Insmed Inc (INSM)vsRevolution Medicines Inc (RVMD)
INSM
Insmed Inc
$104.92
-0.40%
HEALTHCARE · Cap: $21.21B
RVMD
Revolution Medicines Inc
$155.69
+4.02%
HEALTHCARE · Cap: $32.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Insmed Inc generates 110353% more annual revenue ($819.56M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -144.4%. INSM earns a higher WallStSmart Score of 39/100 (F).
INSM
Hold39
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
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 RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 229.6% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Elevated debt levels
Trading at 32.2x book value
ROE of -167.9% — below average capital efficiency
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Weak financial health signals
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 : RVMD
The strongest argument for RVMD centers on Debt/Equity.
Bear Case : INSM
The primary concerns for INSM are EPS Growth, Debt/Equity, Price/Book.
Bear Case : RVMD
The primary concerns for RVMD are EPS Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
INSM profiles as a hypergrowth stock while RVMD is a value play — different risk/reward profiles.
RVMD carries more volatility with a beta of 1.41 — expect wider price swings.
INSM is growing revenue faster at 229.6% — sustainability is the question.
INSM generates stronger free cash flow (-226M), providing more financial flexibility.
Bottom Line
INSM scores higher overall (39/100 vs 24/100) and 229.6% 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.
Revolution Medicines Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.
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