Insmed Inc (INSM)vsKeros Therapeutics Inc (KROS)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
KROS
Keros Therapeutics Inc
$11.34
+3.18%
HEALTHCARE · Cap: $342.44M
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 148% more annual revenue ($606.42M vs $244.06M). KROS leads profitability with a 35.6% profit margin vs -2.1%. KROS earns a higher WallStSmart Score of 53/100 (C-).
INSM
Hold39
out of 100
Grade: F
KROS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
-8.9%
Fair Value
$15.64
Current Price
$11.34
$4.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Areas to Watch
1.5% revenue growth
0.0% earnings growth
Trading at 43.0x book value
ROE of -2.5% — below average capital efficiency
0.0% earnings growth
Smaller company, higher risk/reward
Revenue declined 87.3%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : KROS
The strongest argument for KROS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 35.6% and operating margin at -75.8%.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : KROS
The primary concerns for KROS are EPS Growth, Market Cap, Revenue Growth.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while KROS is a declining play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
INSM is growing revenue faster at 1.5% — sustainability is the question.
KROS generates stronger free cash flow (-27M), providing more financial flexibility.
Bottom Line
KROS scores higher overall (53/100 vs 39/100), backed by strong 35.6% margins. 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.
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.
Keros Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Keros Therapeutics, Inc., a clinical-stage biopharmaceutical company, focuses on the discovery, development and commercialization of novel treatments for patients suffering from hematological and musculoskeletal disorders with a great unmet medical need. The company is headquartered in Lexington, Massachusetts.
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