Head-To-Head Contrast: Relay Therapeutics (NASDAQ:RLAY) & Kyverna Therapeutics (NASDAQ:KYTX)

Relay Therapeutics (NASDAQ:RLAY) and Kyverna Therapeutics (NASDAQ:KYTX) are both small-cap medical companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.

Valuation and Earnings

This table compares Relay Therapeutics and Kyverna Therapeutics”s gross 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	55.73	-$341.97 million	($2.39)	-1.38
Kyverna Therapeutics	$7.03 million	15.05	-$60.37 million	N/A	N/A

Kyverna Therapeutics has lower revenue, but higher earnings than Relay Therapeutics.

Institutional & Insider Ownership

97.0% of Relay Therapeutics shares are held by institutional investors. Comparatively, 18.1% of Kyverna Therapeutics shares are held by institutional investors. 4.3% of Relay Therapeutics shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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%

Analyst Ratings

This is a summary of current ratings and price targets for Relay Therapeutics and Kyverna Therapeutics, as reported by MarketBeat.

	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 target price of $19.80, indicating a potential upside of 501.82%. Kyverna Therapeutics has a consensus target price of $18.40, indicating a potential upside of 651.02%. Given Kyverna Therapeutics’ stronger consensus rating and higher probable upside, analysts plainly believe Kyverna Therapeutics is more favorable 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.