Arrowhead Pharmaceuticals Inc (ARWR)vsInsmed Inc (INSM)
ARWR
Arrowhead Pharmaceuticals Inc
$60.77
+8.00%
HEALTHCARE · Cap: $8.51B
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrowhead Pharmaceuticals Inc generates 80% more annual revenue ($1.09B vs $606.42M). ARWR leads profitability with a 18.5% profit margin vs -2.1%. ARWR earns a higher WallStSmart Score of 58/100 (C).
ARWR
Buy58
out of 100
Grade: C
INSM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.1%
Fair Value
$35.97
Current Price
$60.77
$24.80 premium
Intrinsic value data unavailable for INSM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 76 in profit
Revenue surging 104.6% year-over-year
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Trading at 14.7x book value
Distress zone — elevated risk
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 : ARWR
The strongest argument for ARWR centers on Return on Equity, Revenue Growth. Profitability is solid with margins at 18.5% and operating margin at 15.5%. Revenue growth of 104.6% demonstrates continued momentum.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : ARWR
The primary concerns for ARWR are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
ARWR profiles as a growth stock while INSM is a turnaround play — different risk/reward profiles.
ARWR carries more volatility with a beta of 1.30 — expect wider price swings.
ARWR is growing revenue faster at 104.6% — sustainability is the question.
ARWR generates stronger free cash flow (11M), providing more financial flexibility.
Bottom Line
ARWR scores higher overall (58/100 vs 39/100), backed by strong 18.5% margins and 104.6% revenue growth. Both earn "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.
Arrowhead Pharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Arrowhead Pharmaceuticals, Inc. develops drugs for the treatment of intractable diseases in the United States. The company is headquartered in Pasadena, 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.
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