Head to Head Contrast: Twist Bioscience (NASDAQ:TWST) & Quantum-Si (NASDAQ:QSI)

Twist Bioscience (NASDAQ:TWST) and Quantum-Si (NASDAQ:QSI) are both healthcare companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, profitability, earnings, institutional ownership, risk, analyst recommendations and valuation.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Twist Bioscience and Quantum-Si, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twist Bioscience	2	3	8	0	2.46
Quantum-Si	1	1	2	0	2.25

Twist Bioscience presently has a consensus price target of $128.17, suggesting a potential downside of 19.79%. Quantum-Si has a consensus price target of $2.50, suggesting a potential upside of 63.40%. Given Quantum-Si’s higher probable upside, analysts clearly believe Quantum-Si is more favorable than Twist Bioscience.

Volatility and Risk

Twist Bioscience has a beta of 2.19, suggesting that its share price is 119% more volatile than the S&P 500. Comparatively, Quantum-Si has a beta of 3.21, suggesting that its share price is 221% more volatile than the S&P 500.

Institutional and Insider Ownership

39.9% of Quantum-Si shares are owned by institutional investors. 3.1% of Twist Bioscience shares are owned by company insiders. Comparatively, 22.0% of Quantum-Si shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Twist Bioscience and Quantum-Si”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Twist Bioscience	$376.57 million	26.61	-$77.67 million	($2.22)	-71.97
Quantum-Si	$2.44 million	137.25	-$101.34 million	($0.46)	-3.33

Twist Bioscience has higher revenue and earnings than Quantum-Si. Twist Bioscience is trading at a lower price-to-earnings ratio than Quantum-Si, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Twist Bioscience and Quantum-Si’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Twist Bioscience	-31.66%	-28.64%	-19.94%
Quantum-Si	-6,138.26%	-47.12%	-43.18%

About Twist Bioscience

Twist Bioscience Corporation engages in the manufacture and sale of synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development. It also provides NGS tools comprising library preparation kits, human exome kits, and fixed and custom panels, as well as alliance panels, primarily used within diagnostic tests for various indications, population genetics research and biomarker discovery, translational research, microbiology, and applied markets research; and methylation detection kits for cancer, and rare and inherited disease study, as well as fast hybridization and full RNA sequencing workflow solution. In addition, the company provides synthetic SARS-CoV-2 RNA reference sequences as positive controls for the development of both NGS and reverse transcription-polymerase chain reaction assays; synthetic monkeypox controls; and various respiratory viral controls, including for influenzas, respiratory syncytial virus, rhinoviruses, SARS, MERS, and coronaviruses. Further, it offers SARS-CoV-2 Research Panels, such as the Twist Respiratory Virus Panel and the Pan-Viral Research Panel, for the detection of disease in a research setting; precision DNA libraries used for antibody engineering, affinity maturation, and humanization; and antibody optimization solution to enable simultaneous optimization of multiple characteristics of a given antibody. The company was incorporated in 2013 and is headquartered in South San Francisco, California.

About Quantum-Si

Quantum-Si incorporated, a life sciences company, engages in the development of single-molecule detection platform to enable Next Generation Protein Sequencing (NGPS). The company's platform is comprised of the Platinum NGPS instrument; the Platinum Analysis Software service; and reagent kits and semiconductor chips for use with its instruments. It is used in protein identification, protein variants, antibody characterization, biomarker identification, and post translational modification analysis applications. The company was founded in 2013 is headquartered in Branford, Connecticut.