Arvinas vs Vericel
Arvinas and Vericel are similar in size: $263m and $276m of revenue in their latest fiscal years. Vericel grew faster (16.5% against -0.3%). Vericel kept more of each dollar of sales as profit: a net margin of 6.0% against -30.8%. Vericel carries less debt relative to equity (0.0% against 0.1%).
| Latest fiscal year | ArvinasARVN, 2025 | VericelVCEL, 2025 |
|---|---|---|
| Revenue | $263m | $276m |
| Revenue growth | -0.3% | 16.5% |
| Net income | −$80.8m | $16.5m |
| Operating margin | -45.1% | 4.0% |
| Net margin | -30.8% | 6.0% |
| Return on equity | -16.2% | 5.1% |
| Free cash flow | −$276m | $24.7m |
| Cash | $143m | $100m |
| Total debt | $600,000 | $0 |
| Debt to equity | 0.1% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $91.9m | — |
| Employees | 246 | 398 |
| Market value | $462m | $2.10bn |
| Price vs our value range | — | — |
| Moat score | 9 (Weak) | 32 (Weak) |
| Insider trades, 12 months | 1 buys, 23 sales | 0 buys, 33 sales |