Mesoblast Ltd (MESO)vsRevolution Medicines Inc (RVMD)
MESO
Mesoblast Ltd
$13.10
-4.03%
HEALTHCARE · Cap: $1.82B
RVMD
Revolution Medicines Inc
$176.35
-2.41%
HEALTHCARE · Cap: $41.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Revolution Medicines Inc generates 64% more annual revenue ($197.56M vs $120.25M). RVMD leads profitability with a 0.0% profit margin vs -47.8%. MESO earns a higher WallStSmart Score of 25/100 (F).
MESO
Avoid25
out of 100
Grade: F
RVMD
Avoid23
out of 100
Grade: F
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
+89.8%
Fair Value
$1883.88
Current Price
$176.35
$1707.53 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
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 15.9x book value
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
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 : RVMD
The strongest argument for RVMD centers on Debt/Equity.
Bear Case : MESO
The primary concerns for MESO are EPS Growth, Market Cap, Return on Equity.
Bear Case : RVMD
The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
MESO profiles as a hypergrowth stock while RVMD is a value play — different risk/reward profiles.
RVMD carries more volatility with a beta of 1.43 — expect wider price swings.
MESO is growing revenue faster at 390.7% — sustainability is the question.
MESO generates stronger free cash flow (-2M), providing more financial flexibility.
Bottom Line
MESO scores higher overall (25/100 vs 23/100) and 390.7% revenue growth. RVMD offers better value entry with a 89.8% margin of safety. Both earn "Avoid" 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.
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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