Ideaya Biosciences Inc (IDYA)vsInsmed Inc (INSM)
IDYA
Ideaya Biosciences Inc
$31.39
+2.82%
HEALTHCARE · Cap: $2.68B
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 177% more annual revenue ($606.42M vs $218.71M). INSM leads profitability with a -2.1% profit margin vs -52.0%. INSM earns a higher WallStSmart Score of 39/100 (F).
IDYA
Avoid35
out of 100
Grade: F
INSM
Hold39
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 55.4% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
0.0% earnings growth
ROE of -10.9% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
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 : IDYA
The strongest argument for IDYA centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 55.4% demonstrates continued momentum.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : IDYA
The primary concerns for IDYA are EPS Growth, Return on Equity, Free Cash Flow.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
IDYA 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.
IDYA is growing revenue faster at 55.4% — sustainability is the question.
IDYA generates stronger free cash flow (-91M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 35/100). 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.
Ideaya Biosciences Inc
HEALTHCARE · BIOTECHNOLOGY · USA
IDEAYA Biosciences, Inc., a synthetic precision medicine oncology company focused on lethality, is focused on the discovery and development of targeted therapies for selected patient populations using molecular diagnostics. The company is headquartered in South San Francisco, California.
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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