Insmed Inc (INSM)vsEli Lilly and Company (LLY)
INSM
Insmed Inc
$104.92
-0.40%
HEALTHCARE · Cap: $21.21B
LLY
Eli Lilly and Company
$1,131.42
-0.26%
HEALTHCARE · Cap: $948.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 8716% more annual revenue ($72.25B vs $819.56M). LLY leads profitability with a 35.0% profit margin vs -144.4%. INSM appears more attractively valued with a PEG of 1.09. LLY earns a higher WallStSmart Score of 78/100 (B+).
INSM
Hold39
out of 100
Grade: F
LLY
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.6%
Fair Value
$83.92
Current Price
$104.92
$21.00 premium
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 229.6% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 81 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 49.4%
Revenue surging 55.5% year-over-year
Earnings expanding 169.9% YoY
Areas to Watch
0.0% earnings growth
Elevated debt levels
Trading at 32.2x book value
ROE of -167.9% — below average capital efficiency
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 32.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
The strongest argument for INSM centers on Revenue Growth. Revenue growth of 229.6% 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 35.0% and operating margin at 49.4%. Revenue growth of 55.5% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are EPS Growth, Debt/Equity, Price/Book.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book.
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 0.77 — expect wider price swings.
INSM is growing revenue faster at 229.6% — sustainability is the question.
LLY generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 39/100), backed by strong 35.0% margins and 55.5% 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.
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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