WallStSmart

Assembly Biosciences Inc (ASMB)vsInsmed Inc (INSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Insmed Inc generates 1531% more annual revenue ($606.42M vs $37.19M). INSM leads profitability with a -2.1% profit margin vs -103.6%. INSM earns a higher WallStSmart Score of 39/100 (F).

ASMB

Avoid

32

out of 100

Grade: F

Growth: 6.3Profit: 2.0Value: 5.0Quality: 6.5
Piotroski: 3/9Altman Z: -8.52

INSM

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 2.0Value: 6.7Quality: 6.3
Piotroski: 6/9Altman Z: -3.77

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ASMB3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
57.6%10/10

Revenue surging 57.6% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

INSM0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

ASMB4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$450.16M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-36.9%2/10

ROE of -36.9% — below average capital efficiency

INSM4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
43.0x2/10

Trading at 43.0x book value

Return on EquityProfitability
-2.5%2/10

ROE of -2.5% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : ASMB

The strongest argument for ASMB centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 57.6% demonstrates continued momentum.

Bull Case : INSM

PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bear Case : ASMB

The primary concerns for ASMB are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : INSM

The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.

Key Dynamics to Monitor

ASMB 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.

ASMB is growing revenue faster at 57.6% — sustainability is the question.

ASMB generates stronger free cash flow (14M), providing more financial flexibility.

Bottom Line

INSM scores higher overall (39/100 vs 32/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Assembly Biosciences Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Assembly Biosciences, Inc. is a clinical-stage biotechnology company in the United States. The company is headquartered in South San Francisco, California.

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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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