WallStSmart

Takeda Pharmaceutical Co Ltd ADR (TAK)vsAlpha Teknova Inc (TKNO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Takeda Pharmaceutical Co Ltd ADR generates 11018109% more annual revenue ($4.46T vs $40.52M). TAK leads profitability with a 2.5% profit margin vs -42.6%. TAK earns a higher WallStSmart Score of 60/100 (C).

TAK

Buy

60

out of 100

Grade: C

Growth: 4.7Profit: 4.5Value: 4.7Quality: 5.0

TKNO

Avoid

31

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: 0.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TAKSignificantly Overvalued (-77.5%)

Margin of Safety

-77.5%

Fair Value

$10.30

Current Price

$18.29

$7.99 premium

UndervaluedFair: $10.30Overvalued

Intrinsic value data unavailable for TKNO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TAK4 strengths · Avg: 9.8/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$317.47B10/10

Generating 317.5B in free cash flow

Market CapQuality
$56.99B9/10

Large-cap with strong market position

TKNO2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

TAK4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

EPS GrowthGrowth
3.3%4/10

3.3% earnings growth

Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

TKNO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$159.69M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-22.8%2/10

ROE of -22.8% — below average capital efficiency

Free Cash FlowQuality
$-710,0002/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : TAK

The strongest argument for TAK centers on PEG Ratio, Price/Book, Free Cash Flow. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bull Case : TKNO

The strongest argument for TKNO centers on Debt/Equity, Price/Book.

Bear Case : TAK

The primary concerns for TAK are Revenue Growth, EPS Growth, Return on Equity. A P/E of 82.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.

Bear Case : TKNO

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

Key Dynamics to Monitor

TAK profiles as a value stock while TKNO is a turnaround play — different risk/reward profiles.

TKNO carries more volatility with a beta of 0.40 — expect wider price swings.

TKNO is growing revenue faster at 7.8% — sustainability is the question.

TAK generates stronger free cash flow (317.5B), providing more financial flexibility.

Bottom Line

TAK scores higher overall (60/100 vs 31/100). Both earn "Buy" 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.

Takeda Pharmaceutical Co Ltd ADR

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.

Alpha Teknova Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Alpha Teknova Inc (TKNO) is a leading provider of synthetic biology solutions, specializing in high-quality biological reagents and supplements essential for life sciences research and biomanufacturing. The company addresses critical needs across key sectors, such as vaccine development, cell and gene therapy, and diagnostic testing, while maintaining a steadfast commitment to quality and customer service excellence. With a robust foundation in biotechnology and a focus on innovation, Alpha Teknova is well-positioned to capitalize on the expanding opportunities within the life sciences market, fostering growth and delivering value to its investors.

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