WallStSmart

Agenus Inc (AGEN)vsargenx NV ADR (ARGX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

argenx NV ADR generates 3610% more annual revenue ($4.24B vs $114.20M). ARGX leads profitability with a 30.5% profit margin vs 0.1%. ARGX appears more attractively valued with a PEG of 0.83. ARGX earns a higher WallStSmart Score of 63/100 (C+).

AGEN

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -14.23

ARGX

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGEN.

ARGXSignificantly Overvalued (-526.8%)

Margin of Safety

-526.8%

Fair Value

$133.14

Current Price

$697.05

$563.91 premium

UndervaluedFair: $133.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGEN3 strengths · Avg: 9.3/10
Operating MarginProfitability
42.1%10/10

Strong operational efficiency at 42.1%

Debt/EquityHealth
-0.1710/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
27.5%8/10

Revenue surging 27.5% year-over-year

ARGX5 strengths · Avg: 9.0/10
Profit MarginProfitability
30.5%10/10

Keeps 31 of every $100 in revenue as profit

Revenue GrowthGrowth
73.0%10/10

Revenue surging 73.0% year-over-year

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Operating MarginProfitability
27.4%8/10

Strong operational efficiency at 27.4%

Areas to Watch

AGEN4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$142.46M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.1%3/10

0.1% margin — thin

Return on EquityProfitability
-12.8%2/10

ROE of -12.8% — below average capital efficiency

ARGX3 concerns · Avg: 3.0/10
P/E RatioValuation
34.6x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-31.9%2/10

Earnings declined 31.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : AGEN

The strongest argument for AGEN centers on Operating Margin, Debt/Equity, Revenue Growth. Revenue growth of 27.5% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.

Bull Case : ARGX

The strongest argument for ARGX centers on Profit Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 30.5% and operating margin at 27.4%. Revenue growth of 73.0% demonstrates continued momentum.

Bear Case : AGEN

The primary concerns for AGEN are EPS Growth, Market Cap, Profit Margin. Thin 0.1% margins leave little buffer for downturns.

Bear Case : ARGX

The primary concerns for ARGX are P/E Ratio, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

AGEN carries more volatility with a beta of 1.67 — expect wider price swings.

ARGX is growing revenue faster at 73.0% — sustainability is the question.

ARGX generates stronger free cash flow (407M), providing more financial flexibility.

Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ARGX scores higher overall (63/100 vs 48/100), backed by strong 30.5% margins and 73.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Agenus Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Agenus Inc., a clinical-stage immuno-oncology company, discovers and develops immuno-oncology products in the United States and internationally. The company is headquartered in Lexington, Massachusetts.

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argenx NV ADR

HEALTHCARE · BIOTECHNOLOGY · USA

argenx SE, a clinical-phase biotechnology company, focuses on the development of antibody-based therapies for the treatment of autoimmune diseases, hematology and cancer. The company is headquartered in Breda, the Netherlands.

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