Insmed Inc (INSM)vsTG Therapeutics Inc (TGTX)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
TGTX
TG Therapeutics Inc
$31.82
+5.29%
HEALTHCARE · Cap: $4.83B
Smart Verdict
WallStSmart Research — data-driven comparison
TG Therapeutics Inc generates 2% more annual revenue ($616.29M vs $606.42M). TGTX leads profitability with a 72.6% profit margin vs -2.1%. INSM appears more attractively valued with a PEG of 1.09. TGTX earns a higher WallStSmart Score of 63/100 (C+).
INSM
Hold39
out of 100
Grade: F
TGTX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
-53.0%
Fair Value
$18.84
Current Price
$31.82
$12.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Attractively priced relative to earnings
Every $100 of equity generates 103 in profit
Keeps 73 of every $100 in revenue as profit
Revenue surging 78.0% year-over-year
Strong operational efficiency at 26.2%
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
Expensive relative to growth rate
Earnings declined 6.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : TGTX
The strongest argument for TGTX centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 72.6% and operating margin at 26.2%. Revenue growth of 78.0% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : TGTX
The primary concerns for TGTX are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while TGTX is a growth play — different risk/reward profiles.
TGTX carries more volatility with a beta of 1.86 — expect wider price swings.
TGTX is growing revenue faster at 78.0% — sustainability is the question.
TGTX generates stronger free cash flow (20M), providing more financial flexibility.
Bottom Line
TGTX scores higher overall (63/100 vs 39/100), backed by strong 72.6% margins and 78.0% revenue growth. Both earn "Buy" 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.
TG Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
TG Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. The company is headquartered in New York, New York.
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