WallStSmart

Krystal Biotech Inc (KRYS)vsRoyalty Pharma Plc (RPRX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royalty Pharma Plc generates 485% more annual revenue ($2.44B vs $417.30M). KRYS leads profitability with a 53.9% profit margin vs 33.9%. RPRX trades at a lower P/E of 28.9x. RPRX earns a higher WallStSmart Score of 65/100 (C+).

KRYS

Buy

65

out of 100

Grade: C+

Growth: 8.3Profit: 9.0Value: 4.7Quality: 9.0
Piotroski: 4/9Altman Z: 8.02

RPRX

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 4.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.15
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for KRYS.

RPRXSignificantly Overvalued (-53.4%)

Margin of Safety

-53.4%

Fair Value

$34.53

Current Price

$53.57

$19.04 premium

UndervaluedFair: $34.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRYS6 strengths · Avg: 10.0/10
Profit MarginProfitability
53.9%10/10

Keeps 54 of every $100 in revenue as profit

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

Revenue GrowthGrowth
31.9%10/10

Revenue surging 31.9% year-over-year

EPS GrowthGrowth
52.5%10/10

Earnings expanding 52.5% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
8.0210/10

Safe zone — low bankruptcy risk

RPRX3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
100.3%10/10

Strong operational efficiency at 100.3%

EPS GrowthGrowth
23.2%8/10

Earnings expanding 23.2% YoY

Areas to Watch

KRYS1 concerns · Avg: 2.0/10
P/E RatioValuation
42.6x2/10

Premium valuation, high expectations priced in

RPRX4 concerns · Avg: 3.5/10
PEG RatioValuation
2.054/10

Expensive relative to growth rate

P/E RatioValuation
28.9x4/10

Moderate valuation

Debt/EquityHealth
1.303/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : KRYS

The strongest argument for KRYS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 53.9% and operating margin at 46.1%. Revenue growth of 31.9% demonstrates continued momentum.

Bull Case : RPRX

The strongest argument for RPRX centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 33.9% and operating margin at 100.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bear Case : KRYS

The primary concerns for KRYS are P/E Ratio. A P/E of 42.6x leaves little room for execution misses.

Bear Case : RPRX

The primary concerns for RPRX are PEG Ratio, P/E Ratio, Debt/Equity.

Key Dynamics to Monitor

KRYS profiles as a growth stock while RPRX is a mature play — different risk/reward profiles.

KRYS carries more volatility with a beta of 0.53 — expect wider price swings.

KRYS is growing revenue faster at 31.9% — sustainability is the question.

RPRX generates stronger free cash flow (761M), providing more financial flexibility.

Bottom Line

KRYS scores higher overall (65/100 vs 65/100), backed by strong 53.9% margins and 31.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Krystal Biotech Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Krystal Biotech, Inc., a clinical-stage biotechnology company, is dedicated to the field of redosable gene therapy to treat serious rare diseases in the United States. The company is headquartered in Pittsburgh, Pennsylvania.

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Royalty Pharma Plc

HEALTHCARE · BIOTECHNOLOGY · USA

Royalty Pharma plc is a buyer of biopharmaceutical royalties and funder of innovations in the biopharmaceutical industry in the United States. The company is headquartered in New York, New York.

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