COMPARE · Data as of August 21, 2026
ALNY vs INSM
Verdict: Side-by-side breakdown using the Bull Rankings model. ALNY scored 75.0, INSM scored 38.6 — ALNY leads.
Compare another set
ALNY
Alnylam Pharmaceuticals, Inc.
75
$236.22 · $31.6B
fundamentals as of
Score gap
36.4
ALNY leads
INSM
Insmed Incorporated
38.6
$125.77 · $27.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthINSM+185.8%
- Strongest balance sheetINSM0.98
- Highest qualityALNY67 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ALNY
stronger →← stronger
INSM
67
Qualityreturns · margins · balance sheet
11
99
Growthrevenue & earnings expansion
98
64
Valuevaluation vs sector peers
55
ALNY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ALNY
INSM
$465mC
FCF
-$808mF
+65.2%A
Rev
+185.8%A
2.21D
D/E
0.98C
41.2xC
P/E
—
0.46A
PEG
1.09B+
—
P/S
24.1xD
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALNY
INSM
189% above
Price vs fair valuelower is cheaper
—
~43%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-74%
1-yr DCF upside
—
-65%
5-yr DCF upside
—
-48%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ALNY
Why this score
- Diluting shareholders
INSM
Why this score
- Diluting shareholders
The companies
ALNYAlnylam Pharmaceuticals, Inc.
Why now
Biotechnology · market cap $31.6b. Down 52% from 52-week high of $495.55 — deep drawdown territory. Revenue growing +65% — in hypergrowth territory. PEG 0.46 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $370.20 (implying +57% upside).
Moat
Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 54% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
D/E 2.21 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 41x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
INSMInsmed Incorporated
Why now
Biotechnology · market cap $27.5b. Down 41% from 52-week high of $212.75 — deep drawdown territory. Revenue growing +186% — in hypergrowth territory. 22 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $200.05 (implying +59% upside).
Moat
Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Free cash flow is negative (-$808m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -76.9%) — path to GAAP profitability is the core thesis risk. Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ALNY and INSM diverge
On the headline score the gap is 36.4 points in favor of ALNY. The widest single difference is Quality, where ALNY leads by 56.2 points.
- QualityALNY 66.8 · INSM 10.6ALNY +56.2
- ValueALNY 64.1 · INSM 55.5ALNY +8.6
- GrowthALNY 98.5 · INSM 97.8level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.