Alnylam Pharmaceuticals Inc (ALNY)vsInsmed Inc (INSM)
ALNY
Alnylam Pharmaceuticals Inc
$303.05
-0.19%
HEALTHCARE · Cap: $37.76B
INSM
Insmed Inc
$104.92
-0.40%
HEALTHCARE · Cap: $21.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Alnylam Pharmaceuticals Inc generates 423% more annual revenue ($4.29B vs $819.56M). ALNY leads profitability with a 12.6% profit margin vs -144.4%. ALNY appears more attractively valued with a PEG of 0.48. ALNY earns a higher WallStSmart Score of 65/100 (B-).
ALNY
Strong Buy65
out of 100
Grade: B-
INSM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$2372.19
Current Price
$303.05
$2069.14 discount
Margin of Safety
-16.6%
Fair Value
$83.92
Current Price
$104.92
$21.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 54 in profit
Revenue surging 96.4% year-over-year
Strong operational efficiency at 23.0%
Revenue surging 229.6% year-over-year
Areas to Watch
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 37.6x book value
0.0% earnings growth
Elevated debt levels
Trading at 32.2x book value
ROE of -167.9% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ALNY
The strongest argument for ALNY centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 96.4% demonstrates continued momentum. PEG of 0.48 suggests the stock is reasonably priced for its growth.
Bull Case : INSM
The strongest argument for INSM centers on Revenue Growth. Revenue growth of 229.6% 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, Debt/Equity, P/E Ratio. A P/E of 70.9x leaves little room for execution misses.
Bear Case : INSM
The primary concerns for INSM are EPS Growth, Debt/Equity, Price/Book.
Key Dynamics to Monitor
ALNY profiles as a growth stock while INSM is a hypergrowth play — different risk/reward profiles.
INSM carries more volatility with a beta of 0.77 — expect wider price swings.
INSM is growing revenue faster at 229.6% — sustainability is the question.
ALNY generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
ALNY scores higher overall (65/100 vs 39/100) and 96.4% revenue growth. Both earn "Strong Buy" 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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