WallStSmart

Alnylam Pharmaceuticals Inc (ALNY)vsModerna Inc (MRNA)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alnylam Pharmaceuticals Inc generates 116% more annual revenue ($4.80B vs $2.23B). ALNY leads profitability with a 16.1% profit margin vs -141.4%. ALNY earns a higher WallStSmart Score of 68/100 (B-).

ALNY

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 8.0Quality: 6.0
Piotroski: 4/9Altman Z: -0.02

MRNA

Avoid

21

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALNYUndervalued (+87.5%)

Margin of Safety

+87.5%

Fair Value

$2584.41

Current Price

$248.68

$2335.73 discount

UndervaluedFair: $2584.41Overvalued
MRNAUndervalued (+70.0%)

Margin of Safety

+70.0%

Fair Value

$134.97

Current Price

$143.97

$9.00 discount

UndervaluedFair: $134.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALNY3 strengths · Avg: 10.0/10
PEG RatioValuation
0.3410/10

Growing faster than its price suggests

Return on EquityProfitability
59.7%10/10

Every $100 of equity generates 60 in profit

Revenue GrowthGrowth
66.9%10/10

Revenue surging 66.9% year-over-year

MRNA2 strengths · Avg: 9.0/10
Market CapQuality
$56.02B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Areas to Watch

ALNY4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

P/E RatioValuation
45.2x2/10

Premium valuation, high expectations priced in

Price/BookValuation
24.6x2/10

Trading at 24.6x book value

Altman Z-ScoreHealth
-0.022/10

Distress zone — elevated risk

MRNA4 concerns · Avg: 3.3/10
Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-46.6%2/10

ROE of -46.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : ALNY

The strongest argument for ALNY centers on PEG Ratio, Return on Equity, Revenue Growth. Profitability is solid with margins at 16.1% and operating margin at 17.9%. Revenue growth of 66.9% demonstrates continued momentum.

Bull Case : MRNA

The strongest argument for MRNA centers on Market Cap, Debt/Equity.

Bear Case : ALNY

The primary concerns for ALNY are EPS Growth, P/E Ratio, Price/Book. A P/E of 45.2x leaves little room for execution misses.

Bear Case : MRNA

The primary concerns for MRNA are Price/Book, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

ALNY profiles as a growth stock while MRNA is a turnaround play — different risk/reward profiles.

MRNA carries more volatility with a beta of 1.11 — expect wider price swings.

ALNY is growing revenue faster at 66.9% — sustainability is the question.

ALNY generates stronger free cash flow (41M), providing more financial flexibility.

Bottom Line

ALNY scores higher overall (68/100 vs 21/100), backed by strong 16.1% margins and 66.9% revenue growth. MRNA offers better value entry with a 70.0% margin of safety. Both earn "Strong Buy" and "Avoid" 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.

Moderna Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Moderna, Inc., a biotechnology company, develops messenger RNA-based vaccines and therapies for the treatment of infectious diseases, immuno-oncology, rare diseases, cardiovascular diseases, and autoimmune diseases. The company is headquartered in Cambridge, Massachusetts.

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