WallStSmart

Immunocore Holdings Ltd (IMCR)vsRevolution Medicines Inc (RVMD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Immunocore Holdings Ltd generates 57956% more annual revenue ($430.77M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -4.2%. IMCR earns a higher WallStSmart Score of 37/100 (F).

IMCR

Hold

37

out of 100

Grade: F

Growth: 9.3Profit: 2.0Value: 5.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.36

RVMD

Avoid

24

out of 100

Grade: F

Growth: 3.7Profit: 3.0Value: 5.0Quality: 6.0
Piotroski: 1/9Altman Z: -0.99

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IMCR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
150.0%10/10

Earnings expanding 150.0% YoY

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

RVMD1 strengths · Avg: 9.0/10
Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Areas to Watch

IMCR4 concerns · Avg: 2.5/10
Market CapQuality
$1.82B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.043/10

Elevated debt levels

Return on EquityProfitability
-7.1%2/10

ROE of -7.1% — below average capital efficiency

Free Cash FlowQuality
$-6.26M2/10

Negative free cash flow — burning cash

RVMD4 concerns · Avg: 3.5/10
Price/BookValuation
16.9x4/10

Trading at 16.9x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : IMCR

The strongest argument for IMCR centers on EPS Growth, Revenue Growth. Revenue growth of 18.3% demonstrates continued momentum.

Bull Case : RVMD

The strongest argument for RVMD centers on Debt/Equity.

Bear Case : IMCR

The primary concerns for IMCR are Market Cap, Debt/Equity, Return on Equity.

Bear Case : RVMD

The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.

Key Dynamics to Monitor

IMCR profiles as a growth stock while RVMD is a value play — different risk/reward profiles.

RVMD carries more volatility with a beta of 1.41 — expect wider price swings.

IMCR is growing revenue faster at 18.3% — sustainability is the question.

IMCR generates stronger free cash flow (-6M), providing more financial flexibility.

Bottom Line

IMCR scores higher overall (37/100 vs 24/100) and 18.3% revenue growth. 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.

Immunocore Holdings Ltd

HEALTHCARE · BIOTECHNOLOGY · USA

Immunocore Holdings Limited, an advanced stage biotechnology company, develops immunotherapies for the treatment of cancer, infectious and autoimmune diseases. The company is headquartered in Abingdon, the United Kingdom.

Revolution Medicines Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.

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