Insmed vs Innoviva
INSM and INVA side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INSM and INVA compare
Insmed is the larger company, worth 19 times as much as Innoviva ($26.6B against $1.4B).
Insmed grew revenue faster over the last twelve months (240% versus 12.8% for Innoviva).
Innoviva scores higher on the StockData Score (14 against 8 for Insmed), 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 | INSM | INVA |
|---|---|---|
| Size and price | ||
| Market cap | $26.6B | $1.4B |
| Share price | $121.16 | $19.03 |
| Change, 1 year | −37.7% | −14.6% |
| Change, 5 years | 298% | 11.6% |
| Beta (5Y) | 0.76 | 0.23 |
| Employees | 1,664 | 159 |
| StockData Score | ||
| Total score | 8 | 14 (better) |
| Valuation score | 0 | 5 (better) |
| Growth score | 3 (better) | 2 |
| Performance score | 2 (better) | 1 |
| Health score | 3 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 9.7× |
| P/S | 17.5× | 3.1× (better) |
| P/B | 36.6× | 1.2× (better) |
| EV/EBITDA | – | 6.2× |
| P/FCF | – | 7.5× |
| PEG | – | 0.83 |
| FCF yield | −2.4% | 13.3% (better) |
| Fair value | $60.58 | $31.77 |
| Margin of safety | −100% | 40.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 240% (better) | 12.8% |
| Revenue growth, 5Y average | 29.8% (better) | 4.1% |
| EPS growth, 5Y average | – | 10.3% |
| Profitability | ||
| Gross margin | 84.4% (better) | 74.5% |
| Operating margin | −37.1% | 38.8% (better) |
| Net margin | −39.9% | – |
| FCF margin | −41.3% | 41.6% (better) |
| Return on equity | −72.5% | – |
| Return on invested capital | – | 18.0% |
| Financial health | ||
| Debt / equity | 0.76 | 0.23 (better) |
| Net debt / EBITDA | – | −1.90 |
| Interest coverage | −6.9× | 8.6× (better) |
| Current ratio | 2.86 | 15.44 (better) |
| Altman Z-score | 7.36 (better) | 3.55 |
| Piotroski F-score | 4 | – |
| Dividends and buybacks | ||
| Buyback yield | – | 5.7% |
| Shareholder yield | 0.00% | 5.7% (better) |
| Ownership | ||
| Held by institutions | 102% | 104% |
| Held by insiders | 0.89% | 5.4% |
| Insider net buying, 12 months | −$133M | – |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 6.5% | 11.0% |
Go deeper
- INSM stock overview
- INSM income statement
- INSM valuation and score
- INVA stock overview
- INVA income statement
- INVA valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.