Biomarin Pharmaceutical Inc (BMRN)vsBeiGene, Ltd. (ONC)
BMRN
Biomarin Pharmaceutical Inc
$65.68
+0.26%
HEALTHCARE · Cap: $12.51B
ONC
BeiGene, Ltd.
$346.51
+1.38%
HEALTHCARE · Cap: $40.53B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 80% more annual revenue ($6.13B vs $3.41B). ONC leads profitability with a 10.7% profit margin vs 2.1%. BMRN appears more attractively valued with a PEG of 0.39. ONC earns a higher WallStSmart Score of 64/100 (C+).
BMRN
Buy56
out of 100
Grade: C
ONC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.4%
Fair Value
$179.58
Current Price
$65.68
$113.90 discount
Margin of Safety
+80.1%
Fair Value
$1767.21
Current Price
$346.51
$1420.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 21.2%
19.9% revenue growth
Earnings expanding 166.7% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 29.6% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
2.1% margin — thin
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 PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 19.9% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : ONC
The strongest argument for ONC centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : BMRN
The primary concerns for BMRN are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 174.7x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : ONC
The primary concerns for ONC are P/E Ratio, Altman Z-Score. A P/E of 64.1x leaves little room for execution misses.
Key Dynamics to Monitor
ONC carries more volatility with a beta of 0.52 — expect wider price swings.
ONC is growing revenue faster at 29.6% — sustainability is the question.
ONC generates stronger free cash flow (596M), providing more financial flexibility.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONC scores higher overall (64/100 vs 56/100) and 29.6% revenue growth. BMRN offers better value entry with a 66.4% 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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