Infinity Pharmaceuticals Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Infinity Pharmaceuticals Inc (INFI) 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: Infinity Pharmaceuticals Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 3M vs 817,313M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-9.2% annualized vs trailing 12 months), vs decelerating (-23.9%) for its tracked peer group.
- Growth: Infinity Pharmaceuticals Inc generated -15.0% revenue growth year over year in Q2 2023, vs -7.4% for its tracked competitors combined.
- Profitability: Its -1,707.7% net margin compares with 8.6% for the peer group.
- Peer revenue share: Infinity Pharmaceuticals Inc accounted for 0.0% of combined revenue among its tracked peer group, up from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.06M compares with $0.91M for the peer group (0.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
INFI Sales vs. its Competitors, Q2 2023
Infinity Pharmaceuticals Inc reported revenue contraction of 15.01 % year on year in Q2 2023, below its competitors' combined revenue change of -7.37 %.
With a net margin of -1,707.72 %, Infinity Pharmaceuticals Inc reported lower profitability than its competitors (8.56 %).
Infinity Pharmaceuticals Inc generated 0.00 % of the combined sales of its peer group, up from 0.00 % a year earlier.
Infinity Pharmaceuticals Inc vs. its Competitors, Q2 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 Infinity Pharmaceuticals Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Infinity Pharmaceuticals Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Infinity Pharmaceuticals Inc's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 7.2% year over year, combined, vs -15.0% for Infinity Pharmaceuticals Inc. Infinity Pharmaceuticals Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Infinity Pharmaceuticals 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 |
|---|---|---|---|---|
| Infinity Pharmaceuticals Inc | No | Yes | Yes | Yes |
| Competitors combined (196) | ||||
| High-Confidence Competitors (2) | ||||
| Similar Growth & Profitability (8) | 12.50 % (1 of 8) | 62.50 % (5 of 8) | 62.50 % (5 of 8) | 50.00 % (4 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.
INFI Stock Performance relative to its Competitors
INFI Stock Performance relative to High-Confidence Competitors
INFI 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 | Ventyx Biosciences Inc | 282.9% | Outperformed |
| 2 | Damora Therapeutics Inc | 282.9% | Outperformed |
| 3 | Gossamer Bio Inc | 282.9% | Outperformed |
| 4 | An2 Therapeutics Inc | 282.9% | Outperformed |
| 5 | Anaptysbio Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Infinity Pharmaceuticals Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Infinity Pharmaceuticals Inc's Comment on Competition and Industry Peers
We expect to encounter significant competition for any drugs we develop. Companies that complete clinical trials, obtain required regulatory approvals and commence commercial sales of their products before their competitors may achieve a significant competitive advantage. We are aware that many other companies or institutions are pursuing the development of drugs in the areas in which we are currently seeking to develop our own product candidates, and there may be other companies working on competitive projects of which we are not aware.
Our competitors may commence and complete clinical testing of their product candidates, obtain regulatory approvals and begin commercialization of their products sooner than we may for our own product candidates. These competitive products may have superior safety or efficacy, or be manufactured less expensively, than our product candidates. If we are unable to compete effectively against these companies on the basis of safety, efficacy or cost, then we may not be able to commercialize our product candidates or achieve a competitive position in the market. This would adversely affect our business.
We believe that IPI-549 is the only PI3K-gamma selective inhibitor in clinical development. However, there are many competitors developing or commercializing therapies targeting macrophage biology, including the following competitors which we believe to be conducting clinical studies of product candidates targeting one or more aspects of macrophage biology: Incyte Corporation (through its collaboration with Calithera Inc.), Five Prime Therapeutics, Inc., Plexxikon Inc., Eli Lilly and Company, Amgen Inc., F. Hoffmann-La Roche Ltd, Forty Seven Inc., Celgene Corporation, Trillium Therapeutics Inc., Pfizer, XBiotech, Inc., AbbVie Inc., Takeda Pharmaceuticals, International, Inc., Novartis AG, Efranat Ltd., Seattle Genetics, Inc., Apexigen Inc., X4 Pharmaceuticals, Inc. and Alligator Bioscience AB.
Publicly Traded Peers of Infinity Pharmaceuticals Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Infinity Pharmaceuticals Inc | 0.72 | 2.57 |
| Eli Lilly And Company | 1,054,271.08 | 79,665.80 |
| Johnson and Johnson | 662,243.14 | 97,929.00 |
| Beone Medicines Ltd | 543,751.77 | 6,128.24 |
| Abbvie Inc | 473,290.90 | 64,386.00 |
| Merck and Co Inc | 370,191.25 | 66,569.00 |
| SUBTOTAL | 5,358,589.75 | 846,993.93 |
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Sources: Infinity Pharmaceuticals 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 Infinity Pharmaceuticals Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Infinity Pharmaceuticals 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 |
|---|---|---|
| AstraZeneca plc | Named by the company | 85% |
| Arcus Biosciences, Inc. | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Infinity Pharmaceuticals 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.
Infinity Pharmaceuticals 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 |
|---|---|
| Eli Lilly And Company | Reportable 100.00 % |
| Johnson and Johnson | Oncology 29.26 % |
| Merck and Co Inc | Pharmaceutical segment 88.88 % |
| Amgen Inc | Reportable 100.00 % |
| Abbott Laboratories | Diabetes Care 17.78 % |
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).
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Infinity Pharmaceuticals 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 |
|---|---|---|---|
| Infinity Pharmaceuticals Inc | 1 | 62,659 | -998,732 |
| Eli Lilly And Company | 1,054,271 | 1,593,316 | 534,224 |
| Johnson and Johnson | 662,243 | 695,518 | 149,411 |
| Beone Medicines Ltd | 543,752 | 510,686 | 54,642 |
| Abbvie Inc | 473,291 | 1,129,579 | 110,807 |
| Merck and Co Inc | 370,191 | 887,587 | 42,267 |
| PEERS TOTAL | 5,358,589 | 909,696 | 122,593 |
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Infinity Pharmaceuticals 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 |
|---|---|
| Eli Lilly And Company | United States 61.21 % |
| Johnson and Johnson | United States 57.42 % |
| Beone Medicines Ltd | United States 51.69 % |
| Merck and Co Inc | EMEA 23.60 % |
| Gilead Sciences Inc | United States 70.78 % |
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.
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Infinity Pharmaceuticals 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). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 100.00 % | 64.89 % (avg) | +35.1 pp |
| Operating Margin | -1,636.67 % | industry median | -1,482.8 pp |
| EBITDA Margin | -1,568.51 % | -7.21 % (avg) | -1,561.3 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.
Infinity Pharmaceuticals 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. See the full Major Pharmaceutical Preparations industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 25.1x | - |
| EV / EBITDA | - | 17.3x | - |
| P/B | -0.7x | 4.5x | -5.2x |
| Return on Equity | 171.24 % | industry aggregate | 160.32 % |
| Return on Invested Capital | 8,810.06 % | -2.95 % (avg) | 8,813.01 % |
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.
Infinity Pharmaceuticals 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 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Revenue Growth | - | - | -43.62 % | 8.09 % | 39.56 % |
| Operating Margin | -116.54 % | -1,497.67 % | -2,239.50 % | -2,426.43 % | -1,729.43 % |
| Return on Invested Capital | -38.40 % | -58.45 % | -149.42 % | -36.35 % | -118.35 % |
| 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.
Infinity Pharmaceuticals Inc's Strategic Group Map
Every company in Infinity Pharmaceuticals Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Infinity Pharmaceuticals 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.
Infinity Pharmaceuticals 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 Infinity Pharmaceuticals Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Infinity Pharmaceuticals 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.
Infinity Pharmaceuticals 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.
Infinity Pharmaceuticals Inc falls in the Low attractiveness / Medium strength cell: Harvest.
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.
Infinity Pharmaceuticals 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 160.3 points above the industry aggregate.
Weaknesses
- Operating margin 1,482.8 points below the industry median.
- Latest-quarter revenue run-rate is decelerating (-9.2% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (42.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-23.9% 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.
Infinity Pharmaceuticals 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 |
|---|---|---|---|
| Infinity Pharmaceuticals Inc | 2.52 | 2.69 | - |
| Eli Lilly And Company | 0.20 | 1.48 | 1.59 |
| Johnson and Johnson | 0.37 | 1.05 | 0.60 |
| Beone Medicines Ltd | 2.30 | 3.16 | 0.23 |
| Abbvie Inc | 0.16 | 0.75 | - |
| Merck and Co Inc | 0.40 | 1.46 | 1.01 |
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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.
Infinity Pharmaceuticals 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 |
|---|---|---|---|
| Infinity Pharmaceuticals Inc | Q2 2023 | -15.0 % | - |
| Eli Lilly And Company | Q2 2026 | +47.7 % | +25.3 % |
| Johnson and Johnson | Q2 2026 | +6.6 % | -0.1 % |
| Beone Medicines Ltd | Q2 2026 | +29.7 % | +151.3 % |
| Abbvie Inc | Q2 2026 | +10.2 % | +284.3 % |
| Merck and Co Inc | Q2 2026 | +5.1 % | - |
| PEERS TOTAL | +9.6 % | -12.6 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Infinity Pharmaceuticals 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 |
|---|---|---|---|
| Infinity Pharmaceuticals Inc | Q2 2023 | - | - |
| Eli Lilly And Company | Q2 2026 | +33.5 % | +72.8 % |
| Johnson and Johnson | Q2 2026 | +5.5 % | +26.7 % |
| Beone Medicines Ltd | Q2 2026 | +6.4 % | -57.0 % |
| Abbvie Inc | Q2 2026 | -1.3 % | +19.7 % |
| Merck and Co Inc | Q2 2026 | +23.6 % | +16.9 % |
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Infinity Pharmaceuticals Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Infinity Pharmaceuticals Inc | - | - | - |
| Eli Lilly And Company | 21.97% | 33.95% | 92.54% |
| Johnson and Johnson | 10.60% | 13.30% | 25.74% |
| Beone Medicines Ltd | 7.82% | 10.32% | 14.24% |
| Abbvie Inc | 4.68% | 9.11% | - |
| Merck and Co Inc | 2.42% | 3.24% | 6.59% |
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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).
Infinity Pharmaceuticals Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Infinity Pharmaceuticals Inc | - | 0.28 |
| Eli Lilly And Company | 39.60 | 13.23 |
| Johnson and Johnson | 31.41 | 6.76 |
| Beone Medicines Ltd | 820.93 | 88.73 |
| Abbvie Inc | 75.49 | 7.35 |
| Merck and Co Inc | 120.87 | 5.56 |
| PEERS AVERAGE | 46.96 | 6.33 |
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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.