WallStSmart

Harmony Biosciences Holdings (HRMY)vsBeiGene, Ltd. (ONC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 539% more annual revenue ($6.13B vs $959.90M). HRMY leads profitability with a 18.9% profit margin vs 10.7%. HRMY trades at a lower P/E of 13.5x. HRMY earns a higher WallStSmart Score of 75/100 (B).

HRMY

Strong Buy

75

out of 100

Grade: B

Growth: 10.0Profit: 8.5Value: 6.0Quality: 8.5
Piotroski: 3/9Altman Z: 3.37

ONC

Buy

64

out of 100

Grade: C+

Growth: 9.3Profit: 6.5Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HRMY.

ONCUndervalued (+80.1%)

Margin of Safety

+80.1%

Fair Value

$1767.21

Current Price

$346.51

$1420.70 discount

UndervaluedFair: $1767.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HRMY6 strengths · Avg: 9.5/10
Operating MarginProfitability
34.2%10/10

Strong operational efficiency at 34.2%

Revenue GrowthGrowth
30.3%10/10

Revenue surging 30.3% year-over-year

EPS GrowthGrowth
88.2%10/10

Earnings expanding 88.2% YoY

Altman Z-ScoreHealth
3.3710/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.5x8/10

Attractively priced relative to earnings

ONC4 strengths · Avg: 8.8/10
EPS GrowthGrowth
166.7%10/10

Earnings expanding 166.7% YoY

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.778/10

Growing faster than its price suggests

Revenue GrowthGrowth
29.6%8/10

Revenue surging 29.6% year-over-year

Areas to Watch

HRMY1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

ONC2 concerns · Avg: 2.0/10
P/E RatioValuation
64.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.752/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HRMY

The strongest argument for HRMY centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.9% and operating margin at 34.2%. Revenue growth of 30.3% 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 : HRMY

The primary concerns for HRMY are Piotroski F-Score.

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

HRMY carries more volatility with a beta of 0.93 — expect wider price swings.

HRMY is growing revenue faster at 30.3% — sustainability is the question.

ONC generates stronger free cash flow (596M), providing more financial flexibility.

Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HRMY scores higher overall (75/100 vs 64/100), backed by strong 18.9% margins and 30.3% revenue growth. ONC offers better value entry with a 80.1% margin of safety. Both earn "Strong 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.

Harmony Biosciences Holdings

HEALTHCARE · BIOTECHNOLOGY · USA

Harmony Biosciences Holdings, Inc., a commercial-stage pharmaceutical company, develops and markets therapies for patients with rare neurological disorders. The company is headquartered in Plymouth Meeting, Pennsylvania.

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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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