SuperworthInsmed Incorporated INSM
Biotechnology, Healthcare
$101.74
−3.32%
- Market cap
- $22.2B
- PE
- —
- Forward PE
- Price to sales
- 19.5×
- EV/EBIT
- —
- Revenue, 12 months
- $1.1B
- +186% on a year ago
- Net margin
- −76.9%
- Free cash flow yield
- —
Insmed trades at 19.5× sales. Its trailing earnings are negative, so it has no PE. Revenue was $1.1B over the last twelve months, up 186% on a year earlier with a −77% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $83.7M | $75.5M | $90.3M | $93.4M | $104.4M+25% | $92.8M+23% | $107.4M+19% | $142.3M+52% | $263.8M+153% | $306M+230% | $425.5M+296% | |
| Cost of revenue | $18.4M | $17.5M | $21M | $21.2M | $26.2M+42% | $21.3M+22% | $28.1M+34% | $29.4M+39% | $44.2M+69% | $47.4M+123% | $67.2M+139% |
| Gross profit | $65.3M | $58M | $69.4M | $72.3M | $78.3M+20% | $71.5M+23% | $79.3M+14% | $113M+56% | $219.6M+181% | $258.5M+261% | $358.3M+352% |
| R&D | $137M | $121.1M | $146.7M | $150.8M | $179.7M+31% | $152.6M+26% | $177.2M+21% | $186.4M+24% | $254.9M+42% | $209.5M+37% | $210M+19% |
| SG&A | $89.5M | $93.1M | $106.6M | $118.9M | $142.5M+59% | $147.5M+59% | $154.8M+45% | $186.4M+57% | $212.5M+49% | $247.3M+68% | $247.5M+60% |
| −$178.3M | −$145.5M | −$288.9M | −$213.4M | −$230.4M+29% | −$248.1M+71% | −$312.9M+8% | −$366M+72% | −$319.7M+39% | −$153.3M−38% | −$1.5M−100% | |
| Interest expense | $20.8M | $21M | $21.3M | $21.1M | $21.6M+4% | $21.6M+3% | $21.2M−0% | $20.4M−3% | $20.6M−4% | $20.1M−7% | $20.3M−5% |
| Pre-tax income | −$185.1M | −$156.5M | −$299.8M | −$219.5M | −$234.3M+27% | −$255.7M+63% | −$320.4M+7% | −$368.7M+68% | −$326.9M+40% | −$162.1M−37% | −$11.4M−97% |
| $998K | $589K | $838K | $1M | $1.3M+27% | $912K+55% | $1.2M+48% | $1.3M+30% | $1.6M+23% | $1.5M+61% | $1.9M+50% | |
| Net income | −$186.1M | −$157.1M | −$300.6M | −$220.5M | −$235.5M+27% | −$256.6M+63% | −$321.7M+7% | −$370M+68% | −$328.5M+40% | −$163.6M−36% | −$13.2M−96% |
| −$1.28 | −$1.06 | −$1.94 | −$1.27 | −$1.32+3% | −$1.42+34% | −$1.70−12% | −$1.75+38% | −$1.54+17% | −$0.76−47% | −$0.06−97% | |
| 144.8M | 148.5M | 154.7M | 173.7M | 179M+24% | 180.9M+22% | 189.3M+22% | 211.8M+22% | 213.6M+19% | 215.5M+19% | 217.4M+15% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Biotechnology within ten times Insmed's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| INSMInsmed Incorporated | $22.2B | — | — | 19.5× | +186% | −76.9% | |
| INCYIncyte Corporation | $23B | 14.5× | 38.4× | 4.0× | +27% | 27.7% | |
| UTHRUnited Therapeutics Corporation | $23.4B | 19.5× | 14.1× | 7.4× | +2% | 41.6% | |
| ALNYAlnylam Pharmaceuticals, Inc. | $30B | 37.8× | 121× | 6.3× | +95% | 16.1% | |
| REGNRegeneron Pharmaceuticals, Inc. | $76.4B | 18.3× | 19.8× | 4.9× | +9% | 27.9% | |
| VRTXVertex Pharmaceuticals Incorporated | $128.2B | 29.4× | 28.4× | 10.2× | +10% | 35.0% | |
| Peer median | $30B | 19.5× | 28.4× | 6.3× | +10% | 27.9% |
About
- Industry
- Biotechnology
- Sector
- Healthcare
Valuation data, not investment advice. Prices as of .