WallStSmart

Arcturus Therapeutics Holdings Inc (ARCT)vsBeiGene, Ltd. (ONC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 10390% more annual revenue ($5.74B vs $54.71M). ONC leads profitability with a 8.9% profit margin vs -143.8%. ONC earns a higher WallStSmart Score of 54/100 (C-).

ARCT

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: -0.06

ONC

Buy

54

out of 100

Grade: C-

Growth: 10.0Profit: 6.5Value: 5.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARCTUndervalued (+77.8%)

Margin of Safety

+77.8%

Fair Value

$33.37

Current Price

$5.92

$27.45 discount

UndervaluedFair: $33.37Overvalued
ONCUndervalued (+81.1%)

Margin of Safety

+81.1%

Fair Value

$1857.02

Current Price

$322.08

$1534.94 discount

UndervaluedFair: $1857.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARCT2 strengths · Avg: 9.5/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

ONC3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
35.5%10/10

Revenue surging 35.5% year-over-year

EPS GrowthGrowth
16971.0%10/10

Earnings expanding 16971.0% YoY

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

Areas to Watch

ARCT4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$171.31M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-41.1%2/10

ROE of -41.1% — below average capital efficiency

ONC2 concerns · Avg: 2.0/10
P/E RatioValuation
74.6x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.752/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ARCT

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

Bull Case : ONC

The strongest argument for ONC centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 35.5% demonstrates continued momentum.

Bear Case : ARCT

The primary concerns for ARCT are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : ONC

The primary concerns for ONC are P/E Ratio, Altman Z-Score. A P/E of 74.6x leaves little room for execution misses.

Key Dynamics to Monitor

ARCT profiles as a turnaround stock while ONC is a hypergrowth play — different risk/reward profiles.

ARCT carries more volatility with a beta of 2.36 — expect wider price swings.

ONC is growing revenue faster at 35.5% — sustainability is the question.

ONC generates stronger free cash flow (161M), providing more financial flexibility.

Bottom Line

ONC scores higher overall (54/100 vs 32/100) and 35.5% revenue growth. ARCT offers better value entry with a 77.8% margin of safety. 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.

Arcturus Therapeutics Holdings Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Arcturus Therapeutics Holdings Inc., an RNA drug company, focuses on the treatment of liver and respiratory diseases. The company is headquartered in San Diego, California.

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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.

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