COMPARE · Data as of August 21, 2026
EXEL vs PTCT
Verdict: Side-by-side breakdown using the Bull Rankings model. EXEL scored 74.1, PTCT scored 24.7 — EXEL leads.
Compare another set
EXEL
Exelixis, Inc.
74.1
$54.08 · $13.4B
fundamentals as of
Score gap
49.4
EXEL leads
PTCT
PTC Therapeutics, Inc.
24.7
$69.82 · $5.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthEXEL+9.2%
- Highest qualityEXEL97 / 100
- Largest discount to fair valueEXEL-42%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
EXEL
stronger →← stronger
PTCT
97
Qualityreturns · margins · balance sheet
39
80
Growthrevenue & earnings expansion
15
53
Valuevaluation vs sector peers
26
EXEL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
EXEL
PTCT
$1.2bC+
FCF
-$40mF
+9.2%B
Rev
-42.8%F
0.09B+
D/E
—
17.0xA-
P/E
—
2.56C
PEG
—
—
P/S
5.8xB
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
PTCT
42% below
Price vs fair valuelower is cheaper
—
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+45%
1-yr DCF upside
—
+72%
5-yr DCF upside
—
+118%
10-yr DCF upside
—
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
PTCT
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.
PTCTPTC Therapeutics, Inc.
Why now
Biotechnology · market cap $5.8b. Down 23% from 52-week high of $90.87 — deep drawdown territory. Revenue -43% — in contraction; any catalyst that reverses this triggers re-rating. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $99.29 (implying +42% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
Free cash flow is negative (-$40m) — capital raises or debt issuance likely required; dilution / leverage risk. Revenue contracting -43% — the operational turn is not yet visible in the top line. Currently unprofitable (margin -3.8%) — path to GAAP profitability is the core thesis risk.
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 PTCT diverge
On the headline score the gap is 49.4 points in favor of EXEL. The widest single difference is Growth, where EXEL leads by 65.3 points.
- GrowthEXEL 80.0 · PTCT 14.7EXEL +65.3
- QualityEXEL 96.8 · PTCT 39.2EXEL +57.6
- ValueEXEL 52.5 · PTCT 26.0EXEL +26.5
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.