COMPARE · Data as of August 24, 2026
GRFS vs TAK
Verdict: Side-by-side breakdown using the Bull Rankings model. GRFS scored 70.9, TAK scored 60.0 — GRFS leads.
Compare another set
GRFS
Grifols, S.A.
70.9
$7.99 · $5.4B
Score gap
10.9
GRFS 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
- Fastest growthGRFS+9.4%
- Strongest balance sheetTAK0.73
- Highest qualityGRFS56 / 100
- Largest discount to fair valueGRFS-49%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GRFS
stronger →← stronger
TAK
56
Qualityreturns · margins · balance sheet
49
77
Growthrevenue & earnings expansion
60
96
Valuevaluation vs sector peers
87
GRFS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
GRFS
TAK
$569mC+
FCF
$3.1bB
+9.4%B
Rev
+7.5%B
1.17C
D/E
0.73C+
10.4xA
P/E
—
0.19A
PEG
0.41A
—
P/S
2.0xB+
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
GRFS
TAK
49% below
Price vs fair valuelower is cheaper
17% above
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~9%/yr
+57%
1-yr DCF upside
-19%
+97%
5-yr DCF upside
-15%
+171%
10-yr DCF upside
-7%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GRFS
Why this score
- Raising its dividend
- Foreign reporter (EUR)
TAK
Why this score
- Foreign reporter (JPY)
The companies
GRFSGrifols, S.A.
Why now
Drug Manufacturers - General · market cap $5.4b. Down 22% from 52-week high of $10.23 — deep drawdown territory. PEG 0.19 — paying under fair value for the growth rate.
Moat
FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. 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 3.0% 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. 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 GRFS and TAK diverge
On the headline score the gap is 10.9 points in favor of GRFS. The widest single difference is Growth, where GRFS leads by 17.3 points.
- GrowthGRFS 77.0 · TAK 59.7GRFS +17.3
- ValueGRFS 96.3 · TAK 86.9GRFS +9.4
- QualityGRFS 56.1 · TAK 48.6GRFS +7.5
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.