Codexis Inc (CDXS)vsBeiGene, Ltd. (ONC)
CDXS
Codexis Inc
$1.67
+3.73%
HEALTHCARE · Cap: $145.39M
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 7491% more annual revenue ($5.34B vs $70.39M). ONC leads profitability with a 5.4% profit margin vs -62.5%. CDXS earns a higher WallStSmart Score of 47/100 (D+).
CDXS
Hold47
out of 100
Grade: D+
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDXS.
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
Strong operational efficiency at 35.9%
Revenue surging 81.3% year-over-year
Reasonable price relative to book value
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -74.9% — below average capital efficiency
Currently unprofitable
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 : CDXS
The strongest argument for CDXS centers on Operating Margin, Revenue Growth, Price/Book. Revenue growth of 81.3% 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 : CDXS
The primary concerns for CDXS are EPS Growth, Market Cap, Return on Equity.
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
CDXS carries more volatility with a beta of 2.50 — expect wider price swings.
CDXS is growing revenue faster at 81.3% — 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
CDXS scores higher overall (47/100 vs 42/100) and 81.3% 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.
Codexis Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Codexis, Inc. discovers, develops and sells biocatalysts. The company is headquartered in Redwood City, 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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