Is LENZ or SABS more undervalued in 2026?

CirclFi compares LENZ Therapeutics, Inc. (LENZ) and SAB Biotherapeutics, Inc. (SABS) using 13 institutional-grade valuation models. LENZ has a Quality of Company score of 5.3/10 while SABS scores 5.0/10.

Which is a better buy — LENZ or SABS?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do LENZ and SABS valuations compare?

LENZ at $7.99 and SABS at $3.57 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

LENZ vs SABS Valuation Comparison 2026 — Intrinsic Value Analysis

LENZ

Biological Products, (No Diagnostic Substances)

LENZ Therapeutics, Inc.

Quality

5.3

out of 10

Value Trap

SAFE

Price

$7.99

Last close

Models

11/13

Active

SABS

Biological Products, (No Diagnostic Substances)

SAB Biotherapeutics, Inc.

Quality

5.0

out of 10

Value Trap

WARN

Price

$3.57

Last close

Models

12/13

Active

Model-by-Model Comparison

Model	Type	LENZ Fair Value	LENZ Upside	SABS Fair Value	SABS Upside
Bayesian DCF	Intrinsic	$2.33	-70.8%	$1.27	-64.5%
Earnings Power Value	Intrinsic	$2.46	-72.2%	$6.17	+77.9%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

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LENZ vs SABS — Which Stock Is More Undervalued?

LENZ scores higher with a 5.3/10 quality rating vs SABS's 5.0/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing LENZ Therapeutics, Inc. (LENZ) and SAB Biotherapeutics, Inc. (SABS) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

LENZ currently trades at $7.99 with a QOC of 5.3/10, while SABS trades at $3.57 with a QOC of 5.0/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).