BeiGene, Ltd. (ONC)vsTelix Pharmaceuticals Limited (TLX)
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
TLX
Telix Pharmaceuticals Limited
$8.90
+1.48%
HEALTHCARE · Cap: $3.28B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 704% more annual revenue ($5.34B vs $664.23M). ONC leads profitability with a 5.4% profit margin vs 1.6%. ONC trades at a lower P/E of 111.0x. ONC earns a higher WallStSmart Score of 42/100 (D).
ONC
Hold42
out of 100
Grade: D
TLX
Avoid32
out of 100
Grade: F
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
-4850.0%
Fair Value
$0.14
Current Price
$8.90
$8.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Revenue surging 58.9% year-over-year
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
0.0% earnings growth
Distress zone — elevated risk
ROE of 3.1% — below average capital efficiency
1.6% margin — thin
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 : TLX
The strongest argument for TLX centers on Revenue Growth. Revenue growth of 58.9% 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 : TLX
The primary concerns for TLX are EPS Growth, Altman Z-Score, Return on Equity. A P/E of 475.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
TLX carries more volatility with a beta of 1.22 — expect wider price swings.
TLX is growing revenue faster at 58.9% — 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
ONC scores higher overall (42/100 vs 32/100) and 32.8% revenue growth. Both earn "Hold" 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.
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 →Telix Pharmaceuticals Limited
HEALTHCARE · BIOTECHNOLOGY · USA
Telix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic and diagnostic radiopharmaceuticals for cancer and rare diseases in Australia, Belgium, Japan, Switzerland, and the United States. The company is headquartered in North Melbourne, Australia.
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