Insmed Inc (INSM)vsEli Lilly and Company (LLY)
INSM
Insmed Inc
$145.30
-1.56%
HEALTHCARE · Cap: $31.32B
LLY
Eli Lilly and Company
$878.24
+0.96%
HEALTHCARE · Cap: $786.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 10648% more annual revenue ($65.18B vs $606.42M). LLY leads profitability with a 31.7% profit margin vs -210.5%. LLY appears more attractively valued with a PEG of 0.98. LLY earns a higher WallStSmart Score of 80/100 (A-).
INSM
Hold39
out of 100
Grade: F
LLY
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INSM.
Margin of Safety
+18.1%
Fair Value
$1072.66
Current Price
$878.24
$194.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 152.6% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Revenue surging 42.6% year-over-year
Earnings expanding 51.4% YoY
Areas to Watch
0.0% earnings growth
Trading at 42.1x book value
ROE of -249.3% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 29.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
The strongest argument for INSM centers on Revenue Growth. Revenue growth of 152.6% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 31.7% and operating margin at 44.9%. Revenue growth of 42.6% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are EPS Growth, Price/Book, Return on Equity.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
INSM profiles as a hypergrowth stock while LLY is a growth 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 152.6% — sustainability is the question.
LLY generates stronger free cash flow (678M), providing more financial flexibility.
Bottom Line
LLY scores higher overall (80/100 vs 39/100), backed by strong 31.7% margins and 42.6% revenue growth. Both earn "Exceptional 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.
Eli Lilly and Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Eli Lilly and Company is an American pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.
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