Aravive Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Aravive Inc (ARAV) 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: Aravive Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 7M vs 8,381M combined for tracked competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+57.6% annualized vs trailing 12 months), vs decelerating (-29.1%) for its tracked peer group.
- Growth: Aravive Inc generated -44.4% revenue growth year over year in Q3 2023, vs 47.4% for its tracked competitors combined.
- Profitability: Its 770.2% net margin compares with -40.8% for the peer group.
- Peer revenue share: Aravive Inc accounted for 0.2% of combined revenue among its tracked peer group, down from 0.5% a year earlier.
- Peer differentiation: Revenue per employee of $0.23M compares with $0.77M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ARAV Sales vs. its Competitors, Q3 2023
Aravive Inc reported revenue contraction of 44.39 % year on year in Q3 2023, below its competitors' combined revenue growth of 47.44 %.
With a net margin of 770.17 %, Aravive Inc achieved higher profitability than its competitors (-40.77 %).
Aravive Inc generated 0.19 % of the combined sales of its peer group, down from 0.49 % a year earlier.
Aravive Inc vs. its Competitors, Q3 2023
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 an SEC filing; 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 Aravive Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Aravive Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Aravive Inc's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 7.2% year over year, combined, vs -44.4% for Aravive Inc. Aravive Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Aravive 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 |
|---|---|---|---|---|
| Aravive Inc | No | No | No | Yes |
| Competitors combined (51) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 37.50 % (3 of 8) | 12.50 % (1 of 8) | 66.70 % (4 of 6) |
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.
ARAV Stock Performance relative to its Competitors
ARAV 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 | Gt Biopharma Inc | 282.9% | Outperformed |
| 2 | Spyre Therapeutics Inc | 282.9% | Outperformed |
| 3 | Iovance Biotherapeutics inc | 282.9% | Outperformed |
| 4 | Aclaris Therapeutics Inc | 282.9% | Outperformed |
| 5 | Palvella Therapeutics Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Aravive Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Aravive Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Aravive Inc | 3.05 | 6.99 |
| Zai Lab Limited | 28,695.05 | 449.61 |
| Incyte Corporation | 25,816.52 | 5,361.02 |
| Hutchmed china Limited | 12,333.95 | 548.51 |
| Protagonist Therapeutics inc | 10,114.24 | 281.99 |
| Tg Therapeutics Inc | 8,837.67 | 799.54 |
| SUBTOTAL | 111,000.17 | 8,521.80 |
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Sources: Aravive 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 Aravive Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Aravive 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 |
|---|---|
| Incyte Corporation | Reportable 100.00 % |
| Hutchmed china Limited | Other Ventures segment 47.94 % |
| Protagonist Therapeutics inc | Single reportable segment 100.00 % |
| Iovance Biotherapeutics inc | Single reportable segment 100.00 % |
| Xencor Inc | Reportable 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).
Aravive Inc'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 |
|---|---|---|---|
| Aravive Inc | 3 | 225,645 | -1,285,387 |
| Zai Lab Limited | 28,695 | 252,026 | -105,501 |
| Incyte Corporation | 25,817 | 1,885,028 | 503,438 |
| Hutchmed china Limited | 12,334 | 703,221 | 586,836 |
| Protagonist Therapeutics inc | 10,114 | 2,136,303 | 616,273 |
| Tg Therapeutics Inc | 8,838 | 2,003,850 | 1,106,491 |
| PEERS TOTAL | 110,997 | 774,919 | -105,749 |
Aravive 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 |
|---|---|
| Incyte Corporation | United States 93.16 % |
| Hutchmed china Limited | CN 74.28 % |
| Iovance Biotherapeutics inc | US 98.66 % |
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.
Aravive Inc'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 (341 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 100.00 % | 64.89 % (avg) | +35.1 pp |
| Operating Margin | -847.42 % | industry median | -739.5 pp |
| EBITDA Margin | -557.07 % | -7.21 % (avg) | -549.9 pp |
| Capital Intensity (Capex / Revenue) | 0.00 % | 4.92 % (avg) | -4.9 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.
Aravive Inc's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (341 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.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 25.1x | - |
| EV / EBITDA | - | 17.3x | - |
| P/B | -1.3x | 4.5x | -5.7x |
| Return on Equity | 345.97 % | industry aggregate | 334.51 % |
| Return on Invested Capital | -750.08 % | -2.95 % (avg) | -747.13 % |
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.
Aravive 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 | 2015 | 2016 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|---|
| Revenue Growth | - | - | - | - | - | 22.78 % |
| Operating Margin | - | - | - | - | -546.21 % | -775.28 % |
| Return on Invested Capital | -20.36 % | -31.07 % | -17.97 % | -26.56 % | -32.94 % | -118.10 % |
| 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.
Aravive Inc's Strategic Group Map
Every company in Aravive Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Aravive Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
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.
Aravive 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 |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 4.92 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Aravive Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Aravive 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.
Aravive Inc'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.
Aravive Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
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.
Aravive 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
- Return on equity 334.5 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+57.6% annualized vs trailing 12 months).
Weaknesses
- Operating margin 739.5 points below the industry median.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (53.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-29.1% 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.
Aravive Inc'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 |
|---|---|---|---|
| Aravive Inc | 1.76 | 1.94 | - |
| Zai Lab Limited | 1.66 | 2.45 | 0.31 |
| Incyte Corporation | 1.95 | 3.28 | - |
| Hutchmed china Limited | 0.23 | 4.96 | 0.10 |
| Protagonist Therapeutics inc | 5.28 | 15.94 | - |
| Tg Therapeutics Inc | 1.58 | 4.52 | 0.81 |
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.
Aravive Inc'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 |
|---|---|---|---|
| Aravive Inc | Q3 2023 | -44.4 % | - |
| Zai Lab Limited | Q2 2026 | -3.3 % | - |
| Incyte Corporation | Q1 2026 | +20.9 % | +91.7 % |
| Hutchmed china Limited | Q4 2025 | -13.0 % | +1,099.2 % |
| Protagonist Therapeutics inc | Q2 2026 | +3,749.2 % | - |
| Tg Therapeutics Inc | Q2 2026 | +70.3 % | -72.4 % |
| PEERS TOTAL | +22.5 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Aravive Inc'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 |
|---|---|---|---|
| Aravive Inc | Q3 2023 | - | - |
| Zai Lab Limited | Q2 2026 | +12.0 % | -53.5 % |
| Incyte Corporation | Q1 2026 | +42.8 % | +379.6 % |
| Hutchmed china Limited | Q4 2025 | -3.6 % | -44.2 % |
| Protagonist Therapeutics inc | Q2 2026 | - | -79.3 % |
| Tg Therapeutics Inc | Q2 2026 | +117.5 % | +597.6 % |
Aravive Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Aravive Inc | - | - | - |
| Zai Lab Limited | - | - | - |
| Incyte Corporation | 21.65% | 27.50% | 29.20% |
| Hutchmed china Limited | 26.11% | 30.87% | 36.98% |
| Protagonist Therapeutics inc | 11.02% | 11.66% | 11.80% |
| Tg Therapeutics Inc | 33.59% | 39.26% | 72.30% |
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).
Aravive Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Aravive Inc | - | 0.44 |
| Zai Lab Limited | - | 63.82 |
| Incyte Corporation | 17.56 | 4.82 |
| Hutchmed china Limited | 27.17 | 22.49 |
| Protagonist Therapeutics inc | 139.65 | 35.87 |
| Tg Therapeutics Inc | 20.47 | 11.05 |
| PEERS AVERAGE | - | 13.03 |
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.