Insmed Inc (INSM)vsInnoviva Inc (INVA)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
INVA
Innoviva Inc
$22.59
+3.06%
HEALTHCARE · Cap: $1.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 56% more annual revenue ($606.42M vs $388.52M). INVA leads profitability with a 32.8% profit margin vs -2.1%. INVA appears more attractively valued with a PEG of 0.33. INVA earns a higher WallStSmart Score of 81/100 (A-).
INSM
Hold39
out of 100
Grade: F
INVA
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
+71.1%
Fair Value
$77.69
Current Price
$22.59
$55.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 32.1%
Earnings expanding 5479.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
1.5% revenue growth
0.0% earnings growth
Trading at 43.0x book value
ROE of -2.5% — below average capital efficiency
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : INVA
The strongest argument for INVA centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.8% and operating margin at 32.1%. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : INVA
The primary concerns for INVA are Market Cap.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while INVA is a growth play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
INVA is growing revenue faster at 20.4% — sustainability is the question.
INVA generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
INVA scores higher overall (81/100 vs 39/100), backed by strong 32.8% margins and 20.4% revenue growth. Both earn "Exceptional 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.
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.
Innoviva Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Innoviva, Inc. is dedicated to the development and commercialization of pharmaceutical products. The company is headquartered in Burlingame, California.
Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?