Reviewing Shattuck Labs (NASDAQ:STTK) and Cullinan Therapeutics (NASDAQ:CGEM)

Cullinan Therapeutics (NASDAQ:CGEM) and Shattuck Labs (NASDAQ:STTK) are both small-cap healthcare companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, valuation, profitability and analyst recommendations.

Analyst Ratings

This is a breakdown of recent recommendations for Cullinan Therapeutics and Shattuck Labs, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cullinan Therapeutics	1	1	6	1	2.78
Shattuck Labs	1	0	9	2	3.00

Cullinan Therapeutics currently has a consensus target price of $32.86, suggesting a potential upside of 48.88%. Shattuck Labs has a consensus target price of $12.78, suggesting a potential upside of 82.28%. Given Shattuck Labs’ stronger consensus rating and higher possible upside, analysts plainly believe Shattuck Labs is more favorable than Cullinan Therapeutics.

Risk & Volatility

Cullinan Therapeutics has a beta of 0.01, meaning that its stock price is 99% less volatile than the S&P 500. Comparatively, Shattuck Labs has a beta of 1.08, meaning that its stock price is 8% more volatile than the S&P 500.

Insider and Institutional Ownership

86.3% of Cullinan Therapeutics shares are held by institutional investors. Comparatively, 58.7% of Shattuck Labs shares are held by institutional investors. 8.6% of Cullinan Therapeutics shares are held by company insiders. Comparatively, 8.8% of Shattuck Labs shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Valuation and Earnings

This table compares Cullinan Therapeutics and Shattuck Labs”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cullinan Therapeutics	N/A	N/A	-$219.88 million	($3.10)	-7.12
Shattuck Labs	$1.00 million	703.52	-$48.81 million	($0.51)	-13.75

Shattuck Labs has higher revenue and earnings than Cullinan Therapeutics. Shattuck Labs is trading at a lower price-to-earnings ratio than Cullinan Therapeutics, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Cullinan Therapeutics and Shattuck Labs’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cullinan Therapeutics	N/A	-52.89%	-48.18%
Shattuck Labs	N/A	-43.57%	-40.90%

Summary

Shattuck Labs beats Cullinan Therapeutics on 11 of the 13 factors compared between the two stocks.

About Cullinan Therapeutics

Cullinan Therapeutics, Inc., a biopharmaceutical company, focuses on developing oncology therapies for cancer patients in the United States. The company's lead program comprises CLN-619, a monoclonal antibody that is in Phase I clinical trial for the treatment of solid tumors. Its development portfolio also includes CLN-049, a humanized bispecific antibody that is in Phase I clinical trial for the treatment of acute myeloid leukemia or myelodysplastic syndrome; CLN-418, a human bispecific immune activator that is in Phase 1 clinical trial for the treatment of multiple solid tumors; and Zipalertinib, a bioavailable small-molecule for treating patients with non-small cell lung cancer. In addition, the company's development products comprise CLN-617, a fusion protein for the treatment of solid tumors; and CLN-978, a T cell engaging antibody for the treatment relapsed/refractory B-cell non-Hodgkin lymphoma. It has license and collaboration agreement with Adimab, LLC to discover and/or optimize antibodies; Harbour BioMed US Inc. for the development, manufacturing, and commercialization of CLN-418; and co-development agreement with Taiho Pharmaceutical Co., Ltd to develop Zipalertinib. Cullinan Therapeutics, Inc. was formerly known as Cullinan Oncology, Inc. and changed its name to Cullinan Therapeutics, Inc. in April 2024. Cullinan Therapeutics, Inc. was incorporated in 2016 and is headquartered in Cambridge, Massachusetts.

About Shattuck Labs

Shattuck Labs, Inc., a clinical-stage biotechnology company, develops therapeutics for the treatment of cancer and autoimmune disease in the United States. The company's lead product candidate is SL-172154, which is in Phase 1 clinical trial for the treatment of ovarian, fallopian tube, and peritoneal cancers. Shattuck Labs, Inc. was incorporated in 2016 and is headquartered in Austin, Texas.