Alnylam Pharmaceuticals Inc vs BeOne Medicines Ltd ADR

Alnylam Pharmaceuticals Inc (ALNY) is overvalued and BeOne Medicines Ltd ADR (ONC) is overvalued.

Both trade above our estimate of their intrinsic value. ALNY is the closer of the two: -37%, against -65% for ONC.

Values as of the 22 Sept 2026 close.

Alnylam Pharmaceuticals Inc (ALNY)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $184.17; the price of $251.65 is 37% above that value, and 83% of that value comes from beyond year five.

Leak Score 71/100 on 9 of 12 signals

BeOne Medicines Ltd ADR (ONC)

Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $223.46; the price of $368.08 is 65% above that value, and 79% of that value comes from beyond year five.

Leak Score 43/100 on 3 of 12 signals

MetricALNYONC
VerdictOvervaluedOvervalued
Price$251.65$368.08
Intrinsic value$184.17$223.46
Margin of safety-37%-65%
Leak Score71/100 (9/12)43/100 (3/12)
Market cap$33.7B$38.4B
Revenue growth, 5 years49.8%76.9%
Operating margin20.8%15.1%
Net margin16.8%10.7%
Return on equity100.7%14.7%
Debt to equity2.210.40
P/E42.5x64.7x
Forward P/E25.0x36.7x
P/B24.9x8.0x

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