Relay Therapeutics (RLAY) vs Recursion Pharmaceuticals (RXRX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Relay Therapeutics (RLAY) has outperformed Recursion Pharmaceuticals (RXRX) over the past year, gaining 184.9% versus a loss of 35.1%. Over five years, RLAY leads with a -49.0% price change compared with -79.3% for RXRX. Relay Therapeutics is the larger company by market cap ($3.92 billion vs $2.34 billion), about 1.7 times the size.
Recursion Pharmaceuticals converts more of its revenue into profit, with a net margin of -863.4% versus -1800.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | RLAY | RXRX |
|---|---|---|
| Share price | $17.88 | $4.36 |
| Market cap | $3.92B | $2.34B |
| 1-day change | +2.70% | +10.38% |
| YTD return | +105.79% | -3.42% |
| 1-year return | +184.94% | -35.14% |
| 5-year return | -48.96% | -79.25% |
| EPS (TTM) | $-1.56 | $-1.00 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $15.36M | $74.68M |
| Revenue growth (YoY) | +53.44% | +26.92% |
| Net income (latest FY) | $-276.48M | $-644.76M |
| Gross margin | — | 4.99% |
| Operating margin | -1971.59% | -867.87% |
| Net margin | -1800.58% | -863.35% |
| 52-week high | $21.27 | $7.18 |
| 52-week low | $5.85 | $2.77 |
| Distance from 52-week high | -15.94% | -39.28% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +54.25% | +65.60% |
| Average volume | 2.80M | 20.70M |
| Shares outstanding | 219.14M | 535.34M |
| Employees | 202 | 600 |
| Sector | Health Care | Health Care |
| Industry | Biotechnology: Biological Products (No Diagnostic Substances) | Biotechnology: Biological Products (No Diagnostic Substances) |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- RLAY has outperformed RXRX by 220.1 percentage points over the past year.
- Recursion Pharmaceuticals is more profitable, keeping -863.4 cents of every revenue dollar as net income versus -1800.6 cents for Relay Therapeutics.
- Relay Therapeutics grew revenue faster in its latest fiscal year (+53.44% vs +26.92%).
About Relay Therapeutics
RLAY stock →Relay Therapeutics, Inc. operates as a clinical-stage precision medicines company.
Health Care · Biotechnology: Biological Products (No Diagnostic Substances) · 202 employees
About Recursion Pharmaceuticals
RXRX stock →Recursion Pharmaceuticals, Inc., a clinical-stage biotechnology company, engages in the decoding biology and chemistry by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery in the United States and the United Kingdom. The company develops REC-4881, which is in Phase 1b/2 clinical trial to treat familial adenomatous polyposis; REC-617, which is in Phase 1/2 clinical trial to treat advanced solid tumors; REC-1245, which is in Phase 1/2 clinical trial to treat biomarker-enriched solid tumors and lymphoma; REC-3565 that is in Phase 1/2 for the treatment of relapsed or refractory B-cell malignancies; and REC-4539, a reversible, CNS penetrant, orally bioavailable, and potential best-in-class inhibitor of LSD1 for the treatment of solid tumors and hematology oncology.
Health Care · Biotechnology: Biological Products (No Diagnostic Substances) · 600 employees
RLAY vs RXRX FAQ
Which is bigger, Relay Therapeutics or Recursion Pharmaceuticals?
Relay Therapeutics (RLAY) is larger, with a market capitalization of $3.92B compared with $2.34B for Recursion Pharmaceuticals (RXRX).
Which stock has performed better over the past year, RLAY or RXRX?
RLAY returned +184.94% over the past 12 months, compared with -35.14% for RXRX (price return, excluding dividends). Past performance does not predict future results.
Are Relay Therapeutics and Recursion Pharmaceuticals in the same industry?
Yes. Both are classified in the Biotechnology: Biological Products (No Diagnostic Substances) industry within the Health Care sector.