COMPARE · Data as of August 21, 2026
EXEL vs JAZZ
Verdict: Side-by-side breakdown using the Bull Rankings model. EXEL scored 74.1, JAZZ scored 68.8 — EXEL leads.
Compare another set
EXEL
Exelixis, Inc.
74.1
$54.08 · $13.4B
fundamentals as of
Score gap
5.3
EXEL leads
JAZZ
Jazz Pharmaceuticals plc
68.8
$254.28 · $16.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestEXEL17.0x
- Fastest growthJAZZ+12.6%
- Strongest balance sheetEXEL0.09
- Highest qualityEXEL97 / 100
- Largest discount to fair valueEXEL-42%
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)
EXEL
stronger →← stronger
JAZZ
97
Qualityreturns · margins · balance sheet
60
80
Growthrevenue & earnings expansion
88
53
Valuevaluation vs sector peers
62
JAZZ is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXEL
JAZZ
$1.2bC+
FCF
$1.6bC+
+9.2%B
Rev
+12.6%B+
0.09B+
D/E
0.92C
17.0xA-
P/E
17.4xA-
2.56C
PEG
0.96B+
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
EXEL
JAZZ
42% below
Price vs fair valuelower is cheaper
29% below
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
+45%
1-yr DCF upside
+42%
+72%
5-yr DCF upside
+41%
+118%
10-yr DCF upside
+41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXEL
Why this score
- Buying back stock
- Durable high returns
JAZZ
Why this score
- Diluting shareholders
The companies
EXELExelixis, Inc.
Why now
Biotechnology · market cap $13.4b. 6% off the 52-week high of $57.57. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $53.00 (implying -2% upside).
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 136% 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.
JAZZJazz Pharmaceuticals plc
Why now
Biotechnology · market cap $16.5b. 4% off the 52-week high of $265.05. Revenue growing +13%, comfortably above the S&P median. PEG 0.96 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $281.35 (implying +11% upside).
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 169% 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.
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 EXEL and JAZZ diverge
On the headline score the gap is 5.3 points in favor of EXEL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityEXEL 96.8 · JAZZ 60.0EXEL +36.8
- ValueEXEL 52.5 · JAZZ 62.0JAZZ +9.5
- GrowthEXEL 80.0 · JAZZ 87.6JAZZ +7.6
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.