WallStSmart

Abivax SA American Depositary Shares (ABVX)vsBeiGene, Ltd. (ONC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 100503% more annual revenue ($5.34B vs $5.31M). ONC leads profitability with a 5.4% profit margin vs 0.0%. ONC earns a higher WallStSmart Score of 42/100 (D).

ABVX

Avoid

22

out of 100

Grade: F

Growth: 3.7Profit: 2.5Value: 5.0Quality: 5.3
Piotroski: 3/9Altman Z: -5.12

ONC

Hold

42

out of 100

Grade: D

Growth: 8.0Profit: 5.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ABVX.

ONCSignificantly Overvalued (-1983.5%)

Margin of Safety

-1983.5%

Fair Value

$16.86

Current Price

$283.45

$266.59 premium

UndervaluedFair: $16.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ABVX0 strengths · Avg: 0/10

No standout strengths identified

ONC2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
32.8%10/10

Revenue surging 32.8% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Areas to Watch

ABVX4 concerns · Avg: 3.5/10
Price/BookValuation
14.5x4/10

Trading at 14.5x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

ONC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

P/E RatioValuation
111.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ABVX

ABVX has a balanced fundamental profile.

Bull Case : ONC

The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.

Bear Case : ABVX

The primary concerns for ABVX are Price/Book, EPS Growth, Profit Margin.

Bear Case : ONC

The primary concerns for ONC are EPS Growth, Return on Equity, Profit Margin. A P/E of 111.0x leaves little room for execution misses.

Key Dynamics to Monitor

ABVX profiles as a value stock while ONC is a hypergrowth play — different risk/reward profiles.

ONC carries more volatility with a beta of 0.52 — expect wider price swings.

ONC is growing revenue faster at 32.8% — sustainability is the question.

ONC generates stronger free cash flow (131M), providing more financial flexibility.

Bottom Line

ONC scores higher overall (42/100 vs 22/100) and 32.8% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Abivax SA American Depositary Shares

HEALTHCARE · BIOTECHNOLOGY · USA

Abivax SA is a clinical-stage biotechnology firm focused on pioneering immunotherapies for chronic inflammatory diseases and viral infections, with its lead candidate ABX464 currently in clinical trials for ulcerative colitis and other indications. The company’s innovative approach integrates antibody-mediated therapies with proprietary compounds, targeting significant unmet medical needs in the healthcare market. With a robust pipeline and a dedicated scientific team, Abivax stands as an intriguing investment opportunity for institutional investors seeking to engage in the burgeoning immunotherapy sector.

BeiGene, Ltd.

HEALTHCARE · BIOTECHNOLOGY · USA

BeiGene, Ltd., an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally. The company is headquartered in Camana Bay, the Cayman Islands.

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