Ironwood Pharmaceuticals Inc (IRWD)vsUnited Therapeutics Corporation (UTHR)
IRWD
Ironwood Pharmaceuticals Inc
$3.31
-2.65%
HEALTHCARE · Cap: $544.87M
UTHR
United Therapeutics Corporation
$549.87
+0.40%
HEALTHCARE · Cap: $23.17B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 777% more annual revenue ($3.17B vs $361.51M). UTHR leads profitability with a 40.6% profit margin vs 28.3%. IRWD trades at a lower P/E of 5.3x. IRWD earns a higher WallStSmart Score of 69/100 (B-).
IRWD
Strong Buy69
out of 100
Grade: B-
UTHR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$32.43
Current Price
$3.31
$29.12 discount
Margin of Safety
+2.5%
Fair Value
$487.82
Current Price
$549.87
$62.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 68.1%
Revenue surging 158.9% year-over-year
Earnings expanding 1047.0% YoY
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 41.7%
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Areas to Watch
Smaller company, higher risk/reward
ROE of -575.0% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Revenue declined 1.6%
Earnings declined 12.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : IRWD
The strongest argument for IRWD centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.3% and operating margin at 68.1%. Revenue growth of 158.9% demonstrates continued momentum.
Bull Case : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 40.6% and operating margin at 41.7%.
Bear Case : IRWD
The primary concerns for IRWD are Market Cap, Return on Equity, Altman Z-Score.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
IRWD profiles as a growth stock while UTHR is a declining play — different risk/reward profiles.
UTHR carries more volatility with a beta of 0.57 — expect wider price swings.
IRWD is growing revenue faster at 158.9% — sustainability is the question.
UTHR generates stronger free cash flow (363M), providing more financial flexibility.
Bottom Line
IRWD scores higher overall (69/100 vs 57/100), backed by strong 28.3% margins and 158.9% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ironwood Pharmaceuticals Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Ironwood Pharmaceuticals, Inc., a healthcare company, focuses on the development and commercialization of gastrointestinal (GI) products. The company is headquartered in Boston, Massachusetts.
United Therapeutics Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
United Therapeutics Corporation, a biotechnology company, is dedicated to the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company is headquartered in Silver Spring, Maryland.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
Want to dig deeper into these stocks?