Krystal Biotech Inc (KRYS)vsBeiGene, Ltd. (ONC)
KRYS
Krystal Biotech Inc
$350.88
+5.10%
HEALTHCARE · Cap: $9.88B
ONC
BeiGene, Ltd.
$368.08
+0.66%
HEALTHCARE · Cap: $39.69B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 1291% more annual revenue ($6.13B vs $440.48M). KRYS leads profitability with a 54.8% profit margin vs 10.7%. KRYS trades at a lower P/E of 41.9x. KRYS earns a higher WallStSmart Score of 65/100 (C+).
KRYS
Buy65
out of 100
Grade: C+
ONC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KRYS.
Margin of Safety
+80.0%
Fair Value
$1758.06
Current Price
$368.08
$1389.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.1% year-over-year
Earnings expanding 38.8% YoY
Earnings expanding 166.7% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 29.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.0x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 54.8% and operating margin at 49.0%. Revenue growth of 24.1% 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 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : KRYS
The primary concerns for KRYS are P/E Ratio. A P/E of 41.9x leaves little room for execution misses.
Bear Case : ONC
The primary concerns for ONC are Price/Book, P/E Ratio, Altman Z-Score. A P/E of 62.9x leaves little room for execution misses.
Key Dynamics to Monitor
KRYS carries more volatility with a beta of 0.54 — expect wider price swings.
ONC is growing revenue faster at 29.6% — 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
KRYS scores higher overall (65/100 vs 64/100), backed by strong 54.8% margins and 24.1% revenue growth. ONC offers better value entry with a 80.0% margin of safety. Both earn "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.
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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