ACADIA Pharmaceuticals Inc (ACAD)vsInsmed Inc (INSM)
ACAD
ACADIA Pharmaceuticals Inc
$22.01
+5.01%
HEALTHCARE · Cap: $3.57B
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
ACADIA Pharmaceuticals Inc generates 77% more annual revenue ($1.07B vs $606.42M). ACAD leads profitability with a 36.5% profit margin vs -2.1%. INSM appears more attractively valued with a PEG of 1.09. ACAD earns a higher WallStSmart Score of 66/100 (B-).
ACAD
Strong Buy66
out of 100
Grade: B-
INSM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.1%
Fair Value
$107.64
Current Price
$22.01
$85.63 discount
Intrinsic value data unavailable for INSM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 40 in profit
Keeps 37 of every $100 in revenue as profit
Earnings expanding 86.2% YoY
No standout strengths identified
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
1.5% revenue growth
0.0% earnings growth
Trading at 43.0x book value
ROE of -2.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ACAD
The strongest argument for ACAD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 36.5% and operating margin at 6.1%.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : ACAD
The primary concerns for ACAD are Piotroski F-Score, PEG Ratio, Free Cash Flow.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
ACAD profiles as a mature stock while INSM is a turnaround play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
ACAD is growing revenue faster at 9.4% — sustainability is the question.
ACAD generates stronger free cash flow (-53M), providing more financial flexibility.
Bottom Line
ACAD scores higher overall (66/100 vs 39/100), backed by strong 36.5% margins. Both earn "Strong 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.
ACADIA Pharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
ACADIA Pharmaceuticals Inc., a biopharmaceutical company, focuses on the development and commercialization of small molecule drugs that address unmet medical needs in central nervous system disorders. The company is headquartered in San Diego, California.
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.
Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?