Financial Survey: Twist Bioscience (NASDAQ:TWST) vs. MindWalk (NASDAQ:HYFT)

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

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
MindWalk	$11.24 million	5.44	-$10.11 million	($0.22)	-5.95
Twist Bioscience	$431.80 million	16.80	-$77.67 million	($2.22)	-52.10

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

Volatility and Risk

MindWalk has a beta of 0.84, suggesting that its share price is 16% less volatile than the S&P 500. Comparatively, Twist Bioscience has a beta of 2.14, suggesting that its share price is 114% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and target prices for MindWalk and Twist Bioscience, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
MindWalk	2	0	2	1	2.40
Twist Bioscience	1	1	8	0	2.70

MindWalk currently has a consensus target price of $5.00, suggesting a potential upside of 281.68%. Twist Bioscience has a consensus target price of $98.30, suggesting a potential downside of 15.02%. Given MindWalk’s higher possible upside, equities analysts clearly believe MindWalk is more favorable than Twist Bioscience.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
MindWalk	-89.65%	-92.61%	-54.15%
Twist Bioscience	-31.66%	-28.64%	-19.94%

Institutional & Insider Ownership

6.7% of MindWalk shares are held by institutional investors. 6.8% of MindWalk shares are held by insiders. Comparatively, 3.1% of Twist Bioscience shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Twist Bioscience beats MindWalk on 8 of the 15 factors compared between the two stocks.

About MindWalk

ImmunoPrecise Antibodies Ltd., together with its subsidiaries, engages in antibody production and related services in the United States, Canada, Europe, and internationally. The company offers a range of antibodies, enzymes, enzyme activity assays, arthritis animal products, proteins, deiminated proteins, organoid growth factors, and hybridoma products for research purposes. Its services include custom antigen modeling, design, and manufacturing; B cell sorting, screening, and sequencing; custom, immune, and naive phage display production and screening; transgenic animals and multi-species antibody discovery; bi-specific, tri-specific, VHH, and VNAR (shark) antibody manufacturing; DNA cloning, protein and antibody downstream processing; antibody characterization on label-free biosensors and antibody engineering; transient and stable cell line generation; antibody optimization and humanization; hybridoma production with multiplexed, high-throughput screening, and clone-picking; and cryopreservation. The company has research collaboration agreements with Pierre Fabre S.A for antibody discovery; and Elektrofi, Inc. to explore a high-concentration formulation of COVID-19 antibody cocktail, PolyTope TATX-03. ImmunoPrecise Antibodies Ltd. was incorporated in 1983 and is based in Victoria, Canada.

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.