Insmed Inc (INSM)vsSarepta Therapeutics Inc (SRPT)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
SRPT
Sarepta Therapeutics Inc
$23.77
+34.98%
HEALTHCARE · Cap: $2.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Sarepta Therapeutics Inc generates 262% more annual revenue ($2.20B vs $606.42M). INSM leads profitability with a -2.1% profit margin vs -32.5%. INSM appears more attractively valued with a PEG of 1.09. SRPT earns a higher WallStSmart Score of 45/100 (D).
INSM
Hold39
out of 100
Grade: F
SRPT
Hold45
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 2664.0% YoY
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
Weak financial health signals
Expensive relative to growth rate
ROE of -53.5% — below average capital efficiency
Revenue declined 32.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : SRPT
The strongest argument for SRPT centers on EPS Growth, Price/Book.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : SRPT
The primary concerns for SRPT are Piotroski F-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
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.
SRPT generates stronger free cash flow (125M), providing more financial flexibility.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SRPT scores higher overall (45/100 vs 39/100). 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.
Sarepta Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Sarepta Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery and development of RNA-targeted therapies, gene therapy, and other genetic therapeutic modalities for the treatment of rare diseases. The company is headquartered in Cambridge, Massachusetts.
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