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SRPT
Sarepta Therapeutics, Inc. · Healthcare
$17.53
+5.35% this month
VERSUS
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BMRN
BioMarin Pharmaceutical Inc. · Healthcare
$54.69
+9.80% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
SRPT
1
BMRN
3
Comparison scoreboard
BMRN LEADS 3/5AI Score
SRPT 24.7
BMRN ✓26.8
1Y Return
SRPT -15.60%
BMRN ✓-1.00%
Fwd P/E
SRPT ✓6.43
BMRN 8.46
Target Up.
SRPT +25.50%
BMRN ✓+60.63%
Op. Margin
SRPT N/A
BMRN N/A
Metrics last refreshed: 6/20/2026
Quick take
SRPT vs BMRN Stock Comparison: AI Score, Valuation, Performance and Upside
Sarepta and BioMarin are both rare disease biotechs but with different specializations. Sarepta is heavily concentrated in DMD with Elevidys gene therapy as its transformative product. BioMarin has a diversified rare disease portfolio across lysosomal storage disorders, bone dysplasias, and hemophilia. Sarepta's DMD concentration creates higher binary risk and reward; BioMarin's diversification provides stability at the cost of a single transformational growth driver.
SRPT vs BMRN is the DMD-focused specialist with Elevidys gene therapy as the first approved DMD gene therapy and a comprehensive exon-skipping drug portfolio (Sarepta) versus the diversified rare disease company with multiple approved enzyme replacement therapies, Voxzogo achondroplasia growth, and Roctavian gene therapy recovery challenge (BioMarin) — concentrated DMD gene therapy binary bet vs diversified rare disease portfolio stability.
Live analysis · updated 6/20/2026
BMRN holds the edge across 3 of 5 key metrics in this comparison. BMRN has delivered stronger 1-year price return (-1.00% vs -15.60%), though SRPT trades at the lower forward P/E (6.43x vs 8.46x). Analyst consensus implies meaningfully more upside for BMRN (+60.63%) than for SRPT (+25.50%).
Normalized 1Y performance
SRPT
BMRN
Recent returns
SRPT
BMRN
Analyst price targets & sentiment
SRPT · 23 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.8/5.0)
Price target range
analyst low$5.00
analyst high$38.00
analyst mean$22.00
current price$17.53
+25.5% upside to analyst mean
BMRN · 26 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.7/5.0)
Price target range
analyst low$50.00
analyst high$120.00
analyst mean$87.85
current price$54.69
+60.6% upside to analyst mean
Who should consider this stock?
SRPT may suit investors who:
- →prefer the most complete DMD treatment portfolio with Elevidys gene therapy as the first approved DMD gene therapy positioned to become a blockbuster if label expands and reimbursement matures
- →value Sarepta's dominant rare disease position in Duchenne muscular dystrophy — the largest rare neuromuscular disease with no historical disease-modifying treatment
- →want binary biotech exposure to DMD gene therapy commercial success — Elevidys's revenue ramp is the single most important driver of Sarepta's valuation
- →are comfortable with gene therapy manufacturing complexity, $3.2M drug pricing reimbursement barriers, payer coverage uncertainty, and Pfizer competing DMD gene therapy development
BMRN may suit investors who:
- →prefer diversified rare disease revenue from multiple approved ERTs and bone dysplasia therapies reducing single-drug binary risk
- →value Voxzogo's growing achondroplasia pediatric market as a clean growth driver in a disease with strong unmet need and no competing approved treatment
- →want rare disease biotech exposure with commercial execution stability across multiple approved drugs rather than dependence on a single gene therapy launch
- →are comfortable with Roctavian hemophilia gene therapy commercial disappointment, BioMarin's lack of single transformational blockbuster, and increasing ERT competition
Performance & AI score
| Metric | SRPT | BMRN |
|---|---|---|
| AI score | 24.7 | 26.8 |
| AI rank | #3030 | #2560 |
| Latest close | $17.53 | $54.69 |
| 1M return | +5.35% | +9.80% |
| 6M return | -17.08% | +5.58% |
| 1Y return | -15.60% | -1.00% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SRPT | BMRN |
|---|---|---|
| 1Y ago | $8.44K (-15.6%) started 2025-06-18 | $9.9K (-1.0%) started 2025-06-18 |
| 5Y ago | $2.21K (-77.9%) started 2021-06-18 | $6.68K (-33.2%) started 2021-06-18 |
| 10Y ago | $9.82K (-1.8%) started 2016-06-20 | $6.51K (-34.9%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | SRPT | BMRN |
|---|---|---|
| Market cap | $1.85B | $10.57B |
| Trailing P/E | 50.09 | 39.35 |
| Forward P/E | 6.43 | 8.46 |
| Price/Sales | 0.85 | 3.26 |
| EV/Revenue | 0.94 | 3.04 |
| Analyst target | $22.00 | $87.85 |
| Target upside | +25.50% | +60.63% |
Growth, profitability & risk
| Metric | SRPT | BMRN |
|---|---|---|
| Revenue growth | -1.90% | 2.80% |
| Earnings growth | N/A | -43.10% |
| EPS growth | N/A | -43.10% |
| FCF margin | +9.38% | +14.17% |
| Operating margin | N/A | N/A |
| Profit margin | 2.98% | 8.29% |
| ROIC proxy | 4.91% | 4.48% |
| Return on equity | 4.91% | 4.48% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.20 | 0.24 |
| Debt/equity | 69.57 | 23.17 |
| Current ratio | 4.63 | 5.81 |
| Quick ratio | 2.41 | 3.94 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
SRPT max drawdown45.70%
BMRN max drawdown22.49%
SRPT max wkly drop41.37%
BMRN max wkly drop8.75%
5Y risk snapshot
SRPT max drawdown92.72%
BMRN max drawdown57.64%
SRPT max wkly drop47.84%
BMRN max wkly drop17.74%
10Y risk snapshot
SRPT max drawdown93.33%
BMRN max drawdown62.09%
SRPT max wkly drop51.73%
BMRN max wkly drop38.91%
Performance metrics by period
| Period | Metric | SRPT | BMRN |
|---|---|---|---|
| 1Y | Growth | -15.60% | -1.00% |
| CAGR | -15.61% | -1.00% | |
| Sharpe ratio | 0.27 | 0.01 | |
| Max drawdown | 45.70% | 22.49% | |
| Max daily drop | 35.91% | 4.35% | |
| Max wkly drop | 41.37% | 8.75% | |
| 5Y | Growth | -77.91% | -33.22% |
| CAGR | -26.07% | -7.76% | |
| Sharpe ratio | -0.13 | -0.22 | |
| Max drawdown | 92.72% | 57.64% | |
| Max daily drop | 42.12% | 17.71% | |
| Max wkly drop | 47.84% | 17.74% | |
| 10Y | Growth | -1.79% | -34.94% |
| CAGR | -0.18% | -4.21% | |
| Sharpe ratio | 0.29 | -0.07 | |
| Max drawdown | 93.33% | 62.09% | |
| Max daily drop | 51.29% | 35.28% | |
| Max wkly drop | 51.73% | 38.91% |
Business comparison
| Category | SRPT | BMRN |
|---|---|---|
| Company | Sarepta Therapeutics, Inc. | BioMarin Pharmaceutical Inc. |
| Sector | Healthcare | Healthcare |
| Industry | N/A | N/A |
| Core business | Sarepta Therapeutics focuses on Duchenne muscular dystrophy (DMD) — a fatal muscle-wasting genetic disease primarily affecting boys. Sarepta has multiple exon-skipping RNA therapies (Exondys 51, Vyondys 53, Amondys 45) treating specific DMD mutations, and Elevidys — the first gene therapy approved for DMD. Elevidys delivers a functional dystrophin gene via AAV9 vector, potentially transforming DMD treatment from symptom management to disease modification. Sarepta's dominance in DMD gives it the most comprehensive rare muscle disease portfolio. | BioMarin focuses on rare genetic diseases, particularly lysosomal storage disorders and bone dysplasias. Key products include Vimizim (Morquio A syndrome), Naglazyme (MPS VI), Palynziq (PKU), Roctavian (hemophilia A gene therapy), and Voxzogo (achondroplasia/dwarfism). BioMarin has one of the largest approved rare disease drug portfolios, providing diversified rare disease revenue with global presence. BioMarin's Roctavian hemophilia A gene therapy has had mixed commercial results. |
| Investor focus | Investors track Elevidys gene therapy commercial adoption, FDA label expansion from accelerated to full approval, DMD patient identification and diagnosis rates, and Elevidys's revenue ramp. | Investors track combined rare disease portfolio revenue growth, Roctavian hemophilia A gene therapy adoption, Voxzogo achondroplasia growth, and BioMarin's pipeline beyond existing approved drugs. |
SRPT strengths
- →Elevidys is the first approved DMD gene therapy and Sarepta owns the most comprehensive DMD treatment portfolio — exon-skipping drugs plus gene therapy in the same disease creating multiple coverage options
- →DMD affects 15,000–20,000 US patients with no functional cure — substantial unmet need across all approved Sarepta therapies
- →Sarepta's RNA therapy manufacturing expertise and AAV gene therapy platform create pipeline beyond DMD to other rare neuromuscular diseases
BMRN strengths
- →Largest portfolio of approved enzyme replacement therapies (ERTs) for lysosomal storage disorders — providing rare disease revenue diversification across multiple diseases
- →Voxzogo (vosoritide) for achondroplasia (the most common dwarfism) is growing in a pediatric rare bone disease with strong clinical data and no alternative approved treatment
- →BioMarin's rare disease commercial and regulatory expertise across 20+ years provides institutional rare disease drug development capability
Risks to watch — SRPT
- →Elevidys full FDA approval required broader label expansion — accelerated approval creates reimbursement uncertainty with some payers requiring full approval evidence before covering gene therapy
- →Gene therapy manufacturing complexity and cost create patient access barriers — Elevidys at $3.2M is one of the most expensive drugs in history
- →Pfizer's DMD gene therapy competition: Pfizer's fordadistrogene movaparvovec is a competing micro-dystrophin gene therapy in late-stage development
Risks to watch — BMRN
- →Roctavian hemophilia A gene therapy has severely underperformed commercial expectations — BioMarin reduced its Roctavian projections dramatically, damaging credibility in gene therapy
- →BioMarin's rare disease portfolio is broadly diversified but lacks a single blockbuster growth driver to re-accelerate total revenue
- →Competition in enzyme replacement therapies is increasing from biosimilars and new entrants in Morquio and MPS VI
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