Y Mabs Therapeutics Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Y Mabs Therapeutics Inc (YMAB) 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: Y Mabs Therapeutics Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 85M vs 548,078M combined for its competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-10.9% annualized vs trailing 12 months), vs decelerating (-16.7%) for its tracked peer group.
- Growth: Y Mabs Therapeutics Inc generated -17.3% revenue growth year over year in Q2 2025, vs 9.4% for its competitors combined.
- Profitability: Its -17.2% net margin compares with 22.8% for the peer group.
- Peer revenue share: Y Mabs Therapeutics 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 $0.85M compares with $1.02M for the peer group (0.8x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
YMAB Sales vs. its Competitors, Q2 2025
Y Mabs Therapeutics Inc reported revenue contraction of 17.26 % year on year in Q2 2025, below its competitors' combined revenue growth of 9.39 %.
With a net margin of -17.17 %, Y Mabs Therapeutics Inc reported lower profitability than its competitors (22.75 %).
Y Mabs Therapeutics Inc generated 0.02 % of the combined sales of its peer group, up from 0.02 % a year earlier.
API endpoints for this dataset
Y Mabs Therapeutics Inc vs. its Competitors, Q2 2025
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 Y Mabs Therapeutics Inc 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 Y Mabs Therapeutics Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Y mabs Therapeutics inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Y Mabs Therapeutics Inc's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 8.9% year over year, combined, vs -17.3% for Y Mabs Therapeutics Inc. Y Mabs Therapeutics Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Y Mabs Therapeutics Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Y mabs Therapeutics inc | No | No | No | No |
| Competitors combined (154) | ||||
| High-Confidence Competitors (5) | ||||
| Similar Growth & Profitability (8) | 12.50 % (1 of 8) | 25.00 % (2 of 8) | 12.50 % (1 of 8) | 87.50 % (7 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.
YMAB Stock Performance relative to its Competitors
YMAB Stock Performance relative to High-Confidence Competitors
YMAB 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 | Inmed Pharmaceuticals Inc | 282.9% | Outperformed |
| 2 | Adlai Nortye Ltd | 282.9% | Outperformed |
| 3 | Cypherpunk Technologies Inc | 282.9% | Outperformed |
| 4 | Erasca Inc | 282.9% | Outperformed |
| 5 | Climb Bio Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Y Mabs Therapeutics Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Y Mabs Therapeutics Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Y mabs Therapeutics inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Y mabs Therapeutics inc |
390.19 | 84.72 |
 Eli Lilly And Company |
1,209,663.60 | 86,462.00 |
 Johnson and Johnson |
676,352.29 | 99,335.00 |
 Merck and Co Inc |
362,398.40 | 66,569.00 |
 Novartis Ag |
317,785.25 | 56,674.00 |
 Astrazeneca Plc |
291,203.66 | 58,739.00 |
| SUBTOTAL | 3,727,126.95 | 579,908.44 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Y mabs Therapeutics inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Y Mabs Therapeutics Inc's Competitors Named by the Company
Competitive relationships identified from Y Mabs Therapeutics Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Os Therapies Incorporated | Company report | 85% |
| United Therapeutics Corporation | Company report | 85% |
| Qsam Biosciences Inc | Company report | 85% |
| Fusion Pharmaceuticals Inc | Company report | 85% |
| MacroGenics, Inc. | Company report | 85% |
| Daiichi Sankyo Co. | Company report | 85% |
| Adc Therapeutics Sa | Company report | 85% |
Company report basis, confidence, active dates and source counts for Y Mabs Therapeutics Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Y Mabs Therapeutics 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 29.93 % |
| Merck and Co Inc | Pharmaceutical segment 89.95 % |
| Vertex Pharmaceuticals Inc | Pharmaceuticals 100.00 % |
| Hutchmed china Limited | Other Ventures segment 47.94 % |
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).
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Y Mabs Therapeutics 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 |
|---|---|---|---|
| Y mabs Therapeutics inc | 390 | 847,210 | -222,230 |
| Eli Lilly And Company | 1,209,664 | 1,729,240 | 551,594 |
| Johnson and Johnson | 676,352 | 705,504 | 114,311 |
| Merck and Co Inc | 362,398 | 887,587 | 42,267 |
| Novartis Ag | 317,785 | 752,973 | 185,566 |
| Astrazeneca Plc | 291,204 | 706,847 | 123,141 |
| PEERS TOTAL | 3,726,737 | 1,023,014 | 153,931 |
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Y Mabs Therapeutics Inc'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 |
|---|---|
| Eli Lilly And Company | United States 62.04 % |
| Johnson and Johnson | United States 58.90 % |
| Merck and Co Inc | EMEA 21.50 % |
| Gilead Sciences Inc | United States 76.66 % |
| Vertex Pharmaceuticals Inc | United States 63.04 % |
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.
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Y Mabs Therapeutics Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 495 companies in Y Mabs Therapeutics Inc's industry classification, broader than the peer set above. Market cap in millions of $.Y Mabs Therapeutics Inc ranks #0 of 495 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 875, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,210,070 | 20.69 % |
| 2 | Johnson and Johnson | 674,004 | 11.53 % |
| 3 | Beone Medicines Ltd | 612,622 | 10.48 % |
| 4 | Abbvie Inc | 515,910 | 8.82 % |
| 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 | Y mabs Therapeutics inc | 390 | 0.00 % |
Market cap and industry share for the rest of Y Mabs Therapeutics Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-09-15.
Y Mabs Therapeutics 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 (444 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 82.43 % | 37.89 % (avg) | +44.5 pp |
| Operating Margin | -31.46 % | industry median | -30.5 pp |
| EBITDA Margin | -25.87 % | -6.23 % (avg) | -19.6 pp |
| Capital Intensity (Capex / Revenue) | 0.15 % | 7.58 % (avg) | -7.4 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.
Y Mabs Therapeutics Inc's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (444 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 | - | 26.6x | - |
| EV / EBITDA | - | 15.9x | - |
| P/B | 2.2x | 4.3x | -2.0x |
| Return on Equity | -24.60 % | industry aggregate | -43.44 % |
| Return on Invested Capital | -14.38 % | -9.83 % (avg) | -4.55 % |
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.
Y Mabs Therapeutics Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2019 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|
| Revenue Growth | - | - | 87.03 % | 29.96 % | 3.38 % |
| Operating Margin | - | -330.78 % | - | -30.27 % | -35.58 % |
| Return on Invested Capital | - | -26.04 % | -36.86 % | -12.20 % | -16.06 % |
| 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.
Y Mabs Therapeutics Inc's Strategic Group Map
Y Mabs Therapeutics Inc 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.
Y Mabs Therapeutics Inc's trailing-12-month revenue growth of -2.1% and operating margin of -31.5% compares with an average of -3.6% growth and -22.3% margin across its 8 closest peers by combined growth, margin and ROIC -- Y Mabs Therapeutics Inc sits above that peer average on growth and below 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.
Y Mabs Therapeutics 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 |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 875 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.15 % 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 Y Mabs Therapeutics Inc's dedicated Suppliers and Customers pages, not here.
Y Mabs Therapeutics Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Y Mabs Therapeutics 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.
Y Mabs Therapeutics 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
No rule matched.
Weaknesses
- Operating margin 30.5 points below the industry median.
- Return on equity 43.4 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-10.9% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
- A meaningful share of competitors (54.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-16.7% annualized).
Methodology: see Methodology: SWOT Analysis.
Y Mabs Therapeutics 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 |
|---|---|---|---|
| Y mabs Therapeutics inc | 2.84 | 4.18 | - |
| Eli Lilly And Company | 0.16 | 1.44 | 1.44 |
| Johnson and Johnson | 0.36 | 1.04 | 0.60 |
| Merck and Co Inc | 0.40 | 1.46 | 1.01 |
| Novartis Ag | 0.42 | 1.12 | 0.02 |
| Astrazeneca Plc | 0.19 | 0.94 | 0.51 |
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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.
Y Mabs Therapeutics 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 |
|---|---|---|---|
| Y mabs Therapeutics inc | Q2 2025 | -17.3 % | - |
| Eli Lilly And Company | Q3 2026 | +38.6 % | +15.6 % |
| Johnson and Johnson | Q3 2026 | +5.9 % | -95.9 % |
| Merck and Co Inc | Q2 2026 | +5.1 % | - |
| Novartis Ag | Q4 2025 | +9.6 % | +17.0 % |
| Astrazeneca Plc | Q4 2025 | +8.6 % | +45.3 % |
| PEERS TOTAL | +10.6 % | +0.6 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Y Mabs Therapeutics 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 |
|---|---|---|---|
| Y mabs Therapeutics inc | Q2 2025 | -33.6 % | - |
| Eli Lilly And Company | Q3 2026 | +30.7 % | +52.2 % |
| Johnson and Johnson | Q3 2026 | +10.9 % | +17.7 % |
| Merck and Co Inc | Q2 2026 | +23.6 % | +16.9 % |
| Novartis Ag | Q4 2025 | +18.3 % | +13.3 % |
| Astrazeneca Plc | Q4 2025 | +11.2 % | +46.0 % |
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Y Mabs Therapeutics Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Y mabs Therapeutics inc | - | - | - |
| Eli Lilly And Company | 21.24% | 32.00% | 83.65% |
| Johnson and Johnson | 8.06% | 10.53% | 19.55% |
| Merck and Co Inc | 2.42% | 3.24% | 6.59% |
| Novartis Ag | 12.59% | 12.62% | 30.00% |
| Astrazeneca Plc | 8.97% | 19.67% | 21.00% |
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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).
Y Mabs Therapeutics Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Y mabs Therapeutics inc | - | 4.61 |
| Eli Lilly And Company | 43.96 | 13.99 |
| Johnson and Johnson | 41.79 | 6.81 |
| Merck and Co Inc | 118.32 | 5.44 |
| Novartis Ag | 22.73 | 5.61 |
| Astrazeneca Plc | 28.51 | 4.96 |
| PEERS AVERAGE | 42.73 | 6.43 |
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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.