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Sensei Biotherapeutics Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Sensei Biotherapeutics Inc (SNSE) 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.

Peer Data As of Q2 2026
Competitors Tracked
38
Publicly traded peers
Peer Group Market Share
-
Share of combined sales, Q2 2026
Revenue Growth Y/Y
-
Peers: 38.23 %
Net Margin
-
Peers: -61.81 %
API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/SNSE/competitors
https://api.csimarket.com/api/v1/companies/SNSE/relationships
https://api.csimarket.com/api/v1/companies/SNSE/similar
Programmatic access for models, analytics, and integration workflows.

Sensei Biotherapeutics 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
Sensei Biotherapeutics Inc - - - No
Competitors combined (38) 18% 78% 61% 38%
High-Confidence Competitors (1) 0% 100% 100% 0%

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.

SNSE Stock Performance relative to its Competitors

SNSE Competitors (weighted) Percent change over the selected range

Sensei Biotherapeutics Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
44.1%beat U.S.A. 500
Competitors Combined
(15 of 34)
0%beat U.S.A. 500
High-Confidence
(0 of 1)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Sensei Biotherapeutics Inc - -
Competitors combined (34) 40.4% 63.2%
High-Confidence Competitors (1) 40.4% 63.2%
Similar-Size Competitors (0) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Sensei Biotherapeutics Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

SNSE Stock Performance relative to High-Confidence Competitors

SNSE High-Confidence Competitors (equal-weighted, 2) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Adlai Nortye Ltd 282.9% Outperformed
2 Iovance Biotherapeutics inc 282.9% Outperformed
3 Nurix Therapeutics Inc 282.9% Outperformed
4 Enliven Therapeutics Inc 282.9% Outperformed
5 Adaptive Biotechnologies Corporation 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Sensei Biotherapeutics Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Sensei Biotherapeutics Inc's Comment on Competition and Industry Peers

The company operates in the biotechnology and pharmaceutical industries, which are characterized by rapidly advancing technologies, intense competition, and a strong focus on intellectual property. Its lead product candidate, PIKTOR, is described as having potential advantages including high potency, broad anti-tumor effects, selective PI3Kα inhibition, and synergistic activity with other therapies. Competitors include pharmaceutical and biotechnology companies, academic institutions, governmental agencies, and public and private research institutions. These competitors may possess greater financial resources, established market presence, and expertise in research, development, manufacturing, clinical testing, regulatory approvals, reimbursement, marketing, and talent recruitment. Specific competitor products mentioned include sapanisertib and serabelisib, with sapanisertib used in pharmacokinetic modeling studies. The company also notes competition involving multi-node inhibitors and mutant-selective inhibitors targeting the PI3K/AKT/mTOR pathway. The acquisition of Faeth Therapeutics is part of the company’s strategic initiatives.

Publicly Traded Peers of Sensei Biotherapeutics Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Sensei Biotherapeutics Inc 129.06 - -195.53 29
Madrigal Pharmaceuticals Inc 14,847.77 1,283.94 -325.10 915
Hutchmed china Limited 12,351.41 548.51 457.73 780
Nuvalent Inc 9,751.98 4.23 -450.07 228
Blueprint Medicines Corporation 8,615.12 562.12 -155.73 582
Rhythm Pharmaceuticals Inc 6,565.00 239.92 -210.22 414
SUBTOTAL 87,388.92 4,592.98 -3,772.05 7,755
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Sources: Sensei Biotherapeutics Inc'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 Sensei Biotherapeutics Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Sensei Biotherapeutics Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Faeth Therapeutics Named by the company 85% 2022 to 2026 3
Local Bounti Corporation Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Sensei Biotherapeutics Inc'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.

Sensei 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 2nd Segment 3rd Segment
Madrigal Pharmaceuticals Inc Reportable 100.00 % - -
Hutchmed china Limited Other Ventures segment 47.94 % Marketed Products Subsegment 39.08 % Research and Development Subsegment 12.98 %
Blueprint Medicines Corporation Single Reportable Segment 100.00 % - -
Rhythm Pharmaceuticals Inc Single Reportable 100.00 % - -
Iovance Biotherapeutics inc Single 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).

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Sensei Biotherapeutics Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Sensei Biotherapeutics Inc 129 - -6,742,345
Madrigal Pharmaceuticals Inc 14,848 1,403,213 -355,295
Hutchmed china Limited 12,351 703,221 586,836
Nuvalent Inc 9,752 18,566 -1,974,009
Blueprint Medicines Corporation 8,615 965,844 -267,576
Rhythm Pharmaceuticals Inc 6,565 579,512 -507,783
PEERS TOTAL 87,260 594,484 -462,920
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Sensei Biotherapeutics Inc'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 2nd Market 3rd Market
Hutchmed china Limited CN 74.28 % United States and Others 25.72 % -
Iovance Biotherapeutics inc US 98.66 % Non Us 1.34 % -
Xoma Royalty Corporation CH 54.36 % US 45.64 % -
Adc Therapeutics Sa United States 96.08 % EMEA 3.92 % -
Caribou Biosciences Inc United States 94.16 % Non-US 5.84 % -

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.

Sensei Biotherapeutics Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 498 companies in Sensei Biotherapeutics Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Sensei Biotherapeutics Inc ranks #0 of 498 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 824, 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 1,058,704 19.37 %
2 Johnson and Johnson 652,898 11.95 %
3 Beone Medicines Ltd 549,864 10.06 %
4 Abbvie Inc 466,251 8.53 %
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%
0 Sensei Biotherapeutics Inc 34 0.00 %
Full Industry Market Structure

Market cap and industry share for the rest of Sensei 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 2026-07-17.

Sensei Biotherapeutics Inc's Valuation vs Competitive Position

Valuation multiples vs the Major Pharmaceutical Preparations industry average (342 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 - 25.1x -
EV / EBITDA - 17.3x -
P/B 5.7x 4.5x +1.2x
Return on Equity -1,012.17 % industry aggregate -1,029.42 %
Return on Invested Capital -162.19 % -2.95 % (avg) -159.24 %

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.

Sensei Biotherapeutics Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20212022202320242025
Revenue Growth -----
Operating Margin -----
Return on Invested Capital -11.75 %-20.28 %-23.06 %-32.58 %-43.77 %
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.

Sensei 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 824 (see Industry Market Structure & Concentration above)
Supplier Power Not covered on this page See Sensei Biotherapeutics Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Sensei Biotherapeutics Inc'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.

Sensei 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

  • Return on equity 1,029.4 points below the industry aggregate.

Opportunities

  • A meaningful share of tracked competitors (37.80 %) 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.

Sensei Biotherapeutics Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Sensei Biotherapeutics Inc 6.11 13.56 - -
Madrigal Pharmaceuticals Inc 0.72 3.52 0.60 1.01
Hutchmed china Limited 0.23 4.96 0.10 0.31
Nuvalent Inc 1.98 13.90 - 0.00
Blueprint Medicines Corporation 0.36 3.16 2.48 0.47
Rhythm Pharmaceuticals Inc 1.14 4.16 0.84 0.51
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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.

Sensei Biotherapeutics Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Sensei Biotherapeutics Inc Q2 2026----
Madrigal Pharmaceuticals Inc Q2 2026+71.2 %+17.0 %--
Hutchmed china LimitedQ4 2025-13.0 %-13.0 %+1,099.2 %+1,099.2 %
Nuvalent Inc Q1 2026----
Blueprint Medicines CorporationQ1 2025+55.5 %+2.1 %-99.4 %-
Rhythm Pharmaceuticals Inc Q2 2026+46.9 %+18.5 %--
PEERS TOTAL+16.6 %+6.0 %--
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Sensei 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
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Sensei Biotherapeutics Inc Q2 2026----
Madrigal Pharmaceuticals Inc Q2 2026---+10.5 %
Hutchmed china LimitedQ4 2025-3.6 %-3.6 %-44.2 %-44.2 %
Nuvalent Inc Q1 2026----
Blueprint Medicines CorporationQ1 2025-12.2 %-62.4 %+65.9 %+96.5 %
Rhythm Pharmaceuticals Inc Q2 2026+61.1 %+24.8 %--
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Sensei Biotherapeutics Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Sensei Biotherapeutics Inc -----
Madrigal Pharmaceuticals Inc ---8.190.12
Hutchmed china Limited26.11%30.87%36.98%4.3318.01
Nuvalent Inc -----
Blueprint Medicines Corporation---7.381.47
Rhythm Pharmaceuticals Inc ---7.180.99
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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).

Sensei Biotherapeutics Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Sensei Biotherapeutics Inc ---9.000.75
Madrigal Pharmaceuticals Inc -11.56-146.0128.35
Hutchmed china Limited27.2122.520.02-9.98
Nuvalent Inc -2,303.80-250.718.30
Blueprint Medicines Corporation-15.33-841.7325.18
Rhythm Pharmaceuticals Inc -27.36--63.75
PEERS AVERAGE-19.03115.408.07
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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.

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