Insmed Inc (INSM)vsIonis Pharmaceuticals Inc (IONS)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
IONS
Ionis Pharmaceuticals Inc
$72.70
+4.33%
HEALTHCARE · Cap: $11.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Ionis Pharmaceuticals Inc generates 56% more annual revenue ($943.71M vs $606.42M). INSM leads profitability with a -2.1% profit margin vs -40.4%. INSM appears more attractively valued with a PEG of 1.09. INSM earns a higher WallStSmart Score of 39/100 (F).
INSM
Hold39
out of 100
Grade: F
IONS
Avoid21
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
No standout strengths identified
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
Expensive relative to growth rate
Trading at 24.2x book value
ROE of -70.8% — below average capital efficiency
Revenue declined 10.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : IONS
IONS has a balanced fundamental profile.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : IONS
The primary concerns for IONS are PEG Ratio, 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 1.5% — sustainability is the question.
IONS generates stronger free cash flow (-159M), providing more financial flexibility.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INSM scores higher overall (39/100 vs 21/100). 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.
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.
Ionis Pharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Ionis Pharmaceuticals, Inc. discovers and develops RNA-targeted therapies in the United States. The company is headquartered in Carlsbad, California.
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