Insmed Inc (INSM)vsRevolution Medicines Inc (RVMD)
INSM
Insmed Inc
$129.41
+1.67%
HEALTHCARE · Cap: $27.27B
RVMD
Revolution Medicines Inc
$203.77
+0.21%
HEALTHCARE · Cap: $44.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 153220% more annual revenue ($1.14B vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -76.9%. INSM earns a higher WallStSmart Score of 39/100 (F).
INSM
Hold39
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.0%
Fair Value
$115.67
Current Price
$129.41
$13.74 premium
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 296.1% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Trading at 37.3x book value
ROE of -115.5% — below average capital efficiency
Negative free cash flow — burning cash
Trading at 16.8x book value
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
The strongest argument for INSM centers on Revenue Growth. Revenue growth of 296.1% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : RVMD
The strongest argument for RVMD centers on Debt/Equity.
Bear Case : INSM
The primary concerns for INSM are EPS Growth, Price/Book, Return on Equity.
Bear Case : RVMD
The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
INSM profiles as a hypergrowth stock while RVMD is a value play — different risk/reward profiles.
RVMD carries more volatility with a beta of 1.41 — expect wider price swings.
INSM is growing revenue faster at 296.1% — sustainability is the question.
INSM generates stronger free cash flow (-95M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 24/100) and 296.1% revenue growth. 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.
Revolution Medicines Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.
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