Insmed Inc (INSM)vsRegenxbio Inc (RGNX)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
RGNX
Regenxbio Inc
$7.81
-6.35%
HEALTHCARE · Cap: $430.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 256% more annual revenue ($606.42M vs $170.44M). INSM leads profitability with a -2.1% profit margin vs -113.7%. RGNX appears more attractively valued with a PEG of 0.26. RGNX earns a higher WallStSmart Score of 46/100 (D+).
INSM
Hold39
out of 100
Grade: F
RGNX
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Revenue surging 43.0% 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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -107.0% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : RGNX
The strongest argument for RGNX centers on PEG Ratio, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : RGNX
The primary concerns for RGNX are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while RGNX is a hypergrowth play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
RGNX is growing revenue faster at 43.0% — sustainability is the question.
RGNX generates stronger free cash flow (-53M), providing more financial flexibility.
Bottom Line
RGNX scores higher overall (46/100 vs 39/100) and 43.0% revenue growth. 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.
Regenxbio Inc
HEALTHCARE · BIOTECHNOLOGY · USA
REGENXBIO Inc., a clinical-stage biotechnology company, offers candidate gene therapy products to deliver genes to cells to address genetic defects or to enable cells in the body to produce therapeutic proteins or antibodies intended to affect disease. The company is headquartered in Rockville, Maryland.
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