WallStSmart

Alnylam Pharmaceuticals Inc (ALNY)vsInsmed Inc (INSM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alnylam Pharmaceuticals Inc generates 512% more annual revenue ($3.71B vs $606.42M). ALNY leads profitability with a 8.4% profit margin vs -210.5%. ALNY earns a higher WallStSmart Score of 49/100 (D+).

ALNY

Hold

49

out of 100

Grade: D+

Growth: 8.0Profit: 7.0Value: 3.0Quality: 5.0

INSM

Hold

39

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 6.7Quality: 6.3
Piotroski: 6/9Altman Z: -3.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALNYSignificantly Overvalued (-1934.6%)

Margin of Safety

-1934.6%

Fair Value

$15.84

Current Price

$312.17

$296.33 premium

UndervaluedFair: $15.84Overvalued

Intrinsic value data unavailable for INSM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALNY2 strengths · Avg: 10.0/10
Return on EquityProfitability
73.3%10/10

Every $100 of equity generates 73 in profit

Revenue GrowthGrowth
84.9%10/10

Revenue surging 84.9% year-over-year

INSM1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
152.6%10/10

Revenue surging 152.6% year-over-year

Areas to Watch

ALNY3 concerns · Avg: 2.7/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

P/E RatioValuation
136.9x2/10

Premium valuation, high expectations priced in

Price/BookValuation
52.4x2/10

Trading at 52.4x book value

INSM4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
39.4x2/10

Trading at 39.4x book value

Return on EquityProfitability
-249.3%2/10

ROE of -249.3% — below average capital efficiency

Free Cash FlowQuality
$-294.19M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ALNY

The strongest argument for ALNY centers on Return on Equity, Revenue Growth. Revenue growth of 84.9% demonstrates continued momentum.

Bull Case : INSM

The strongest argument for INSM centers on Revenue Growth. Revenue growth of 152.6% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bear Case : ALNY

The primary concerns for ALNY are EPS Growth, P/E Ratio, Price/Book. A P/E of 136.9x leaves little room for execution misses.

Bear Case : INSM

The primary concerns for INSM are EPS Growth, Price/Book, 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 152.6% — sustainability is the question.

ALNY generates stronger free cash flow (140M), providing more financial flexibility.

Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ALNY scores higher overall (49/100 vs 39/100) and 84.9% 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.

Alnylam Pharmaceuticals Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Alnylam Pharmaceuticals, Inc., a biopharmaceutical company, focuses on discovering, developing and commercializing RNA interference (RNAi) therapies. The company is headquartered in Cambridge, Massachusetts.

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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