COMPARE · Data as of August 21, 2026
HALO vs TVTX
Verdict: Side-by-side breakdown using the Bull Rankings model. HALO scored 79.5, TVTX scored 49.5 — HALO leads.
Compare another set
HALO
Halozyme Therapeutics, Inc.
79.5
$108.17 · $12.3B
fundamentals as of
Score gap
30.0
HALO leads
TVTX
Travere Therapeutics, Inc.
49.5
$65.71 · $6.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthTVTX+77.1%
- Highest qualityHALO96 / 100
- Largest discount to fair valueHALO-38%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
HALO
stronger →← stronger
TVTX
96
Qualityreturns · margins · balance sheet
29
97
Growthrevenue & earnings expansion
93
54
Valuevaluation vs sector peers
45
HALO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
HALO
TVTX
$806mC+
FCF
$92mC-
+41.2%A
Rev
+77.1%A
31.7xB
P/E
—
1.47B
PEG
—
—
P/S
10.5xC
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
HALO
TVTX
38% below
Price vs fair valuelower is cheaper
196% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~44%/yr
+29%
1-yr DCF upside
-74%
+63%
5-yr DCF upside
-66%
+129%
10-yr DCF upside
-50%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HALO
Why this score
- Buying back stock
- Durable high returns
TVTX
Why this score
- Diluting shareholders
The companies
HALOHalozyme Therapeutics, Inc.
Why now
Biotechnology · market cap $12.3b. Trading near 52-week high of $108.49 — momentum setup, limited technical margin of safety. Revenue growing +41% — in hypergrowth territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $99.56 (implying -8% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 195% 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
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. 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.
TVTXTravere Therapeutics, Inc.
Why now
Biotechnology · market cap $6.2b. Trading near 52-week high of $66.38 — momentum setup, limited technical margin of safety. Revenue growing +77% — in hypergrowth territory. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $74.14 (implying +13% upside).
Moat
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 -7.4%) — path to GAAP profitability is the core thesis risk. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. P/S 10.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 HALO and TVTX diverge
On the headline score the gap is 30.0 points in favor of HALO. The widest single difference is Quality, where HALO leads by 66.8 points.
- QualityHALO 95.7 · TVTX 28.9HALO +66.8
- ValueHALO 54.1 · TVTX 45.3HALO +8.8
- GrowthHALO 97.0 · TVTX 92.6HALO +4.4
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.