Mesoblast Ltd (MESO)vsRevolution Medicines Inc (RVMD)
MESO
Mesoblast Ltd
$15.50
-6.56%
HEALTHCARE · Cap: $1.80B
RVMD
Revolution Medicines Inc
$169.77
+0.15%
HEALTHCARE · Cap: $32.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Mesoblast Ltd generates 8712% more annual revenue ($65.38M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -144.3%. MESO earns a higher WallStSmart Score of 25/100 (F).
MESO
Avoid25
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.1%
Fair Value
$32.74
Current Price
$15.50
$17.24 discount
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 1527.0% year-over-year
Conservative balance sheet, low leverage
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
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MESO
The strongest argument for MESO centers on Revenue Growth, Debt/Equity. Revenue growth of 1527.0% 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 EPS Growth, Profit Margin, Operating 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 1.41 — expect wider price swings.
MESO is growing revenue faster at 1527.0% — sustainability is the question.
MESO generates stronger free cash flow (-4M), providing more financial flexibility.
Bottom Line
MESO scores higher overall (25/100 vs 24/100) and 1527.0% revenue growth. 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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