Insmed Inc (INSM)vsWestinghouse Air Brake Technologies Corp (WAB)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
WAB
Westinghouse Air Brake Technologies Corp
$248.32
+1.10%
INDUSTRIALS · Cap: $41.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 1741% more annual revenue ($11.17B vs $606.42M). WAB leads profitability with a 10.5% profit margin vs -2.1%. INSM appears more attractively valued with a PEG of 1.09. WAB earns a higher WallStSmart Score of 58/100 (C).
INSM
Hold39
out of 100
Grade: F
WAB
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
-447.9%
Fair Value
$46.44
Current Price
$248.32
$201.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
No standout strengths identified
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
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Earnings declined 3.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : WAB
Revenue growth of 14.8% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while WAB is a value play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
WAB is growing revenue faster at 14.8% — sustainability is the question.
WAB generates stronger free cash flow (870M), providing more financial flexibility.
Bottom Line
WAB scores higher overall (58/100 vs 39/100) and 14.8% 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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
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