Insmed vs Ionis Pharmaceuticals
INSM and IONS side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INSM and IONS compare
Insmed is the larger company, worth 3.4 times as much as Ionis Pharmaceuticals ($24.6B against $7.2B).
Insmed grew revenue faster over the last twelve months (240% versus −7.4% for Ionis Pharmaceuticals).
Insmed keeps more of each dollar of sales as profit, with a net margin of −39.9% compared with −64.7% at Ionis Pharmaceuticals.
Insmed scores higher on the StockData Score (8 against 3 for Ionis Pharmaceuticals), 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 | IONS |
|---|---|---|
| Size and price | ||
| Market cap | $24.6B | $7.2B |
| Share price | $112.58 | $43.52 |
| Change, 1 year | −32.6% | −39.5% |
| Change, 5 years | 237% | 29.2% |
| Beta (5Y) | 0.79 | 0.71 |
| Employees | 1,664 | 1,402 |
| StockData Score | ||
| Total score | 8 (better) | 3 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 2 (better) | 0 |
| Health score | 3 (better) | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 16.2× | 8.3× (better) |
| P/B | 33.9× | 16.4× (better) |
| FCF yield | −2.6% (better) | −7.8% |
| Fair value | $61.67 | $28.12 |
| Margin of safety | −82.5% | −54.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 240% (better) | −7.4% |
| Revenue growth, 5Y average | 29.8% (better) | 5.3% |
| Profitability | ||
| Gross margin | 84.4% | 98.2% (better) |
| Operating margin | −37.1% (better) | −68.0% |
| Net margin | −39.9% (better) | −64.7% |
| FCF margin | −41.3% (better) | −64.2% |
| Return on equity | −72.5% (better) | −105% |
| Financial health | ||
| Debt / equity | 0.76 | – |
| Interest coverage | −6.9× (better) | −31.6× |
| Current ratio | 2.86 | 7.89 (better) |
| Altman Z-score | 6.56 (better) | 0.88 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 103% | 108% |
| Held by insiders | 0.88% | 0.80% |
| Insider net buying, 12 months | −$167M | −$123M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 6.4% | 13.7% |
Go deeper
- INSM stock overview
- INSM income statement
- INSM valuation and score
- IONS stock overview
- IONS income statement
- IONS valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.