Insmed vs Sarepta Therapeutics
INSM and SRPT side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INSM and SRPT compare
Insmed is the larger company, worth 13 times as much as Sarepta Therapeutics ($24.6B against $2.0B).
Insmed grew revenue faster over the last twelve months (240% versus −20.4% for Sarepta Therapeutics).
Sarepta Therapeutics keeps more of each dollar of sales as profit, with a net margin of −6.9% compared with −39.9% at Insmed.
Sarepta Therapeutics scores higher on the StockData Score (12 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 | SRPT |
|---|---|---|
| Size and price | ||
| Market cap | $24.6B | $2.0B |
| Share price | $112.58 | $18.62 |
| Change, 1 year | −32.6% | −20.6% |
| Change, 5 years | 237% | −79.1% |
| Beta (5Y) | 0.79 | 1.02 |
| Employees | 1,664 | 835 |
| StockData Score | ||
| Total score | 8 | 12 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 2 | 3 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 16.2× | 1.0× (better) |
| P/B | 33.9× | 1.3× (better) |
| P/FCF | – | 24.0× |
| FCF yield | −2.6% | 4.2% (better) |
| Fair value | $61.67 | $109.03 |
| Margin of safety | −82.5% | 82.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 240% (better) | −20.4% |
| Revenue growth, 5Y average | 29.8% | 32.4% (better) |
| Profitability | ||
| Gross margin | 84.4% | – |
| Operating margin | −37.1% | −7.3% (better) |
| Net margin | −39.9% | −6.9% (better) |
| FCF margin | −41.3% | 4.1% (better) |
| Return on equity | −72.5% | −9.3% (better) |
| Return on invested capital | – | −16.8% |
| Financial health | ||
| Debt / equity | 0.76 (better) | 0.00 |
| Interest coverage | −6.9× | – |
| Current ratio | 2.86 | 4.42 (better) |
| Altman Z-score | 6.56 (better) | −0.17 |
| Piotroski F-score | 4 (better) | 3 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 103% | 102% |
| Held by insiders | 0.88% | 5.9% |
| Insider net buying, 12 months | −$167M | −$417K (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 6.4% | 22.9% |
Go deeper
- INSM stock overview
- INSM income statement
- INSM valuation and score
- SRPT stock overview
- SRPT income statement
- SRPT valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.