Insmed Inc (INSM)vsMacroGenics Inc (MGNX)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
MGNX
MacroGenics Inc
$2.73
-6.51%
HEALTHCARE · Cap: $185.58M
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 306% more annual revenue ($606.42M vs $149.50M). INSM leads profitability with a -2.1% profit margin vs -49.9%. MGNX appears more attractively valued with a PEG of 0.01. MGNX earns a higher WallStSmart Score of 43/100 (D).
INSM
Hold39
out of 100
Grade: F
MGNX
Hold43
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Revenue surging 113.0% year-over-year
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
Smaller company, higher risk/reward
ROE of -87.0% — below average capital efficiency
Earnings declined 70.4%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : MGNX
The strongest argument for MGNX centers on PEG Ratio, Revenue Growth. Revenue growth of 113.0% demonstrates continued momentum. PEG of 0.01 suggests the stock is reasonably priced for its growth.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : MGNX
The primary concerns for MGNX are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while MGNX is a hypergrowth play — different risk/reward profiles.
MGNX carries more volatility with a beta of 1.39 — expect wider price swings.
MGNX is growing revenue faster at 113.0% — sustainability is the question.
MGNX generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
MGNX scores higher overall (43/100 vs 39/100) and 113.0% 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.
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.
MacroGenics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
MacroGenics, Inc., a biopharmaceutical company, discovers and develops antibody-based therapies to treat cancer in the United States. The company is headquartered in Rockville, Maryland.
Compare with Other BIOTECHNOLOGY Stocks
Want to dig deeper into these stocks?