Taro Pharmaceutical Industries Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Taro Pharmaceutical Industries Ltd (TARO) 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: Taro Pharmaceutical Industries Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 573M vs 272,091M combined for tracked competitors (0.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-5.7%) for its tracked peer group.
- Growth: Taro Pharmaceutical Industries Ltd generated 2.1% revenue growth year over year in Q4 2023, vs -2.1% for its tracked competitors combined.
- Profitability: Its 4.4% net margin compares with 10.7% for the peer group.
- Peer revenue share: Taro Pharmaceutical Industries Ltd accounted for 0.9% of combined revenue among its tracked peer group, up from 0.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.13M compares with $0.78M 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).
TARO Sales vs. its Competitors, Q4 2023
Taro Pharmaceutical Industries Ltd reported revenue growth of 2.07 % year on year in Q4 2023, above its competitors' combined revenue change of -2.12 %.
With a net margin of 4.44 %, Taro Pharmaceutical Industries Ltd reported lower profitability than its competitors (10.73 %).
Taro Pharmaceutical Industries Ltd generated 0.89 % of the combined sales of its peer group, up from 0.85 % a year earlier.
Taro Pharmaceutical Industries Ltd vs. its Competitors, Q4 2023
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 Taro Pharmaceutical Industries Ltd 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 Taro Pharmaceutical Industries Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Taro Pharmaceutical Industries Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Taro Pharmaceutical Industries Ltd's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 9.1% year over year, combined, vs 2.1% for Taro Pharmaceutical Industries Ltd. Taro Pharmaceutical Industries Ltd's share of combined industry revenue moved from 0.12% to 0.11%, a loss of 0.01 percentage points.
Taro Pharmaceutical Industries Ltd'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 |
|---|---|---|---|---|
| Taro Pharmaceutical Industries Ltd | Yes | Yes | No | No |
| Competitors combined (18) | ||||
| Similar Growth & Profitability (8) | 37.50 % (3 of 8) | 87.50 % (7 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) |
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.
TARO Stock Performance relative to its Competitors
TARO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Puma Biotechnology Inc | 282.9% | Outperformed |
| 2 | Teva Pharmaceutical Industries Limited | 282.9% | Outperformed |
| 3 | Amneal Pharmaceuticals Inc | 282.9% | Outperformed |
| 4 | Viatris Inc | 282.9% | Outperformed |
| 5 | Amgen Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Taro Pharmaceutical Industries Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Taro Pharmaceutical Industries Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Taro Pharmaceutical Industries Ltd | 1,615.03 | 572.95 |
| Johnson and Johnson | 645,965.17 | 99,335.00 |
| Amgen Inc | 238,957.44 | 38,095.00 |
| Abbott Laboratories | 181,171.47 | 45,134.00 |
| Bristol myers Squibb Company | 125,911.04 | 49,186.00 |
| Gsk Plc | 104,468.88 | 43,093.89 |
| SUBTOTAL | 1,394,624.38 | 316,137.30 |
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Sources: Taro Pharmaceutical Industries Ltd'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 Taro Pharmaceutical Industries Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Taro Pharmaceutical Industries Ltd's Competitors Named by the Company
Competitive relationships identified from Taro Pharmaceutical Industries Ltd reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Viatris Inc | Company report | 85% |
| Perrigo Company Plc | Company report | 85% |
| Teva Pharmaceutical Industries Limited | Company report | 85% |
| Dr Reddy s Laboratories Limited | Company report | 85% |
| Gsk Plc | Company report | 85% |
| Abbott Laboratories | Company report | 85% |
| Amneal Pharmaceuticals Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Taro Pharmaceutical Industries Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from Taro Pharmaceutical Industries Ltd reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Taro Pharmaceutical Industries Ltd'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 |
|---|---|
| Johnson and Johnson | Oncology 29.93 % |
| Amgen Inc | Reportable 100.00 % |
| Abbott Laboratories | Diabetes Care 17.78 % |
| Teva Pharmaceutical Industries Limited | United States Segment 41.09 % |
| Viatris Inc | Developed Markets 57.61 % |
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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Taro Pharmaceutical Industries Ltd'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 |
|---|---|---|---|
| Taro Pharmaceutical Industries Ltd | 1,615 | 133,245 | 5,917 |
| Johnson and Johnson | 645,965 | 705,504 | 114,311 |
| Amgen Inc | 238,957 | 2,930,385 | 672,538 |
| Abbott Laboratories | 181,171 | 392,470 | 54,574 |
| Bristol myers Squibb Company | 125,911 | 1,513,415 | 285,354 |
| Gsk Plc | 104,469 | 169,660,977 | 32,662,867 |
| PEERS TOTAL | 1,393,009 | 778,754 | 117,670 |
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Taro Pharmaceutical Industries Ltd'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 |
|---|---|
| Taro Pharmaceutical Industries Ltd | United States 63.37 % |
| Johnson and Johnson | United States 58.90 % |
| Abbott Laboratories | Non-US 61.62 % |
| Bristol myers Squibb Company | United States 67.79 % |
| Teva Pharmaceutical Industries Limited | Europe 30.49 % |
| Perrigo Company Plc | United States 57.24 % |
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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Taro Pharmaceutical Industries Ltd'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 | 46.83 % | 42.51 % (avg) | +4.3 pp |
| Operating Margin | 3.09 % | industry median | +116.4 pp |
| EBITDA Margin | 12.28 % | -6.83 % (avg) | +19.1 pp |
| Capital Intensity (Capex / Revenue) | 0.05 % | 7.04 % (avg) | -7.0 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.
Taro Pharmaceutical Industries Ltd'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 | 42.9x | 25.2x | +17.7x |
| EV / EBITDA | 13.4x | 15.9x | -2.6x |
| P/B | 0.6x | 4.3x | -3.7x |
| Return on Equity | 1.47 % | industry aggregate | -11.73 % |
| Return on Invested Capital | 0.51 % | -4.07 % (avg) | 4.58 % |
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.
Taro Pharmaceutical Industries Ltd's Strategic Group Map
Every company in Taro Pharmaceutical Industries Ltd's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Taro Pharmaceutical Industries Ltd is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Taro Pharmaceutical Industries Ltd's trailing-12-month revenue growth of 2.1% and operating margin of 3.1% compares with an average of 2.5% growth and 0.6% margin across its 8 closest peers by combined growth, margin and ROIC -- Taro Pharmaceutical Industries Ltd sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Taro Pharmaceutical Industries Ltd'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 | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.05 % 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 Taro Pharmaceutical Industries Ltd's dedicated Suppliers and Customers pages for concentration data; threat of substitutes has no systematic data source in this system and is not estimated.
Taro Pharmaceutical Industries Ltd'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.
Taro Pharmaceutical Industries Ltd 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.
Taro Pharmaceutical Industries Ltd'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
- Operating margin 116.4 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 11.7 points below the industry aggregate.
Opportunities
- A meaningful share of tracked competitors (33.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-5.7% annualized).
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.
Taro Pharmaceutical Industries Ltd'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 |
|---|---|---|---|
| Taro Pharmaceutical Industries Ltd | 0.40 | 3.47 | - |
| Johnson and Johnson | 0.36 | 1.04 | 0.60 |
| Amgen Inc | 0.46 | 1.26 | 5.86 |
| Abbott Laboratories | 0.47 | 1.60 | 0.35 |
| Bristol myers Squibb Company | 0.49 | 1.35 | 2.31 |
| Gsk Plc | 0.16 | 0.82 | 0.87 |
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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.
Taro Pharmaceutical Industries Ltd'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 |
|---|---|---|---|
| Taro Pharmaceutical Industries Ltd | Q1 2023 | +2.1 % | -56.3 % |
| Johnson and Johnson | Q3 2026 | +5.9 % | -95.9 % |
| Amgen Inc | Q2 2026 | +9.5 % | +65.9 % |
| Abbott Laboratories | Q1 2026 | +7.8 % | -18.7 % |
| Bristol myers Squibb Company | Q2 2026 | +5.7 % | +152.6 % |
| Gsk Plc | Q4 2025 | +7.5 % | +120.0 % |
| PEERS TOTAL | +6.2 % | +8.4 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Taro Pharmaceutical Industries Ltd'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 |
|---|---|---|---|
| Taro Pharmaceutical Industries Ltd | Q1 2023 | +13.6 % | +21.0 % |
| Johnson and Johnson | Q3 2026 | +10.9 % | +17.7 % |
| Amgen Inc | Q2 2026 | -6.6 % | +39.0 % |
| Abbott Laboratories | Q1 2026 | +9.4 % | -17.6 % |
| Bristol myers Squibb Company | Q2 2026 | +10.5 % | -15.5 % |
| Gsk Plc | Q4 2025 | +7.2 % | -0.6 % |
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Taro Pharmaceutical Industries Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Taro Pharmaceutical Industries Ltd | 1.19% | 1.44% | 1.47% |
| Johnson and Johnson | 8.06% | 10.53% | 19.55% |
| Amgen Inc | 9.48% | 13.08% | 89.32% |
| Abbott Laboratories | 6.87% | 8.15% | 12.09% |
| Bristol myers Squibb Company | 10.27% | 13.58% | 46.65% |
| Gsk Plc | 10.09% | 44.94% | 38.67% |
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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).
Taro Pharmaceutical Industries Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Taro Pharmaceutical Industries Ltd | 63.19 | 2.82 |
| Johnson and Johnson | 39.91 | 6.50 |
| Amgen Inc | 27.28 | 6.27 |
| Abbott Laboratories | 28.89 | 4.01 |
| Bristol myers Squibb Company | 13.54 | 2.56 |
| Gsk Plc | 18.28 | 2.42 |
| PEERS AVERAGE | 29.23 | 4.41 |
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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.