Arcutis Biotherapeutics Inc (ARQT)vsBeiGene, Ltd. (ONC)
ARQT
Arcutis Biotherapeutics Inc
$27.99
+0.47%
HEALTHCARE · Cap: $3.56B
ONC
BeiGene, Ltd.
$322.08
-1.57%
HEALTHCARE · Cap: $34.29B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 1281% more annual revenue ($5.74B vs $415.62M). ONC leads profitability with a 8.9% profit margin vs -0.6%. ONC earns a higher WallStSmart Score of 54/100 (C-).
ARQT
Avoid30
out of 100
Grade: F
ONC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.8%
Fair Value
$125.21
Current Price
$27.99
$97.22 discount
Margin of Safety
+81.1%
Fair Value
$1857.02
Current Price
$322.08
$1534.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 60.1% year-over-year
Revenue surging 35.5% year-over-year
Earnings expanding 16971.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 18.4x book value
0.0% earnings growth
Weak financial health signals
ROE of -1.3% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ARQT
The strongest argument for ARQT centers on Revenue Growth. Revenue growth of 60.1% demonstrates continued momentum.
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 : ARQT
The primary concerns for ARQT are Price/Book, EPS Growth, 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
ARQT carries more volatility with a beta of 1.48 — expect wider price swings.
ARQT is growing revenue faster at 60.1% — sustainability is the question.
ONC generates stronger free cash flow (161M), providing more financial flexibility.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONC scores higher overall (54/100 vs 30/100) and 35.5% revenue growth. ARQT offers better value entry with a 78.8% 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.
Arcutis Biotherapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Arcutis Biotherapeutics, Inc., a biopharmaceutical company, focuses on developing and commercializing treatments for dermatological diseases. The company is headquartered in Westlake Village, California.
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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