Insmed Inc (INSM)vsIntellia Therapeutics Inc (NTLA)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
NTLA
Intellia Therapeutics Inc
$13.26
+3.51%
HEALTHCARE · Cap: $1.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 796% more annual revenue ($606.42M vs $67.67M). NTLA leads profitability with a 0.0% profit margin vs -2.1%. INSM earns a higher WallStSmart Score of 39/100 (F).
INSM
Hold39
out of 100
Grade: F
NTLA
Hold35
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 78.8% year-over-year
Conservative balance sheet, low leverage
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
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : NTLA
The strongest argument for NTLA centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 78.8% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : NTLA
The primary concerns for NTLA are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while NTLA is a hypergrowth play — different risk/reward profiles.
NTLA carries more volatility with a beta of 2.02 — expect wider price swings.
NTLA is growing revenue faster at 78.8% — sustainability is the question.
NTLA generates stronger free cash flow (-69M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 35/100). Both earn "Hold" 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.
Intellia Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Intellia Therapeutics, Inc., a genome editing company, is focused on developing therapies. The company is headquartered in Cambridge, Massachusetts.
Visit Website →Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?