Ironwood Pharmaceuticals Inc (IRWD)vsUnited Therapeutics Corporation (UTHR)
IRWD
Ironwood Pharmaceuticals Inc
$3.04
-7.60%
HEALTHCARE · Cap: $495.70M
UTHR
United Therapeutics Corporation
$541.60
+1.84%
HEALTHCARE · Cap: $23.74B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 975% more annual revenue ($3.18B vs $296.15M). UTHR leads profitability with a 41.9% profit margin vs 8.1%. UTHR trades at a lower P/E of 19.4x. UTHR earns a higher WallStSmart Score of 67/100 (B-).
IRWD
Hold47
out of 100
Grade: D+
UTHR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.8%
Fair Value
$7.02
Current Price
$3.04
$3.98 discount
Margin of Safety
+62.9%
Fair Value
$1282.02
Current Price
$541.60
$740.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.0%
Safe zone — low bankruptcy risk
Earnings expanding 24.5% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of -5.8% — below average capital efficiency
Revenue declined 47.3%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : IRWD
IRWD has a balanced fundamental profile.
Bull Case : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.9% and operating margin at 45.0%.
Bear Case : IRWD
The primary concerns for IRWD are Market Cap, Return on Equity, Revenue Growth.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio.
Key Dynamics to Monitor
IRWD profiles as a value stock while UTHR is a mature play — different risk/reward profiles.
UTHR carries more volatility with a beta of 0.86 — expect wider price swings.
UTHR is growing revenue faster at 7.4% — sustainability is the question.
UTHR generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (67/100 vs 47/100), backed by strong 41.9% margins. IRWD offers better value entry with a 36.8% margin of safety. Both earn "Strong Buy" and "Hold" 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?