Bicycle Therapeutics (NASDAQ:BCYC) vs. Recursion Pharmaceuticals (NASDAQ:RXRX) Head-To-Head Comparison

Recursion Pharmaceuticals (NASDAQ:RXRX) and Bicycle Therapeutics (NASDAQ:BCYC) are both healthcare companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, risk, valuation and earnings.

Valuation and Earnings

This table compares Recursion Pharmaceuticals and Bicycle Therapeutics”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Recursion Pharmaceuticals	$74.68 million	28.46	-$644.76 million	($1.04)	-3.82
Bicycle Therapeutics	$72.86 million	3.49	-$218.96 million	($2.73)	-1.33

Bicycle Therapeutics has lower revenue, but higher earnings than Recursion Pharmaceuticals. Recursion Pharmaceuticals is trading at a lower price-to-earnings ratio than Bicycle Therapeutics, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Recursion Pharmaceuticals and Bicycle Therapeutics’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Recursion Pharmaceuticals	-945.94%	-50.41%	-38.25%
Bicycle Therapeutics	-311.11%	-33.22%	-27.79%

Risk & Volatility

Recursion Pharmaceuticals has a beta of 1.07, indicating that its stock price is 7% more volatile than the S&P 500. Comparatively, Bicycle Therapeutics has a beta of 1.54, indicating that its stock price is 54% more volatile than the S&P 500.

Institutional and Insider Ownership

89.1% of Recursion Pharmaceuticals shares are owned by institutional investors. Comparatively, 86.2% of Bicycle Therapeutics shares are owned by institutional investors. 6.7% of Recursion Pharmaceuticals shares are owned by company insiders. Comparatively, 22.0% of Bicycle Therapeutics shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of current ratings and target prices for Recursion Pharmaceuticals and Bicycle Therapeutics, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Recursion Pharmaceuticals	1	2	2	0	2.20
Bicycle Therapeutics	1	3	5	0	2.44

Recursion Pharmaceuticals presently has a consensus price target of $8.06, indicating a potential upside of 103.02%. Bicycle Therapeutics has a consensus price target of $13.86, indicating a potential upside of 281.74%. Given Bicycle Therapeutics’ stronger consensus rating and higher possible upside, analysts plainly believe Bicycle Therapeutics is more favorable than Recursion Pharmaceuticals.

Summary

Bicycle Therapeutics beats Recursion Pharmaceuticals on 10 of the 14 factors compared between the two stocks.

About Recursion Pharmaceuticals

Recursion Pharmaceuticals, Inc. operates as a clinical-stage biotechnology company, engages in the decoding biology by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery. The company develops REC-994, which is in Phase 2 clinical trial to treat cerebral cavernous malformation; REC-2282, which is in Phase 2/3 clinical trial for the treatment of neurofibromatosis type 2; REC-4881, which is in Phase 1b/2 clinical trial to treat familial adenomatous polyposis; REC-3964, which is in Phase 1 clinical trial to treat Clostridioides difficile infection; and REC-4881, which is in Phase 2 clinical trial to treat AXIN1 or APC mutant cancers. Its preclinical stage product includes RBM39 to treat HR-proficient ovarian cancer. The company has collaboration and agreement with Bayer AG; the University of Utah Research Foundation; Ohio State Innovation Foundation; Roche & Genentech; and Takeda Pharmaceutical Company Limited. Recursion Pharmaceuticals, Inc. was incorporated in 2013 and is headquartered in Salt Lake City, Utah.

About Bicycle Therapeutics

Bicycle Therapeutics plc, a clinical-stage biopharmaceutical company, develops a class of medicines for diseases that are underserved by existing therapeutics in the United States and the United Kingdom. Its product pipeline comprising BT8009, a bicycle toxin conjugate (BTC) which is in phase I/II/III clinical trial for the treatment of high nectin-4 expressing tumors; BT5528, a BTC which is in phase I/II clinical trial for the treatment of Ephrin type A receptor 2 expressing tumor; BT7480, a Bicycle TICA molecule which is in phase I/II targeting Nectin-4 and agonizing CD137; and BT7455, a Bicycle TICA molecule targeting Ephrin type A receptor 2 and CD137 and is in preclinical trial. The company also developing BT1718, a bicycle toxin conjugate (BTC), which is in Phase I/IIa clinical trials targeting tumors that express Membrane Type 1 matrix metalloprotease; and BT7401, a multivalent bicycle CD137 agonist which is in phase IIa to treat advanced solid tumors. In addition, it develops Novel anti-infective, which is in preclinical trial targeting anti-infectives disease; CNS targets, which is in preclinical trial targeting CNS disease; and Novel neuromuscular targets, which is in preclinical trial targeting neuromuscular disease. Further, the company collaborates with biopharmaceutical companies and organizations to develop programs in therapeutic areas. It has collaboration and license agreement with Bayer Consumer Care AG; Novartis Pharma AG; Cancer Research UK; Cancer Research Technology Ltd; and Oxurion NV. Bicycle Therapeutics plc was incorporated in 2009 and is headquartered in Cambridge, the United Kingdom.