WallStSmart

argenx NV ADR (ARGX)vsArrowhead Pharmaceuticals Inc (ARWR)

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Smart Verdict

WallStSmart Research — data-driven comparison

argenx NV ADR generates 288% more annual revenue ($4.24B vs $1.09B). ARGX leads profitability with a 30.5% profit margin vs 18.5%. ARGX trades at a lower P/E of 34.6x. ARGX earns a higher WallStSmart Score of 63/100 (C+).

ARGX

Buy

63

out of 100

Grade: C+

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

ARWR

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 8.5Value: 5.7Quality: 5.8
Piotroski: 4/9Altman Z: 0.27
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARGXSignificantly Overvalued (-526.8%)

Margin of Safety

-526.8%

Fair Value

$133.14

Current Price

$697.05

$563.91 premium

UndervaluedFair: $133.14Overvalued
ARWRSignificantly Overvalued (-71.1%)

Margin of Safety

-71.1%

Fair Value

$35.97

Current Price

$60.77

$24.80 premium

UndervaluedFair: $35.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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%

ARWR2 strengths · Avg: 10.0/10
Return on EquityProfitability
75.5%10/10

Every $100 of equity generates 76 in profit

Revenue GrowthGrowth
104.6%10/10

Revenue surging 104.6% year-over-year

Areas to Watch

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%

ARWR3 concerns · Avg: 3.3/10
P/E RatioValuation
38.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
14.7x4/10

Trading at 14.7x book value

Altman Z-ScoreHealth
0.272/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : ARWR

The strongest argument for ARWR centers on Return on Equity, Revenue Growth. Profitability is solid with margins at 18.5% and operating margin at 15.5%. Revenue growth of 104.6% demonstrates continued momentum.

Bear Case : ARGX

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

Bear Case : ARWR

The primary concerns for ARWR are P/E Ratio, Price/Book, Altman Z-Score.

Key Dynamics to Monitor

ARWR carries more volatility with a beta of 1.30 — expect wider price swings.

ARWR is growing revenue faster at 104.6% — 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 58/100), backed by strong 30.5% margins and 73.0% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Arrowhead Pharmaceuticals Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Arrowhead Pharmaceuticals, Inc. develops drugs for the treatment of intractable diseases in the United States. The company is headquartered in Pasadena, California.

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