Amyris Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Amyris Inc (AMRS) 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: Amyris Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 268M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-16.4% annualized vs trailing 12 months).
- Peer revenue share: Amyris Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AMRS Sales vs. its Competitors, Q1 2023
Amyris Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Chemical Manufacturing industry grew revenue 2.6% year over year, combined, vs -2.8% for Amyris Inc. Amyris Inc's share of combined industry revenue moved from 0.06% to 0.06%, a gain of 0.00 percentage points.
Amyris 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 |
|---|---|---|---|---|
| Amyris Inc | No | Yes | Yes | Yes |
| High-Confidence Competitors (3) | ||||
| Similar Growth & Profitability (8) | 12.50 % (1 of 8) | 37.50 % (3 of 8) | 37.50 % (3 of 8) | 57.10 % (4 of 7) |
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.
AMRS Stock Performance relative to its Competitors
AMRS Stock Performance relative to High-Confidence Competitors
AMRS Stock Performance relative to Similar Growth & Profitability Competitors
Amyris Inc's Comment on Competition and Industry Peers
Many active ingredients in the pharmaceutical and nutraceutical markets are made via chemical synthesis by suppliers that have a deep chemistry knowhow and production facilities, including Active Pharmaceutical Ingredient (API) manufacturers and ingredient suppliers. We may compete directly with these companies with respect to specific ingredients or attempt to provide customers with more cost effective or higher performing alternatives. For food ingredients, we compete with companies that produce products from plant and animal derived sources as well as with companies that are also developing biotechnology production solutions to produce specific molecules.
Personal Care
The main competition for Personal Care ingredients, such as fragrances and cosmetic actives is from products derived from plant and animal sources as well as chemical synthesis. The products derived from plant and animal sources are typically produced at a higher cost and create a greater impact on the environment compared to our products. Products derived from chemical synthesis are often produced at a low cost but have ramifications on sustainability as well as non-natural sourcing. There are also companies that are working to develop products using similar technology to us.
Performance Materials
In the Performance Materials markets that we have entered or are seeking to enter, we compete primarily with the established providers of materials currently used in products in these markets. Producers of these incumbent products include global oil companies, large international chemical companies, independent and integrated oil refiners, advanced biofuels companies and biodiesel companies, and companies specializing in specific products that directly compete with our Biofene product and its derivatives. We may also compete in one or more of these markets with products that are offered as alternatives to the traditional petroleum-based or other traditional products being offered in these markets.
Competitive Factors
We believe the primary competitive factors in both the chemicals and fuels markets are:
• product price;
• product performance and other measures of quality;
• infrastructure compatibility of products;
• sustainability; and
• dependability of supply.
We believe that, for our products to succeed in the market, we must demonstrate that our products are comparable or better alternatives to existing products and to any alternative products that are being developed for the same markets based on some combination of product cost, availability, performance, and consumer preference characteristics.
Amyris 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 |
|---|---|---|
| Local Bounti Corporation | Named by the company | 85% |
| Estee Lauder | Named by the company | 85% |
| Procter & Gamble | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Amyris 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.