Ligand Pharmaceuticals Incorporated (LGND)vsBeiGene, Ltd. (ONC)
LGND
Ligand Pharmaceuticals Incorporated
$204.81
-2.70%
HEALTHCARE · Cap: $4.08B
ONC
BeiGene, Ltd.
$275.28
-2.63%
HEALTHCARE · Cap: $32.42B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 1893% more annual revenue ($5.34B vs $268.09M). LGND leads profitability with a 46.4% profit margin vs 5.4%. LGND trades at a lower P/E of 33.5x. LGND earns a higher WallStSmart Score of 71/100 (B).
LGND
Strong Buy71
out of 100
Grade: B
ONC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.1%
Fair Value
$286.42
Current Price
$204.81
$81.61 discount
Margin of Safety
-1999.6%
Fair Value
$16.73
Current Price
$275.28
$258.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 33.6%
Revenue surging 39.4% year-over-year
Earnings expanding 103.2% YoY
Safe zone — low bankruptcy risk
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
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 : LGND
The strongest argument for LGND centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 46.4% and operating margin at 33.6%. Revenue growth of 39.4% 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 : LGND
The primary concerns for LGND are PEG Ratio, P/E Ratio.
Bear Case : ONC
The primary concerns for ONC are EPS Growth, Return on Equity, Profit Margin. A P/E of 114.8x leaves little room for execution misses.
Key Dynamics to Monitor
LGND profiles as a growth stock while ONC is a hypergrowth play — different risk/reward profiles.
LGND carries more volatility with a beta of 1.03 — expect wider price swings.
LGND is growing revenue faster at 39.4% — sustainability is the question.
ONC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
LGND scores higher overall (71/100 vs 42/100), backed by strong 46.4% margins and 39.4% revenue growth. Both earn "Strong 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.
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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