BeiGene, Ltd. (ONC)vsSarepta Therapeutics Inc (SRPT)
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
SRPT
Sarepta Therapeutics Inc
$23.77
+34.98%
HEALTHCARE · Cap: $2.50B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 143% more annual revenue ($5.34B vs $2.20B). ONC leads profitability with a 5.4% profit margin vs -32.5%. SRPT earns a higher WallStSmart Score of 45/100 (D).
ONC
Hold42
out of 100
Grade: D
SRPT
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1983.5%
Fair Value
$16.86
Current Price
$283.45
$266.59 premium
Intrinsic value data unavailable for SRPT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Earnings expanding 2664.0% YoY
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
ROE of 7.5% — below average capital efficiency
5.4% margin — thin
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
ROE of -53.5% — below average capital efficiency
Revenue declined 32.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ONC
The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.
Bull Case : SRPT
The strongest argument for SRPT centers on EPS Growth, Price/Book.
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.
Bear Case : SRPT
The primary concerns for SRPT are Piotroski F-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
ONC profiles as a hypergrowth stock while SRPT is a turnaround 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
SRPT scores higher overall (45/100 vs 42/100). Both earn "Hold" 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.
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 →Sarepta Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Sarepta Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery and development of RNA-targeted therapies, gene therapy, and other genetic therapeutic modalities for the treatment of rare diseases. The company is headquartered in Cambridge, Massachusetts.
Visit Website →Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?