Repligen (NASDAQ:RGEN) versus Bullfrog AI (NASDAQ:BFRG) Financial Analysis
by Kim Johansen · The Markets DailyBullfrog AI (NASDAQ:BFRG – Get Free Report) and Repligen (NASDAQ:RGEN – Get Free Report) are both healthcare companies, but which is the better investment? We will compare the two companies based on the strength of their risk, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.
Volatility and Risk
Bullfrog AI has a beta of -2.6, meaning that its share price is 360% less volatile than the S&P 500. Comparatively, Repligen has a beta of 1.11, meaning that its share price is 11% more volatile than the S&P 500.
Valuation and Earnings
This table compares Bullfrog AI and Repligen”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Bullfrog AI | $120,000.00 | 85.28 | -$6.50 million | ($0.46) | -1.20 |
| Repligen | $805.61 million | 14.07 | $48.89 million | ($0.21) | -844.31 |
Repligen has higher revenue and earnings than Bullfrog AI. Repligen is trading at a lower price-to-earnings ratio than Bullfrog AI, indicating that it is currently the more affordable of the two stocks.
Analyst Ratings
This is a summary of current recommendations for Bullfrog AI and Repligen, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Bullfrog AI | 1 | 1 | 0 | 0 | 1.50 |
| Repligen | 1 | 3 | 12 | 2 | 2.83 |
Repligen has a consensus target price of $178.57, suggesting a potential upside of 0.71%. Given Repligen’s stronger consensus rating and higher possible upside, analysts clearly believe Repligen is more favorable than Bullfrog AI.
Institutional and Insider Ownership
1.0% of Bullfrog AI shares are owned by institutional investors. Comparatively, 97.6% of Repligen shares are owned by institutional investors. 14.7% of Bullfrog AI shares are owned by company insiders. Comparatively, 0.6% of Repligen shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Profitability
This table compares Bullfrog AI and Repligen’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Bullfrog AI | N/A | -150.36% | -127.98% |
| Repligen | -1.47% | 5.49% | 3.93% |
Summary
Repligen beats Bullfrog AI on 11 of the 15 factors compared between the two stocks.
About Bullfrog AI
Bullfrog AI Holdings, Inc., through its subsidiaries, operates as a digital biopharmaceutical company that focuses on artificial intelligence and machine learning (AI/ML) driven analysis of data sets in medicine and healthcare in the United States. The company offers bfLEAP, an analytical AI/ML platform for the analysis of preclinical and/or clinical data. It also has licensing agreements with George Washington University for rights to use siRNA targeting Beta2-spectrin in the treatment of human diseases, including hepatocellular carcinoma, obesity, non-alcoholic fatty liver disease, and non-alcoholic steatohepatitis; and Johns Hopkins University for the use of a formulation of Mebendazole for the treatment of glioblastoma, and human cancer or neoplastic disease. The company was founded in 2017 and is based in Gaithersburg, Maryland.
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.