Biomarin Pharmaceutical Inc (BMRN)vsBeiGene, Ltd. (ONC)
BMRN
Biomarin Pharmaceutical Inc
$60.58
-1.29%
HEALTHCARE · Cap: $11.52B
ONC
BeiGene, Ltd.
$322.08
-1.57%
HEALTHCARE · Cap: $34.29B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 77% more annual revenue ($5.74B vs $3.24B). ONC leads profitability with a 8.9% profit margin vs 8.3%. BMRN trades at a lower P/E of 42.9x. BMRN earns a higher WallStSmart Score of 55/100 (C-).
BMRN
Buy55
out of 100
Grade: C-
ONC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.1%
Fair Value
$172.99
Current Price
$60.58
$112.41 discount
Margin of Safety
+81.1%
Fair Value
$1857.02
Current Price
$322.08
$1534.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 35.5% year-over-year
Earnings expanding 16971.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
2.8% revenue growth
ROE of 4.3% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BMRN
The strongest argument for BMRN centers on Altman Z-Score, Debt/Equity, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 35.5% demonstrates continued momentum.
Bear Case : BMRN
The primary concerns for BMRN are Revenue Growth, Return on Equity, Piotroski F-Score. A P/E of 42.9x leaves little room for execution misses.
Bear Case : ONC
The primary concerns for ONC are P/E Ratio, Altman Z-Score. A P/E of 74.6x leaves little room for execution misses.
Key Dynamics to Monitor
BMRN profiles as a value stock while ONC is a hypergrowth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.49 — expect wider price swings.
ONC is growing revenue faster at 35.5% — sustainability is the question.
BMRN generates stronger free cash flow (200M), providing more financial flexibility.
Bottom Line
BMRN scores higher overall (55/100 vs 54/100). ONC offers better value entry with a 81.1% margin of safety. 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.
Biomarin Pharmaceutical Inc
HEALTHCARE · BIOTECHNOLOGY · USA
BioMarin Pharmaceutical Inc. develops and markets therapies for people with rare diseases and serious and life-threatening medical conditions. The company is headquartered in San Rafael, 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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