Insmed (INSM) vs Roivant Sciences (ROIV)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Roivant Sciences (ROIV) has outperformed Insmed (INSM) over the past year, gaining 115.6% versus a loss of 37.3%. Over five years, ROIV leads with a +477.2% price change compared with +284.1% for INSM. Roivant Sciences is the larger company by market cap ($24.71 billion vs $21.94 billion), about 1.1 times the size, while Insmed is growing revenue faster (+66.7% vs -71.6%).
Insmed converts more of its revenue into profit, with a net margin of -210.5% versus -3629.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | INSM | ROIV |
|---|---|---|
| Share price | $100.48 | $34.21 |
| Market cap | $21.94B | $24.71B |
| 1-day change | -1.24% | -1.55% |
| YTD return | -41.54% | +60.14% |
| 1-year return | -37.32% | +115.57% |
| 5-year return | +284.07% | +477.24% |
| Forward P/E | 127.61 | — |
| EPS (TTM) | $-4.10 | $-0.53 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $606.42M | $8.26M |
| Revenue growth (YoY) | +66.73% | -71.57% |
| Net income (latest FY) | $-1.28B | $-299.77M |
| Gross margin | 79.73% | — |
| Operating margin | -205.59% | -6235.69% |
| Net margin | -210.54% | -3629.19% |
| 52-week high | $212.75 | $42.50 |
| 52-week low | $90.39 | $15.90 |
| Distance from 52-week high | -52.77% | -19.51% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +96.80% | +40.54% |
| Average volume | 2.57M | 7.02M |
| Shares outstanding | 218.38M | 722.32M |
| Employees | 1,664 | 721 |
| Sector | Health Care | Health Care |
| Industry | Biotechnology: Pharmaceutical Preparations | Biotechnology: Pharmaceutical Preparations |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ROIV has outperformed INSM by 152.9 percentage points over the past year.
- Insmed is more profitable, keeping -210.5 cents of every revenue dollar as net income versus -3629.2 cents for Roivant Sciences.
- Insmed grew revenue faster in its latest fiscal year (+66.73% vs -71.57%).
About Insmed
INSM stock →Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. 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.
Health Care · Biotechnology: Pharmaceutical Preparations · 1,664 employees
About Roivant Sciences
ROIV stock →Roivant Sciences Ltd., a clinical-stage biopharmaceutical company, focuses on the discovery, development, and commercialization of medicines and technologies. Its clinical product candidates include IMVT-1402, a fully human monoclonal antibody targeting FcRn in development across several IgG-mediated autoimmune indications; mosliciguat, an inhaled sGC activator in development for pulmonary hypertension associated with interstitial lung disease; neonatal fragment crystallizable receptor for the treatment of graves' disease, difficult-to-treat rheumatoid arthritis, sjögren's disease, myasthenia gravis, chronic inflammatory demyelinating polyneuropathy, and cutaneous lupus erythematosus indications; batoclimab, a fully human monoclonal antibody for the treatment of thyroid eye disease; and brepocitinib, a potent small molecule inhibitor of TYK2 and JAK1 in development for the treatment of dermatomyositis, non-infectious uveitis, cutaneous sarcoidosis, and other immune-mediated diseases.
Health Care · Biotechnology: Pharmaceutical Preparations · 721 employees
INSM vs ROIV FAQ
Which is bigger, Insmed or Roivant Sciences?
Roivant Sciences (ROIV) is larger, with a market capitalization of $24.71B compared with $21.94B for Insmed (INSM).
Which stock has performed better over the past year, INSM or ROIV?
ROIV returned +115.57% over the past 12 months, compared with -37.32% for INSM (price return, excluding dividends). Past performance does not predict future results.
Are Insmed and Roivant Sciences in the same industry?
Yes. Both are classified in the Biotechnology: Pharmaceutical Preparations industry within the Health Care sector.