WallStSmart

Alector Inc (ALEC)vsRevolution Medicines Inc (RVMD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Alector Inc generates 1768% more annual revenue ($13.86M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs 0.0%. RVMD earns a higher WallStSmart Score of 24/100 (F).

ALEC

Avoid

17

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 6.0Quality: 7.0
Piotroski: 4/9Altman Z: -5.30

RVMD

Avoid

24

out of 100

Grade: F

Growth: 3.7Profit: 3.0Value: 5.0Quality: 6.0
Piotroski: 1/9Altman Z: -0.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALECUndervalued (+28.4%)

Margin of Safety

+28.4%

Fair Value

$2.68

Current Price

$2.14

$0.54 discount

UndervaluedFair: $2.68Overvalued

Intrinsic value data unavailable for RVMD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALEC1 strengths · Avg: 10.0/10
Debt/EquityHealth
-3.2910/10

Conservative balance sheet, low leverage

RVMD1 strengths · Avg: 9.0/10
Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Areas to Watch

ALEC4 concerns · Avg: 2.5/10
Market CapQuality
$238.95M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-238.9%2/10

ROE of -238.9% — below average capital efficiency

Revenue GrowthGrowth
-57.8%2/10

Revenue declined 57.8%

RVMD4 concerns · Avg: 3.5/10
Price/BookValuation
16.8x4/10

Trading at 16.8x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ALEC

The strongest argument for ALEC centers on Debt/Equity.

Bull Case : RVMD

The strongest argument for RVMD centers on Debt/Equity.

Bear Case : ALEC

The primary concerns for ALEC are Market Cap, Profit Margin, Return on Equity.

Bear Case : RVMD

The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.

Key Dynamics to Monitor

RVMD carries more volatility with a beta of 1.41 — expect wider price swings.

ALEC is growing revenue faster at -57.8% — sustainability is the question.

ALEC generates stronger free cash flow (-34M), providing more financial flexibility.

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

Bottom Line

RVMD scores higher overall (24/100 vs 17/100). ALEC offers better value entry with a 28.4% margin of safety. Both earn "Avoid" 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.

Alector Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Alector, Inc., a clinical-stage biopharmaceutical company, develops therapies for the treatment of neurodegenerative diseases. The company is headquartered in South San Francisco, California.

Revolution Medicines Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.

Want to dig deeper into these stocks?