4D Molecular Therapeutics Inc (FDMT)vsInsmed Inc (INSM)
FDMT
4D Molecular Therapeutics Inc
$10.18
+3.04%
HEALTHCARE · Cap: $491.93M
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 612% more annual revenue ($606.42M vs $85.21M). FDMT leads profitability with a -1.6% profit margin vs -2.1%. FDMT earns a higher WallStSmart Score of 44/100 (D).
FDMT
Hold44
out of 100
Grade: D
INSM
Hold39
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 85090.0% year-over-year
No standout strengths identified
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -27.6% — below average capital efficiency
Currently unprofitable
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 : FDMT
The strongest argument for FDMT centers on Price/Book, Revenue Growth. Revenue growth of 85090.0% demonstrates continued momentum.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : FDMT
The primary concerns for FDMT are EPS Growth, Market Cap, Return on Equity.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
FDMT profiles as a hypergrowth stock while INSM is a turnaround play — different risk/reward profiles.
FDMT carries more volatility with a beta of 3.01 — expect wider price swings.
FDMT is growing revenue faster at 85090.0% — sustainability is the question.
FDMT generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
FDMT scores higher overall (44/100 vs 39/100) and 85090.0% 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.
4D Molecular Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
4D Molecular Therapeutics, Inc., a clinical-stage gene therapy company, develops candidate products using its adeno-associated virus vectors. The company is headquartered in Emeryville, 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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