WallStSmart

Cellectis SA (CLLS)vsModerna Inc (MRNA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Moderna Inc generates 3391% more annual revenue ($2.23B vs $63.82M). CLLS leads profitability with a -102.3% profit margin vs -141.4%. MRNA earns a higher WallStSmart Score of 21/100 (F).

CLLS

Avoid

16

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 6.7Quality: 3.0
Piotroski: 3/9Altman Z: -1.31

MRNA

Avoid

21

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLLSUndervalued (+87.5%)

Margin of Safety

+87.5%

Fair Value

$29.32

Current Price

$3.10

$26.22 discount

UndervaluedFair: $29.32Overvalued
MRNAUndervalued (+70.0%)

Margin of Safety

+70.0%

Fair Value

$134.97

Current Price

$143.97

$9.00 discount

UndervaluedFair: $134.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLLS0 strengths · Avg: 0/10

No standout strengths identified

MRNA2 strengths · Avg: 9.0/10
Market CapQuality
$56.02B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Areas to Watch

CLLS4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$312.23M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-112.3%2/10

ROE of -112.3% — below average capital efficiency

MRNA4 concerns · Avg: 3.3/10
Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-46.6%2/10

ROE of -46.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CLLS

CLLS has a balanced fundamental profile.

Bull Case : MRNA

The strongest argument for MRNA centers on Market Cap, Debt/Equity.

Bear Case : CLLS

The primary concerns for CLLS are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.06 is elevated, increasing financial risk.

Bear Case : MRNA

The primary concerns for MRNA are Price/Book, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

CLLS carries more volatility with a beta of 2.77 — expect wider price swings.

MRNA is growing revenue faster at 2.1% — sustainability is the question.

CLLS generates stronger free cash flow (-15M), providing more financial flexibility.

Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MRNA scores higher overall (21/100 vs 16/100). CLLS offers better value entry with a 87.5% margin of safety. Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Cellectis SA

HEALTHCARE · BIOTECHNOLOGY · USA

Cellectis SA, a clinical-stage biotechnology company, develops immuno-oncology products based on gene-edited T cells that express chimeric antigen receptors to attack and eradicate cancer cells. The company is headquartered in Paris, France.

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Moderna Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Moderna, Inc., a biotechnology company, develops messenger RNA-based vaccines and therapies for the treatment of infectious diseases, immuno-oncology, rare diseases, cardiovascular diseases, and autoimmune diseases. The company is headquartered in Cambridge, Massachusetts.

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