Mesoblast Ltd (MESO)vsBeOne Medicines AG (ONC)
MESO
Mesoblast Ltd
$13.10
-4.03%
HEALTHCARE · Cap: $1.82B
ONC
BeOne Medicines AG
$415.96
-0.96%
HEALTHCARE · Cap: $46.30B
Smart Verdict
WallStSmart Research — data-driven comparison
BeOne Medicines AG generates 5394% more annual revenue ($6.61B vs $120.25M). ONC leads profitability with a 13.9% profit margin vs -47.8%. ONC earns a higher WallStSmart Score of 70/100 (B-).
MESO
Avoid25
out of 100
Grade: F
ONC
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.9%
Fair Value
$57.02
Current Price
$13.10
$43.92 discount
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
Revenue surging 390.7% year-over-year
Conservative balance sheet, low leverage
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
ROE of -18.2% — below average capital efficiency
Negative free cash flow — burning cash
Trading at 8.2x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MESO
The strongest argument for MESO centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 390.7% demonstrates continued momentum.
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 : MESO
The primary concerns for MESO are EPS Growth, Market Cap, Return on 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
MESO profiles as a hypergrowth stock while ONC is a growth play — different risk/reward profiles.
MESO carries more volatility with a beta of 0.91 — expect wider price swings.
MESO is growing revenue faster at 390.7% — sustainability is the question.
ONC generates stronger free cash flow (474M), providing more financial flexibility.
Bottom Line
ONC scores higher overall (70/100 vs 25/100) and 33.8% revenue growth. MESO offers better value entry with a 67.9% margin of safety. 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.
Mesoblast Ltd
HEALTHCARE · BIOTECHNOLOGY · USA
Mesoblast Limited, a biopharmaceutical company, develops and markets allogeneic cellular drugs. The company is headquartered in Melbourne, Australia.
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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