MRNA compared with NVAX: revenue, margins and what each company keeps, and the suppliers and customers both name

MRNAModerna, Inc.

Mkt capRevenueRevenue

NVAXNovavax Inc

Mkt capRevenueRevenue

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MRNAModerna, Inc.

NVAXNovavax Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

MRNA

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±9.8%▼−5.35%×0.54

Q1 FY26±6.9%▼−1.24%×0.17

Feb 13 '26±7.7%▲+5.29%×0.69

Jan 12 '26±7.6%▼−1.34%×0.17

NVAX

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±14.5%▲+0.52%×0.03

May 6 '26±10.2%▲+15.56%×1.53

= impliedMRNA realized, solidNVAX realized, hatchedOne scale, both sides: full bar = 18%× = |realized| ÷ impliedSource: market data

Q1 FY26

±10.2%

▲+17.42%

×1.71

Jan 12 '26±6.2%▲+6.60%×1.06

MRNAModerna, Inc.

228.44▲+3.45%· post 229.00· delayed

Mkt cap$88.2BRevenue$145MQ2 FY26Revenue$1.9BFY25

NVAXNovavax Inc

9.68▲+1.52%· post 9.68· delayed

After hoursNov 3 '26delayed

Mkt cap$1.6BRevenue$57MQ2 FY26Revenue$1.1BFY25

Compare

After hoursNov 3 '26delayed

MRNAModerna, Inc.

NVAXNovavax Inc

228.44▲+3.45%post 229.00delayed

Price

9.68▲+1.52%post 9.68delayed

$88.2B

Mkt cap

$1.6B

Q2 FY26$145M

Revenue

$57MQ2 FY26

FY25$1.9B

Revenue

$1.1BFY25

MRNA228.44▲+3.45%vsNVAX9.68▲+1.52%After hoursNov 3 '26delayed