COMPARE · Data as of August 27, 2026
ADMA vs ARQT
Verdict: Side-by-side breakdown using the Bull Rankings model. ADMA scored 81.7, ARQT scored 66.1 — ADMA leads.
Compare another set
ADMA
ADMA Biologics, Inc.
81.7
$9.71 · $2.2B
fundamentals as of
Score gap
15.6
ADMA leads
ARQT
Arcutis Biotherapeutics, Inc.
66.1
$24.87 · $3.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestADMA13.9x
- Fastest growthARQT+76.1%
- Strongest balance sheetARQT0.52
- Highest qualityADMA84 / 100
- Largest discount to fair valueADMA-33%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ADMA
stronger →← stronger
ARQT
84
Qualityreturns · margins · balance sheet
47
77
Growthrevenue & earnings expansion
100
84
Valuevaluation vs sector peers
62
ADMA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADMA
ARQT
$116mC
FCF
$39mC-
+8.0%B
Rev
+76.1%A
1.11C
D/E
0.52B
13.9xA-
P/E
113.0xD
0.58A-
PEG
0.52A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADMA
ARQT
33% below
Price vs fair valuelower is cheaper
386% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+15%
1-yr DCF upside
-84%
+49%
5-yr DCF upside
-79%
+120%
10-yr DCF upside
-70%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADMA
Why this score
- Buying back stock
- Durable high returns
- Earnings outpace cash
ARQT
Why this score
- Diluting shareholders
The companies
ADMAADMA Biologics, Inc.
Why now
Biotechnology · market cap $2.2b. Down 53% from 52-week high of $20.46 — deep drawdown territory. PEG 0.58 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $17.00 (implying +75% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 41% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Down 53% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
ARQTArcutis Biotherapeutics, Inc.
Why now
Biotechnology · market cap $3.1b. Down 22% from 52-week high of $31.77 — deep drawdown territory. Revenue growing +76% — in hypergrowth territory. PEG 0.52 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $36.88 (implying +48% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Trailing P/E 113.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.53 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ADMA and ARQT diverge
On the headline score the gap is 15.6 points in favor of ADMA. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityADMA 84.1 · ARQT 46.8ADMA +37.3
- GrowthADMA 76.9 · ARQT 99.7ARQT +22.8
- ValueADMA 84.3 · ARQT 61.9ADMA +22.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.