Grifols Sa's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Grifols Sa (GRFS) 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: Grifols Sa vs Its Competitors
- TTM: Trailing 12-month revenue of 8,427M vs 173,382M combined for its competitors (4.6% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+90.9%) for its tracked peer group.
- Growth: Grifols Sa generated 4.3% revenue growth year over year in Q4 2025, vs 7.3% for its competitors combined.
- Profitability: Its 6.7% net margin compares with 14.5% for the peer group.
- Peer revenue share: Grifols Sa accounted for 9.2% of combined revenue among its tracked peer group, down from 9.5% a year earlier.
- Peer differentiation: Revenue per employee of $2.62M compares with $1.64M for the peer group (1.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GRFS Sales vs. its Competitors, Q4 2025
Grifols Sa reported revenue growth of 4.32 % year on year in Q4 2025, below its competitors' combined revenue growth of 7.29 %.
With a net margin of 6.65 %, Grifols Sa reported lower profitability than its competitors (14.51 %).
Grifols Sa generated 9.24 % of the combined sales of its peer group, down from 9.48 % a year earlier.
Grifols Sa vs. its Competitors, Q4 2025
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 Grifols Sa 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 Grifols Sa and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Grifols Sa | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Grifols Sa's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 8.9% year over year, combined, vs 4.3% for Grifols Sa. Grifols Sa's share of combined industry revenue moved from 1.68% to 1.61%, a loss of 0.07 percentage points.
Grifols Sa's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Grifols Sa | Yes | Yes | No | No |
| Competitors combined (40) | ||||
| High-Confidence Competitors (3) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 62.50 % (5 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.
GRFS Stock Performance relative to its Competitors
GRFS Stock Performance relative to High-Confidence Competitors
GRFS 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 | Regulus Therapeutics Inc | 282.9% | Outperformed |
| 2 | Silence Therapeutics Plc | 282.9% | Outperformed |
| 3 | Haemonetics Corporation | 282.9% | Outperformed |
| 4 | Apellis Pharmaceuticals Inc | 282.9% | Outperformed |
| 5 | Edgewise Therapeutics inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Grifols Sa's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Grifols Sa's Comment on Competition and Industry Peers
Publicly Traded Peers of Grifols Sa
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Grifols Sa |
- | 8,426.88 |
 Abbvie Inc |
510,761.28 | 66,014.00 |
 Vertex Pharmaceuticals Inc |
138,446.00 | 12,951.60 |
 Regeneron Pharmaceuticals Inc |
95,346.24 | 16,896.20 |
 Sanofi |
57,492.90 | 49,307.90 |
 United Therapeutics Corporation |
25,909.98 | 3,154.50 |
| SUBTOTAL | 965,558.88 | 182,194.03 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Grifols Sa versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Grifols Sa's Competitors Named by the Company
Competitive relationships identified from Grifols Sa reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Kamada Ltd | Company report | 85% |
| Kedrion Inc. | Company report | 85% |
| Adma Biologics Inc | Company report | 85% |
| Peak Bio Inc | Company report | 85% |
| Acumen Pharmaceuticals Inc | Company report | 85% |
| Haemonetics Corporation | Company report | 85% |
| Emergent Biosolutions Inc | Company report | 85% |
| Carlisle Companies Incorporated | Company report | 85% |
| Cerus Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Grifols Sa's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Grifols Sa'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 |
|---|---|
| Vertex Pharmaceuticals Inc | Pharmaceuticals 100.00 % |
| Carlisle Companies Incorporated | Carlisle Construction Materials 74.14 % |
| Bridgebio Pharma Inc | Reportable 100.00 % |
| Biomarin Pharmaceutical 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).
Grifols Sa'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 |
|---|---|---|---|
| Grifols Sa | - | 2,622,745 | 174,292 |
| Abbvie Inc | 510,761 | 1,158,140 | 181,509 |
| Vertex Pharmaceuticals Inc | 138,446 | 31,979,259 | 9,817,037 |
| Regeneron Pharmaceuticals Inc | 95,346 | 1,096,444 | 312,615 |
| Sanofi | 57,493 | 21,607,316 | 3,889,794 |
| United Therapeutics Corporation | 25,910 | 2,253,214 | 936,357 |
| PEERS TOTAL | 965,559 | 1,637,444 | 272,902 |
Grifols Sa'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 |
|---|---|
| Vertex Pharmaceuticals Inc | United States 63.04 % |
| United Therapeutics Corporation | UNITED STATES 97.12 % |
| Carlisle Companies Incorporated | United States 90.71 % |
| Haemonetics Corporation | United States 73.65 % |
| Adma Biologics Inc | US 99.78 % |
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.
Grifols Sa's Position in Industry Market Structure
Market-capitalization share and concentration across all 496 companies in Grifols Sa's industry classification, broader than the peer set above. Market cap in millions of $.Grifols Sa ranks #0 of 496 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 896, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,280,913 | 21.47 % |
| 2 | Johnson and Johnson | 681,032 | 11.41 % |
| 3 | Beone Medicines Ltd | 589,304 | 9.88 % |
| 4 | Abbvie Inc | 528,644 | 8.86 % |
| 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 | Grifols Sa | - | 0.00 % |
Market cap and industry share for the rest of Grifols Sa's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-05.
Grifols Sa'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 (444 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 38.00 % | 37.77 % (avg) | +0.2 pp |
| Operating Margin | 16.52 % | industry median | +12.2 pp |
| EBITDA Margin | 8.17 % | -6.42 % (avg) | +14.6 pp |
| Capital Intensity (Capex / Revenue) | 3.52 % | 7.58 % (avg) | -4.1 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.
Grifols Sa'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 | 11.62 % | 9.45 % | 7.98 % |
| Operating Margin | 11.87 % | 16.53 % | 16.52 % |
| Return on Invested Capital | 1.60 % | 2.47 % | 2.79 % |
| P/E | 149.0x | 36.2x | - |
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.
Grifols Sa's Strategic Group Map
Grifols Sa is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Grifols Sa's trailing-12-month revenue growth of 8.0% and operating margin of 16.5% compares with an average of 9.5% growth and 14.0% margin across its 8 closest peers by combined growth, margin and ROIC -- Grifols Sa 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.
Grifols Sa'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 896 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 3.52 % vs industry average 7.58 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Grifols Sa's dedicated Suppliers and Customers pages, not here.
Grifols Sa's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Grifols Sa falls in the Low attractiveness / High strength cell: Selective.
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.
Grifols Sa'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 12.2 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 13.5 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
- A meaningful share of competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Grifols Sa'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 |
|---|---|---|---|
| Grifols Sa | 0.41 | 2.51 | 0.00 |
| Abbvie Inc | 0.19 | 0.79 | - |
| Vertex Pharmaceuticals Inc | 1.30 | 2.83 | 0.06 |
| Regeneron Pharmaceuticals Inc | 0.58 | 3.56 | 0.06 |
| Sanofi | 0.27 | 1.09 | 0.20 |
| United Therapeutics Corporation | 2.58 | 5.86 | - |
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.
Grifols Sa'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 |
|---|---|---|---|
| Grifols Sa | Q4 2025 | +8.0 % | +143.2 % |
| Abbvie Inc | Q3 2026 | +10.3 % | +2,143.6 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +11.8 % | -39.6 % |
| Regeneron Pharmaceuticals Inc | Q3 2026 | +36.3 % | +33.5 % |
| Sanofi | Q4 2025 | +10.9 % | +46.0 % |
| United Therapeutics Corporation | Q2 2026 | -1.9 % | +7.6 % |
| PEERS TOTAL | +12.1 % | +98.4 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Grifols Sa'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 |
|---|---|---|---|
| Grifols Sa | Q4 2025 | +9.3 % | +18.0 % |
| Abbvie Inc | Q3 2026 | -19.2 % | -21.0 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +26.8 % | -4.4 % |
| Regeneron Pharmaceuticals Inc | Q3 2026 | +104.1 % | +49.1 % |
| Sanofi | Q4 2025 | +9.3 % | - |
| United Therapeutics Corporation | Q2 2026 | +13.6 % | +73.6 % |
Grifols Sa's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Grifols Sa | 2.54% | 1.36% | 6.58% |
| Abbvie Inc | 7.48% | 12.87% | - |
| Vertex Pharmaceuticals Inc | 14.16% | 16.63% | 20.08% |
| Regeneron Pharmaceuticals Inc | 11.50% | 13.00% | 15.07% |
| Sanofi | 5.96% | 8.19% | 10.55% |
| United Therapeutics Corporation | 17.98% | 19.53% | 20.18% |
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).
Grifols Sa's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Grifols Sa | - | - |
| Abbvie Inc | 49.61 | 7.74 |
| Vertex Pharmaceuticals Inc | 34.98 | 10.69 |
| Regeneron Pharmaceuticals Inc | 19.97 | 5.64 |
| Sanofi | 7.36 | 1.17 |
| United Therapeutics Corporation | 20.31 | 8.21 |
| PEERS AVERAGE | 32.71 | 5.30 |
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.