Relay Therapeutics (RLAY) vs Tarsus Pharmaceuticals (TARS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Relay Therapeutics (RLAY) has outperformed Tarsus Pharmaceuticals (TARS) over the past year, gaining 207.9% versus a gain of 7.6%. Over five years, TARS leads with a +158.1% price change compared with -47.4% for RLAY. Relay Therapeutics is the larger company by market cap ($3.82 billion vs $3.38 billion), about 1.1 times the size, while Tarsus Pharmaceuticals is growing revenue faster (+146.7% vs +53.4%).
Tarsus Pharmaceuticals converts more of its revenue into profit, with a net margin of -14.7% 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 | TARS |
|---|---|---|
| Share price | $17.41 | $72.22 |
| Market cap | $3.82B | $3.38B |
| 1-day change | -3.01% | -1.89% |
| YTD return | +112.17% | -10.10% |
| 1-year return | +207.89% | +7.59% |
| 5-year return | -47.38% | +158.10% |
| EPS (TTM) | $-1.56 | $-1.08 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $15.36M | $451.36M |
| Revenue growth (YoY) | +53.44% | +146.71% |
| Net income (latest FY) | $-276.48M | $-66.42M |
| Operating margin | -1971.59% | -15.72% |
| Net margin | -1800.58% | -14.72% |
| 52-week high | $21.27 | $91.53 |
| 52-week low | $5.85 | $53.89 |
| Distance from 52-week high | -18.15% | -21.10% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +58.41% | +37.77% |
| Average volume | 2.80M | 894.35K |
| Shares outstanding | 219.14M | 46.79M |
| Employees | 202 | 370 |
| 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 TARS by 200.3 percentage points over the past year.
- Tarsus Pharmaceuticals is more profitable, keeping -14.7 cents of every revenue dollar as net income versus -1800.6 cents for Relay Therapeutics.
- Tarsus Pharmaceuticals grew revenue faster in its latest fiscal year (+146.71% vs +53.44%).
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 Tarsus Pharmaceuticals
TARS stock →Tarsus Pharmaceuticals, Inc., a commercial stage biopharmaceutical company, focuses on the development and commercialization of therapeutic candidates for eye care in the United States. The company offers XDEMVY, a lotilaner ophthalmic solution for the treatment of demodex blepharitis caused by the infestation of Demodex mites.
Health Care · Biotechnology: Biological Products (No Diagnostic Substances) · 370 employees
RLAY vs TARS FAQ
Which is bigger, Relay Therapeutics or Tarsus Pharmaceuticals?
Relay Therapeutics (RLAY) is larger, with a market capitalization of $3.82B compared with $3.38B for Tarsus Pharmaceuticals (TARS).
Which stock has performed better over the past year, RLAY or TARS?
RLAY returned +207.89% over the past 12 months, compared with +7.59% for TARS (price return, excluding dividends). Past performance does not predict future results.
Are Relay Therapeutics and Tarsus Pharmaceuticals in the same industry?
Yes. Both are classified in the Biotechnology: Biological Products (No Diagnostic Substances) industry within the Health Care sector.