WallStSmart

BeiGene, Ltd. (ONC)vsRegenxbio Inc (RGNX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 3035% more annual revenue ($5.34B vs $170.44M). ONC leads profitability with a 5.4% profit margin vs -113.7%. RGNX earns a higher WallStSmart Score of 46/100 (D+).

ONC

Hold

42

out of 100

Grade: D

Growth: 8.0Profit: 5.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 0.26

RGNX

Hold

46

out of 100

Grade: D+

Growth: 7.3Profit: 2.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ONCSignificantly Overvalued (-1983.5%)

Margin of Safety

-1983.5%

Fair Value

$16.86

Current Price

$283.45

$266.59 premium

UndervaluedFair: $16.86Overvalued

Intrinsic value data unavailable for RGNX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ONC2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
32.8%10/10

Revenue surging 32.8% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

RGNX2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2610/10

Growing faster than its price suggests

Revenue GrowthGrowth
43.0%10/10

Revenue surging 43.0% year-over-year

Areas to Watch

ONC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

P/E RatioValuation
111.0x2/10

Premium valuation, high expectations priced in

RGNX4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$430.45M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-107.0%2/10

ROE of -107.0% — below average capital efficiency

Free Cash FlowQuality
$-52.80M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ONC

The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.

Bull Case : RGNX

The strongest argument for RGNX centers on PEG Ratio, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum. PEG of 0.26 suggests the stock is reasonably priced for its growth.

Bear Case : ONC

The primary concerns for ONC are EPS Growth, Return on Equity, Profit Margin. A P/E of 111.0x leaves little room for execution misses.

Bear Case : RGNX

The primary concerns for RGNX are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

RGNX carries more volatility with a beta of 1.14 — expect wider price swings.

RGNX is growing revenue faster at 43.0% — sustainability is the question.

ONC generates stronger free cash flow (131M), providing more financial flexibility.

Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RGNX scores higher overall (46/100 vs 42/100) and 43.0% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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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Regenxbio Inc

HEALTHCARE · BIOTECHNOLOGY · USA

REGENXBIO Inc., a clinical-stage biotechnology company, offers candidate gene therapy products to deliver genes to cells to address genetic defects or to enable cells in the body to produce therapeutic proteins or antibodies intended to affect disease. The company is headquartered in Rockville, Maryland.

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