Alnylam Pharmaceuticals Inc (ALNY)vsInsmed Inc (INSM)
ALNY
Alnylam Pharmaceuticals Inc
$312.17
+0.34%
HEALTHCARE · Cap: $42.29B
INSM
Insmed Inc
$136.00
-5.56%
HEALTHCARE · Cap: $31.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Alnylam Pharmaceuticals Inc generates 512% more annual revenue ($3.71B vs $606.42M). ALNY leads profitability with a 8.4% profit margin vs -210.5%. ALNY earns a higher WallStSmart Score of 49/100 (D+).
ALNY
Hold49
out of 100
Grade: D+
INSM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1934.6%
Fair Value
$15.84
Current Price
$312.17
$296.33 premium
Intrinsic value data unavailable for INSM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 73 in profit
Revenue surging 84.9% year-over-year
Revenue surging 152.6% year-over-year
Areas to Watch
0.0% earnings growth
Premium valuation, high expectations priced in
Trading at 52.4x book value
0.0% earnings growth
Trading at 39.4x book value
ROE of -249.3% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ALNY
The strongest argument for ALNY centers on Return on Equity, Revenue Growth. Revenue growth of 84.9% demonstrates continued momentum.
Bull Case : INSM
The strongest argument for INSM centers on Revenue Growth. Revenue growth of 152.6% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : ALNY
The primary concerns for ALNY are EPS Growth, P/E Ratio, Price/Book. A P/E of 136.9x leaves little room for execution misses.
Bear Case : INSM
The primary concerns for INSM are EPS Growth, Price/Book, Return on Equity.
Key Dynamics to Monitor
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
INSM is growing revenue faster at 152.6% — sustainability is the question.
ALNY generates stronger free cash flow (140M), providing more financial flexibility.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ALNY scores higher overall (49/100 vs 39/100) and 84.9% revenue growth. 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.
Alnylam Pharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Alnylam Pharmaceuticals, Inc., a biopharmaceutical company, focuses on discovering, developing and commercializing RNA interference (RNAi) therapies. The company is headquartered in Cambridge, Massachusetts.
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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