BeiGene, Ltd. (ONC) Fair Value & Analysis
Healthcare · US · Market cap $28.0B · ISIN US07725L1026
What is BeiGene, Ltd. really worth?
BeiGene, Ltd.
ONC · US
A solid business, but trading 226% above our fair value of $111.35.
Strengths
Risks
Fair value as of: Aug 19, 2026
From 24 valuation models · updated 17 days ago
Share price +12.3% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A high-quality business (quality 70/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($150.93). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.
How to read this chart
60‑month range $121.11 – $403.14 · fair‑value band $83.91 – $150.93 · the $362.68 price screens above the $111.35 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.
Analysis
BeiGene, Ltd. (ONC) currently trades at $362.68, while our model-based Fair Value estimate is $111.35, implying the stock looks roughly 225.7% overvalued today. The Quality Score stands at 70/100 (solid quality), in the Healthcare sector. Bull case: the DCF Models group reads highest at a median of $197.11 per share, and 0 of the 24 models we run sit above the $362.68 price. Bear case: the Asset-Based group reads lowest at $30.79, and 24 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, BeiGene, Ltd. generated revenue of $5.7B at a net margin of 8.9%. Revenue grew 35.5% year over year. It earns a return on equity of 12.4%. The balance sheet holds a net cash position of $2.5B. Fundamentals as of Aug 19, 2026
Our scenario range runs from $83.91 (bear case) to $150.93 (bull case); at $362.68, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 52% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at −49% fair-value upside, at −69%, ONC screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $3.01 per share, which is 2.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($197.11) versus Asset-Based ($30.79). Highest evidence: FCF DCF (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 71 · Market factors (momentum, volatility) 66
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
BeOne Medicines AG, an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally.
Full company description
BeOne Medicines AG, an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally. The company's commercial stage products include BRUKINSA, a small molecule inhibitor of Bruton's Tyrosine Kinase (BTK) for the treatment of various blood cancers; TEVIMBRA, an anti-PD-1 antibody immunotherapy for the treatment of various solid tumor and blood cancers; SYLVANT for the treatment of adult patients with multicentric castleman disease; BAITUOWEI for patients with BC in premenopausal and perimenopausal women, and cancer; and PARTRUVIX for the treatment of various solid tumors. Its clinical stage products comprise Sonrotoclax BGB-11417, a small molecule Bcl-2 inhibitor; BGB-16673, a BTK targeting chimeric degradation activation compound active against wild type and mutant BTK; BG-60366, an EGFR-targeted CDAC; BG-89894 (SYH2039), a MAT2A Inhibitor; BGB-58067, an MTA-Cooperative PRMT5 Inhibitor; BG-T187 and BG-C0902, an anti-EGFRxMET trispecific antibody; BGB-26808, a HPK-1 Inhibitor; BGB-C354, an anti-B7H3 ADC; Zanidatamab, a bispecific HER2-targeted antibody; BG-C137, an anti-FGFR2b ADC; BGB-53038, a Pan-KRAS Inhibitor; BGB-B2033, an anti-GPC3x4-1BB bispecific antibody; BGB-B3227, an anti-MUC1xCD16A bispecific antibody; BG-C477, an anti-CEAADC; BGB-43395, a CDK4 Inhibitor; BG-68501, a CDK2 Inhibitor; BG-C9074, an anti-B7H4 ADC; BGB-21447, a Bcl-2 Inhibitor; and BGB-45035, an IRAK4-targeted CDAC. It also has various preclinical programs. The company has agreements Amgen, BMS, Bio-Thera, EUSA Pharma, Luye Pharmaceutical, and Novartis. The company was formerly known as BeiGene, Ltd. and changed its name to BeOne Medicines AG in May 2025. BeOne Medicines AG was founded in 2010 and is based in Basel, Switzerland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BeiGene, Ltd. reported revenue of $5.3B in FY2025 versus $1.2B in FY2021, a compound +46.0%/yr. Reported net income was $287M in FY2025.
ONC screens 226% overvalued. Compare with Vertex Pharmaceuticals Incorporated →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- BeOne Medicines Ltd. - Sponsored ADR (ONC) is a Great Momentum Stock: Should You Buy?
- BeOne Medicines Ltd. - Sponsored ADR (ONC) Now Trades Above Golden Cross: Time to Buy?
Peer Group
Biotechnology · 623 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Biotechnology median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Biotechnology stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Vertex Pharmaceuticals Incorporated VRTX | $547.55 | $278.78 | −49% |
| Regeneron Pharmaceuticals, Inc REGN | $807.71 | $594.40 | −26% |
| argenx SE ARGX | €877.60 | €292.84 | −67% |
| Samsung Biologics Co 207940 | 1,518,000 KRW | 1,055,793 KRW | −30% |
| CSL Limited CSL | A$174.50 | A$141.68 | −19% |
| Alnylam Pharmaceuticals, Inc ALNY | $228.61 | $51.70 | −77% |
| Royalty Pharma plc RPRX | $60.58 | $24.22 | −60% |
| Celltrion, Inc 068270 | 190,700 KRW | 74,519 KRW | −61% |
| BioNTech SE BNTX | $111.40 | $45.66 | −59% |
| Incyte Corporation INCY | $123.22 | $115.79 | −6% |
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