WallStSmart

argenx NV ADR (ARGX)vsRAPT Therapeutics Inc (RAPT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ARGX leads profitability with a 30.4% profit margin vs 0.0%. ARGX earns a higher WallStSmart Score of 63/100 (C+).

ARGX

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

RAPT

Avoid

21

out of 100

Grade: F

Growth: 3.7Profit: 3.0Value: 5.0Quality: 6.5
Piotroski: 2/9Altman Z: -2.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARGXSignificantly Overvalued (-527.8%)

Margin of Safety

-527.8%

Fair Value

$132.94

Current Price

$663.93

$530.99 premium

UndervaluedFair: $132.94Overvalued

Intrinsic value data unavailable for RAPT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARGX5 strengths · Avg: 9.0/10
Profit MarginProfitability
30.4%10/10

Keeps 30 of every $100 in revenue as profit

Revenue GrowthGrowth
74.6%10/10

Revenue surging 74.6% year-over-year

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

PEG RatioValuation
0.878/10

Growing faster than its price suggests

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

RAPT1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

ARGX3 concerns · Avg: 3.0/10
P/E RatioValuation
36.0x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-32.0%2/10

Earnings declined 32.0%

RAPT4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.68B3/10

Smaller company, higher risk/reward

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 : ARGX

The strongest argument for ARGX centers on Profit Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 30.4% and operating margin at 28.1%. Revenue growth of 74.6% demonstrates continued momentum.

Bull Case : RAPT

The strongest argument for RAPT centers on Debt/Equity.

Bear Case : ARGX

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

Bear Case : RAPT

The primary concerns for RAPT are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

ARGX profiles as a growth stock while RAPT is a value play — different risk/reward profiles.

RAPT carries more volatility with a beta of 0.44 — expect wider price swings.

ARGX is growing revenue faster at 74.6% — sustainability is the question.

ARGX generates stronger free cash flow (407M), providing more financial flexibility.

Bottom Line

ARGX scores higher overall (63/100 vs 21/100), backed by strong 30.4% margins and 74.6% revenue growth. 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.

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.

RAPT Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

RAPT Therapeutics, Inc., a clinical-stage immunology-based biopharmaceutical company, focuses on discovering, developing and commercializing oral small molecule therapies for patients with unmet needs in oncology and inflammatory diseases. The company is headquartered in South San Francisco, California.

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