argenx NV ADR (ARGX)vsTheravance Biopharma Inc (TBPH)
ARGX
argenx NV ADR
$697.05
+2.89%
HEALTHCARE · Cap: $42.05B
TBPH
Theravance Biopharma Inc
$15.29
+2.62%
HEALTHCARE · Cap: $726.14M
Smart Verdict
WallStSmart Research — data-driven comparison
argenx NV ADR generates 3842% more annual revenue ($4.24B vs $107.46M). TBPH leads profitability with a 98.5% profit margin vs 30.5%. TBPH trades at a lower P/E of 25.1x. TBPH earns a higher WallStSmart Score of 63/100 (C+).
ARGX
Buy63
out of 100
Grade: C+
TBPH
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-526.8%
Fair Value
$133.14
Current Price
$697.05
$563.91 premium
Margin of Safety
-402.8%
Fair Value
$3.88
Current Price
$15.29
$11.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Revenue surging 73.0% year-over-year
Every $100 of equity generates 20 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.4%
Every $100 of equity generates 45 in profit
Keeps 99 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 144.7% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 31.9%
Moderate valuation
0.0% earnings growth
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 : TBPH
The strongest argument for TBPH centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 98.5% and operating margin at 43.6%. Revenue growth of 144.7% demonstrates continued momentum.
Bear Case : ARGX
The primary concerns for ARGX are P/E Ratio, Piotroski F-Score, EPS Growth.
Bear Case : TBPH
The primary concerns for TBPH are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
TBPH carries more volatility with a beta of 0.11 — expect wider price swings.
TBPH is growing revenue faster at 144.7% — 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 63/100), 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.
Theravance Biopharma Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Theravance Biopharma, Inc., a diversified biopharmaceutical company, discovers, develops, and markets organ-selective drugs in the United States, Europe, and Asia. The company is headquartered in George Town, the Cayman Islands.
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