Alnylam Pharmaceuticals Inc vs Vertex Pharmaceuticals Inc

Alnylam Pharmaceuticals Inc (ALNY) is overvalued and Vertex Pharmaceuticals Inc (VRTX) is overvalued.

Both trade above our estimate of their intrinsic value. VRTX is the closer of the two: -36%, against -37% for ALNY.

Values as of the 22 Sept 2026 close.

Alnylam Pharmaceuticals Inc (ALNY)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $184.17; the price of $251.65 is 37% above that value, and 83% of that value comes from beyond year five.

Leak Score 71/100 on 9 of 12 signals

Vertex Pharmaceuticals Inc (VRTX)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $380.05; the price of $514.99 is 36% above that value, and 82% of that value comes from beyond year five.

Leak Score 65/100 on 9 of 12 signals

MetricALNYVRTX
VerdictOvervaluedOvervalued
Price$251.65$514.99
Intrinsic value$184.17$380.05
Margin of safety-37%-36%
Leak Score71/100 (9/12)65/100 (9/12)
Market cap$33.7B$130.5B
Revenue growth, 5 years49.8%14.2%
Operating margin20.8%39.5%
Net margin16.8%34.7%
Return on equity100.7%23.5%
Debt to equity2.210.10
P/E42.5x30.0x
Forward P/E25.0x24.4x
P/B24.9x6.4x

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