Insmed vs Royalty Pharma
INSM and RPRX side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INSM and RPRX compare
Royalty Pharma is the larger company, worth 1.6 times as much as Insmed ($38.6B against $24.6B).
Insmed grew revenue faster over the last twelve months (240% versus 10.0% for Royalty Pharma).
Royalty Pharma keeps more of each dollar of sales as profit, with a net margin of 32.1% compared with −39.9% at Insmed.
Royalty Pharma pays a dividend yielding 1.4%; Insmed does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | INSM | RPRX |
|---|---|---|
| Size and price | ||
| Market cap | $24.6B | $38.6B |
| Share price | $112.58 | $67.18 |
| Change, 1 year | −32.6% | 83.2% |
| Change, 5 years | 237% | 70.0% |
| Beta (5Y) | 0.79 | 0.41 |
| Employees | 1,664 | 100 |
| StockData Score | ||
| Total score | 8 | 8 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 2 | 2 |
| Health score | 3 (better) | 2 |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | – | 38.2× |
| P/S | 16.2× | 15.2× (better) |
| P/B | 33.9× | – |
| EV/EBITDA | – | 32.9× |
| PEG | – | 0.24 |
| FCF yield | −2.6% | – |
| Fair value | $61.67 | $45.40 |
| Margin of safety | −82.5% | −48.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 240% (better) | 10.0% |
| Revenue growth, 5Y average | 29.8% (better) | 2.3% |
| Net income growth (TTM) | – | −20.4% |
| EPS growth (TTM) | – | −19.3% |
| EPS growth, 5Y average | – | 6.2% |
| Profitability | ||
| Gross margin | 84.4% | – |
| Operating margin | −37.1% | 59.6% (better) |
| Net margin | −39.9% | 32.1% (better) |
| FCF margin | −41.3% | – |
| Return on equity | −72.5% | – |
| Financial health | ||
| Debt / equity | 0.76 | – |
| Net debt / EBITDA | – | 5.37 |
| Interest coverage | −6.9× | 4.2× (better) |
| Current ratio | 2.86 (better) | 2.80 |
| Altman Z-score | 6.56 (better) | 2.93 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.4% |
| Buyback yield | – | 0.83% |
| Shareholder yield | 0.00% | 2.2% (better) |
| Ownership | ||
| Held by institutions | 103% | 63.8% |
| Held by insiders | 0.88% | 22.6% |
| Insider net buying, 12 months | −$167M | −$92.6M (better) |
| Superinvestors holding | 1 | 2 (better) |
| Short interest, % of float | 6.4% | 2.9% |
Go deeper
- INSM stock overview
- INSM income statement
- INSM valuation and score
- RPRX stock overview
- RPRX income statement
- RPRX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.