Insmed Inc (INSM)vsRevolution Medicines Inc (RVMD)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
RVMD
Revolution Medicines Inc
$94.29
-1.29%
HEALTHCARE · Cap: $18.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 81628% more annual revenue ($606.42M vs $742,000). RVMD 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
RVMD
Avoid24
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Safe zone — low bankruptcy risk
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
Trading at 11.4x book value
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : RVMD
The strongest argument for RVMD centers on Altman Z-Score.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : RVMD
The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while RVMD is a value play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
INSM is growing revenue faster at 1.5% — sustainability is the question.
RVMD generates stronger free cash flow (-276M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 24/100). 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.
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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