Verdict: Side-by-side breakdown using the Bull Rankings model. GILD scored 37.3, NBIX scored 87.2 — NBIX leads.
Compare another set
GILD
Gilead Sciences, Inc.
Drug Manufacturers - General · Quality-Growth
37.3
$151.17 · $187.4B
fundamentals as of
Score gap
49.9
NBIX leads
NBIX
Neurocrine Biosciences, Inc.
Drug Manufacturers - Specialty & Generic · Quality-Growth
87.2
$142.44 · $14.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthNBIX+34.4%
Strongest balance sheetNBIX0.12
Highest qualityNBIX80 / 100
Largest discount to fair valueNBIX-24%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GILD
stronger →← stronger
NBIX
42
Qualityreturns · margins · balance sheet
80
47
Growthrevenue & earnings expansion
96
26
Valuevaluation vs sector peers
86
NBIX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
GILD
NBIX
$12.9bA-
FCF
$870mC+
+5.5%C+
Rev
+34.4%A
2.23D
D/E
0.12B+
6.2xC+
P/S
—
2.19C
PEG
0.28A
—
P/E
20.9xB+
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
GILD
NBIX
4% below
Price vs fair valuelower is cheaper
24% below
~3%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~7%/yr
+3%
1-yr DCF upside
+5%
+4%
5-yr DCF upside
+32%
+6%
10-yr DCF upside
+85%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GILD
No notable signals flagged.
NBIX
Why this score
Durable high returns
Diluting shareholders
The companies
GILDGilead Sciences, Inc.
Drug Manufacturers - General · $151.17 · beta 0.33
Why now
Drug Manufacturers - General · market cap $187.4b. 4% off the 52-week high of $157.29. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $159.38 (implying +5% upside).
Moat
$187.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition. 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
D/E 2.23 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -10.6%) — path to GAAP profitability is the core thesis risk. ROE -27% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Drug Manufacturers - Specialty & Generic · market cap $14.5b. Down 23% from 52-week high of $186.12 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. PEG 0.28 — paying under fair value for the growth rate. 29 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $207.29 (implying +46% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 19% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 123% of net income — earnings translate cleanly into cash.
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.
Where GILD and NBIX diverge
On the headline score the gap is 49.9 points in favor of NBIX. The widest single difference is Value, where NBIX leads by 59.7 points.
ValueGILD 26.3 · NBIX 86.0NBIX +59.7
GrowthGILD 47.4 · NBIX 95.9NBIX +48.5
QualityGILD 41.5 · NBIX 80.5NBIX +39.0
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is NBIX or GILD the better stock?
NBIX scores higher: NBIX 87.2, GILD 37.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do NBIX and GILD differ most?
The widest gap is value, where NBIX leads by 60 points on the 0–100 pillar scale. NBIX leads all three pillars, so the gap is broad rather than a single-measure difference.
How are NBIX and GILD scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.