COMPARE · Data as of August 24, 2026
BHC vs TAK
Verdict: Side-by-side breakdown using the Bull Rankings model. BHC scored 71.3, TAK scored 60.0 — BHC leads.
Compare another set
Different reporting periods. BHC's fundamentals are as of June 2026, but TAK's are as of March 2025 — a 15-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BHC
Bausch Health Companies Inc.
71.3
$6.68 · $2.5B
fundamentals as of
Score gap
11.3
BHC leads
TAK
Takeda Pharmaceutical Company Limited
60
$18.24 · $58.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBHC0.2x
- Fastest growthBHC+10.1%
- Highest qualityBHC63 / 100
- Largest discount to fair valueBHC-86%
Side by side · every name on one set of axes
Growth against the P/S 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)
BHC
stronger →← stronger
TAK
63
Qualityreturns · margins · balance sheet
49
64
Growthrevenue & earnings expansion
60
91
Valuevaluation vs sector peers
87
BHC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BHC
TAK
$1.4bC+
FCF
$3.1bB
+10.1%B
Rev
+7.5%B
—
D/E
0.73C+
0.2xA
P/S
2.0xB+
0.01A
PEG
0.41A
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
BHC
TAK
86% below
Price vs fair valuelower is cheaper
17% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~9%/yr
+677%
1-yr DCF upside
-19%
+599%
5-yr DCF upside
-15%
+504%
10-yr DCF upside
-7%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BHC
TAK
Why this score
- Foreign reporter (JPY)
The companies
BHCBausch Health Companies Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $2.5b. 17% off the 52-week high of $8.00. Revenue growing +10%, comfortably above the S&P median. PEG 0.01 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $7.50 (implying +12% upside).
Moat
ROE 62% — 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
Currently unprofitable (margin -10.1%) — path to GAAP profitability is the core thesis 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.
TAKTakeda Pharmaceutical Company Limited
Why now
Drug Manufacturers - Specialty & Generic · market cap $58.2b. 3% off the 52-week high of $18.90. PEG 0.41 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $21.98 (implying +21% upside).
Moat
$58.2b 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
Net margin 2.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 2% 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. Patent cliff exposure — a single approved molecule can carry the company; when patent protection expires, generic / biosimilar competition can erase 80% of the revenue in 2-3 years.
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 BHC and TAK diverge
On the headline score the gap is 11.3 points in favor of BHC. The widest single difference is Quality, where BHC leads by 14.3 points.
- QualityBHC 62.9 · TAK 48.6BHC +14.3
- GrowthBHC 63.7 · TAK 59.7BHC +4.0
- ValueBHC 90.6 · TAK 86.9BHC +3.7
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.