WallStSmart

argenx NV ADR (ARGX)vsWalmart Inc. (WMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walmart Inc. generates 14938% more annual revenue ($713.16B vs $4.74B). ARGX leads profitability with a 31.4% profit margin vs 3.1%. ARGX appears more attractively valued with a PEG of 1.30. ARGX earns a higher WallStSmart Score of 75/100 (B).

ARGX

Strong Buy

75

out of 100

Grade: B

Growth: 10.0Profit: 9.0Value: 6.7Quality: 6.0
Piotroski: 3/9

WMT

Hold

43

out of 100

Grade: D

Growth: 4.7Profit: 5.5Value: 2.7Quality: 6.0
Piotroski: 4/9Altman Z: 3.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARGXUndervalued (+64.4%)

Margin of Safety

+64.4%

Fair Value

$2344.11

Current Price

$782.17

$1561.94 discount

UndervaluedFair: $2344.11Overvalued
WMTSignificantly Overvalued (-90.0%)

Margin of Safety

-90.0%

Fair Value

$68.54

Current Price

$130.43

$61.89 premium

UndervaluedFair: $68.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARGX5 strengths · Avg: 9.8/10
Profit MarginProfitability
31.4%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Revenue GrowthGrowth
62.6%10/10

Revenue surging 62.6% year-over-year

EPS GrowthGrowth
114.0%10/10

Earnings expanding 114.0% YoY

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

WMT4 strengths · Avg: 9.3/10
Market CapQuality
$1.04T10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.6210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Free Cash FlowQuality
$6.10B8/10

Generating 6.1B in free cash flow

Areas to Watch

ARGX3 concerns · Avg: 3.0/10
P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
165.4x2/10

Trading at 165.4x book value

WMT4 concerns · Avg: 3.0/10
Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

PEG RatioValuation
4.872/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ARGX

The strongest argument for ARGX centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.4% and operating margin at 30.0%. Revenue growth of 62.6% demonstrates continued momentum.

Bull Case : WMT

The strongest argument for WMT centers on Market Cap, Altman Z-Score, Return on Equity.

Bear Case : ARGX

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

Bear Case : WMT

The primary concerns for WMT are Price/Book, Profit Margin, Operating Margin. A P/E of 47.7x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

WMT carries more volatility with a beta of 0.65 — expect wider price swings.

ARGX is growing revenue faster at 62.6% — sustainability is the question.

WMT generates stronger free cash flow (6.1B), providing more financial flexibility.

Bottom Line

ARGX scores higher overall (75/100 vs 43/100), backed by strong 31.4% margins and 62.6% revenue growth. Both earn "Strong 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.

Walmart Inc.

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas. It also owns and operates Sam's Club retail warehouses.

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