Agios Pharm (AGIO)vsInsmed Inc (INSM)
AGIO
Agios Pharm
$29.59
+4.37%
HEALTHCARE · Cap: $1.73B
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 1022% more annual revenue ($606.42M vs $54.03M). AGIO leads profitability with a 0.0% profit margin vs -2.1%. INSM earns a higher WallStSmart Score of 39/100 (F).
AGIO
Hold38
out of 100
Grade: F
INSM
Hold39
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 86.1% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
No standout strengths identified
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
1.5% revenue growth
0.0% earnings growth
Trading at 43.0x book value
ROE of -2.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AGIO
The strongest argument for AGIO centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 86.1% demonstrates continued momentum.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : AGIO
The primary concerns for AGIO are EPS Growth, Market Cap, Profit Margin.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
AGIO profiles as a hypergrowth stock while INSM is a turnaround play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
AGIO is growing revenue faster at 86.1% — sustainability is the question.
AGIO generates stronger free cash flow (-97M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 38/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agios Pharm
HEALTHCARE · BIOTECHNOLOGY · USA
Agios Pharmaceuticals, Inc., a biopharmaceutical company, is dedicated to drug discovery and development in the field of cellular metabolism and adjacent areas of biology. The company is headquartered in Cambridge, Massachusetts.
Visit Website →Insmed Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Insmed Incorporated, a biopharmaceutical company, develops and markets therapies for patients with rare and serious diseases. The company is headquartered in Bridgewater, New Jersey.
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