WallStSmart

argenx NV ADR (ARGX)vsCocrystal Pharma Inc (COCP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

argenx NV ADR generates 1610648% more annual revenue ($5.32B vs $330,000). ARGX leads profitability with a 32.3% profit margin vs 0.0%. ARGX earns a higher WallStSmart Score of 73/100 (B).

ARGX

Strong Buy

73

out of 100

Grade: B

Growth: 10.0Profit: 9.5Value: 6.7Quality: 8.5
Piotroski: 3/9Altman Z: 4.92

COCP

Avoid

21

out of 100

Grade: F

Growth: 5.7Profit: 2.5Value: 6.7Quality: 3.5
Piotroski: 2/9Altman Z: -50.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARGXUndervalued (+64.8%)

Margin of Safety

+64.8%

Fair Value

$2371.09

Current Price

$984.39

$1386.70 discount

UndervaluedFair: $2371.09Overvalued
COCPUndervalued (+59.7%)

Margin of Safety

+59.7%

Fair Value

$2.37

Current Price

$1.24

$1.13 discount

UndervaluedFair: $2.37Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARGX6 strengths · Avg: 10.0/10
Return on EquityProfitability
30.8%10/10

Every $100 of equity generates 31 in profit

Profit MarginProfitability
32.3%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Revenue GrowthGrowth
59.3%10/10

Revenue surging 59.3% year-over-year

EPS GrowthGrowth
95.2%10/10

Earnings expanding 95.2% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

COCP1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
26.9%8/10

Revenue surging 26.9% year-over-year

Areas to Watch

ARGX3 concerns · Avg: 3.0/10
P/E RatioValuation
39.4x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
183.0x2/10

Trading at 183.0x book value

COCP4 concerns · Avg: 3.5/10
Price/BookValuation
15.5x4/10

Trading at 15.5x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$23.89M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : ARGX

The strongest argument for ARGX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.3% and operating margin at 32.0%. Revenue growth of 59.3% demonstrates continued momentum.

Bull Case : COCP

The strongest argument for COCP centers on Revenue Growth. Revenue growth of 26.9% demonstrates continued momentum.

Bear Case : ARGX

The primary concerns for ARGX are P/E Ratio, Piotroski F-Score, Price/Book.

Bear Case : COCP

The primary concerns for COCP are Price/Book, EPS Growth, Market Cap.

Key Dynamics to Monitor

COCP carries more volatility with a beta of 1.48 — expect wider price swings.

ARGX is growing revenue faster at 59.3% — sustainability is the question.

ARGX generates stronger free cash flow (749M), providing more financial flexibility.

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

Bottom Line

ARGX scores higher overall (73/100 vs 21/100), backed by strong 32.3% margins and 59.3% revenue growth. COCP offers better value entry with a 59.7% margin of safety. Both earn "Strong 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.

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.

Cocrystal Pharma Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Cocrystal Pharma, Inc., a biotechnology company, is focused on the discovery and development of antiviral therapeutic treatments for serious and / or chronic viral diseases. The company is headquartered in Bothell, Washington.

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