Halozyme Therapeutics Inc (HALO)vsInsmed Inc (INSM)
HALO
Halozyme Therapeutics Inc
$63.24
+1.93%
HEALTHCARE · Cap: $7.32B
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Halozyme Therapeutics Inc generates 130% more annual revenue ($1.40B vs $606.42M). HALO leads profitability with a 22.7% profit margin vs -2.1%. HALO earns a higher WallStSmart Score of 70/100 (B).
HALO
Strong Buy70
out of 100
Grade: B
INSM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.6%
Fair Value
$119.81
Current Price
$63.24
$56.57 discount
Intrinsic value data unavailable for INSM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 56.3%
Revenue surging 51.6% year-over-year
Keeps 23 of every $100 in revenue as profit
Earnings expanding 36.2% YoY
No standout strengths identified
Areas to Watch
ROE of 1.5% — below average capital efficiency
Trading at 154.2x book value
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 : HALO
The strongest argument for HALO centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 22.7% and operating margin at 56.3%. Revenue growth of 51.6% demonstrates continued momentum.
Bull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : HALO
The primary concerns for HALO are Return on Equity, Price/Book.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Key Dynamics to Monitor
HALO 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.
HALO is growing revenue faster at 51.6% — sustainability is the question.
HALO generates stronger free cash flow (218M), providing more financial flexibility.
Bottom Line
HALO scores higher overall (70/100 vs 39/100), backed by strong 22.7% margins and 51.6% 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.
Halozyme Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Halozyme Therapeutics, Inc. is a biopharmaceutical technology platform company in the United States, Switzerland, Ireland, Belgium, Japan, and internationally. The company is headquartered in San Diego, 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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