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Insmed Inc (INSM) stock: price, quality, comparison

Price, quality, revenue and earnings and the peer comparison for Insmed Inc, from audited financials.

Price: $114.41. No valuation: the company's figures do not support a reliable fair value right now, so we deliberately show none.
Price/sales 16.36× (industry 6.08×) · Revenue growth (quarter YoY) 268.4% (industry 0.0%)
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Healthcare US

II Insmed Inc logo Thin data Nov 6, 2026

Insmed Inc

INSM · US
Positive coverage
Mixed Growth (revenue 5y +29.8 %/yr in USD)
Moderate debt
Insiders sold $58.4M (6M)
Quality 36/100
Loss-making · -39.9% net margin (TTM)
Negative free cash flow
Trails peers (2/10)
Narrow moat 8/100 · thin data
Thin data
No fair value
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26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

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Company profile

Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally.

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The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients.

It also develops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa.

In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension.

Further, it develops INS1201, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as it is also developing pre-clinical research programs for gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue.

In addition, it provides INS1148, monoclonal antibody targeting stem cell factor called SCF248 that is in phase-2 clinical trial for the treatment of interstitial lung disease, and asthma; and INS1202, an intrathecally delivered gene therapy which is in phase 1 of clinical trial for the treatment of amyotrophic lateral sclerosis.

The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.

Quality Score breakdown

Overall quality 36/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 10
How much profit the company makes from its sales and capital
Quality Growth 75
Are margins and returns getting better?
Cashflow 5
Do the profits arrive as real cash?
Financial strength 69
Debt, balance sheet and risk of trouble
Investment 42
Does it invest with discipline instead of growing at any price?
Low Volatility 38
How calm the share price moves, does not count
Price momentum 28
Price momentum of the last 3 to 12 months, does not count
Near the 52-week high 9
Distance to the 52-week high, does not count
New shares 31
Buys back shares or issues new ones?

Open the full quality analysis →

Insider trades

In the last 6 months, 7 officers or directors sold shares worth $58.4M and none bought.

  • SaleDavid R BrennanDirector25,000 shares at $124.00$3.1MSep 9, 2026
  • SaleMelvin Sharoky MdDirector2× since Dec 5, 2025: 25,000 shares, avg. $189.51$4.7MAug 17, 2026
  • SaleRoger AdsettChief Operating Officer6× since Jan 6, 2026: 341,198 shares, avg. $141.42$48.3MAug 10, 2026
  • SaleMartina M.D. FlammerChief Medical Officer12× since Nov 11, 2025: 155,668 shares, avg. $149.83$23.3MAug 6, 202610b5-1 plan
  • SaleWilliam LewisChair and CEO, Director20× since Dec 4, 2025: 237,351 shares, avg. $138.15$32.8MJul 23, 2026
  • SaleMichael Alexander SmithChief Legal Officer8× since Jan 6, 2026: 62,433 shares, avg. $144.34$9.0MJun 22, 2026
  • SaleSara BonsteinChief Financial Officer4× since Jan 6, 2026: 16,066 shares, avg. $132.74$2.1MJun 3, 2026
  • SaleOrlov S Nicole SchaefferChief People Strategy Officer2× since Nov 12, 2025: 117,290 shares, avg. $180.01$21.1MJan 2, 2026
  • SaleElizabeth M AndersonDirector2× since Nov 14, 2025: 15,000 shares, avg. $198.77$3.0MNov 24, 2025
  • SaleLeo LeeDirector75,000 shares at $195.90$14.7MNov 17, 2025

Plus 17 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.

Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.

Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 34/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+66.7%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+35.2%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+29.8%
Start year 2020 (pandemic)
Revenue growth 26 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+66.9%
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−161.3% (2020) → −194.0% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed

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Recent news

News mood ⓘNews mood, the average tone of recent news (98 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation. Positive
Recent news coverage is more positive than average.

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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Biotechnology · 558 stocks

Beats the industry median on 2/9 measures
Overall it trails its industry peers.
Valuation
Quality Score 36 · Below median
Profitability
Return on assets −56.4% · Bottom 25%
Net margin (12 months) −39.9% · Bottom 25%
Operating margin (12 months) −15.6% · Bottom 25%
Growth and dividend
Revenue growth (quarter YoY) 268.4% · Top 25%
Balance sheet
Debt / equity 0.73× · Highest 25%

Valuation Multiplesvs Biotechnology median · lower = cheaper

P/B 33.65× · Priciest 25%
P/S (12 months) 16.36× · Priciest 25%
PEG 1.09× · Cheaper than median

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)0 · sector 0
FUTURE (revenue growth)100 · sector 0
PAST (return on equity)0 · sector 0
HEALTH (low debt)63 · sector 97
DIVIDEND (yield)0 · sector 22

Context: sector, industry, market

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Biotechnology stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
Incyte Corporation INCY $119.65 $199.23 +67% vs INSM
Regeneron Pharmaceuticals, Inc REGN $904.35 $1,275 +41% vs INSM
Genmab A/S GMAB kr 3,527 kr 3,999 +13% vs INSM
WuXi Biologics (Cayman) Inc 2269 HK$47.62 HK$53.55 +12% vs INSM
Samsung Biologics Co 207940 1,516,000 KRW 1,667,600 KRW +10% vs INSM
Vertex Pharmaceuticals Incorporated VRTX $547.09 $596.75 +9% vs INSM
argenx SE ARGX $927.21 $908.40 −2% vs INSM
CSL Limited CSL A$202.04 A$183.04 −9% vs INSM
Celltrion, Inc 068270 211,000 KRW 74,945 KRW −64% vs INSM
Royalty Pharma plc RPRX $67.30 $19.01 −72% vs INSM

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Frequently asked questions

What is the quality score of INSM?
Insmed Inc has a Quality Score of 36/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Insmed Inc (INSM)?
Insmed Inc reported trailing-twelve-month revenue of about $1.5B (latest available figure, as of Nov 6, 2026).
What is the PEG ratio of INSM?
The PEG ratio of Insmed Inc is 1.09 (P/E divided by earnings growth, as of Nov 6, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Insmed Inc (INSM)?
Balance-sheet figures for Insmed Inc (as of Nov 6, 2026): return on equity −72.5%, debt of 0.73 per unit of equity. They feed the Quality Score of 36/100, which measures business quality independently of the share price.
Which stocks are comparable to Insmed Inc?
From the same area (Healthcare) we also value Vertex Pharmaceuticals Incorporated, Regeneron Pharmaceuticals, Inc, CSL Limited, argenx SE, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
What is the share price of Insmed Inc (INSM)?
The closing price on Nov 6, 2026 was $114.41. We carry closing prices from our data provider, not a live tick.

Key figures of Insmed Inc

How large is the market capitalisation of Insmed Inc (INSM)?
The market capitalisation of Insmed Inc is $24.9B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Insmed Inc (INSM)?
The price-to-sales ratio of Insmed Inc is 15.9 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Insmed Inc (INSM)?
Earnings per share at Insmed Inc are $−2.81. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Insmed Inc (INSM)?
The net margin of Insmed Inc is −39.9% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Insmed Inc (INSM)?
The return on equity (ROE) of Insmed Inc is −72.5% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Insmed Inc (INSM)?
On an EBIT basis the return on assets of Insmed Inc is −41.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Insmed Inc (INSM)?
The operating margin of Insmed Inc is −15.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Insmed Inc (INSM)?
Revenue at Insmed Inc is growing +268% versus a year earlier (3y avg +35.2%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much free cash flow does Insmed Inc (INSM) generate?
The free cash flow of Insmed Inc is −$968M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Insmed Inc (INSM) carry?
The net debt of Insmed Inc is $258M (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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