Mesoblast Ltd (MESO)vsBeiGene, Ltd. (ONC)
MESO
Mesoblast Ltd
$14.74
-0.41%
HEALTHCARE · Cap: $1.91B
ONC
BeiGene, Ltd.
$317.00
+1.17%
HEALTHCARE · Cap: $33.06B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 8072% more annual revenue ($5.34B vs $65.38M). ONC leads profitability with a 5.4% profit margin vs -144.3%. ONC earns a higher WallStSmart Score of 42/100 (D).
MESO
Avoid25
out of 100
Grade: F
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.7%
Fair Value
$33.69
Current Price
$14.74
$18.95 discount
Margin of Safety
+79.5%
Fair Value
$1717.18
Current Price
$317.00
$1400.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 1527.0% year-over-year
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
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 8.1x book value
0.0% earnings growth
ROE of 7.5% — below average capital efficiency
5.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : MESO
The strongest argument for MESO centers on Revenue Growth. Revenue growth of 1527.0% 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 : 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, EPS Growth, Return on Equity. A P/E of 120.4x leaves little room for execution misses.
Key Dynamics to Monitor
MESO carries more volatility with a beta of 0.79 — expect wider price swings.
MESO is growing revenue faster at 1527.0% — sustainability is the question.
ONC generates stronger free cash flow (161M), providing more financial flexibility.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONC scores higher overall (42/100 vs 25/100) and 32.8% revenue growth. MESO offers better value entry with a 45.7% 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.
Mesoblast Ltd
HEALTHCARE · BIOTECHNOLOGY · USA
Mesoblast Limited, a biopharmaceutical company, develops and markets allogeneic cellular drugs. The company is headquartered in Melbourne, Australia.
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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