Biomarin Pharmaceutical Inc (BMRN)vsBeiGene, Ltd. (ONC)
BMRN
Biomarin Pharmaceutical Inc
$55.59
+2.77%
HEALTHCARE · Cap: $10.40B
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 66% more annual revenue ($5.34B vs $3.22B). BMRN leads profitability with a 10.8% profit margin vs 5.4%. BMRN trades at a lower P/E of 30.1x. BMRN earns a higher WallStSmart Score of 75/100 (B).
BMRN
Strong Buy75
out of 100
Grade: B
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.4%
Fair Value
$84.24
Current Price
$55.59
$28.65 discount
Margin of Safety
-1983.5%
Fair Value
$16.86
Current Price
$283.45
$266.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 124.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 22.5%
17.0% revenue growth
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 5.9% — below average capital efficiency
Weak financial health signals
0.0% earnings growth
ROE of 7.5% — below average capital efficiency
5.4% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BMRN
The strongest argument for BMRN centers on EPS Growth, PEG Ratio, Price/Book. Revenue growth of 17.0% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bear Case : BMRN
The primary concerns for BMRN are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : ONC
The primary concerns for ONC are EPS Growth, Return on Equity, Profit Margin. A P/E of 111.0x leaves little room for execution misses.
Key Dynamics to Monitor
BMRN profiles as a growth stock while ONC is a hypergrowth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.52 — expect wider price swings.
ONC is growing revenue faster at 32.8% — sustainability is the question.
ONC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
BMRN scores higher overall (75/100 vs 42/100) and 17.0% 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.
Biomarin Pharmaceutical Inc
HEALTHCARE · BIOTECHNOLOGY · USA
BioMarin Pharmaceutical Inc. develops and markets therapies for people with rare diseases and serious and life-threatening medical conditions. The company is headquartered in San Rafael, 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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