BeiGene, Ltd. (ONC)vsRevolution Medicines Inc (RVMD)
ONC
BeiGene, Ltd.
$368.08
+0.66%
HEALTHCARE · Cap: $39.69B
RVMD
Revolution Medicines Inc
$192.86
+0.05%
HEALTHCARE · Cap: $41.32B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 825906% more annual revenue ($6.13B vs $742,000). ONC leads profitability with a 10.7% profit margin vs 0.0%. ONC earns a higher WallStSmart Score of 64/100 (C+).
ONC
Buy64
out of 100
Grade: C+
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.0%
Fair Value
$1758.06
Current Price
$368.08
$1389.98 discount
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 166.7% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 29.6% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.0x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 15.9x book value
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : RVMD
The strongest argument for RVMD centers on Debt/Equity.
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.
Bear Case : RVMD
The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
ONC profiles as a growth stock while RVMD is a value play — different risk/reward profiles.
RVMD carries more volatility with a beta of 1.41 — 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.
Bottom Line
ONC scores higher overall (64/100 vs 24/100) and 29.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →Revolution Medicines Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.
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