WallStSmart

Mirum Pharmaceuticals Inc (MIRM)vsModerna Inc (MRNA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Moderna Inc generates 260% more annual revenue ($2.23B vs $618.07M). MIRM leads profitability with a -139.2% profit margin vs -141.4%. MIRM earns a higher WallStSmart Score of 30/100 (F).

MIRM

Avoid

30

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 6.7Quality: 6.5
Piotroski: 4/9Altman Z: 0.33

MRNA

Avoid

21

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MIRMUndervalued (+46.5%)

Margin of Safety

+46.5%

Fair Value

$186.51

Current Price

$91.39

$95.12 discount

UndervaluedFair: $186.51Overvalued
MRNAUndervalued (+69.9%)

Margin of Safety

+69.9%

Fair Value

$134.69

Current Price

$182.56

$47.87 discount

UndervaluedFair: $134.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MIRM2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
37.9%10/10

Revenue surging 37.9% year-over-year

Debt/EquityHealth
-72.9710/10

Conservative balance sheet, low leverage

MRNA2 strengths · Avg: 9.0/10
Market CapQuality
$69.04B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Areas to Watch

MIRM4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-329.4%2/10

ROE of -329.4% — below average capital efficiency

Free Cash FlowQuality
$-273.70M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.332/10

Distress zone — elevated risk

MRNA4 concerns · Avg: 3.3/10
Price/BookValuation
10.8x4/10

Trading at 10.8x book value

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-46.6%2/10

ROE of -46.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : MIRM

The strongest argument for MIRM centers on Revenue Growth, Debt/Equity. Revenue growth of 37.9% demonstrates continued momentum.

Bull Case : MRNA

The strongest argument for MRNA centers on Market Cap, Debt/Equity.

Bear Case : MIRM

The primary concerns for MIRM are EPS Growth, Return on Equity, Free Cash Flow.

Bear Case : MRNA

The primary concerns for MRNA are Price/Book, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

MIRM profiles as a hypergrowth stock while MRNA is a turnaround play — different risk/reward profiles.

MRNA carries more volatility with a beta of 1.11 — expect wider price swings.

MIRM is growing revenue faster at 37.9% — sustainability is the question.

MIRM generates stronger free cash flow (-274M), providing more financial flexibility.

Bottom Line

MIRM scores higher overall (30/100 vs 21/100) and 37.9% revenue growth. MRNA offers better value entry with a 69.9% margin of safety. Both earn "Avoid" 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.

Mirum Pharmaceuticals Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Mirum Pharmaceuticals, Inc., a biopharmaceutical company, is focused on the development and commercialization of an advanced line of novel therapies for debilitating liver diseases. The company is headquartered in Foster City, California.

Moderna Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Moderna, Inc., a biotechnology company, develops messenger RNA-based vaccines and therapies for the treatment of infectious diseases, immuno-oncology, rare diseases, cardiovascular diseases, and autoimmune diseases. The company is headquartered in Cambridge, Massachusetts.

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