WallStSmart

Alnylam Pharmaceuticals Inc (ALNY)vsTravere Therapeutics Inc (TVTX)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alnylam Pharmaceuticals Inc generates 657% more annual revenue ($3.71B vs $490.73M). ALNY leads profitability with a 8.5% profit margin vs -5.2%. 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

TVTX

Avoid

32

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALNYSignificantly Overvalued (-1925.6%)

Margin of Safety

-1925.6%

Fair Value

$15.91

Current Price

$328.70

$312.79 premium

UndervaluedFair: $15.91Overvalued

Intrinsic value data unavailable for TVTX.

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

TVTX1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
73.4%10/10

Revenue surging 73.4% 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
131.7x2/10

Premium valuation, high expectations priced in

Price/BookValuation
55.2x2/10

Trading at 55.2x book value

TVTX4 concerns · Avg: 2.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
21.9x2/10

Trading at 21.9x book value

Return on EquityProfitability
-57.8%2/10

ROE of -57.8% — below average capital efficiency

Profit MarginProfitability
-5.2%1/10

Currently unprofitable

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 : TVTX

The strongest argument for TVTX centers on Revenue Growth. Revenue growth of 73.4% demonstrates continued momentum.

Bear Case : ALNY

The primary concerns for ALNY are EPS Growth, P/E Ratio, Price/Book. A P/E of 131.7x leaves little room for execution misses.

Bear Case : TVTX

The primary concerns for TVTX are EPS Growth, Price/Book, Return on Equity.

Key Dynamics to Monitor

TVTX carries more volatility with a beta of 0.88 — expect wider price swings.

ALNY is growing revenue faster at 84.9% — 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 32/100) and 84.9% revenue growth. Both earn "Hold" 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.

Travere Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Travere Therapeutics, Inc., a biopharmaceutical company, focuses on the identification, development and commercialization of therapies for the treatment of rare diseases. The company is headquartered in San Diego, California.

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