Amicus Therapeutics Inc (FOLD)vsBeiGene, Ltd. (ONC)
FOLD
Amicus Therapeutics Inc
$14.49
0.00%
HEALTHCARE · Cap: $4.55B
ONC
BeiGene, Ltd.
$348.27
+5.60%
HEALTHCARE · Cap: $34.29B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 805% more annual revenue ($5.74B vs $634.21M). ONC leads profitability with a 8.9% profit margin vs -4.3%. ONC earns a higher WallStSmart Score of 54/100 (C-).
FOLD
Avoid30
out of 100
Grade: F
ONC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FOLD.
Margin of Safety
+81.0%
Fair Value
$1847.00
Current Price
$348.27
$1498.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 23.7% year-over-year
Revenue surging 35.5% year-over-year
Earnings expanding 16971.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 16.5x book value
Elevated debt levels
Weak financial health signals
ROE of -9.9% — below average capital efficiency
Trading at 8.1x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FOLD
The strongest argument for FOLD centers on Revenue Growth. Revenue growth of 23.7% demonstrates continued momentum.
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 : FOLD
The primary concerns for FOLD are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : ONC
The primary concerns for ONC are Price/Book, P/E Ratio, Altman Z-Score. A P/E of 74.6x leaves little room for execution misses.
Key Dynamics to Monitor
FOLD profiles as a growth stock while ONC is a hypergrowth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.49 — 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
ONC scores higher overall (54/100 vs 30/100) and 35.5% 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.
Amicus Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Amicus Therapeutics, Inc., a biotechnology company, focuses on discovering, developing and delivering drugs for people living with rare metabolic diseases. The company is headquartered in Philadelphia, Pennsylvania.
Visit Website →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.
Visit Website →Compare with Other BIOTECHNOLOGY Stocks
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