Biomarin Pharmaceutical Inc (BMRN)vsInsmed Inc (INSM)
BMRN
Biomarin Pharmaceutical Inc
$55.59
+2.77%
HEALTHCARE · Cap: $10.40B
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Biomarin Pharmaceutical Inc generates 431% more annual revenue ($3.22B vs $606.42M). BMRN leads profitability with a 10.8% profit margin vs -2.1%. BMRN appears more attractively valued with a PEG of 0.63. BMRN earns a higher WallStSmart Score of 75/100 (B).
BMRN
Strong Buy75
out of 100
Grade: B
INSM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.4%
Fair Value
$84.24
Current Price
$55.59
$28.65 discount
Intrinsic value data unavailable for INSM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 124.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 22.5%
17.0% revenue growth
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
ROE of 5.9% — below average capital efficiency
Weak financial health signals
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 : BMRN
The strongest argument for BMRN centers on EPS Growth, PEG Ratio, Price/Book. Revenue growth of 17.0% demonstrates continued momentum. PEG of 0.63 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 : BMRN
The primary concerns for BMRN are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
BMRN profiles as a growth stock while INSM is a turnaround play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
BMRN is growing revenue faster at 17.0% — sustainability is the question.
BMRN generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
BMRN scores higher overall (75/100 vs 39/100) and 17.0% revenue growth. Both earn "Strong 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.
Biomarin Pharmaceutical Inc
HEALTHCARE · BIOTECHNOLOGY · USA
BioMarin Pharmaceutical Inc. develops and markets therapies for people with rare diseases and serious and life-threatening medical conditions. The company is headquartered in San Rafael, 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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