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INSM vs. ILMN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INSM vs. ILMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Insmed Incorporated (INSM) and Illumina, Inc. (ILMN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INSM achieves a -40.32% return, which is significantly lower than ILMN's 30.32% return. Over the past 10 years, INSM has outperformed ILMN with an annualized return of 24.16%, while ILMN has yielded a comparatively lower 1.90% annualized return.


INSM

1D
0.13%
1M
-25.82%
YTD
-40.32%
6M
-49.77%
1Y
42.12%
3Y*
74.52%
5Y*
32.61%
10Y*
24.16%

ILMN

1D
5.16%
1M
22.64%
YTD
30.32%
6M
33.59%
1Y
108.88%
3Y*
-5.36%
5Y*
-15.92%
10Y*
1.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INSM vs. ILMN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INSM
Insmed Incorporated
-40.32%152.09%122.78%55.11%-26.65%-18.17%39.41%82.01%-57.92%135.68%
ILMN
Illumina, Inc.
30.32%-1.85%-1.34%-31.14%-46.85%2.82%11.53%10.61%37.27%70.64%

Correlation

The correlation between INSM and ILMN is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2000

0.24

The correlation between INSM and ILMN shifts across timeframes, from 0.12 (1 year) to 0.34 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

INSM:

$22.38B

ILMN:

$26.32B

EPS

INSM:

-$5.71

ILMN:

$5.48

PS Ratio

INSM:

26.29

ILMN:

6.06

PB Ratio

INSM:

31.75

ILMN:

8.69

Total Revenue (TTM)

INSM:

$819.56M

ILMN:

$4.39B

Gross Profit (TTM)

INSM:

$668.55M

ILMN:

$2.93B

EBITDA (TTM)

INSM:

-$1.14B

ILMN:

$1.39B

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Return for Risk

INSM vs. ILMN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INSM
INSM Risk / Return Rank: 6262
Overall Rank
INSM Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
INSM Sortino Ratio Rank: 6262
Sortino Ratio Rank
INSM Omega Ratio Rank: 6868
Omega Ratio Rank
INSM Calmar Ratio Rank: 5858
Calmar Ratio Rank
INSM Martin Ratio Rank: 5959
Martin Ratio Rank

ILMN
ILMN Risk / Return Rank: 8888
Overall Rank
ILMN Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ILMN Sortino Ratio Rank: 9090
Sortino Ratio Rank
ILMN Omega Ratio Rank: 8787
Omega Ratio Rank
ILMN Calmar Ratio Rank: 8888
Calmar Ratio Rank
ILMN Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INSM vs. ILMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Insmed Incorporated (INSM) and Illumina, Inc. (ILMN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


INSMILMNDifference
Sharpe ratioReturn per unit of total volatility

-1.61

Sortino ratioReturn per unit of downside risk

-1.87

Omega ratioGain probability vs. loss probability

1.22

1.39

-0.18

Calmar ratioReturn relative to maximum drawdown

0.81

4.27

-3.45

Martin ratioReturn relative to average drawdown

1.93

9.67

-7.74

INSM vs. ILMN - Sharpe Ratio Comparison

The current INSM Sharpe Ratio is 0.73, which is lower than the ILMN Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of INSM and ILMN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


INSMILMNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.73

2.33

-1.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

-0.35

+0.80

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.05

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.02

0.16

-0.18

Drawdowns

INSM vs. ILMN - Drawdown Comparison

The maximum INSM drawdown since its inception was -98.65%, roughly equal to the maximum ILMN drawdown of -96.14%. Use the drawdown chart below to compare losses from any high point for INSM and ILMN.


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Drawdown Indicators


INSMILMNDifference

Max Drawdown

Largest peak-to-trough decline

-98.65%

-96.14%

-2.51%

Max Drawdown (1Y)

Largest decline over 1 year

-52.06%

-25.66%

-26.40%

Max Drawdown (3Y)

Largest decline over 3 years

-52.06%

-65.68%

+13.62%

Max Drawdown (5Y)

Largest decline over 5 years

-52.06%

-86.23%

+34.17%

Max Drawdown (10Y)

Largest decline over 10 years

-64.84%

-86.23%

+21.39%

Current Drawdown

Current decline from peak

-50.87%

-66.52%

+15.65%

Average Drawdown

Average peak-to-trough decline

-86.12%

-40.37%

-45.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.89%

11.30%

+10.59%

Volatility

INSM vs. ILMN - Volatility Comparison

Insmed Incorporated (INSM) has a higher volatility of 30.56% compared to Illumina, Inc. (ILMN) at 9.58%. This indicates that INSM's price experiences larger fluctuations and is considered to be riskier than ILMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INSMILMNDifference

Volatility (1M)

Calculated over the trailing 1-month period

30.56%

9.58%

+20.98%

Volatility (6M)

Calculated over the trailing 6-month period

43.84%

29.23%

+14.61%

Volatility (1Y)

Calculated over the trailing 1-year period

58.25%

46.92%

+11.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

72.66%

45.66%

+27.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

78.47%

42.17%

+36.30%

Dividends

INSM vs. ILMN - Dividend Comparison

Neither INSM nor ILMN has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

INSM vs. ILMN - Financials Comparison

This section allows you to compare key financial metrics between Insmed Incorporated and Illumina, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
305.96M
1.09B
(INSM) Total Revenue
(ILMN) Total Revenue
Values in USD except per share items

INSM vs. ILMN - Profitability Comparison

The chart below illustrates the profitability comparison between Insmed Incorporated and Illumina, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%80.0%85.0%20222023202420252026
84.5%
66.1%
Portfolio components
INSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Insmed Incorporated reported a gross profit of 258.54M and revenue of 305.96M. Therefore, the gross margin over that period was 84.5%.

ILMN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Illumina, Inc. reported a gross profit of 721.00M and revenue of 1.09B. Therefore, the gross margin over that period was 66.1%.

INSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Insmed Incorporated reported an operating income of -198.20M and revenue of 305.96M, resulting in an operating margin of -64.8%.

ILMN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Illumina, Inc. reported an operating income of 209.00M and revenue of 1.09B, resulting in an operating margin of 19.2%.

INSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Insmed Incorporated reported a net income of -163.56M and revenue of 305.96M, resulting in a net margin of -53.5%.

ILMN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Illumina, Inc. reported a net income of 134.00M and revenue of 1.09B, resulting in a net margin of 12.3%.


Frequently Asked Questions


INSM and ILMN have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INSM has higher volatility (30.56%) compared to ILMN (9.58%). In terms of maximum drawdown, INSM dropped -98.65% vs ILMN's -96.14%.

ILMN currently has the higher Sharpe Ratio (2.33 vs 0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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