Biomarin Pharmaceutical Inc (BMRN)vsVertex Pharmaceuticals Inc (VRTX)
BMRN
Biomarin Pharmaceutical Inc
$65.68
+0.26%
HEALTHCARE · Cap: $12.51B
VRTX
Vertex Pharmaceuticals Inc
$515.44
+0.17%
HEALTHCARE · Cap: $130.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertex Pharmaceuticals Inc generates 269% more annual revenue ($12.59B vs $3.41B). VRTX leads profitability with a 35.0% profit margin vs 2.1%. BMRN appears more attractively valued with a PEG of 0.39. VRTX earns a higher WallStSmart Score of 64/100 (C+).
BMRN
Buy56
out of 100
Grade: C
VRTX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.4%
Fair Value
$179.58
Current Price
$65.68
$113.90 discount
Margin of Safety
+46.5%
Fair Value
$963.47
Current Price
$515.44
$448.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 21.2%
19.9% revenue growth
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 38.1%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Areas to Watch
ROE of 1.1% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BMRN
The strongest argument for BMRN centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 19.9% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : VRTX
The strongest argument for VRTX centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.0% and operating margin at 38.1%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : BMRN
The primary concerns for BMRN are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 174.7x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : VRTX
The primary concerns for VRTX are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BMRN profiles as a growth stock while VRTX is a mature play — different risk/reward profiles.
VRTX carries more volatility with a beta of 0.32 — expect wider price swings.
BMRN is growing revenue faster at 19.9% — sustainability is the question.
VRTX generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
VRTX scores higher overall (64/100 vs 56/100), backed by strong 35.0% margins and 12.5% revenue growth. BMRN offers better value entry with a 66.4% margin of safety. Both earn "Buy" and "Buy" 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.
Vertex Pharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Vertex Pharmaceuticals, Inc. is an American biopharmaceutical company based in Boston, Massachusetts.
Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?