BeiGene, Ltd. (ONC)vsWestinghouse Air Brake Technologies Corp (WAB)
ONC
BeiGene, Ltd.
$283.45
+2.81%
HEALTHCARE · Cap: $31.62B
WAB
Westinghouse Air Brake Technologies Corp
$248.32
+1.10%
INDUSTRIALS · Cap: $41.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 109% more annual revenue ($11.17B vs $5.34B). WAB leads profitability with a 10.5% profit margin vs 5.4%. WAB trades at a lower P/E of 36.0x. WAB earns a higher WallStSmart Score of 58/100 (C).
ONC
Hold42
out of 100
Grade: D
WAB
Buy58
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
-447.9%
Fair Value
$46.44
Current Price
$248.32
$201.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
No standout strengths identified
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
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Earnings declined 3.8%
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 : WAB
Revenue growth of 14.8% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
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 : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
ONC profiles as a hypergrowth stock while WAB is a value play — different risk/reward profiles.
WAB carries more volatility with a beta of 0.98 — expect wider price swings.
ONC is growing revenue faster at 32.8% — sustainability is the question.
WAB generates stronger free cash flow (870M), providing more financial flexibility.
Bottom Line
WAB scores higher overall (58/100 vs 42/100) and 14.8% 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 →Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
Visit Website →Compare with Other BIOTECHNOLOGY Stocks
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