WallStSmart

Insmed Inc (INSM)vsRecursion Pharmaceuticals Inc (RXRX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Insmed Inc generates 712% more annual revenue ($606.42M vs $74.68M). RXRX leads profitability with a 0.0% profit margin vs -2.1%. INSM earns a higher WallStSmart Score of 39/100 (F).

INSM

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 2.0Value: 6.7Quality: 6.3
Piotroski: 6/9Altman Z: -3.77

RXRX

Hold

36

out of 100

Grade: F

Growth: 6.7Profit: 2.5Value: 5.0Quality: 5.3
Piotroski: 2/9Altman Z: -0.86

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INSM0 strengths · Avg: 0/10

No standout strengths identified

RXRX1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Areas to Watch

INSM4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
43.0x2/10

Trading at 43.0x book value

Return on EquityProfitability
-2.5%2/10

ROE of -2.5% — below average capital efficiency

RXRX4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.67B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : INSM

PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bull Case : RXRX

The strongest argument for RXRX centers on Price/Book.

Bear Case : INSM

The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.

Bear Case : RXRX

The primary concerns for RXRX are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

INSM profiles as a turnaround stock while RXRX is a value play — different risk/reward profiles.

INSM carries more volatility with a beta of 1.17 — expect wider price swings.

RXRX is growing revenue faster at 6.8% — sustainability is the question.

RXRX generates stronger free cash flow (-47M), providing more financial flexibility.

Bottom Line

INSM scores higher overall (39/100 vs 36/100). 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.

Recursion Pharmaceuticals Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that decodes biology by integrating technological innovations in biology, chemistry, automation, data science, and engineering to industrialize drug discovery. The company is headquartered in Salt Lake City, Utah.

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