Exscientia Plc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Exscientia Plc (EXAI) 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: Exscientia Plc vs Its Competitors
- TTM: Trailing 12-month revenue of 25M vs 261M combined for its competitors (8.7% combined share).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
API endpoints for this dataset
Exscientia Plc vs. its Competitors, Q4 2021
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 Exscientia Plc 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 Exscientia Plc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Exscientia Plc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Exscientia Plc's competitor groups requires a Commercial License.
Exscientia Plc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Exscientia Plc | - | No | No | Yes |
| Competitors combined (2) | ||||
| High-Confidence Competitors (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.
EXAI Stock Performance relative to its Competitors
EXAI 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 | Absci Corp | 282.9% | Outperformed |
| 2 | Schrodinger Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Exscientia Plc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Exscientia Plc's Comment on Competition and Industry Peers
Publicly Traded Peers of Exscientia Plc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Exscientia Plc |
601.11 | 24.98 |
 Schrodinger Inc |
2,259.44 | 259.03 |
 Absci Corp |
1,601.49 | 1.56 |
| SUBTOTAL | 4,462.04 | 285.57 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Exscientia Plc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Exscientia Plc's Competitors Named by the Company
Competitive relationships identified from Exscientia Plc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Absci Corp | Company report | 85% |
| Biodexa Pharmaceuticals Plc | Company report | 85% |
| RENB | Company report | 85% |
| Evotec Se | Company report | 85% |
| Lunai Bioworks Inc | Company report | 85% |
| Bristol Myers Squibb | Company report | 85% |
| BMS | Company report | 85% |
| Moderna Inc | Company report | 85% |
| Biontech Se | Company report | 85% |
| Roivant Sciences Ltd | Company report | 85% |
| Schrodinger Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Exscientia Plc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Exscientia Plc'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 |
|---|---|
| Schrodinger Inc | Software 62.40 % |
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).
Exscientia Plc'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 |
|---|---|---|---|
| Exscientia Plc | 601 | - | - |
| Schrodinger Inc | 2,259 | 304,747 | -63,924 |
| Absci Corp | 1,601 | 11,150 | -864,836 |
| PEERS TOTAL | 3,861 | 263,228 | -177,184 |
Exscientia Plc'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 |
|---|---|
| Schrodinger Inc | United States 66.78 % |
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.
Exscientia Plc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Biotechnology & Pharmaceuticals industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (160 companies). See the full Biotechnology & Pharmaceuticals industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 34.84 % (avg) | -34.8 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -2.62 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 131.77 % | 8.89 % (avg) | +122.9 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.
Exscientia Plc's Valuation vs Competitive Position
Valuation multiples vs the Biotechnology & Pharmaceuticals industry average (160 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 Biotechnology & Pharmaceuticals industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 27.3x | - |
| EV / EBITDA | - | 17.0x | - |
| P/B | 1.6x | 5.1x | -3.6x |
| Return on Equity | -40.06 % | industry aggregate | -40.96 % |
| Return on Invested Capital | -18.74 % | -11.80 % (avg) | -6.94 % |
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.
Exscientia Plc'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 | High (capital intensive) | Capital intensity (capex / revenue) of 131.77 % vs industry average 8.89 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Exscientia Plc's dedicated Suppliers and Customers pages, not here.
Exscientia Plc'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 41.0 points below the industry aggregate.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of competitors (100.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-26.9% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Exscientia Plc'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 |
|---|---|---|---|
| Exscientia Plc | 3.99 | 6.22 | - |
| Schrodinger Inc | 1.40 | 2.84 | - |
| Absci Corp | 1.59 | 7.22 | 0.00 |
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.
Exscientia Plc'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 |
|---|---|---|---|
| Exscientia Plc | Q4 2021 | -25.8 % | - |
| Schrodinger Inc | Q2 2026 | +7.5 % | - |
| Absci Corp | Q2 2026 | -46.4 % | - |
| PEERS TOTAL | -5.4 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Exscientia Plc'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 |
|---|---|---|---|
| Exscientia Plc | Q4 2021 | -17.2 % | +18.8 % |
| Schrodinger Inc | Q2 2026 | -7.5 % | +15.3 % |
| Absci Corp | Q2 2026 | - | -99.6 % |
Exscientia Plc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Exscientia Plc | - | - | - |
| Schrodinger Inc | - | - | - |
| Absci Corp | - | - | - |
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).
Exscientia Plc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Exscientia Plc | - | 24.07 |
| Schrodinger Inc | - | 8.72 |
| Absci Corp | - | 1,025.94 |
| PEERS AVERAGE | - | 15.62 |
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.