Day One Biopharmaceuticals Inc (DAWN)vsBeiGene, Ltd. (ONC)
DAWN
Day One Biopharmaceuticals Inc
$21.53
0.00%
HEALTHCARE · Cap: $2.22B
ONC
BeiGene, Ltd.
$346.51
+1.38%
HEALTHCARE · Cap: $40.53B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 3775% more annual revenue ($6.13B vs $158.18M). ONC leads profitability with a 10.7% profit margin vs -67.8%. ONC earns a higher WallStSmart Score of 64/100 (C+).
DAWN
Avoid30
out of 100
Grade: F
ONC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DAWN.
Margin of Safety
+80.1%
Fair Value
$1767.21
Current Price
$346.51
$1420.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 83.9% year-over-year
Earnings expanding 166.7% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 29.6% year-over-year
Areas to Watch
0.0% earnings growth
ROE of -22.7% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DAWN
The strongest argument for DAWN centers on Revenue Growth. Revenue growth of 83.9% demonstrates continued momentum.
Bull Case : ONC
The strongest argument for ONC centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : DAWN
The primary concerns for DAWN are EPS Growth, Return on Equity, Free Cash Flow.
Bear Case : ONC
The primary concerns for ONC are P/E Ratio, Altman Z-Score. A P/E of 64.1x leaves little room for execution misses.
Key Dynamics to Monitor
DAWN profiles as a hypergrowth stock while ONC is a growth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.52 — expect wider price swings.
DAWN is growing revenue faster at 83.9% — sustainability is the question.
ONC generates stronger free cash flow (596M), providing more financial flexibility.
Bottom Line
ONC scores higher overall (64/100 vs 30/100) and 29.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Day One Biopharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Day One Biopharmaceuticals, Inc., a clinical-stage biopharmaceutical company, develops and markets targeted therapies for patients with genetically defined cancers. The company is headquartered in South San Francisco, 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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