Alkermes vs Insmed
ALKS and INSM side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ALKS and INSM compare
Insmed is the larger company, worth 3.3 times as much as Alkermes ($26.5B against $8.0B).
Insmed grew revenue faster over the last twelve months (240% versus 10.8% for Alkermes).
Alkermes keeps more of each dollar of sales as profit, with a net margin of 4.0% compared with −39.9% at Insmed.
Insmed scores higher on the StockData Score (8 against 5 for Alkermes), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ALKS | INSM |
|---|---|---|
| Size and price | ||
| Market cap | $8.0B | $26.5B |
| Share price | $47.89 | $120.75 |
| Change, 1 year | 46.7% | −37.1% |
| Change, 5 years | 106% | 296% |
| Beta (5Y) | 0.41 | 0.75 |
| Employees | 2,050 | 1,664 |
| StockData Score | ||
| Total score | 5 | 8 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 2 | 2 |
| Health score | 1 | 3 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 126× | – |
| P/S | 4.8× (better) | 17.4× |
| P/B | 4.4× (better) | 36.5× |
| EV/EBITDA | 49.6× | – |
| P/FCF | 36.2× | – |
| FCF yield | 2.8% (better) | −2.4% |
| Fair value | $15.32 | $61.27 |
| Margin of safety | −213% | −97.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 10.8% | 240% (better) |
| Revenue growth, 5Y average | 7.3% | 29.8% (better) |
| Net income growth (TTM) | −81.0% | – |
| EPS growth (TTM) | −81.7% | – |
| Profitability | ||
| Gross margin | 84.6% (better) | 84.4% |
| Operating margin | 7.0% (better) | −37.1% |
| Net margin | 4.0% (better) | −39.9% |
| FCF margin | 13.3% (better) | −41.3% |
| Return on equity | 3.9% (better) | −72.5% |
| Return on invested capital | 4.9% | – |
| Financial health | ||
| Debt / equity | 0.83 | 0.76 (better) |
| Net debt / EBITDA | 4.73 | – |
| Interest coverage | 2.0× (better) | −6.9× |
| Current ratio | 2.30 | 2.86 (better) |
| Altman Z-score | 2.31 | 7.32 (better) |
| Piotroski F-score | 7 (better) | 4 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 106% | 102% |
| Held by insiders | 1.6% | 0.89% |
| Insider net buying, 12 months | −$10.1M (better) | −$133M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 11.9% | 6.5% |
Go deeper
- ALKS stock overview
- ALKS income statement
- ALKS valuation and score
- INSM stock overview
- INSM income statement
- INSM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.