WallStSmart

Bolt Biotherapeutics (BOLT)vsBeiGene, Ltd. (ONC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 69335% more annual revenue ($5.34B vs $7.70M). ONC leads profitability with a 5.4% profit margin vs 0.0%. ONC earns a higher WallStSmart Score of 42/100 (D).

BOLT

Hold

42

out of 100

Grade: D

Growth: 7.3Profit: 2.5Value: 5.0Quality: 6.5
Piotroski: 3/9Altman Z: -5.85

ONC

Hold

42

out of 100

Grade: D

Growth: 8.0Profit: 5.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BOLT.

ONCSignificantly Overvalued (-1983.5%)

Margin of Safety

-1983.5%

Fair Value

$16.86

Current Price

$283.45

$266.59 premium

UndervaluedFair: $16.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BOLT2 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
90.1%10/10

Revenue surging 90.1% year-over-year

ONC2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
32.8%10/10

Revenue surging 32.8% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Areas to Watch

BOLT4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$9.14M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

ONC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

P/E RatioValuation
111.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : BOLT

The strongest argument for BOLT centers on Price/Book, Revenue Growth. Revenue growth of 90.1% demonstrates continued momentum.

Bull Case : ONC

The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.

Bear Case : BOLT

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

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

BOLT carries more volatility with a beta of 0.87 — expect wider price swings.

BOLT is growing revenue faster at 90.1% — sustainability is the question.

ONC generates stronger free cash flow (131M), providing more financial flexibility.

Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BOLT scores higher overall (42/100 vs 42/100) and 90.1% revenue growth. Both earn "Hold" 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.

Bolt Biotherapeutics

HEALTHCARE · BIOTECHNOLOGY · USA

Bolt Biotherapeutics, Inc., a clinical-stage immuno-oncology company, is dedicated to the discovery, development and commercialization of pharmaceutical products. The company is headquartered in Redwood city, California.

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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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