Arrowhead Pharmaceuticals Inc (ARWR)vsBeiGene, Ltd. (ONC)
ARWR
Arrowhead Pharmaceuticals Inc
$60.77
+8.00%
HEALTHCARE · Cap: $8.51B
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 390% more annual revenue ($5.34B vs $1.09B). ARWR leads profitability with a 18.5% profit margin vs 5.4%. ARWR trades at a lower P/E of 38.0x. ARWR earns a higher WallStSmart Score of 58/100 (C).
ARWR
Buy58
out of 100
Grade: C
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.1%
Fair Value
$35.97
Current Price
$60.77
$24.80 premium
Margin of Safety
-1983.5%
Fair Value
$16.86
Current Price
$283.45
$266.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 76 in profit
Revenue surging 104.6% year-over-year
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 14.7x book value
Distress zone — elevated risk
0.0% earnings growth
ROE of 7.5% — below average capital efficiency
5.4% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bear Case : ARWR
The primary concerns for ARWR are P/E Ratio, Price/Book, Altman Z-Score.
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
ARWR profiles as a growth stock while ONC is a hypergrowth play — different risk/reward profiles.
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.
ONC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
ARWR scores higher overall (58/100 vs 42/100), backed by strong 18.5% margins and 104.6% 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.
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.
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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