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Side-by-side financial comparison of AGIOS PHARMACEUTICALS, INC. (AGIO) and Zoetis (ZTS), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.4B vs $20.0M, roughly 119.5× AGIOS PHARMACEUTICALS, INC.). Zoetis runs the higher net margin — -541.1% vs 25.3%, a 566.3% gap on every dollar of revenue. On growth, AGIOS PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (86.1% vs 3.0%). Zoetis produced more free cash flow last quarter ($732.0M vs $-97.3M). Over the past eight quarters, AGIOS PHARMACEUTICALS, INC.'s revenue compounded faster (56.1% CAGR vs 4.4%).
Agios Pharmaceuticals Inc. is a publicly trading American pharmaceutical company pioneering therapies for genetically defined diseases, with a near-term focus on developing therapies for hemolytic anemias. The company was founded in 2008 by Lewis Cantley, Tak Mak and Craig Thompson. Agios is a Delaware corporation headquartered in Cambridge, Massachusetts. The company tendered an initial public offering in July 2013.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
AGIO vs ZTS — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $20.0M | $2.4B |
| Net Profit | $-108.0M | $603.0M |
| Gross Margin | 90.6% | 70.2% |
| Operating Margin | -608.9% | 31.9% |
| Net Margin | -541.1% | 25.3% |
| Revenue YoY | 86.1% | 3.0% |
| Net Profit YoY | -11.9% | 3.8% |
| EPS (diluted) | $-1.86 | $1.37 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $20.0M | $2.4B | ||
| Q3 25 | $12.9M | $2.4B | ||
| Q2 25 | $12.5M | $2.5B | ||
| Q1 25 | $8.7M | $2.2B | ||
| Q4 24 | $10.7M | $2.3B | ||
| Q3 24 | $9.0M | $2.4B | ||
| Q2 24 | $8.6M | $2.4B | ||
| Q1 24 | $8.2M | $2.2B |
| Q4 25 | $-108.0M | $603.0M | ||
| Q3 25 | $-103.4M | $721.0M | ||
| Q2 25 | $-112.0M | $718.0M | ||
| Q1 25 | $-89.3M | $631.0M | ||
| Q4 24 | $-96.5M | $581.0M | ||
| Q3 24 | $947.9M | $682.0M | ||
| Q2 24 | $-96.1M | $624.0M | ||
| Q1 24 | $-81.5M | $599.0M |
| Q4 25 | 90.6% | 70.2% | ||
| Q3 25 | 87.0% | 71.5% | ||
| Q2 25 | 86.3% | 73.6% | ||
| Q1 25 | 87.6% | 72.0% | ||
| Q4 24 | 88.3% | 69.5% | ||
| Q3 24 | 91.3% | 70.6% | ||
| Q2 24 | 82.6% | 71.7% | ||
| Q1 24 | 92.3% | 70.6% |
| Q4 25 | -608.9% | 31.9% | ||
| Q3 25 | -907.4% | 37.0% | ||
| Q2 25 | -1020.1% | 36.7% | ||
| Q1 25 | -1222.0% | 36.5% | ||
| Q4 24 | -1165.3% | 31.6% | ||
| Q3 24 | -1146.9% | 36.6% | ||
| Q2 24 | -1228.3% | 33.0% | ||
| Q1 24 | -1124.3% | 34.1% |
| Q4 25 | -541.1% | 25.3% | ||
| Q3 25 | -803.1% | 30.0% | ||
| Q2 25 | -899.4% | 29.2% | ||
| Q1 25 | -1023.3% | 28.4% | ||
| Q4 24 | -899.6% | 25.1% | ||
| Q3 24 | 10574.7% | 28.6% | ||
| Q2 24 | -1115.7% | 26.4% | ||
| Q1 24 | -995.8% | 27.4% |
| Q4 25 | $-1.86 | $1.37 | ||
| Q3 25 | $-1.78 | $1.63 | ||
| Q2 25 | $-1.93 | $1.61 | ||
| Q1 25 | $-1.55 | $1.41 | ||
| Q4 24 | $-1.44 | $1.29 | ||
| Q3 24 | $16.22 | $1.50 | ||
| Q2 24 | $-1.69 | $1.37 | ||
| Q1 24 | $-1.45 | $1.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $89.1M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $3.3B |
| Total Assets | $1.3B | $15.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $89.1M | — | ||
| Q3 25 | $92.7M | $2.1B | ||
| Q2 25 | $80.9M | $1.4B | ||
| Q1 25 | $79.0M | $1.7B | ||
| Q4 24 | $76.2M | $2.0B | ||
| Q3 24 | $253.7M | $1.7B | ||
| Q2 24 | $84.5M | $1.6B | ||
| Q1 24 | $118.8M | $2.0B |
| Q4 25 | $1.2B | $3.3B | ||
| Q3 25 | $1.3B | $5.4B | ||
| Q2 25 | $1.4B | $5.0B | ||
| Q1 25 | $1.5B | $4.7B | ||
| Q4 24 | $1.5B | $4.8B | ||
| Q3 24 | $1.6B | $5.2B | ||
| Q2 24 | $660.5M | $5.0B | ||
| Q1 24 | $743.9M | $5.1B |
| Q4 25 | $1.3B | $15.5B | ||
| Q3 25 | $1.4B | $15.2B | ||
| Q2 25 | $1.5B | $14.5B | ||
| Q1 25 | $1.6B | $14.1B | ||
| Q4 24 | $1.7B | $14.2B | ||
| Q3 24 | $1.8B | $14.4B | ||
| Q2 24 | $773.1M | $14.2B | ||
| Q1 24 | $849.7M | $14.3B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-96.2M | $893.0M |
| Free Cash FlowOCF − Capex | $-97.3M | $732.0M |
| FCF MarginFCF / Revenue | -487.5% | 30.7% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 5.6% | 6.7% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $-377.3M | $2.3B |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $-96.2M | $893.0M | ||
| Q3 25 | $-88.2M | $938.0M | ||
| Q2 25 | $-77.1M | $486.0M | ||
| Q1 25 | $-111.5M | $587.0M | ||
| Q4 24 | $-133.2M | $905.0M | ||
| Q3 24 | $-84.2M | $951.0M | ||
| Q2 24 | $-72.6M | $502.0M | ||
| Q1 24 | $-99.9M | $595.0M |
| Q4 25 | $-97.3M | $732.0M | ||
| Q3 25 | $-89.7M | $805.0M | ||
| Q2 25 | $-78.0M | $308.0M | ||
| Q1 25 | $-112.3M | $438.0M | ||
| Q4 24 | $-134.1M | $689.0M | ||
| Q3 24 | $-84.6M | $784.0M | ||
| Q2 24 | $-72.7M | $370.0M | ||
| Q1 24 | $-100.0M | $455.0M |
| Q4 25 | -487.5% | 30.7% | ||
| Q3 25 | -696.5% | 33.5% | ||
| Q2 25 | -626.2% | 12.5% | ||
| Q1 25 | -1286.4% | 19.7% | ||
| Q4 24 | -1250.1% | 29.7% | ||
| Q3 24 | -944.2% | 32.8% | ||
| Q2 24 | -844.4% | 15.7% | ||
| Q1 24 | -1221.2% | 20.8% |
| Q4 25 | 5.6% | 6.7% | ||
| Q3 25 | 12.1% | 5.5% | ||
| Q2 25 | 7.0% | 7.2% | ||
| Q1 25 | 8.8% | 6.7% | ||
| Q4 24 | 9.0% | 9.3% | ||
| Q3 24 | 4.7% | 7.0% | ||
| Q2 24 | 1.8% | 5.6% | ||
| Q1 24 | 1.7% | 6.4% |
| Q4 25 | — | 1.48× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | -0.09× | 1.39× | ||
| Q2 24 | — | 0.80× | ||
| Q1 24 | — | 0.99× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
AGIO
Segment breakdown not available.
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
