Verdict: Side-by-side breakdown using the Bull Rankings model. TAK scored 24.1, PAHC scored 70.7 — PAHC leads.
Compare another set
TAK
Takeda Pharmaceutical Company Limited
Drug Manufacturers - Specialty & Generic · Quality-Growth
24.1
$18.73 · $59.8B
fundamentals as of
Score gap
46.6
PAHC leads
PAHC
Phibro Animal Health Corporation
Drug Manufacturers - Specialty & Generic · Quality-Growth
70.7
$38.30 · $1.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthPAHC+17.1%
Strongest balance sheetTAK0.73
Highest qualityPAHC61 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
TAK
stronger →← stronger
PAHC
46
Qualityreturns · margins · balance sheet
61
15
Growthrevenue & earnings expansion
81
24
Valuevaluation vs sector peers
72
PAHC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TAK
PAHC
$3.1bB
FCF
$10mC-
-1.7%D+
Rev
+17.1%B+
0.73C+
D/E
2.06D
2.0xB+
P/S
—
0.42A
PEG
1.68C+
—
P/E
15.8xA-
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
TAK
PAHC
35% above
Price vs fair valuelower is cheaper
773% above
~10%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
>60%/yr
-25%
1-yr DCF upside
-90%
-26%
5-yr DCF upside
-89%
-27%
10-yr DCF upside
-86%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Drug Manufacturers - Specialty & Generic · market cap $59.8b. Trading near 52-week high of $19.10 — momentum setup, limited technical margin of safety. PEG 0.42 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $21.96 (implying +17% upside).
Moat
$59.8b 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
Currently unprofitable (margin -3.5%) — path to GAAP profitability is the core thesis risk. Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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.
Drug Manufacturers - Specialty & Generic · market cap $1.6b. Down 36% from 52-week high of $60.08 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. 4 sell-side analysts rate this a Hold with a mean 1-yr target of $44.00 (implying +15% upside).
Moat
ROE 26% — 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
D/E 2.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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 TAK and PAHC diverge
On the headline score the gap is 46.6 points in favor of PAHC. The widest single difference is Growth, where PAHC leads by 65.9 points.
GrowthTAK 14.7 · PAHC 80.6PAHC +65.9
ValueTAK 23.9 · PAHC 71.7PAHC +47.8
QualityTAK 46.3 · PAHC 61.2PAHC +14.9
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is PAHC or TAK the better stock?
PAHC scores higher: PAHC 70.7, TAK 24.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do PAHC and TAK differ most?
The widest gap is growth, where PAHC leads by 66 points on the 0–100 pillar scale. PAHC leads all three pillars, so the gap is broad rather than a single-measure difference.
How are PAHC and TAK scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.