Ginkgo Bioworks Holdings (DNA)vsBeiGene, Ltd. (ONC)
DNA
Ginkgo Bioworks Holdings
$7.17
+2.58%
HEALTHCARE · Cap: $415.51M
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 3040% more annual revenue ($5.34B vs $170.16M). ONC leads profitability with a 5.4% profit margin vs -1.8%. ONC earns a higher WallStSmart Score of 42/100 (D).
DNA
Avoid33
out of 100
Grade: F
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DNA.
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
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 -51.1% — below average capital efficiency
Revenue declined 23.8%
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 : DNA
The strongest argument for DNA centers on Price/Book.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bear Case : DNA
The primary concerns for DNA 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
DNA profiles as a turnaround stock while ONC is a hypergrowth play — different risk/reward profiles.
DNA carries more volatility with a beta of 1.59 — expect wider price swings.
ONC is growing revenue faster at 32.8% — sustainability is the question.
ONC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
ONC scores higher overall (42/100 vs 33/100) and 32.8% revenue growth. Both earn "Hold" 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.
Ginkgo Bioworks Holdings
HEALTHCARE · BIOTECHNOLOGY · USA
Ginkgo Bioworks Holdings (DNA) is a pioneering leader in the synthetic biology sector, utilizing advanced genetic engineering technologies to create customized bioengineered organisms for applications in pharmaceuticals, agriculture, and industrial biotech. Its proprietary platform significantly enhances cellular design for manufacturing, streamlining product development and production processes. Dedicated to addressing global challenges such as climate change and food security, Ginkgo is strategically positioned to influence a wide array of industries while driving sustainable innovation. With its commitment to bio-based solutions, the company is poised for robust growth in a rapidly evolving biotech landscape.
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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