Head-To-Head Analysis: Cardiff Oncology (NASDAQ:CRDF) & Repligen (NASDAQ:RGEN)

Cardiff Oncology (NASDAQ:CRDF) and Repligen (NASDAQ:RGEN) are both medical companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation and profitability.

Institutional and Insider Ownership

16.3% of Cardiff Oncology shares are owned by institutional investors. Comparatively, 97.6% of Repligen shares are owned by institutional investors. 6.3% of Cardiff Oncology shares are owned by insiders. Comparatively, 1.2% of Repligen shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Profitability

This table compares Cardiff Oncology and Repligen’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cardiff Oncology	-8,492.01%	-50.13%	-44.31%
Repligen	6.51%	5.00%	3.78%

Risk & Volatility

Cardiff Oncology has a beta of 1.94, meaning that its stock price is 94% more volatile than the S&P 500. Comparatively, Repligen has a beta of 1.02, meaning that its stock price is 2% more volatile than the S&P 500.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Cardiff Oncology and Repligen, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cardiff Oncology	0	0	2	0	3.00
Repligen	0	1	8	0	2.89

Cardiff Oncology presently has a consensus price target of $10.50, indicating a potential upside of 141.38%. Repligen has a consensus price target of $196.70, indicating a potential upside of 25.18%. Given Cardiff Oncology’s stronger consensus rating and higher possible upside, research analysts clearly believe Cardiff Oncology is more favorable than Repligen.

Valuation and Earnings

This table compares Cardiff Oncology and Repligen’s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cardiff Oncology	$490,000.00	396.65	-$41.44 million	($0.93)	-4.68
Repligen	$638.76 million	13.74	$41.58 million	$0.72	218.25

Repligen has higher revenue and earnings than Cardiff Oncology. Cardiff Oncology is trading at a lower price-to-earnings ratio than Repligen, indicating that it is currently the more affordable of the two stocks.

Summary

Repligen beats Cardiff Oncology on 8 of the 13 factors compared between the two stocks.

About Cardiff Oncology

Cardiff Oncology, Inc., a clinical-stage biotechnology company, develops novel therapies to treat various cancers in California. Its lead drug candidate is onvansertib, an oral selective Polo-like Kinase 1 Inhibitor to treatment a range of solid tumor cancers and KRAS/NRAS-mutated metastatic colorectal and metastatic pancreatic cancer, as well as investigator-initiated trials in triple negative breast cancer and small cell lung cancer; and TROV-054 is a Phase 1b/2 for FOLFIRI and bevacizumab. The company primarily serves pharmaceutical manufacturers. The company was formerly known as Trovagene, Inc. and changed its name to Cardiff Oncology, Inc. in May 2012. Cardiff Oncology, Inc. was incorporated in 1999 and is headquartered in San Diego, California.

About Repligen

Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process in North America, Europe, the Asia Pacific, and internationally. It offers Protein A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products. The company's chromatography products include OPUS pre-packed chromatography columns, which are used in the purification of biologics; and OPUS smaller-scale columns that are used in the high throughput process development screening, viral clearance validation studies, and scale down validation of chromatography processes. It also offers ELISA test kits; and chromatography resins under the CaptivA brand. In addition, the company provides filtration products, such as XCell Alternating Tangential Flow systems that are filtration devices used in upstream perfusion and cell culture processing; TangenX flat sheet cassettes, which are used in downstream biologic drug concentration, buffer exchange, and formulation processes; KrosFlo tangential flow filtration and tangential flow depth filtration systems; Spectra/Por laboratory and process dialysis products, and ProConnex TFDF flow paths. Further, it provides process analytics products, such as slope spectroscopy systems under the SoloVPE, FlowVPE, and FlowVPX brands. The company sells its products to life sciences, biopharmaceutical, and diagnostics companies; laboratory researchers; and contract manufacturing organizations. Repligen Corporation has collaboration agreements with Navigo Proteins GmbH to develop multiple affinity ligands. The company was incorporated in 1981 and is headquartered in Waltham, Massachusetts.