Relay Therapeutics (NASDAQ:RLAY – Get Free Report) and Kyverna Therapeutics (NASDAQ:KYTX – Get Free Report) are both small-cap medical companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, profitability, risk, earnings, valuation and institutional ownership.
Profitability
This table compares Relay Therapeutics and Kyverna Therapeutics’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Relay Therapeutics | N/A | -45.75% | -40.75% |
| Kyverna Therapeutics | N/A | -51.12% | -37.91% |
Insider and Institutional Ownership
97.0% of Relay Therapeutics shares are owned by institutional investors. Comparatively, 18.1% of Kyverna Therapeutics shares are owned by institutional investors. 4.3% of Relay Therapeutics shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Analyst Ratings
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Relay Therapeutics | 0 | 1 | 9 | 0 | 2.90 |
| Kyverna Therapeutics | 0 | 1 | 4 | 1 | 3.00 |
Relay Therapeutics currently has a consensus price target of $19.80, suggesting a potential upside of 547.06%. Kyverna Therapeutics has a consensus price target of $18.40, suggesting a potential upside of 673.11%. Given Kyverna Therapeutics’ stronger consensus rating and higher possible upside, analysts clearly believe Kyverna Therapeutics is more favorable than Relay Therapeutics.
Valuation and Earnings
This table compares Relay Therapeutics and Kyverna Therapeutics”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Relay Therapeutics | $10.01 million | 51.84 | -$341.97 million | ($2.39) | -1.28 |
| Kyverna Therapeutics | $7.03 million | 14.62 | -$60.37 million | N/A | N/A |
Kyverna Therapeutics has lower revenue, but higher earnings than Relay Therapeutics.
Summary
Relay Therapeutics beats Kyverna Therapeutics on 6 of the 11 factors compared between the two stocks.
About Relay Therapeutics
Relay Therapeutics, Inc. operates as a clinical-stage precision medicines company. It engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications. The company’s lead product candidates include RLY-4008, an oral small molecule inhibitor of fibroblast growth factor receptor 2 (FGFR2), which is in a first-in-human clinical trial for patients with advanced or metastatic FGFR2-altered solid tumors; RLY-2608, a lead mutant-PI3Ka inhibitor program that targets phosphoinostide 3 kinase alpha; and Migoprotafib (GDC-1971), an oral, small molecule, potent and selective inhibitor of the protein tyrosine phosphatase SHP2 that binds and stabilizes Src homology region 2 domain-containing phosphatase-2 (SHP2) as a monotherapy in patients with advanced or metastatic solid tumors. In addition, it has collaboration and license agreements with D. E. Shaw Research, LLC to research certain biological targets through the use of D. E. Shaw Research computational modeling capabilities focused on analysis of protein motion to develop and commercialize compounds and products directed to such targets; and Genentech, Inc. for the development and commercialization of GDC-1971. The company was formerly known as Allostery, Inc. and changed its name to Relay Therapeutics, Inc. in December 2015. Relay Therapeutics, Inc. was incorporated in 2015 and is headquartered in Cambridge, Massachusetts.
About Kyverna Therapeutics
Kyverna Therapeutics, Inc., a clinical-stage biopharmaceutical company, focuses on developing cell therapies for patients suffering from autoimmune diseases. Its lead product candidate is KYV-101, an autologous CD19 CAR T-cell product candidate for the treatment of patients with lupus nephritis and systemic sclerosis that is in Phase I clinical trial; and for myasthenia gravis and multiple sclerosis that is in Phase II clinical trial. The company is also developing KYV-201, an allogeneic CD19 CAR T-cell product candidate that is in preclinical stage to treat multiple autoimmune diseases. In addition, it is developing product candidates to treat other autoimmune diseases, such as inflammatory bowel disease that includes Crohn's disease and ulcerative colitis. Kyverna Therapeutics, Inc. has a license and collaboration agreement with Intellia Therapeutics, Inc. to research and develop an allogeneic CD19-directed CAR cell therapy product; and with Kite to research and develop programs for the treatment, diagnosis, and prevention of autoimmune, inflammatory, and allogeneic stem cell transplant inflammatory diseases. The company was formerly known as BAIT Therapeutics, Inc. and changed its name to Kyverna Therapeutics, Inc. in October 2019. Kyverna Therapeutics, Inc. was incorporated in 2018 and is headquartered in Emeryville, California.
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