Insmed vs United Therapeutics
INSM and UTHR side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INSM and UTHR compare
Insmed and United Therapeutics are about the same size, with market caps of $24.6B and $25.7B.
Insmed grew revenue faster over the last twelve months (240% versus 2.5% for United Therapeutics).
United Therapeutics keeps more of each dollar of sales as profit, with a net margin of 41.6% compared with −39.9% at Insmed.
United Therapeutics scores higher on the StockData Score (10 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 | UTHR |
|---|---|---|
| Size and price | ||
| Market cap | $24.6B | $25.7B |
| Share price | $112.58 | $598.72 |
| Change, 1 year | −32.6% | 31.5% |
| Change, 5 years | 237% | 196% |
| Beta (5Y) | 0.79 | 0.54 |
| Employees | 1,664 | 1,400 |
| StockData Score | ||
| Total score | 8 | 10 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 2 | 5 (better) |
| Health score | 3 | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 21.4× |
| P/S | 16.2× | 8.1× (better) |
| P/B | 33.9× | 4.0× (better) |
| EV/EBITDA | – | 15.4× |
| P/FCF | – | 23.5× |
| PEG | – | 0.93 |
| FCF yield | −2.6% | 4.3% (better) |
| Fair value | $61.67 | $477.00 |
| Margin of safety | −82.5% | −25.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 240% (better) | 2.5% |
| Revenue growth, 5Y average | 29.8% (better) | 16.5% |
| Net income growth (TTM) | – | 5.5% |
| EPS growth (TTM) | – | 9.0% |
| EPS growth, 5Y average | – | 19.3% |
| Profitability | ||
| Gross margin | 84.4% | 86.1% (better) |
| Operating margin | −37.1% | 44.4% (better) |
| Net margin | −39.9% | 41.6% (better) |
| FCF margin | −41.3% | 34.6% (better) |
| Return on equity | −72.5% | 19.3% (better) |
| Return on invested capital | – | 29.7% |
| Financial health | ||
| Debt / equity | 0.76 | – |
| Interest coverage | −6.9× | 117× (better) |
| Current ratio | 2.86 | 5.73 (better) |
| Altman Z-score | 6.56 | 22.13 (better) |
| Piotroski F-score | 4 | 8 (better) |
| Dividends and buybacks | ||
| Buyback yield | – | 9.7% |
| Shareholder yield | 0.00% | 9.7% (better) |
| Ownership | ||
| Held by institutions | 103% | 97.4% |
| Held by insiders | 0.88% | 5.9% |
| Insider net buying, 12 months | −$167M (better) | −$1.3B |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 6.4% | 8.9% |
Go deeper
- INSM stock overview
- INSM income statement
- INSM valuation and score
- UTHR stock overview
- UTHR income statement
- UTHR valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.