WallStSmart

argenx NV ADR (ARGX)vsXOMA Corp (XOMA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

argenx NV ADR generates 8024% more annual revenue ($4.24B vs $52.15M). XOMA leads profitability with a 60.8% profit margin vs 30.5%. 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

XOMA

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 8.0Value: 5.7Quality: 7.0
Piotroski: 4/9Altman Z: -6.52
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
XOMASignificantly Overvalued (-356.3%)

Margin of Safety

-356.3%

Fair Value

$5.10

Current Price

$29.22

$24.12 premium

UndervaluedFair: $5.10Overvalued

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%

XOMA3 strengths · Avg: 10.0/10
Return on EquityProfitability
34.1%10/10

Every $100 of equity generates 34 in profit

Profit MarginProfitability
60.8%10/10

Keeps 61 of every $100 in revenue as profit

Revenue GrowthGrowth
57.9%10/10

Revenue surging 57.9% 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%

XOMA4 concerns · Avg: 3.0/10
P/E RatioValuation
38.3x4/10

Premium valuation, high expectations priced in

Market CapQuality
$355.52M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.223/10

Elevated debt levels

EPS GrowthGrowth
-47.8%2/10

Earnings declined 47.8%

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 : XOMA

The strongest argument for XOMA centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 15.9%. Revenue growth of 57.9% demonstrates continued momentum.

Bear Case : ARGX

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

Bear Case : XOMA

The primary concerns for XOMA are P/E Ratio, Market Cap, Debt/Equity.

Key Dynamics to Monitor

XOMA carries more volatility with a beta of 0.83 — 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 57/100), 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.

XOMA Corp

HEALTHCARE · BIOTECHNOLOGY · USA

XOMA Corporation, a biotech royalty aggregator, discovers and develops therapeutic candidates in the United States, Europe, and Asia Pacific. The company is headquartered in Emeryville, California.

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