BeiGene, Ltd. (ONC)vsTheravance Biopharma Inc (TBPH)
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
TBPH
Theravance Biopharma Inc
$15.29
+2.62%
HEALTHCARE · Cap: $726.14M
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 4872% more annual revenue ($5.34B vs $107.46M). TBPH leads profitability with a 98.5% profit margin vs 5.4%. TBPH trades at a lower P/E of 25.1x. TBPH earns a higher WallStSmart Score of 63/100 (C+).
ONC
Hold42
out of 100
Grade: D
TBPH
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1983.5%
Fair Value
$16.86
Current Price
$283.45
$266.59 premium
Margin of Safety
-402.8%
Fair Value
$3.88
Current Price
$15.29
$11.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 45 in profit
Keeps 99 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 144.7% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
ROE of 7.5% — below average capital efficiency
5.4% margin — thin
Premium valuation, high expectations priced in
Moderate valuation
0.0% earnings growth
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bull Case : TBPH
The strongest argument for TBPH centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 98.5% and operating margin at 43.6%. Revenue growth of 144.7% demonstrates continued momentum.
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 : TBPH
The primary concerns for TBPH are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
ONC profiles as a hypergrowth stock while TBPH is a growth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.52 — expect wider price swings.
TBPH is growing revenue faster at 144.7% — sustainability is the question.
ONC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
TBPH scores higher overall (63/100 vs 42/100), backed by strong 98.5% margins and 144.7% revenue growth. Both earn "Buy" 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.
Visit Website →Theravance Biopharma Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Theravance Biopharma, Inc., a diversified biopharmaceutical company, discovers, develops, and markets organ-selective drugs in the United States, Europe, and Asia. The company is headquartered in George Town, the Cayman Islands.
Visit Website →Compare with Other BIOTECHNOLOGY Stocks
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