WallStSmart

Dermata Therapeutics Inc (DRMA)vsBeiGene, Ltd. (ONC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ONC leads profitability with a 5.4% profit margin vs 0.0%. DRMA trades at a lower P/E of 0.1x. ONC earns a higher WallStSmart Score of 42/100 (D).

DRMA

Avoid

23

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 8.3Quality: 5.0

ONC

Hold

42

out of 100

Grade: D

Growth: 8.0Profit: 5.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DRMAUndervalued (+98.6%)

Margin of Safety

+98.6%

Fair Value

$103.63

Current Price

$1.55

$102.08 discount

UndervaluedFair: $103.63Overvalued
ONCSignificantly Overvalued (-1983.5%)

Margin of Safety

-1983.5%

Fair Value

$16.86

Current Price

$283.45

$266.59 premium

UndervaluedFair: $16.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DRMA2 strengths · Avg: 10.0/10
P/E RatioValuation
0.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

ONC2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
32.8%10/10

Revenue surging 32.8% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Areas to Watch

DRMA4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$4.67M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

ONC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

P/E RatioValuation
111.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DRMA

The strongest argument for DRMA centers on P/E Ratio, Price/Book.

Bull Case : ONC

The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.

Bear Case : DRMA

The primary concerns for DRMA are Revenue Growth, EPS Growth, Market Cap.

Bear Case : ONC

The primary concerns for ONC are EPS Growth, Return on Equity, Profit Margin. A P/E of 111.0x leaves little room for execution misses.

Key Dynamics to Monitor

DRMA profiles as a value stock while ONC is a hypergrowth play — different risk/reward profiles.

DRMA carries more volatility with a beta of 0.60 — expect wider price swings.

ONC is growing revenue faster at 32.8% — sustainability is the question.

ONC generates stronger free cash flow (131M), providing more financial flexibility.

Bottom Line

ONC scores higher overall (42/100 vs 23/100) and 32.8% revenue growth. DRMA offers better value entry with a 98.6% margin of safety. Both earn "Hold" 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.

Dermata Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Dermata Therapeutics Inc. is a clinical-stage biotechnology company focused on developing innovative therapies for dermatological conditions, particularly through its lead asset, DMT310, which utilizes a novel delivery system to improve treatment efficacy for acne and other skin disorders. The company is committed to addressing significant unmet needs in the dermatology market with a strategically designed pipeline aimed at advancing skin health. As Dermata navigates its clinical trials, it leverages proprietary technology to create effective, safe, and user-friendly therapeutic solutions that position it for leadership in the dermatological arena. With a strong emphasis on patient outcomes, Dermata is poised to make a meaningful impact in the treatment of skin-related issues.

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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