Insmed Inc (INSM)vsMannKind Corp (MNKD)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
MNKD
MannKind Corp
$2.28
-0.44%
HEALTHCARE · Cap: $702.47M
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 74% more annual revenue ($606.42M vs $348.97M). MNKD leads profitability with a 1.7% profit margin vs -2.1%. 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
MNKD
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
-4000.0%
Fair Value
$0.14
Current Price
$2.28
$2.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 45.8% 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
ROE of 0.0% — below average capital efficiency
1.7% margin — thin
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 : MNKD
The strongest argument for MNKD centers on Revenue Growth. Revenue growth of 45.8% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : MNKD
The primary concerns for MNKD are Market Cap, Return on Equity, Profit Margin. A P/E of 114.0x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while MNKD is a hypergrowth play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
MNKD is growing revenue faster at 45.8% — sustainability is the question.
MNKD generates stronger free cash flow (-10M), 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.
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.
MannKind Corp
HEALTHCARE · BIOTECHNOLOGY · USA
MannKind Corporation, a biopharmaceutical company, focuses on the development and commercialization of inhaled therapeutics for endocrine and orphan lung diseases in the United States. The company is headquartered in Westlake Village, California.
Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?