Insmed (MIL:1INSM) Moat Score: 5/10 (As of Aug. 06, 2026)

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MIL:1INSM Insmed Inc MIL:1INSM
45 GF Score
Price €86.10
GF Value €163.31
Valuation Possible Value Trap
! 4 Warning Signs
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What is Insmed Moat Score?

Insmed MIL:1INSM 45 Moat Score is 5 as of Aug. 06, 2026. GuruFocus rates MIL:1INSM with a GF Score™ of 45/100 and a GF Value™ of €163.31 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,393 Biotechnology companies, Insmed ranks better than 96.7% on this metric.

Insmed has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Insmed has Narrow Moat: Insmed Inc has a solid narrow moat due to its specialized pharmaceutical products and valuable patents. The company benefits from regulatory barriers and R&D capabilities, but faces challenges in scaling and brand recognition.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Insmed might have Narrow Moat - Solid narrow moat.

Insmed  (MIL:1INSM) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Insmed Moat Score Related Terms

MIL:1INSM vs INCY, BNTX, MRNA: Moat Score Comparison

For the Biotechnology subindustry, Insmed's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Insmed Moat Score vs Biotechnology Industry

For the Biotechnology industry and Healthcare sector, Insmed's Moat Score distribution charts can be found below:

* The bar in red indicates where Insmed's Moat Score falls into.


MIL:1INSM
45GF Score
Insmed Inc MIL:1INSM
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Insmed (MIL:1INSM) has a Moat Score of 5 as of Aug. 06, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Insmed ranks #46 out of 1393 companies in the Biotechnology industry, placing it in the top 3.3%.
Is Insmed's Moat Score too high?
Insmed's current Moat Score is 5. The Biotechnology industry median Moat Score is 2.00. Insmed's value of 5 is 150% above this industry median. Based on the distribution chart, Insmed ranks #46 out of 1393 companies in the Biotechnology industry, which is in the top quartile — a strong position relative to peers. Overall, Insmed has a GF Score™ of 45/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Insmed's Moat Score compare to INCY and BNTX?
According to the Biotechnology industry distribution chart, Insmed ranks #46 out of 1393 companies for Moat Score. This places Insmed in the top 3% of its industry — outperforming the majority of peers. The industry median Moat Score is 2.00. Insmed's value of 5 is 150% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Biotechnology company?
The median Moat Score among Biotechnology companies is 2.00, based on 1,393 companies in the industry. Companies in the top quartile (top 25%) have a Moat Score significantly above this median, while those in the bottom quartile fall well below. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Insmed's current Moat Score of 5 is 150% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. For the Biotechnology industry, the median Moat Score is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Insmed's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Insmed stock overvalued right now?
Based on GuruFocus' analysis, Insmed (MIL:1INSM) is currently considered Possible Value Trap. The stock's GF Value™ is €163.31, compared to a current price of €86.10 — trading 47.3% below its estimated fair value. The current Moat Score is 5 and 150% above the Biotechnology industry median of 2.00. Insmed's overall GF Score™ is 45/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Insmed (MIL:1INSM), the current Moat Score is 5 as of Aug. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Insmed (MIL:1INSM) Overvalued in 2026?

Based on GuruFocus' analysis, Insmed stock appears to be undervalued. The current stock price of €86.10 is trading 47.3% below its estimated GF Value™ of €163.31. GuruFocus considers Insmed to be Possible Value Trap.

Key valuation signals for MIL:1INSM:

  • Moat Score: 5
  • GF Value™: €163.31 vs. price of €86.10 (47.3% below fair value)
  • GF Score™: 45/100 with 4 warning signs
  • Industry Position: 150% above the Biotechnology median (#46 of 1393)

No single metric tells the full story. See the MIL:1INSM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Insmed Business Description

Other Exchanges INSM:USA0JAV:UKIM8N:Germany
Address 700 US Highway 202/206, Bridgewater, NJ, USA, 08807
Insmed Inc is a biopharmaceutical company. Its commercial portfolio and clinical pipeline are organized around three therapeutic areas: Respiratory, Immunology and Inflammation, and Neuro and Other Rare. The company's two commercial products, Arikayce and Brinsupri, are both part of the Respiratory therapeutic area. The firm's clinical-stage programs are TPIP, INS1148, brensocatib, and INS1201, focusing on different therapeutic areas. Additionally, Insmed's pre-clinical research programs encompass various technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Geographically, the company generates maximum revenue from the United States from the sale of its commercial products.
45GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€86.10
Price
€163.31
GF Value