COMPARE · Reviewed July 29, 2026
AUPH vs HRMY
Verdict: Side-by-side breakdown using the Bull Rankings model. AUPH scored 78.9, HRMY scored 85.1 — HRMY leads.
Compare another set
AUPH
Aurinia Pharmaceuticals Inc.
78.9
$15.18 · $2.0B
fundamentals as of
Score gap
6.2
HRMY leads
HRMY
Harmony Biosciences Holdings, Inc.
85.1
$35.86 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
AUPH
stronger →← stronger
HRMY
81
Qualityreturns · margins · balance sheet
77
67
Growthrevenue & earnings expansion
100
91
Valuevaluation vs sector peers
80
AUPH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AUPH
HRMY
$167mC
FCF
$342mC
+20.6%A-
Rev
+20.7%A-
0.12B+
D/E
0.18B+
7.0xA
P/E
14.5xA-
0.34A
PEG
0.67A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AUPH
HRMY
21% below
Price vs fair valuelower is cheaper
75% below
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-19%/yr
+7%
1-yr DCF upside
+208%
+26%
5-yr DCF upside
+306%
+59%
10-yr DCF upside
+509%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AUPH
Why this score
- Buying back stock
- Earnings outpace cash
HRMY
Why this score
- Durable high returns
The companies
AUPHAurinia Pharmaceuticals Inc.
Why now
Biotechnology · market cap $2.0b. Down 21% from 52-week high of $19.25 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. PEG 0.34 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $17.00 (implying +12% upside).
Moat
Net margin 100% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 53% — 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
Beta 1.42 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.
HRMYHarmony Biosciences Holdings, Inc.
Why now
Biotechnology · market cap $2.1b. 12% off the 52-week high of $40.87. Revenue growing +21%, comfortably above the S&P median. PEG 0.67 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $45.40 (implying +27% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
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.