WallStSmart

BioCryst Pharmaceuticals Inc (BCRX)vsUnited Therapeutics Corporation (UTHR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Therapeutics Corporation generates 264% more annual revenue ($3.18B vs $874.84M). UTHR leads profitability with a 41.9% profit margin vs 30.2%. UTHR appears more attractively valued with a PEG of 2.18. UTHR earns a higher WallStSmart Score of 67/100 (B-).

BCRX

Buy

57

out of 100

Grade: C

Growth: 8.0Profit: 8.0Value: 6.7Quality: 4.8
Piotroski: 5/9Altman Z: -0.30

UTHR

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 10.0Quality: 7.8
Piotroski: 5/9Altman Z: 7.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BCRXUndervalued (+16.9%)

Margin of Safety

+16.9%

Fair Value

$8.23

Current Price

$9.40

$1.17 discount

UndervaluedFair: $8.23Overvalued
UTHRUndervalued (+62.9%)

Margin of Safety

+62.9%

Fair Value

$1282.02

Current Price

$541.60

$740.42 discount

UndervaluedFair: $1282.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BCRX4 strengths · Avg: 10.0/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
30.2%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
65.6%10/10

Strong operational efficiency at 65.6%

Revenue GrowthGrowth
209.1%10/10

Revenue surging 209.1% year-over-year

UTHR4 strengths · Avg: 9.5/10
Profit MarginProfitability
41.9%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
45.0%10/10

Strong operational efficiency at 45.0%

Altman Z-ScoreHealth
7.3010/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
24.5%8/10

Earnings expanding 24.5% YoY

Areas to Watch

BCRX4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

PEG RatioValuation
9.392/10

Expensive relative to growth rate

Return on EquityProfitability
-1925.0%2/10

ROE of -1925.0% — below average capital efficiency

Altman Z-ScoreHealth
-0.302/10

Distress zone — elevated risk

UTHR1 concerns · Avg: 4.0/10
PEG RatioValuation
2.184/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BCRX

The strongest argument for BCRX centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.2% and operating margin at 65.6%. Revenue growth of 209.1% demonstrates continued momentum.

Bull Case : UTHR

The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.9% and operating margin at 45.0%.

Bear Case : BCRX

The primary concerns for BCRX are EPS Growth, PEG Ratio, Return on Equity.

Bear Case : UTHR

The primary concerns for UTHR are PEG Ratio.

Key Dynamics to Monitor

BCRX profiles as a growth stock while UTHR is a mature play — different risk/reward profiles.

UTHR carries more volatility with a beta of 0.86 — expect wider price swings.

BCRX is growing revenue faster at 209.1% — sustainability is the question.

BCRX generates stronger free cash flow (275M), providing more financial flexibility.

Bottom Line

UTHR scores higher overall (67/100 vs 57/100), backed by strong 41.9% margins. BCRX offers better value entry with a 16.9% margin of safety. Both earn "Strong 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.

BioCryst Pharmaceuticals Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

BioCryst Pharmaceuticals, Inc., a biotechnology company, discovers oral and small molecule drugs. The company is headquartered in Durham, North Carolina.

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United Therapeutics Corporation

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

United Therapeutics Corporation, a biotechnology company, is dedicated to the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company is headquartered in Silver Spring, Maryland.

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