Ligand Pharmaceuticals Incorporated (LGND)vsBeiGene, Ltd. (ONC)
LGND
Ligand Pharmaceuticals Incorporated
$283.49
-0.43%
HEALTHCARE · Cap: $5.74B
ONC
BeiGene, Ltd.
$350.84
-0.74%
HEALTHCARE · Cap: $39.69B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 2009% more annual revenue ($6.13B vs $290.54M). LGND leads profitability with a 67.9% profit margin vs 10.7%. ONC appears more attractively valued with a PEG of 0.75. LGND earns a higher WallStSmart Score of 67/100 (B-).
LGND
Strong Buy67
out of 100
Grade: B-
ONC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.0%
Fair Value
$173.85
Current Price
$283.49
$109.64 premium
Margin of Safety
+80.1%
Fair Value
$1767.21
Current Price
$350.84
$1416.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 68 of every $100 in revenue as profit
Revenue surging 33.7% year-over-year
Earnings expanding 825.0% 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
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LGND
The strongest argument for LGND centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 67.9% and operating margin at 13.5%. Revenue growth of 33.7% 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 : LGND
The primary concerns for LGND are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : ONC
The primary concerns for ONC are P/E Ratio, Altman Z-Score. A P/E of 62.9x leaves little room for execution misses.
Key Dynamics to Monitor
LGND carries more volatility with a beta of 0.98 — expect wider price swings.
LGND is growing revenue faster at 33.7% — 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
LGND scores higher overall (67/100 vs 64/100), backed by strong 67.9% margins and 33.7% 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.
Ligand Pharmaceuticals Incorporated
HEALTHCARE · BIOTECHNOLOGY · USA
Ligand Pharmaceuticals Incorporated, a biopharmaceutical company, focuses on developing or acquiring technologies that help pharmaceutical companies discover and develop drugs globally. The company is headquartered in San Diego, California.
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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