Insmed Inc (INSM)vsUltragenyx (RARE)
INSM
Insmed Inc
$148.31
+6.59%
HEALTHCARE · Cap: $29.99B
RARE
Ultragenyx
$19.85
+7.30%
HEALTHCARE · Cap: $1.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Ultragenyx generates 11% more annual revenue ($673.00M vs $606.42M). INSM leads profitability with a -2.1% profit margin vs -85.4%. INSM earns a higher WallStSmart Score of 39/100 (F).
INSM
Hold39
out of 100
Grade: F
RARE
Avoid31
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 25.9% 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
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -6.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : INSM
PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : RARE
The strongest argument for RARE centers on Revenue Growth. Revenue growth of 25.9% demonstrates continued momentum.
Bear Case : INSM
The primary concerns for INSM are Revenue Growth, EPS Growth, Price/Book.
Bear Case : RARE
The primary concerns for RARE are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
INSM profiles as a turnaround stock while RARE is a growth play — different risk/reward profiles.
INSM carries more volatility with a beta of 1.17 — expect wider price swings.
RARE is growing revenue faster at 25.9% — sustainability is the question.
RARE generates stronger free cash flow (-101M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 31/100). 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.
Ultragenyx
HEALTHCARE · BIOTECHNOLOGY · USA
Ultragenyx Pharmaceutical Inc., a biopharmaceutical company, focuses on the identification, acquisition, development, and commercialization of novel products for the treatment of rare and ultra-rare genetic diseases in the United States. The company is headquartered in Novato, California.
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