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TALK vs TBPH

TALK
Talkspace, Inc.
NEUTRAL
Price
$5.18
Market Cap
$865.5M
Sector
Healthcare
AI Confidence
85%
TBPH
Theravance Biopharma, Inc.
NEUTRAL
Price
$16.72
Market Cap
$861.0M
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
TALK
129.5
TBPH
8.12
Forward P/E
TALK
23.55
TBPH
12.34
P/B Ratio
TALK
7.38
TBPH
2.88
P/S Ratio
TALK
3.78
TBPH
8.01
EV/EBITDA
TALK
128.23
TBPH
-297.73

Profitability

Gross Margin
TALK
39.82%
TBPH
65.19%
Operating Margin
TALK
6.08%
TBPH
43.6%
Profit Margin
TALK
3.4%
TBPH
98.54%
ROE
TALK
6.65%
TBPH
44.84%
ROA
TALK
1.44%
TBPH
-0.54%

Growth

Revenue Growth
TALK
29.3%
TBPH
144.7%
Earnings Growth
TALK
181.1%
TBPH
--

Financial Health

Debt/Equity
TALK
--
TBPH
0.14
Current Ratio
TALK
6.38
TBPH
10.93
Quick Ratio
TALK
6.25
TBPH
10.73

Dividends

Dividend Yield
TALK
--
TBPH
--
Payout Ratio
TALK
0.0%
TBPH
0.0%

AI Verdict

TALK NEUTRAL

TALK presents a classic growth-vs-value conflict. While the Piotroski F-Score of 4/9 indicates stable financial health and the company has successfully transitioned to profitability with explosive earnings growth (181% YoY), the valuation is disconnected from deterministic baselines. The stock trades at $5.18, significantly exceeding both the Graham Number ($0.79) and Intrinsic Value ($1.18), suggesting a massive growth premium. Strong liquidity (Current Ratio 6.38) offsets the lack of an Altman Z-Score, but bearish insider activity and a weak technical trend temper the bullish growth narrative.

Strengths
Strong revenue growth of 29.30% YoY
Successful transition to profitability with 181.10% earnings growth
Exceptional liquidity with a Current Ratio of 6.38
Risks
Extreme valuation premium (P/E of 129.50)
Significant divergence from Graham Number ($0.79) and Intrinsic Value ($1.18)
Bearish insider sentiment with CTO selling shares
TBPH NEUTRAL

TBPH presents a stable financial profile with a Piotroski F-Score of 4/9 and a valuation trading very close to its Graham Number ($16.41) and Intrinsic Value ($14.42). While the company exhibits explosive revenue growth (144.7% YoY) and an exceptionally strong liquidity position (Current Ratio 10.93), these fundamentals are countered by bearish insider sentiment and a negative technical trend. The current price of $16.72 suggests the stock is fully valued based on deterministic models, leaving little margin of safety despite the low P/E ratio.

Strengths
Explosive YoY revenue growth of 144.70%
Exceptional liquidity with a Current Ratio of 10.93
Very low leverage with a Debt/Equity ratio of 0.14
Risks
Strongly bearish insider activity with 5 sell transactions and 0 buys
Bearish technical trend (0/100 score)
Highly volatile quarterly earnings track record with frequent misses

Compare Another Pair

TALK vs TBPH: Head-to-Head Comparison

This page compares Talkspace, Inc. (TALK) and Theravance Biopharma, Inc. (TBPH) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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