BeiGene, Ltd. (ONC)vsVericel Corp Ord (VCEL)
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
VCEL
Vericel Corp Ord
$31.44
-4.96%
HEALTHCARE · Cap: $1.68B
Smart Verdict
WallStSmart Research — data-driven comparison
BeiGene, Ltd. generates 1834% more annual revenue ($5.34B vs $276.26M). VCEL leads profitability with a 6.0% profit margin vs 5.4%. VCEL trades at a lower P/E of 103.4x. VCEL earns a higher WallStSmart Score of 50/100 (C-).
ONC
Hold42
out of 100
Grade: D
VCEL
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1983.5%
Fair Value
$16.86
Current Price
$283.45
$266.59 premium
Margin of Safety
-192.2%
Fair Value
$11.85
Current Price
$31.44
$19.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Strong operational efficiency at 24.1%
Revenue surging 23.3% year-over-year
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
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
6.0% margin — thin
Weak financial health signals
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 : VCEL
The strongest argument for VCEL centers on Operating Margin, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
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 : VCEL
The primary concerns for VCEL are Market Cap, Return on Equity, Profit Margin. A P/E of 103.4x leaves little room for execution misses.
Key Dynamics to Monitor
ONC profiles as a hypergrowth stock while VCEL is a growth play — different risk/reward profiles.
VCEL carries more volatility with a beta of 1.19 — 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
VCEL scores higher overall (50/100 vs 42/100) and 23.3% revenue growth. Both earn "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.
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 →Vericel Corp Ord
HEALTHCARE · BIOTECHNOLOGY · USA
Vericel Corporation, a commercial-stage biopharmaceutical company, researches, develops, manufactures, and distributes cell therapies for the sports medicine and severe burn care markets in the United States. The company is headquartered in Cambridge, Massachusetts.
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