Agenus Inc (AGEN)vsInsmed Inc (INSM)
AGEN
Agenus Inc
$3.56
0.00%
HEALTHCARE · Cap: $142.46M
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 431% more annual revenue ($606.42M vs $114.20M). AGEN leads profitability with a 0.1% profit margin vs -2.1%. INSM appears more attractively valued with a PEG of 1.09. AGEN earns a higher WallStSmart Score of 48/100 (D+).
AGEN
Hold48
out of 100
Grade: D+
INSM
Hold39
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 42.1%
Conservative balance sheet, low leverage
Revenue surging 27.5% year-over-year
No standout strengths identified
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
0.1% margin — thin
ROE of -12.8% — below average capital efficiency
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 : AGEN
The strongest argument for AGEN centers on Operating Margin, Debt/Equity, Revenue Growth. Revenue growth of 27.5% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : AGEN
The primary concerns for AGEN are EPS Growth, Market Cap, Profit Margin. Thin 0.1% margins leave little buffer for downturns.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
AGEN profiles as a growth stock while INSM is a turnaround play — different risk/reward profiles.
AGEN carries more volatility with a beta of 1.67 — expect wider price swings.
AGEN is growing revenue faster at 27.5% — sustainability is the question.
AGEN generates stronger free cash flow (-17M), providing more financial flexibility.
Bottom Line
AGEN scores higher overall (48/100 vs 39/100) and 27.5% revenue growth. 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.
Agenus Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Agenus Inc., a clinical-stage immuno-oncology company, discovers and develops immuno-oncology products in the United States and internationally. The company is headquartered in Lexington, Massachusetts.
Visit Website →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.
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