WallStSmart

Insmed Inc (INSM)vsRAPT Therapeutics Inc (RAPT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RAPT leads profitability with a 0.0% profit margin vs -210.5%. INSM earns a higher WallStSmart Score of 39/100 (F).

INSM

Hold

39

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 6.7Quality: 6.3
Piotroski: 6/9Altman Z: -3.77

RAPT

Avoid

21

out of 100

Grade: F

Growth: 3.7Profit: 3.0Value: 5.0Quality: 6.5
Piotroski: 2/9Altman Z: -2.26

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INSM1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
152.6%10/10

Revenue surging 152.6% year-over-year

RAPT1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

INSM4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
39.4x2/10

Trading at 39.4x book value

Return on EquityProfitability
-249.3%2/10

ROE of -249.3% — below average capital efficiency

Free Cash FlowQuality
$-294.19M2/10

Negative free cash flow — burning cash

RAPT4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.68B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull 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 : RAPT

The strongest argument for RAPT centers on Debt/Equity.

Bear Case : INSM

The primary concerns for INSM are EPS Growth, Price/Book, Return on Equity.

Bear Case : RAPT

The primary concerns for RAPT are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

INSM profiles as a hypergrowth stock while RAPT is a value 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.

RAPT generates stronger free cash flow (-12M), providing more financial flexibility.

Bottom Line

INSM scores higher overall (39/100 vs 21/100) and 152.6% revenue growth. Both earn "Hold" and "Avoid" 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.

RAPT Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

RAPT Therapeutics, Inc., a clinical-stage immunology-based biopharmaceutical company, focuses on discovering, developing and commercializing oral small molecule therapies for patients with unmet needs in oncology and inflammatory diseases. The company is headquartered in South San Francisco, California.

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