Krystal Biotech Inc (KRYS)vsBeiGene, Ltd. (ONC)
KRYS
Krystal Biotech Inc
$254.95
+3.18%
HEALTHCARE · Cap: $7.22B
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 1273% more annual revenue ($5.34B vs $389.13M). KRYS leads profitability with a 52.6% profit margin vs 5.4%. KRYS trades at a lower P/E of 36.1x. KRYS earns a higher WallStSmart Score of 57/100 (C).
KRYS
Buy57
out of 100
Grade: C
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.2%
Fair Value
$173.46
Current Price
$254.95
$81.49 premium
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
Keeps 53 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.5% revenue growth
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
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 : KRYS
The strongest argument for KRYS centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 52.6% and operating margin at 41.3%. Revenue growth of 17.5% demonstrates continued momentum.
Bull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bear Case : KRYS
The primary concerns for KRYS are P/E Ratio.
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
KRYS profiles as a growth stock while ONC is a hypergrowth play — different risk/reward profiles.
ONC carries more volatility with a beta of 0.52 — 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
KRYS scores higher overall (57/100 vs 42/100), backed by strong 52.6% margins and 17.5% 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.
Krystal Biotech Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Krystal Biotech, Inc., a clinical-stage biotechnology company, is dedicated to the field of redosable gene therapy to treat serious rare diseases in the United States. The company is headquartered in Pittsburgh, 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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