COMPARE · Data as of August 21, 2026
HRMY vs TVTX
Verdict: Side-by-side breakdown using the Bull Rankings model. HRMY scored 88.7, TVTX scored 49.5 — HRMY leads.
Compare another set
HRMY
Harmony Biosciences Holdings, Inc.
88.7
$38.15 · $2.2B
fundamentals as of
Score gap
39.2
HRMY leads
TVTX
Travere Therapeutics, Inc.
49.5
$65.71 · $6.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthTVTX+77.1%
- Highest qualityHRMY80 / 100
- Largest discount to fair valueHRMY-75%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
HRMY
stronger →← stronger
TVTX
80
Qualityreturns · margins · balance sheet
29
91
Growthrevenue & earnings expansion
93
95
Valuevaluation vs sector peers
45
HRMY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HRMY
TVTX
$355mC
FCF
$92mC-
+24.3%A-
Rev
+77.1%A
0.16B+
D/E
—
12.3xA
P/E
—
0.44A
PEG
—
—
P/S
10.5xC
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
HRMY
TVTX
75% below
Price vs fair valuelower is cheaper
196% above
~-18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~44%/yr
+206%
1-yr DCF upside
-74%
+303%
5-yr DCF upside
-66%
+506%
10-yr DCF upside
-50%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HRMY
Why this score
- Durable high returns
TVTX
Why this score
- Diluting shareholders
The companies
HRMYHarmony Biosciences Holdings, Inc.
Why now
Biotechnology · market cap $2.2b. 7% off the 52-week high of $40.87. Revenue growing +24%, comfortably above the S&P median. PEG 0.44 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $46.10 (implying +21% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 196% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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.
TVTXTravere Therapeutics, Inc.
Why now
Biotechnology · market cap $6.2b. Trading near 52-week high of $66.38 — momentum setup, limited technical margin of safety. Revenue growing +77% — in hypergrowth territory. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $74.14 (implying +13% upside).
Moat
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
Currently unprofitable (margin -7.4%) — path to GAAP profitability is the core thesis risk. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. P/S 10.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 HRMY and TVTX diverge
On the headline score the gap is 39.2 points in favor of HRMY. The widest single difference is Quality, where HRMY leads by 51.0 points.
- QualityHRMY 79.9 · TVTX 28.9HRMY +51.0
- ValueHRMY 95.4 · TVTX 45.3HRMY +50.1
- GrowthHRMY 91.5 · TVTX 92.6level
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.