Innoviva Inc (INVA)vsBeiGene, Ltd. (ONC)
INVA
Innoviva Inc
$22.59
+3.06%
HEALTHCARE · Cap: $1.66B
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 1275% more annual revenue ($5.34B vs $388.52M). INVA leads profitability with a 32.8% profit margin vs 5.4%. INVA trades at a lower P/E of 13.4x. INVA earns a higher WallStSmart Score of 81/100 (A-).
INVA
Exceptional Buy81
out of 100
Grade: A-
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.1%
Fair Value
$77.69
Current Price
$22.59
$55.10 discount
Margin of Safety
-1983.5%
Fair Value
$16.86
Current Price
$283.45
$266.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 32.1%
Earnings expanding 5479.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
0.0% earnings growth
ROE of 7.5% — below average capital efficiency
5.4% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : INVA
The strongest argument for INVA centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.8% and operating margin at 32.1%. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bear Case : INVA
The primary concerns for INVA are 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
INVA profiles as a growth stock while ONC is a hypergrowth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.52 — 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
INVA scores higher overall (81/100 vs 42/100), backed by strong 32.8% margins and 20.4% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Innoviva Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Innoviva, Inc. is dedicated to the development and commercialization of pharmaceutical products. The company is headquartered in Burlingame, 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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