argenx NV ADR (ARGX)vsAtara Biotherapeutics Inc (ATRA)
ARGX
argenx NV ADR
$697.05
+2.89%
HEALTHCARE · Cap: $42.05B
ATRA
Atara Biotherapeutics Inc
$4.99
+2.99%
HEALTHCARE · Cap: $40.15M
Smart Verdict
WallStSmart Research — data-driven comparison
argenx NV ADR generates 3408% more annual revenue ($4.24B vs $120.77M). ARGX leads profitability with a 30.5% profit margin vs 27.1%. ATRA trades at a lower P/E of 1.9x. ARGX earns a higher WallStSmart Score of 63/100 (C+).
ARGX
Buy63
out of 100
Grade: C+
ATRA
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-526.8%
Fair Value
$133.14
Current Price
$697.05
$563.91 premium
Margin of Safety
+73.7%
Fair Value
$17.48
Current Price
$4.99
$12.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Revenue surging 73.0% year-over-year
Every $100 of equity generates 20 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.4%
Attractively priced relative to earnings
Keeps 27 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 31.9%
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -20.1% — below average capital efficiency
Revenue declined 95.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARGX
The strongest argument for ARGX centers on Profit Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 30.5% and operating margin at 27.4%. Revenue growth of 73.0% demonstrates continued momentum.
Bull Case : ATRA
The strongest argument for ATRA centers on P/E Ratio, Profit Margin. Profitability is solid with margins at 27.1% and operating margin at -3.4%.
Bear Case : ARGX
The primary concerns for ARGX are P/E Ratio, Piotroski F-Score, EPS Growth.
Bear Case : ATRA
The primary concerns for ATRA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ARGX profiles as a growth stock while ATRA is a declining play — different risk/reward profiles.
ARGX carries more volatility with a beta of -0.18 — expect wider price swings.
ARGX is growing revenue faster at 73.0% — sustainability is the question.
ARGX generates stronger free cash flow (407M), providing more financial flexibility.
Bottom Line
ARGX scores higher overall (63/100 vs 41/100), backed by strong 30.5% margins and 73.0% revenue growth. ATRA offers better value entry with a 73.7% margin of safety. 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.
argenx NV ADR
HEALTHCARE · BIOTECHNOLOGY · USA
argenx SE, a clinical-phase biotechnology company, focuses on the development of antibody-based therapies for the treatment of autoimmune diseases, hematology and cancer. The company is headquartered in Breda, the Netherlands.
Atara Biotherapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Atara Biotherapeutics, Inc., a commercially available T-cell immunotherapy company, develops treatments for cancer patients, autoimmune and viral diseases in the United States. The company is headquartered in South San Francisco, California.
Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?