WallStSmart

Evotec SE ADR (EVO)vsTakeda Pharmaceutical Co Ltd ADR (TAK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Takeda Pharmaceutical Co Ltd ADR generates 590197% more annual revenue ($4.46T vs $756.33M). TAK leads profitability with a 2.5% profit margin vs -21.0%. TAK appears more attractively valued with a PEG of 0.39. TAK earns a higher WallStSmart Score of 60/100 (C).

EVO

Hold

38

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 6.7Quality: 4.8
Piotroski: 3/9Altman Z: 0.42

TAK

Buy

60

out of 100

Grade: C

Growth: 4.7Profit: 4.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for EVO.

TAKSignificantly Overvalued (-77.5%)

Margin of Safety

-77.5%

Fair Value

$10.30

Current Price

$18.29

$7.99 premium

UndervaluedFair: $10.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EVO1 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

TAK4 strengths · Avg: 9.8/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$317.47B10/10

Generating 317.5B in free cash flow

Market CapQuality
$56.99B9/10

Large-cap with strong market position

Areas to Watch

EVO4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$870.54M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-18.0%2/10

ROE of -18.0% — below average capital efficiency

TAK4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

EPS GrowthGrowth
3.3%4/10

3.3% earnings growth

Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : EVO

The strongest argument for EVO centers on Price/Book. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bull Case : TAK

The strongest argument for TAK centers on PEG Ratio, Price/Book, Free Cash Flow. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bear Case : EVO

The primary concerns for EVO are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : TAK

The primary concerns for TAK are Revenue Growth, EPS Growth, Return on Equity. A P/E of 82.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

EVO profiles as a turnaround stock while TAK is a value play — different risk/reward profiles.

EVO carries more volatility with a beta of 1.12 — expect wider price swings.

TAK is growing revenue faster at 4.2% — sustainability is the question.

TAK generates stronger free cash flow (317.5B), providing more financial flexibility.

Bottom Line

TAK scores higher overall (60/100 vs 38/100). Both earn "Buy" 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.

Evotec SE ADR

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Evotec SE is a leading global biotechnology company based in Hamburg, Germany, renowned for its comprehensive drug discovery and development solutions tailored for the pharmaceutical and biotech industries. The firm utilizes a collaborative model, partnering with various stakeholders—ranging from established pharmaceutical companies to innovative academic institutions—to propel the advancement of therapeutic programs across numerous modalities, including small molecules, biologics, and cell therapies. With a robust pipeline of projects and a steadfast focus on enhancing patient outcomes, Evotec is well-positioned to capitalize on emerging opportunities in the biopharmaceutical sector, solidifying its pivotal role in driving healthcare innovation.

Takeda Pharmaceutical Co Ltd ADR

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.

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