Valneva SE Competitors

VALN Stock  USD 5.59  0.03  0.54%   
Valneva SE ADR is grouped alongside Arvinas, ArriVent BioPharma, Geron, Replimune, and MeiraGTx Holdings for cross-company financial comparison. Interest coverage ratios across Valneva SE's peer set reveal which firms carry the most financial risk.

Pair Correlation for Valneva SE and Iovance Biotherapeutics Summary

Very good diversification
For the present investment horizon, the measured correlation between Valneva SE and Iovance Biotherapeutics stands at 0.07, or Very good diversification. This chart measures the degree of risk overlap between Valneva SE and Iovance Biotherapeutics.
Diversification Candidates
  0.74EDIT Editas MedicinePairCorr
  0.66VYNE Vyne TherapeuticsPairCorr
  0.59WINT Windtree TherapeuticsPairCorr
  0.58EGRX Eagle PharmaceuticalsPairCorr
  0.58DYN Dyne TherapeuticsPairCorr
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Statistical evidence for mean reversion in Valneva SE's appears through its tendency to revert after extreme valuations. Under mean reversion theory, Valneva SE's price extremes are viewed as temporary dislocations that may self-correct. Mean reversion in Valneva SE's is often observed around historical valuation multiples. Historical data for Valneva SE shows that extreme valuations have tended to normalize over multi-year periods.
Sentiment
Range
LowSentimentHigh
0.285.6011.36
Details
Intrinsic
Valuation
LowIntrinsicHigh
1.437.1912.95
Details
Naive
Forecast
LowNextHigh
0.094.7310.49
Details
Analyst
Consensus
LowTargetHigh
11.1212.2213.57
Details
Valneva SE is positioned within its peer group by benchmarking margins, returns, and multiples. This peer-relative view identifies where Valneva SE leads, trails, or tracks its competitive set. Benchmarking earnings quality and balance sheet strength against peers provides additional valuation context. Valneva SE's relative positioning within the peer group reflects its competitive dynamics as currently priced by the market.

Valneva SE Competition Correlation Matrix

Competition correlation for Valneva SE ADR matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The useful question is whether competitors are behaving like true alternatives or simply tracking the same sector move with different volatility.

High positive correlations

MGTXAVBP
MGTXDAWN
DNAMBX
REPLARVN
AVBPDAWN
MBXGERN
  

High negative correlations

REPLAVBP
ARVNDAWN
MGTXREPL
REPLDAWN
MGTXARVN
IOVAMBX

Risk-Adjusted Indicators

Headline performance for Valneva SE Stock may not fully reflect how the business compares across its competitive set. Risk-adjusted metrics help compare Valneva SE's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

Peer Comparison: Net Income

Net income is what remains after all costs — operating expenses, interest, taxes, and preferred dividends — are deducted from Valneva SE's total revenue. The relationship between net income growth and revenue growth at Valneva SE reveals whether margin expansion is driving earnings or whether top-line growth is being consumed by rising costs and financing charges.
Compare Valneva SE ADR and related stocks such as Day One, Arvinas, and ArriVent BioPharma Common Net Income Over Time
Select Fundamental
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20102011201220132014201520162017201820192020202120222023202420252026
ARVN-14.4 M-14.4 M-14.4 M-14.4 M-14.4 M-14.4 M-14.4 M-24 M-41.5 M-62.1 M-111.8 M-183.2 M-271.9 M-367.3 M-198.9 M-80.8 M-84.8 M
AVBP-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-51.6 M-36.9 M-69.3 M-80.5 M-166.3 M-149.7 M-142.2 M
GERN-10.7 M-96.9 M-68.9 M-38.4 M-35.7 M46 K-29.5 M-27.9 M-27 M-63.6 M-75.6 M-116.1 M-141.9 M-184.1 M-174.6 M-85.8 M-90.1 M
REPL-7.7 M-7.7 M-7.7 M-7.7 M-7.7 M-7.7 M-7.7 M-19.7 M-30.8 M-52.6 M-80.9 M-118 M-174.3 M-215.8 M-247.3 M-222.6 M-211.4 M
MGTX-19.5 M-19.5 M-19.5 M-19.5 M-19.5 M-19.5 M-19.5 M-31 M-82.9 M-54.7 M-58 M-79.6 M-129.6 M-84 M-147.8 M-114.2 M-119.9 M
MBX-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-26.1 M-32.6 M-61.9 M-87 M-82.6 M
IOVA-57.1 K-25.7 M-3.3 M-25.4 M-12 M-27.7 M-52.9 M-92.1 M-123.6 M-187.1 M-259.6 M-327.8 M-389.9 M-444 M-372.2 M-391 M-371.4 M

Valneva SE Competitive Analysis

A side-by-side look at Valneva SE, Day One, Arvinas, and ArriVent BioPharma highlights where each stock leads or lags. Valneva SE enters the comparison at 530.1 M with 174.7 M in revenue. Profitability is a concern, with a -65.95% net margin and -80.16% return on equity signaling pressure on earnings. Market capitalization diverges sharply here: 2.22 B versus 530.1 M, giving Day One a clear size advantage. Arvinas converts shareholder equity more efficiently at -16.23% versus Valneva SE at -80.16%. Valneva SE is dwarfed by ArriVent BioPharma on market cap at 1.37 B versus 530.1 M.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
VALN DAWN ARVN AVBP ATXS GERN REPL
 0.54 
5.59
Valneva SE
 0.00 
21.53
Day One
 0.79 
10.11
Arvinas
 2.25 
29.50
ArriVent
 0.00 
5,874
Astria
 4.79 
1.39
Geron
 21.86 
4.07
Replimune
Market Volatility
(90 Days Market Risk)
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(90 Days Performance)
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(Probability Of Bankruptcy)
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(Average Analysts Consensus)
Not Available
Not Available
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(90 Days Macroaxis Advice)
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Valneva SE Competition Peer Performance Charts

How to Analyze Valneva SE Against Peers

Valneva SE's peer analysis compares Valneva SE with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether Valneva SE trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where Valneva SE leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Valneva SE's beta is lower than the peer group average, meaning its stock tends to swing less during broad market moves. Comparative analysis works best when peers share business drivers, cycle exposure, and capital structure characteristics. For peer comparison, Valneva SE has a market cap of 530.06 million, profit margin of -65.95%.

Valneva SE ADR figures are aggregated from periodic company reporting and market reference feeds and normalized across reporting formats. Analyst projections are included when active coverage applies.

Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board