Ginkgo Bioworks Holdings (DNA)vsBeOne Medicines AG (ONC)
DNA
Ginkgo Bioworks Holdings
$10.23
-0.20%
HEALTHCARE · Cap: $754.88M
ONC
BeOne Medicines AG
$415.96
-0.96%
HEALTHCARE · Cap: $46.30B
Smart Verdict
WallStSmart Research — data-driven comparison
BeOne Medicines AG generates 4889% more annual revenue ($6.61B vs $132.42M). ONC leads profitability with a 13.9% profit margin vs -219.6%. ONC earns a higher WallStSmart Score of 70/100 (B-).
DNA
Avoid28
out of 100
Grade: F
ONC
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.7%
Fair Value
$7.32
Current Price
$10.23
$2.91 premium
Margin of Safety
+81.0%
Fair Value
$1845.68
Current Price
$415.96
$1429.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.8% year-over-year
Earnings expanding 212.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 22.2%
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Trading at 8.2x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DNA
The strongest argument for DNA centers on Price/Book.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.8% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : DNA
The primary concerns for DNA are EPS Growth, Market Cap, Debt/Equity.
Bear Case : ONC
The primary concerns for ONC are Price/Book, P/E Ratio, Altman Z-Score. A P/E of 52.2x leaves little room for execution misses.
Key Dynamics to Monitor
DNA profiles as a turnaround stock while ONC is a growth play — different risk/reward profiles.
DNA carries more volatility with a beta of 1.79 — expect wider price swings.
ONC is growing revenue faster at 33.8% — sustainability is the question.
ONC generates stronger free cash flow (474M), providing more financial flexibility.
Bottom Line
ONC scores higher overall (70/100 vs 28/100) and 33.8% revenue growth. Both earn "Strong Buy" 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.
Ginkgo Bioworks Holdings
HEALTHCARE · BIOTECHNOLOGY · USA
Ginkgo Bioworks Holdings (DNA) is a pioneering force in synthetic biology, leveraging advanced genetic engineering to create customized bioengineered organisms suitable for a wide range of sectors, including pharmaceuticals, agriculture, and industrial biotechnology. The company's innovative platform streamlines cellular design and manufacturing, positioning Ginkgo as a key player in addressing critical global challenges such as climate change and food security. With a strong focus on sustainable biotechnology solutions, Ginkgo is well-equipped to tap into the increasing market demand for bio-based alternatives, highlighting its potential for significant growth and transformative impact across various industries.
BeOne Medicines AG
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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