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Comparing SOPHiA GENETICS (NASDAQ:SOPH) and Azenta (NASDAQ:AZTA)
Defense World· 2025-12-07 08:02
Core Insights - Azenta and SOPHiA GENETICS are compared based on various financial metrics and market performance indicators to determine which company is superior in the medical sector Volatility and Risk - Azenta has a beta of 1.29, indicating its share price is 29% more volatile than the S&P 500 - SOPHiA GENETICS has a beta of 1.1, suggesting its share price is 10% more volatile than the S&P 500 [1][2] Institutional & Insider Ownership - 99.1% of Azenta shares are owned by institutional investors, while 31.6% of SOPHiA GENETICS shares are owned by institutional investors - 10.6% of Azenta shares are owned by company insiders, compared to 4.9% for SOPHiA GENETICS [2] Profitability - Azenta's net margin is -10.01%, return on equity is 1.40%, and return on assets is 1.17% - SOPHiA GENETICS has a net margin of -41.13%, return on equity of -37.75%, and return on assets of -18.75% [4] Earnings and Valuation - Azenta's gross revenue is $593.82 million with a price/sales ratio of 2.71, while SOPHiA GENETICS has a gross revenue of $65.17 million and a price/sales ratio of 5.03 - Azenta's net income is -$59.50 million with an earnings per share of -$1.30 and a price/earnings ratio of -26.96 - SOPHiA GENETICS has a net income of -$62.49 million with an earnings per share of -$0.46 and a price/earnings ratio of -10.54 - Azenta has higher revenue and earnings than SOPHiA GENETICS and is trading at a lower price-to-earnings ratio, indicating it is more affordable [6] Analyst Recommendations - Azenta has 2 sell ratings, 3 hold ratings, and 3 buy ratings, resulting in a rating score of 2.13 - SOPHiA GENETICS has 1 sell rating, 0 hold ratings, and 2 buy ratings, resulting in a rating score of 2.33 - Azenta's consensus price target is $38.60, suggesting a potential upside of 10.13%, while SOPHiA GENETICS has a consensus price target of $9.00, suggesting a potential upside of 85.57% [8] Summary - Azenta outperforms SOPHiA GENETICS in 9 out of 14 factors compared between the two companies [9]
Tempus AI's Data Business Is Expanding and Adding to Revenues: Here's How
ZACKS· 2025-11-25 13:51
Core Insights - Tempus AI's third-quarter 2025 results indicate a significant growth in its Insights and Data & Services business, which is becoming a high-margin revenue stream beyond traditional genomic testing [1][8] - Data and Services revenues reached $81.3 million, reflecting a 26.1% year-over-year increase, primarily driven by Insights (data licensing) [1][8] Business Performance - Insights bookings amounted to $150 million, showcasing a 37.6% year-over-year revenue growth, supported by a substantial foundation model deal signed earlier this year [2] - The company is effectively monetizing its extensive multimodal dataset, which includes genomic, clinical, imaging, and digital pathology information, alongside AI-powered insights and algorithms [2] Strategic Developments - Tempus enhanced its data and AI capabilities through the acquisition of Paige, a leader in digital pathology, which improves its dataset and technical expertise [3] - The collaboration with Northwestern Medicine has been expanded to integrate David, Tempus' generative AI clinical co-pilot, into the EHR platform, aiming to streamline clinical workflows [3] - Tempus Next has broadened its focus into breast cancer, providing real-time insights to assist clinicians in closing guideline-based care gaps [3] Market Position - Tempus is transitioning from a diagnostics-focused company to a differentiated data-driven precision medicine platform, with increasing potential for recurring revenue [4] - Over the past year, Tempus shares have increased by 10%, outperforming the industry, which saw a 4.1% decline [7] Valuation Metrics - Tempus currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 8.18X, compared to the industry average of 5.81X, indicating a relatively expensive valuation [9]