Is LYEL or MANE more undervalued in 2026?

CirclFi compares Lyell Immunopharma, Inc. (LYEL) and Veradermics, Incorporated (MANE) using 13 institutional-grade valuation models. LYEL has a Quality of Company score of 4.8/10 while MANE scores 5.0/10.

Which is a better buy — LYEL or MANE?

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 LYEL and MANE valuations compare?

LYEL at $16.83 and MANE at $102.88 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

LYEL vs MANE Valuation Comparison 2026 — Intrinsic Value Analysis

LYEL

Biotechnology

Lyell Immunopharma, Inc.

Quality

4.8

out of 10

Value Trap

LOW

Price

$16.83

Last close

Models

9/13

Active

MANE

Biotechnology

Veradermics, Incorporated

Quality

5.0

out of 10

Value Trap

—

Price

$102.88

Last close

Models

10/13

Active

Model-by-Model Comparison

Model	Type	LYEL Fair Value	LYEL Upside	MANE Fair Value	MANE Upside
Bayesian DCF	Intrinsic	$4.48	-73.4%	$32.70	-68.2%
Earnings Power Value	Intrinsic	—	—	$29.35	-56.7%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$14.95	-11.2%	$7.73	-92.5%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%

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LYEL vs MANE — Which Stock Is More Undervalued?

MANE scores higher with a 5.0/10 quality rating vs LYEL's 4.8/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Lyell Immunopharma, Inc. (LYEL) and Veradermics, Incorporated (MANE) 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.

LYEL currently trades at $16.83 with a QOC of 4.8/10, while MANE trades at $102.88 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).