BeiGene, Ltd. (ONC)vsTG Therapeutics Inc (TGTX)
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
TGTX
TG Therapeutics Inc
$31.82
+5.29%
HEALTHCARE · Cap: $4.83B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 767% more annual revenue ($5.34B vs $616.29M). TGTX leads profitability with a 72.6% profit margin vs 5.4%. TGTX trades at a lower P/E of 10.9x. TGTX earns a higher WallStSmart Score of 63/100 (C+).
ONC
Hold42
out of 100
Grade: D
TGTX
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
-53.0%
Fair Value
$18.84
Current Price
$31.82
$12.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Every $100 of equity generates 103 in profit
Keeps 73 of every $100 in revenue as profit
Revenue surging 78.0% year-over-year
Strong operational efficiency at 26.2%
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
Expensive relative to growth rate
Earnings declined 6.1%
Distress zone — elevated risk
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 : TGTX
The strongest argument for TGTX centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 72.6% and operating margin at 26.2%. Revenue growth of 78.0% 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 : TGTX
The primary concerns for TGTX are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
ONC profiles as a hypergrowth stock while TGTX is a growth play — different risk/reward profiles.
TGTX carries more volatility with a beta of 1.86 — expect wider price swings.
TGTX is growing revenue faster at 78.0% — sustainability is the question.
ONC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
TGTX scores higher overall (63/100 vs 42/100), backed by strong 72.6% margins and 78.0% 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 →TG Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
TG Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. The company is headquartered in New York, New York.
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