Pelthos Therapeutics Inc | 34 | 470,696 | -939,048 |
| Amgen Inc | 248,369 | 2,930,385 | 672,538 |
| Gilead Sciences Inc | 209,442 | 1,822,824 | -227,235 |
| Vertex Pharmaceuticals Inc | 138,089 | 31,979,259 | 9,817,037 |
| Moderna Inc | 103,912 | 474,043 | -670,426 |
| Regeneron Pharmaceuticals Inc | 95,438 | 1,096,444 | 312,615 |
| PEERS TOTAL | 891,984 | 1,851,660 | 210,418 |
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Pelthos Therapeutics 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 % |
| Vertex Pharmaceuticals Inc | United States 63.04 % |
| Exelixis Inc | United States 92.47 % |
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.
Pelthos Therapeutics Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 158 companies in Pelthos Therapeutics Inc's industry classification, broader than the peer set above. Market cap in millions of $.Pelthos Therapeutics Inc ranks #124 of 158 companies by market capitalization in its industry, holding 0.00 % 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% |
| 124 | Pelthos Therapeutics Inc | 34 | 0.00 % |
Market cap and industry share for the rest of Pelthos Therapeutics 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.
Pelthos Therapeutics 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 |
|---|---|---|---|
| 119 | Aligos Therapeutics Inc | 44 | -40.07 % |
| 120 | Caribou Biosciences Inc | 43 | -79.91 % |
| 121 | Xtant Medical Holdings Inc | 41 | -63.40 % |
| 122 | Elutia Inc | 37 | -19.81 % |
| 123 | Exozymes Inc | 1,234 | 12.3% |
| 124 | Pelthos Therapeutics Inc | 34 | -74.56 % |
| 125 | Inmune Bio Inc | 1,234 | 12.3% |
| 126 | Metagenomi Therapeutics Inc | 1,234 | 12.3% |
| 127 | Tscan Therapeutics Inc | 1,234 | 12.3% |
| 128 | Zivo Bioscience Inc | 1,234 | 12.3% |
| 129 | Tevogen Bio Holdings Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Pelthos Therapeutics 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.
Pelthos Therapeutics 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 | 78.59 % | 35.08 % (avg) | +43.5 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -1.18 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 0.68 % | 8.43 % (avg) | -7.8 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.
Pelthos Therapeutics 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 | -2.0x |
| Return on Equity | -300.76 % | industry aggregate | -299.22 % |
| Return on Invested Capital | -38.54 % | -10.91 % (avg) | -27.63 % |
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.
Pelthos Therapeutics 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 | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | - | - | - |
| Operating Margin | - | - | - |
| Return on Invested Capital | - | - | -45.99 % |
| 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.
Pelthos Therapeutics Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Pelthos Therapeutics Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 9.0% (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.
Pelthos Therapeutics 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 0.68 % 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 Pelthos Therapeutics Inc's dedicated Suppliers and Customers pages, not here.
Pelthos Therapeutics Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Pelthos Therapeutics 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.
Pelthos Therapeutics 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 (+44.1% annualized vs trailing 12 months).
Weaknesses
- Return on equity 299.2 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 (50.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Pelthos Therapeutics 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 |
|---|---|---|---|
| Pelthos Therapeutics Inc | 0.82 | 2.19 | 1.91 |
| Amgen Inc | 0.46 | 1.26 | 5.86 |
| Gilead Sciences Inc | - | 1.52 | 1.47 |
| Vertex Pharmaceuticals Inc | 1.30 | 2.83 | 0.06 |
| Moderna Inc | 0.86 | 2.88 | 0.07 |
| Regeneron Pharmaceuticals Inc | 0.58 | 3.56 | 0.06 |
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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.
Pelthos Therapeutics 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 |
|---|---|---|---|
| Pelthos Therapeutics Inc | Q2 2026 | - | - |
| Amgen Inc | Q2 2026 | +9.5 % | +65.9 % |
| Gilead Sciences Inc | Q3 2026 | +6.8 % | -20.4 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +11.8 % | -39.6 % |
| Moderna Inc | Q2 2026 | +2.1 % | - |
| Regeneron Pharmaceuticals Inc | Q3 2026 | +36.3 % | +33.5 % |
| PEERS TOTAL | +13.6 % | +30.8 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Pelthos Therapeutics 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 |
|---|---|---|---|
| Pelthos Therapeutics Inc | Q2 2026 | - | - |
| Amgen Inc | Q2 2026 | -6.6 % | +39.0 % |
| Gilead Sciences Inc | Q3 2026 | +0.1 % | +61.2 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +26.8 % | -4.4 % |
| Moderna Inc | Q2 2026 | -21.8 % | +1,133.3 % |
| Regeneron Pharmaceuticals Inc | Q3 2026 | +104.1 % | +49.1 % |
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Pelthos Therapeutics Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Pelthos Therapeutics Inc | - | - | - |
| Amgen Inc | 9.48% | 13.08% | 89.32% |
| Gilead Sciences Inc | - | - | - |
| Vertex Pharmaceuticals Inc | 14.16% | 16.63% | 20.08% |
| Moderna Inc | - | - | - |
| Regeneron Pharmaceuticals Inc | 11.50% | 13.00% | 15.07% |
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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).
Pelthos Therapeutics Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Pelthos Therapeutics Inc | - | 0.78 |
| Amgen Inc | 28.36 | 6.52 |
| Gilead Sciences Inc | - | 6.76 |
| Vertex Pharmaceuticals Inc | 34.89 | 10.66 |
| Moderna Inc | - | 46.64 |
| Regeneron Pharmaceuticals Inc | 19.99 | 5.65 |
| PEERS AVERAGE | 64.90 | 7.33 |
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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.