Insmed Inc (INSM)vsMiMedx Group Inc (MDXG)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
MDXG
MiMedx Group Inc
$4.10
-0.73%
HEALTHCARE · Cap: $612.09M
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 45% more annual revenue ($606.42M vs $418.63M). MDXG leads profitability with a 11.6% profit margin vs -2.1%. INSM appears more attractively valued with a PEG of 1.09. MDXG earns a higher WallStSmart Score of 72/100 (B).
INSM
Hold39
out of 100
Grade: F
MDXG
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
+65.2%
Fair Value
$14.98
Current Price
$4.10
$10.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 99.5% YoY
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 27.1% year-over-year
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
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : MDXG
The strongest argument for MDXG centers on EPS Growth, Return on Equity, P/E Ratio. Revenue growth of 27.1% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : MDXG
The primary concerns for MDXG are Market Cap, PEG Ratio.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while MDXG is a growth play — different risk/reward profiles.
MDXG carries more volatility with a beta of 1.60 — expect wider price swings.
MDXG is growing revenue faster at 27.1% — sustainability is the question.
MDXG generates stronger free cash flow (25M), providing more financial flexibility.
Bottom Line
MDXG scores higher overall (72/100 vs 39/100) and 27.1% 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.
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.
MiMedx Group Inc
HEALTHCARE · BIOTECHNOLOGY · USA
MiMedx Group, Inc. develops and distributes placental tissue allografts for various sectors of healthcare. The company is headquartered in Marietta, Georgia.
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