AGTI vs HALO Stock Comparison: AI Score, Valuation, Performance and Upside
AGTI (Agiliti) provides hospital medical equipment management services in a B2B outsourcing model, while HALO (Halozyme) licenses its ENHANZE drug delivery technology to pharmaceutical companies earning royalties on each unit sold of drugs converted from IV to subcutaneous forms. These companies serve very different aspects of healthcare with different risk/return profiles.
AGTI vs HALO contrasts hospital equipment management outsourcing services against a pharmaceutical drug delivery technology royalty business — recurring service revenue versus asset-light royalty stream from pharmaceutical licensing.
AGTI and HALO are closely matched — they split the tracked metrics evenly.
- →Want hospital equipment management service exposure leveraging the outsourcing trend in healthcare operations
- →Value Agiliti's recurring service contracts as predictable revenue versus volatile equipment capital purchases
- →See hospital operational efficiency pressure as a structural driver of outsourcing biomedical equipment management
- →Want a pharmaceutical drug delivery royalty business earning compounding royalties as ENHANZE enables more IV-to-SC drug conversions
- →Value Halozyme's asset-light model — high-margin royalties from partner drug sales with no manufacturing risk
- →See the patient convenience and healthcare economics benefit of SC conversion as driving continued pharmaceutical partner adoption of ENHANZE
| Metric | AGTI | HALO |
|---|---|---|
| AI score | N/A | 56.8 |
| AI rank | N/A | #227 |
| Latest close | N/A | $68.55 |
| 1M return | N/A | -0.26% |
| 6M return | N/A | +4.23% |
| 1Y return | N/A | +28.97% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AGTI | HALO |
|---|---|---|
| 1Y ago | N/A | $12.9K (+29.0%) started 2025-06-18 |
| 5Y ago | N/A | $16.55K (+65.5%) started 2021-06-18 |
| 10Y ago | N/A | $78.79K (+687.9%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | AGTI | HALO |
|---|---|---|
| Market cap | N/A | $8.13B |
| Trailing P/E | N/A | 24.05 |
| Forward P/E | N/A | 6.93 |
| Price/Sales | 1.16 | 5.39 |
| EV/Revenue | N/A | 6.71 |
| Analyst target | N/A | $83.90 |
| Target upside | N/A | +22.39% |
| Metric | AGTI | HALO |
|---|---|---|
| Revenue growth | N/A | 42.20% |
| Earnings growth | N/A | 31.20% |
| EPS growth | N/A | +31.20% |
| FCF margin | N/A | +15.12% |
| Operating margin | N/A | N/A |
| Profit margin | N/A | 23.13% |
| ROIC proxy | N/A | 99.40% |
| Return on equity | N/A | 99.40% |
| Dividend yield | N/A | 0.00% |
| Beta | 1.95 | 0.87 |
| Debt/equity | N/A | 991.21 |
| Current ratio | N/A | 2.76 |
| Quick ratio | N/A | 2.14 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | AGTI | HALO |
|---|---|---|---|
| 1Y | Growth | N/A | +28.97% |
| CAGR | N/A | +29.00% | |
| Sharpe ratio | N/A | 0.85 | |
| Max drawdown | N/A | 24.13% | |
| Max daily drop | N/A | 9.01% | |
| Max wkly drop | N/A | 13.36% | |
| 5Y | Growth | N/A | +65.54% |
| CAGR | N/A | +10.61% | |
| Sharpe ratio | N/A | 0.34 | |
| Max drawdown | N/A | 49.06% | |
| Max daily drop | N/A | 24.56% | |
| Max wkly drop | N/A | 31.69% | |
| 10Y | Growth | N/A | +687.93% |
| CAGR | N/A | +22.94% | |
| Sharpe ratio | N/A | 0.59 | |
| Max drawdown | N/A | 49.06% | |
| Max daily drop | N/A | 24.56% | |
| Max wkly drop | N/A | 31.69% |
| Category | AGTI | HALO |
|---|---|---|
| Company | Agiliti, Inc. | Halozyme Therapeutics, Inc. |
| Sector | Health Care - Medical Equipment Services | Health Care - Biotechnology / Drug Delivery |
| Industry | N/A | N/A |
| Core business | Agiliti provides outsourced medical equipment management and repair services to hospitals and health systems — managing, repairing, and maintaining medical devices like infusion pumps, patient monitoring equipment, and surgical instruments, allowing hospitals to focus on clinical care. | Halozyme's ENHANZE drug delivery technology uses the enzyme HYALURONIDASE (rHuPH20) to break down hyaluronan in subcutaneous tissue, enabling large-volume drug injections under the skin that would normally require intravenous (IV) infusion — converting IV drugs to more convenient subcutaneous (SC) forms. |
| Investor focus | Investors track Agiliti's hospital partnership revenue, medical equipment utilization rates, and the outsourcing trend as hospitals seek to reduce capital equipment spend and operational complexity in their biomedical engineering departments. | Investors track ENHANZE royalty revenues from pharmaceutical partners (Roche, Janssen, AbbVie, argenx, and others), the number of approved drugs using ENHANZE technology, and the pipeline of drugs converting from IV to SC using ENHANZE. |
- →Hospitals increasingly outsource medical equipment management as capital constraints and focus on core clinical care drive interest in equipment-as-a-service models
- →Agiliti's scale of equipment management and repair creates network effects — managing equipment across many hospitals improves parts availability and technician expertise
- →Recurring service and equipment utilization revenue provides more predictable income than one-time capital equipment sales
- →ENHANZE technology converts IV biologic drugs to more convenient SC injection — dramatically improving patient experience and enabling at-home administration versus clinic IV infusions
- →Asset-light royalty model — pharmaceutical partners pay royalties for each unit sold of ENHANZE-enabled drugs, with minimal manufacturing cost for Halozyme
- →Growing portfolio of approved ENHANZE partnerships generates compounding royalty revenue as more drugs adopt the technology
- →Hospital capital spending cycles affect Agiliti — tight hospital budgets can delay outsourcing decisions or reduce rental utilization
- →Labor costs for biomedical equipment technicians are rising, potentially compressing service margins
- →Competition from hospital in-house biomedical departments and other equipment service companies
- →ENHANZE royalty stream depends on continued strong sales of partner drugs — if a key partner drug loses market share or faces competition, Halozyme's royalties decline
- →Not all drugs are suitable for ENHANZE conversion — the addressable market requires IV biologics with the right characteristics for subcutaneous delivery
- →As patents on core ENHANZE technology eventually expire, competition from generic hyaluronidase products could commoditize the technology
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