Insmed, Inc. (INSM) vs Revolution Medicines, Inc. (RVMD)

Insmed, Inc. and Revolution Medicines, Inc. are both Biotechnology companies. Revolution Medicines, Inc. is the larger, with a market value of $42.9B against $26.8B — 1.6× the size. Insmed, Inc. grew revenue faster over the last twelve months: 185.8% against −8.81%. Revolution Medicines, Inc. has the higher net margin (0.00% vs −76.9%) and the higher return on invested capital (0.00% vs −329.2%). Across the 18 metrics below, Insmed, Inc. leads on 9 and Revolution Medicines, Inc. on 9.

Valuation

Metric INSM RVMD Biotechnology median
P/E n/m n/m 7.88
P/S 22.51 1,606.35 11.47
P/B 33.81 16.59 2.52
Price to free cash flow n/m n/m 21.16
EV/EBITDA n/m n/m 0.74
EV/Sales 22.18 1,498.51 10.73
Earnings yield (3.49%) (4.30%) (28.84%)
Free cash flow yield (3.15%) (2.85%) (23.03%)

Profitability

Metric INSM RVMD Biotechnology median
Gross margin 83.46% 35.06% 65.16%
Operating margin (73.89%) 0.00% 0.00%
Net margin (76.94%) 0.00% 0.00%
Free cash flow margin (71.00%) 0.00% 0.00%
Return on equity (87.22%) (79.09%) (57.72%)
Return on assets (38.20%) (52.37%) (49.22%)
Return on invested capital (329.22%) 0.00% 0.00%

Growth

Metric INSM RVMD Biotechnology median
Revenue growth (TTM) 185.76% (8.81%) 5.64%
EPS growth (last fiscal year) (15.26%) (66.20%) —
Revenue growth, 5-year CAGR 29.83% (10.50%) 8.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric INSM RVMD Biotechnology median
Debt to equity 0.74 0.40 0.00
Current ratio 3.72 11.38 4.73
Net debt to EBITDA 0.71 1.47 0.96

Dividend

Metric INSM RVMD Biotechnology median
Dividend yield — — 2.10%
Payout ratio 0.00 0.00 0.00

Size

Metric INSM RVMD Biotechnology median
Market cap 26.84b 42.88b 162.10m

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