INSM vs. RVMD: Insmed vs. Revolution Medicines Stock Comparison
How do Insmed (INSM) and Revolution Medicines (RVMD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Insmed (INSM) and Revolution Medicines (RVMD) are both classified in the Biotechnology sub-industry within the broader Biotechnology industry, placing them in the closest GICS peer bucket.
Insmed (INSM) has more than two decades of public-market history since June 1, 2000, whereas Revolution Medicines (RVMD) listed on February 13, 2020 and has a much shorter record to draw on.
| Profile Item | INSM | RVMD |
|---|---|---|
| Name | Insmed Incorporated | Revolution Medicines, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Health Care | Health Care |
| GICS Industry Group | Pharmaceuticals, Biotechnology & Life Sciences | Pharmaceuticals, Biotechnology & Life Sciences |
| GICS Industry | Biotechnology | Biotechnology |
| GICS Sub-Industry | Biotechnology | Biotechnology |
| Market Capitalization | 25.10 billion USD | 41.59 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | June 1, 2000 | February 13, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | INSM | RVMD |
|---|---|---|
| Total Return (1Y) | -39.17% | 224.80% |
| Total Return (3Y, Annualized) | 70.17% | 114.71% |
| Total Return (5Y, Annualized) | 28.96% | 43.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | INSM | RVMD |
|---|---|---|
| Volatility (1Y, Annualized) | 63.09% | 68.29% |
| Beta (5Y) | 0.80 | 1.42 |
| Max Drawdown (5Y) | -56.54% | -55.71% |
| Avg. Volume (3M) | 2.76M | 2.06M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | INSM | RVMD |
|---|---|---|
| Sharpe Ratio (1Y) | -0.69 | 3.23 |
| Sortino Ratio (1Y) | -1.04 | 6.92 |
Profitability
ROE (TTM)
Both Insmed (INSM) at -72.45% and Revolution Medicines (RVMD) at -93.56% report negative ROE values. Negative ROE can reflect losses or negative shareholders’ equity, so both readings need extra context.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
-72.45%
- Max
- 109.18%
- Q3
- 6.23%
- Median
- -26.66%
- Q1
- -64.05%
- INSM
- -72.45%
- Min
- -167.77%
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
-93.56%
- Max
- 109.18%
- Q3
- 6.23%
- Median
- -26.66%
- Q1
- -64.05%
- RVMD
- -93.56%
- Min
- -167.77%
Net Margin (TTM)
Insmed (INSM) reports a negative net margin of -39.85%, usually indicating a net loss over the period. Meanwhile Revolution Medicines (RVMD) reports 0.00%, ranking against industry peers normally.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
-39.85%
- Max
- 18.05%
- Q3
- 4.78%
- Median
- 0.00%
- Q1
- -4.14%
- Min
- -17.05%
- INSM
- -39.85%
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.00%
- Max
- 18.05%
- Q3
- 4.78%
- RVMD
- 0.00%
- Median
- 0.00%
- Q1
- -4.14%
- Min
- -17.05%
Operating Margin (TTM)
Both Insmed (INSM) at -15.60% and Revolution Medicines (RVMD) at -188.88% report negative operating margin values, usually indicating operating losses over the period.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
-15.60%
- Max
- 83.12%
- Q3
- 14.77%
- Median
- 0.00%
- INSM
- -15.60%
- Q1
- -78.82%
- Min
- -207.40%
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
-188.88%
- Max
- 83.12%
- Q3
- 14.77%
- Median
- 0.00%
- Q1
- -78.82%
- RVMD
- -188.88%
- Min
- -207.40%
Profitability Metrics
| Metric | INSM | RVMD |
|---|---|---|
| ROE (TTM) | -72.45% | -93.56% |
| ROA (TTM) | -17.25% | -32.13% |
| Net Margin (TTM) | -39.85% | 0.00% |
| Operating Margin (TTM) | -15.60% | -188.88% |
| Gross Margin (TTM) | 84.40% | 0.00% |
Growth
Revenue Growth
Only one side can be read here: Insmed (INSM) reports revenue growth of 66.73%, ranked against its industry; Revolution Medicines (RVMD) has no revenue growth figure this period.
EPS Growth
Neither Insmed (INSM) nor Revolution Medicines (RVMD) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | INSM | RVMD |
|---|---|---|
| Revenue Growth (YoY) | 66.73% | -- |
| Revenue Growth (3Y CAGR) | 35.20% | -- |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Insmed (INSM) at 2.86 and Revolution Medicines (RVMD) at 8.36 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
2.86
- Max
- 25.13
- Q3
- 12.13
- Median
- 5.52
- INSM
- 2.86
- Q1
- 2.47
- Min
- 0.10
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
8.36
- Max
- 25.13
- Q3
- 12.13
- RVMD
- 8.36
- Median
- 5.52
- Q1
- 2.47
- Min
- 0.10
Debt / Equity (MRQ)
Revolution Medicines (RVMD) at 0.50 carries an industry-typical debt-to-equity mix, while Insmed (INSM) at 1.01 uses more debt funding than most peers.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
1.01
- Max
- 1.42
- INSM
- 1.01
- Q3
- 0.65
- Median
- 0.15
- Q1
- 0.02
- Min
- 0.00
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.50
- Max
- 1.42
- Q3
- 0.65
- RVMD
- 0.50
- Median
- 0.15
- Q1
- 0.02
- Min
- 0.00
Financial Strength Metrics
| Metric | INSM | RVMD |
|---|---|---|
| Current Ratio (MRQ) | 2.86 | 8.36 |
| Debt / Equity (MRQ) | 1.01 | 0.50 |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Neither Insmed (INSM) nor Revolution Medicines (RVMD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.00%
- INSM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.00%
- RVMD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Insmed (INSM) nor Revolution Medicines (RVMD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.00%
- INSM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.00%
- RVMD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | INSM | RVMD |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Neither Insmed (INSM) nor Revolution Medicines (RVMD) reports a P/E ratio value for this period, so a direct comparison isn’t possible.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
--
- Max
- 85.34
- Q3
- 43.46
- Median
- 26.69
- Q1
- 13.30
- Min
- 0.07
- INSM
- --
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
--
- Max
- 85.34
- Q3
- 43.46
- Median
- 26.69
- Q1
- 13.30
- Min
- 0.07
- RVMD
- --
P/S Ratio (TTM)
Insmed (INSM) at 16.52 prices around its industry’s typical P/S ratio, while Revolution Medicines (RVMD) at 210.51 clears its benchmark range — RVMD looks notably rich on sales.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
16.52
- Max
- 58.18
- Q3
- 25.77
- INSM
- 16.52
- Median
- 7.30
- Q1
- 3.01
- Min
- 0.01
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
210.51
- RVMD
- 210.51
- Max
- 58.18
- Q3
- 25.77
- Median
- 7.30
- Q1
- 3.01
- Min
- 0.01
P/B Ratio (MRQ)
Measured against book value, both Insmed (INSM) at 34.55 and Revolution Medicines (RVMD) at 17.31 look expensive — each P/B ratio sits above its industry’s benchmark range.
INSM
Pharmaceuticals, Biotechnology & Life Sciences industry group
34.55
- INSM
- 34.55
- Max
- 13.53
- Q3
- 6.54
- Median
- 3.25
- Q1
- 1.69
- Min
- -5.59
RVMD
Pharmaceuticals, Biotechnology & Life Sciences industry group
17.31
- RVMD
- 17.31
- Max
- 13.53
- Q3
- 6.54
- Median
- 3.25
- Q1
- 1.69
- Min
- -5.59
Valuation Metrics
| Metric | INSM | RVMD |
|---|---|---|
| P/E Ratio (TTM) | -- | -- |
| P/S Ratio (TTM) | 16.52 | 210.51 |
| P/B Ratio (MRQ) | 34.55 | 17.31 |
| Free Cash Flow Yield (TTM) | -1.82% | -2.13% |