CELH vs CRSP: How Celsius Holdings and CRISPR Therapeutics AG Compare (2026)

Same yardstick, side by side (as of July 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. CELH and CRSP share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined CELH and CRSP exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

Celsius Holdings is a Boca Raton, Florida consumer packaged goods company that makes functional energy drinks marketed around fitness, metabolism, and zero-sugar formulations. Its flagship CELSIUS brand is sold through grocery, club, convenience, and fitness channels, and the company makes money by selling cases of ready-to-drink beverages, increasingly through PepsiCo's distribution network. In Q1 2026 the broader portfolio reached roughly a 20.9% dollar share of the U.S. ready-to-drink energy category, placing it behind Monster and Red Bull but well ahead of most other challengers.

Full CELH guide

CRISPR Therapeutics AG is a Swiss-American biopharmaceutical company headquartered in Zug, Switzerland, with principal research operations in Boston, Massachusetts. The company uses its proprietary CRISPR/Cas9 platform to develop gene-based medicines across hemoglobinopathies, oncology, cardiovascular disease, autoimmune conditions, and regenerative medicine. Its first and only commercialized product, Casgevy, is co-developed and co-commercialized with Vertex Pharmaceuticals under a 40/60 profit-sharing structure in which CRISPR retains 40 percent of profits. Revenue has historically been driven by collaboration milestone payments from Vertex rather than product sales, making the financial profile highly lumpy. Beyond Casgevy, the company generates no meaningful product revenue today and funds operations through its cash reserves.

Full CRSP guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• CELH drivers: Multi-brand portfolio and category leadership; PepsiCo distribution and the category-captain role.
• CRSP drivers: First-Mover Advantage in Commercial Gene Editing; Casgevy's Long-Term Revenue Potential.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: Organic growth of the flagship CELSIUS brand decelerated to roughly 6% year over year in Q1 2026, so most of the headline 138% revenue increase reflects acquired brands rather than core momentum. For CRSP, the commercial ramp of Casgevy has been far slower than early projections, with the therapy generating only approximately $3.5 million in revenue in all of 2025, down sharply from prior years that were boosted by one-time milestone payments.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick CELH if you believe its drivers more; CRSP if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the CELH and CRSP guides.

CELH. Reported figures are drawn from Celsius Holdings' Q1 2026 results and recent market data as of the asOf date. The roughly 138% revenue jump is heavily influenced by the Alani Nu and Rockstar acquisitions rather than organic CELSIUS growth, which rose about 6%. The shares traded near $30 with a market cap around $7.2 billion after a decline from prior highs, leaving a forward P/E in the high teens, modestly above the U.S. beverage industry average.

CRSP. Because CRISPR Therapeutics has no meaningful product profits yet, traditional earnings-based valuation multiples like P/E are negative and not analytically useful. The company is better evaluated on its cash runway, the pace of Casgevy's commercial adoption, and the risk-adjusted value of its pipeline. Enterprise value of roughly $2.8 billion (market cap less net cash) reflects the market pricing in significant execution uncertainty around both the Casgevy ramp and the broader pipeline, while a wide spread exists between bearish analyst targets near $33 and optimistic targets above $80.

Headline figures (approximate, 2026-06-27): CELH shows revenue (q1 2026) ~$782.6 million, revenue growth (yoy, q1 2026) ~138%, fy2025 revenue ~$2.5 billion (up ~86%), gross margin (q1 2026) ~48.3% (down ~400 bps); CRSP shows revenue (full year 2025, product only) ~$3.5 million, revenue (full year 2024) ~$37.3 million (primarily collaboration revenue), net loss (ttm through q3 2025) ~$488 million, operating loss (full year 2025) ~$665 million.

CELH and CRSP are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined CELH and CRSP exposure against your real portfolio. It is not an investment adviser.