WallStSmart

CureVac NV (CVAC)vsBeiGene, Ltd. (ONC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 8013% more annual revenue ($5.74B vs $70.74M). CVAC leads profitability with a 182.1% profit margin vs 8.9%. CVAC trades at a lower P/E of 7.0x. CVAC earns a higher WallStSmart Score of 56/100 (C).

CVAC

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 9.5Value: 8.3Quality: 7.8
Piotroski: 5/9Altman Z: 3.62

ONC

Buy

54

out of 100

Grade: C-

Growth: 10.0Profit: 6.5Value: 5.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CVACUndervalued (+63.5%)

Margin of Safety

+63.5%

Fair Value

$12.77

Current Price

$4.66

$8.11 discount

UndervaluedFair: $12.77Overvalued
ONCUndervalued (+81.1%)

Margin of Safety

+81.1%

Fair Value

$1857.02

Current Price

$327.21

$1529.81 discount

UndervaluedFair: $1857.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVAC6 strengths · Avg: 9.8/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
182.1%10/10

Keeps 182 of every $100 in revenue as profit

Operating MarginProfitability
573.0%10/10

Strong operational efficiency at 573.0%

Altman Z-ScoreHealth
3.6210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

ONC3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
35.5%10/10

Revenue surging 35.5% year-over-year

EPS GrowthGrowth
16971.0%10/10

Earnings expanding 16971.0% YoY

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

Areas to Watch

CVAC2 concerns · Avg: 2.5/10
Market CapQuality
$1.05B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-89.0%2/10

Revenue declined 89.0%

ONC2 concerns · Avg: 2.0/10
P/E RatioValuation
74.6x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.752/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CVAC

The strongest argument for CVAC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 182.1% and operating margin at 573.0%.

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 : CVAC

The primary concerns for CVAC are Market Cap, Revenue Growth.

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

CVAC profiles as a declining stock while ONC is a hypergrowth play — different risk/reward profiles.

CVAC carries more volatility with a beta of 1.84 — expect wider price swings.

ONC is growing revenue faster at 35.5% — sustainability is the question.

ONC generates stronger free cash flow (161M), providing more financial flexibility.

Bottom Line

CVAC scores higher overall (56/100 vs 54/100), backed by strong 182.1% margins. ONC offers better value entry with a 81.1% 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.

CureVac NV

HEALTHCARE · BIOTECHNOLOGY · USA

CureVac NV, a clinical-stage biopharmaceutical company, is focused on developing various transformative drugs based on messenger ribonucleic acid (mRNA). The company is headquartered in Tbingen, Germany.

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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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