Generation Bio Co's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Generation Bio Co (GBIO) 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: Generation Bio Co vs Its Competitors
- TTM: Trailing 12-month revenue of 15M vs 12,269M combined for its competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-58.2% annualized vs trailing 12 months), vs accelerating (+2.4%) for its tracked peer group.
- Growth: Generation Bio Co generated -78.9% revenue growth year over year in Q3 2025, vs 68.2% for its competitors combined.
- Profitability: Its -346.3% net margin compares with -10.7% for the peer group.
- Peer revenue share: Generation Bio Co accounted for 0.1% of combined revenue among its tracked peer group, down from 0.4% a year earlier.
- Peer differentiation: Revenue per employee of $0.13M compares with $0.88M for the peer group (0.2x).
- Structure: Generation Bio Co operates in the following segments: Single reportable segment.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GBIO Sales vs. its Competitors, Q3 2025
Generation Bio Co reported revenue contraction of 78.90 % year on year in Q3 2025, below its competitors' combined revenue growth of 68.21 %.
With a net margin of -346.30 %, Generation Bio Co reported lower profitability than its competitors (-10.72 %).
Generation Bio Co generated 0.05 % of the combined sales of its peer group, down from 0.40 % a year earlier.
API endpoints for this dataset
Generation Bio Co vs. its Competitors, Q3 2025
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 Generation Bio Co 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 Generation Bio Co and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Generation Bio Co | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (21) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Generation Bio Co's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 8.9% year over year, combined, vs -78.9% for Generation Bio Co. Generation Bio Co's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Generation Bio Co's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Generation Bio Co | - | No | No | Yes |
| Competitors combined (43) | ||||
| High-Confidence Competitors (21) |
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.
GBIO Stock Performance relative to its Competitors
GBIO 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 | Avadel Pharmaceuticals Plc | 282.9% | Outperformed |
| 2 | Tango Therapeutics Inc | 282.9% | Outperformed |
| 3 | Apellis Pharmaceuticals Inc | 282.9% | Outperformed |
| 4 | Kalvista Pharmaceuticals Inc | 282.9% | Outperformed |
| 5 | Verve Therapeutics Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Generation Bio Co's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Generation Bio Co's Comment on Competition and Industry Peers
Publicly Traded Peers of Generation Bio Co
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Generation Bio Co |
35.97 | 15.27 |
 United Therapeutics Corporation |
26,676.67 | 3,154.50 |
 Alnylam Pharmaceuticals Inc |
21,618.44 | 5,013.24 |
 Bridgebio Pharma Inc |
15,276.61 | 945.54 |
 Apellis Pharmaceuticals Inc |
5,392.33 | 1,105.28 |
 Crispr Therapeutics Ag |
4,840.92 | 25.17 |
| SUBTOTAL | 96,022.94 | 12,485.29 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Generation Bio Co versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Generation Bio Co's Competitors Named by the Company
Competitive relationships identified from Generation Bio Co reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Instil Bio Inc | Company report | 85% |
| Prime Medicine, Inc. | Company report | 85% |
| Moderna, Inc. | Company report | 85% |
| bevacizumab | Company report | 85% |
| Amgen Inc | Company report | 85% |
| Kymera Therapeutics, Inc. | Company report | 85% |
| Icon Genetics | Company report | 85% |
| PARP | Company report | 85% |
| AbbVie Inc. | Company report | 85% |
| Nurix Therapeutics, Inc. | Company report | 85% |
| China National Biotec | Company report | 85% |
| Cohort 4 of ARTISTRY-6 | Company report | 85% |
| argenx SE | Company report | 85% |
| Vaxart | Company report | 85% |
| pembrolizumab | Company report | 85% |
| Alnylam Pharmaceuticals, Inc. | Company report | 85% |
| Capstan Therapeutics Inc. | Company report | 85% |
| Orna Therapeutics, Inc. | Company report | 85% |
| Chongqing Zhifei Biological | Company report | 85% |
| nemvaleukin | Company report | 85% |
| Arrowhead Pharmaceuticals, Inc. | Company report | 85% |
| Hoffmann La Roche Ltd. | Company report | 85% |
| Monte Rosa Therapeutics, Inc. | Company report | 85% |
| Wave Life Sciences Ltd. | Company report | 85% |
| Janssen | Company report | 85% |
| Beam Therapeutics Inc. | Company report | 85% |
| iECURE, Inc. | Company report | 85% |
| Tessera Therapeutics, Inc. | Company report | 85% |
| Sonnet | Company report | 85% |
| CRISPR Therapeutics AG | Company report | 85% |
| Editas Medicine, Inc. | Company report | 85% |
| Intellia Therapeutics, Inc. | Company report | 85% |
| AstraZeneca | Company report | 85% |
| Q32 Bio Inc | Company report | 85% |
| Werewolf Therapeutics Inc | Company report | 85% |
| Bnb Plus Corp | Company report | 85% |
| Springworks Therapeutics Inc | Company report | 85% |
| Regenxbio Inc | Company report | 85% |
| Nuvalent Inc | Company report | 85% |
| Sana Biotechnology Inc | Company report | 85% |
| Sangamo Therapeutics Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Generation Bio Co's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Generation Bio 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 |
|---|---|
| Generation Bio Co | Single reportable segment 100.00 % |
| Bridgebio Pharma Inc | Reportable 100.00 % |
| Apellis Pharmaceuticals Inc | Reportable Segment Aggregation Before Other Operating Segment 100.00 % |
| Avadel Pharmaceuticals Plc | Reportable 100.00 % |
| Intellia Therapeutics Inc | Development of Gene Editing Based Therapies 100.00 % |
| Precigen Inc | Reportable 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).
Generation Bio 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 |
|---|---|---|---|
| Generation Bio Co | 36 | 132,783 | -544,583 |
| United Therapeutics Corporation | 26,677 | 2,253,214 | 936,357 |
| Alnylam Pharmaceuticals Inc | 21,618 | 2,005,297 | 1,089,696 |
| Bridgebio Pharma Inc | 15,277 | 1,126,985 | -683,899 |
| Apellis Pharmaceuticals Inc | 5,392 | 1,495,643 | 180,337 |
| Crispr Therapeutics Ag | 4,841 | 125,234 | -2,269,328 |
| PEERS TOTAL | 95,987 | 875,704 | -15,382 |
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Generation Bio Co'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 |
|---|---|
| United Therapeutics Corporation | UNITED STATES 97.12 % |
| Ultragenyx Pharmaceutical Inc | North America 52.02 % |
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.
Generation Bio Co's Position in Industry Market Structure
Market-capitalization share and concentration across all 495 companies in Generation Bio Co's industry classification, broader than the peer set above. Market cap in millions of $.Generation Bio Co ranks #0 of 495 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 885, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,232,412 | 20.92 % |
| 2 | Johnson and Johnson | 679,690 | 11.54 % |
| 3 | Beone Medicines Ltd | 623,340 | 10.58 % |
| 4 | Abbvie Inc | 514,617 | 8.74 % |
| 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 | Astrazeneca Plc | 1,234 | 5.2% |
| 0 | Generation Bio Co | 36 | 0.00 % |
Market cap and industry share for the rest of Generation Bio Co's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-02-06.
Generation Bio 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 (445 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 37.84 % (avg) | -37.8 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -6.50 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 7.09 % | 7.56 % (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.
Generation Bio Co's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (445 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 | - | 26.6x | - |
| EV / EBITDA | - | 15.5x | - |
| P/B | 0.5x | 4.3x | -3.8x |
| Return on Equity | -94.82 % | industry aggregate | -112.43 % |
| Return on Invested Capital | -30.92 % | -9.84 % (avg) | -21.08 % |
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.
Generation Bio Co'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 | 2023 | 2024 |
|---|---|---|---|---|---|
| Revenue Growth | - | - | - | - | - |
| Operating Margin | - | - | - | - | - |
| Return on Invested Capital | - | -13.35 % | -19.86 % | -22.72 % | -42.33 % |
| 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.
Generation Bio 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 885 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 7.09 % vs industry average 7.56 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Generation Bio Co's dedicated Suppliers and Customers pages, not here.
Generation Bio 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
No rule matched.
Weaknesses
- Return on equity 112.4 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-58.2% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of competitors (46.50 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Generation Bio 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 |
|---|---|---|---|
| Generation Bio Co | 2.09 | 6.28 | - |
| United Therapeutics Corporation | 2.58 | 5.86 | - |
| Alnylam Pharmaceuticals Inc | 1.07 | 2.82 | 0.59 |
| Bridgebio Pharma Inc | 1.23 | 1.74 | - |
| Apellis Pharmaceuticals Inc | 1.58 | 3.49 | 1.36 |
| Crispr Therapeutics Ag | 2.24 | 16.26 | 0.25 |
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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.
Generation Bio 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 |
|---|---|---|---|
| Generation Bio Co | Q3 2025 | -78.9 % | - |
| United Therapeutics Corporation | Q2 2026 | -1.9 % | +7.6 % |
| Alnylam Pharmaceuticals Inc | Q3 2026 | +16.7 % | +640.5 % |
| Bridgebio Pharma Inc | Q3 2026 | +192.6 % | - |
| Apellis Pharmaceuticals Inc | Q1 2026 | +60.9 % | - |
| Crispr Therapeutics Ag | Q3 2026 | +1,325.1 % | - |
| PEERS TOTAL | +24.7 % | - |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Generation Bio 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 |
|---|---|---|---|
| Generation Bio Co | Q3 2025 | - | - |
| United Therapeutics Corporation | Q2 2026 | +13.6 % | +73.6 % |
| Alnylam Pharmaceuticals Inc | Q3 2026 | +83.4 % | +475.1 % |
| Bridgebio Pharma Inc | Q3 2026 | +211.6 % | -89.9 % |
| Apellis Pharmaceuticals Inc | Q1 2026 | -14.5 % | - |
| Crispr Therapeutics Ag | Q3 2026 | - | +459.5 % |
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Generation Bio Co's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Generation Bio Co | - | - | - |
| United Therapeutics Corporation | 17.98% | 19.53% | 20.18% |
| Alnylam Pharmaceuticals Inc | 46.08% | 63.14% | 159.72% |
| Bridgebio Pharma Inc | - | - | - |
| Apellis Pharmaceuticals Inc | 13.20% | 17.94% | 39.71% |
| Crispr Therapeutics Ag | - | - | - |
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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).
Generation Bio Co's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Generation Bio Co | - | 2.36 |
| United Therapeutics Corporation | 20.91 | 8.46 |
| Alnylam Pharmaceuticals Inc | 8.00 | 4.31 |
| Bridgebio Pharma Inc | - | 16.16 |
| Apellis Pharmaceuticals Inc | 39.45 | 4.88 |
| Crispr Therapeutics Ag | - | 192.31 |
| PEERS AVERAGE | - | 7.69 |
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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.