WallStSmart

Kiniksa Pharmaceuticals Ltd (KNSA)vsTeva Pharma Industries Ltd ADR (TEVA)

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Smart Verdict

WallStSmart Research — data-driven comparison

Teva Pharma Industries Ltd ADR generates 1959% more annual revenue ($17.32B vs $840.85M). KNSA leads profitability with a 9.6% profit margin vs 4.1%. TEVA trades at a lower P/E of 61.3x. KNSA earns a higher WallStSmart Score of 53/100 (C-).

KNSA

Buy

53

out of 100

Grade: C-

Growth: 10.0Profit: 6.5Value: 5.7Quality: 8.5
Piotroski: 4/9Altman Z: 2.77

TEVA

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.0Quality: 3.5
Piotroski: 6/9Altman Z: 0.28
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KNSAUndervalued (+77.8%)

Margin of Safety

+77.8%

Fair Value

$202.69

Current Price

$76.27

$126.42 discount

UndervaluedFair: $202.69Overvalued

Intrinsic value data unavailable for TEVA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KNSA3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
55.4%10/10

Revenue surging 55.4% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
30.4%8/10

Earnings expanding 30.4% YoY

TEVA2 strengths · Avg: 9.0/10
EPS GrowthGrowth
72.2%10/10

Earnings expanding 72.2% YoY

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Areas to Watch

KNSA2 concerns · Avg: 3.0/10
Price/BookValuation
9.1x4/10

Trading at 9.1x book value

P/E RatioValuation
79.3x2/10

Premium valuation, high expectations priced in

TEVA4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.1%3/10

4.1% margin — thin

Operating MarginProfitability
4.0%3/10

Operating margin of 4.0%

P/E RatioValuation
61.3x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-0.8%2/10

Revenue declined 0.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : KNSA

The strongest argument for KNSA centers on Revenue Growth, Debt/Equity, EPS Growth. Revenue growth of 55.4% demonstrates continued momentum.

Bull Case : TEVA

The strongest argument for TEVA centers on EPS Growth, PEG Ratio. PEG of 0.67 suggests the stock is reasonably priced for its growth.

Bear Case : KNSA

The primary concerns for KNSA are Price/Book, P/E Ratio. A P/E of 79.3x leaves little room for execution misses.

Bear Case : TEVA

The primary concerns for TEVA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 61.3x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.

Key Dynamics to Monitor

KNSA profiles as a hypergrowth stock while TEVA is a value play — different risk/reward profiles.

TEVA carries more volatility with a beta of 0.87 — expect wider price swings.

KNSA is growing revenue faster at 55.4% — sustainability is the question.

TEVA generates stronger free cash flow (307M), providing more financial flexibility.

Bottom Line

KNSA scores higher overall (53/100 vs 49/100) and 55.4% revenue growth. 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.

Kiniksa Pharmaceuticals Ltd

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Kiniksa Pharmaceuticals Ltd. (KNSA) is an innovative biopharmaceutical company focused on developing breakthrough therapies to address pressing unmet medical needs, particularly in the realm of autoimmune disorders. Its flagship candidate, KPL-404, is a monoclonal antibody designed to effectively modulate immune responses, positioning Kiniksa at the forefront of promising therapeutic advancements. The company boasts a strong clinical pipeline supported by strategic partnerships that enhance its research and development capabilities. With a dedication to transforming treatment paradigms and a robust growth trajectory, Kiniksa represents an attractive opportunity for institutional investors seeking impactful investments in the evolving healthcare landscape.

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Teva Pharma Industries Ltd ADR

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Teva Pharmaceutical Industries Limited, a pharmaceutical company, develops, manufactures, markets, and distributes generic drugs, specialty drugs, and biopharmaceuticals in North America, Europe, and internationally. The company is headquartered in Petach Tikva, Israel.

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