WallStSmart

BeiGene, Ltd. (ONC)vsXOMA Corp (XOMA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BeiGene, Ltd. generates 10146% more annual revenue ($5.34B vs $52.15M). XOMA leads profitability with a 60.8% profit margin vs 5.4%. XOMA trades at a lower P/E of 38.3x. XOMA earns a higher WallStSmart Score of 57/100 (C).

ONC

Hold

42

out of 100

Grade: D

Growth: 8.0Profit: 5.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 0.26

XOMA

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 8.0Value: 5.7Quality: 7.0
Piotroski: 4/9Altman Z: -6.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ONCSignificantly Overvalued (-1983.5%)

Margin of Safety

-1983.5%

Fair Value

$16.86

Current Price

$283.45

$266.59 premium

UndervaluedFair: $16.86Overvalued
XOMASignificantly Overvalued (-356.3%)

Margin of Safety

-356.3%

Fair Value

$5.10

Current Price

$29.22

$24.12 premium

UndervaluedFair: $5.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ONC2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
32.8%10/10

Revenue surging 32.8% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

XOMA3 strengths · Avg: 10.0/10
Return on EquityProfitability
34.1%10/10

Every $100 of equity generates 34 in profit

Profit MarginProfitability
60.8%10/10

Keeps 61 of every $100 in revenue as profit

Revenue GrowthGrowth
57.9%10/10

Revenue surging 57.9% year-over-year

Areas to Watch

ONC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

P/E RatioValuation
111.0x2/10

Premium valuation, high expectations priced in

XOMA4 concerns · Avg: 3.0/10
P/E RatioValuation
38.3x4/10

Premium valuation, high expectations priced in

Market CapQuality
$355.52M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.223/10

Elevated debt levels

EPS GrowthGrowth
-47.8%2/10

Earnings declined 47.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : ONC

The strongest argument for ONC centers on Revenue Growth, Debt/Equity. Revenue growth of 32.8% demonstrates continued momentum.

Bull Case : XOMA

The strongest argument for XOMA centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 15.9%. Revenue growth of 57.9% 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 : XOMA

The primary concerns for XOMA are P/E Ratio, Market Cap, Debt/Equity.

Key Dynamics to Monitor

ONC profiles as a hypergrowth stock while XOMA is a growth play — different risk/reward profiles.

XOMA carries more volatility with a beta of 0.83 — expect wider price swings.

XOMA is growing revenue faster at 57.9% — sustainability is the question.

ONC generates stronger free cash flow (131M), providing more financial flexibility.

Bottom Line

XOMA scores higher overall (57/100 vs 42/100), backed by strong 60.8% margins and 57.9% 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.

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XOMA Corp

HEALTHCARE · BIOTECHNOLOGY · USA

XOMA Corporation, a biotech royalty aggregator, discovers and develops therapeutic candidates in the United States, Europe, and Asia Pacific. The company is headquartered in Emeryville, California.

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