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INSM INSMED Inc

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Health Care · Pharmaceuticals & Biotechnology · data as of 2026-10-23 · latest quarter 2026-06-30, filed 2026-08-06

Market cap
$20.4B
FCF yield
-4.0%
Days to next report
6
Quality checklist

2 of 4 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%-87.4%
  • Operating margin up over 3 years+172.1 pp
  • Free cash flow at least 80% of net income—
  • Share count up at most 5% in 3 years52.9%
  • Net debt at most 3× EBITDA—
  • Revenue grew over 3 years61.6%
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
+$151.9M +0.7 pp of the company
1 buying · 0 selling · 1 holding
Active managers
+$3.02B +13.0 pp of the company
4 buying · 0 selling · 4 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Coming as the IEX price history grows (90 trading days so far): Momentum 12-1 (253), Momentum vs. sector (253), Distance from 52-week high (253), Beta (253), Max drawdown 3y (757).

Size & liquidity
INSMSector 12 quarters Market cap $20.4B$9.9BEnterprise value $20.41B$10.41BAvg daily $ volume —$134.12MDaily turnover —1.3%Relative volume 1.1×0.9×
Growth
INSMSector 12 quarters Revenue CAGR 3y 61.6%9.5%24.4% → 61.6%Revenue CAGR 5y 46.2%9.1%Revenue growth YoY 296.1%8.5%16.8% → 296.1%Revenue acceleration +66.5 pp+0.1 pp−1.7 pp → +66.5 ppFCF growth YoY —5.2%FCF conversion —132.6%Forward growth (HoM est.) —9.6%
Valuation
INSMSector 12 quarters P/E (trailing) —27.5×P/E (forward, HoM est.) —25.2×P/E vs. sector —1.0×PEG (HoM est.) —3.09EV/EBITDA —17.4×EV/Sales 17.9×3.3×FCF yield -4.0%3.6%Dividend yield 0.0%0.0%Shareholder yield 0.0%1.1%
Quality
INSMSector 12 quarters Quality checks passed 23ROIC -87.4%8.9%-136.6% → -87.4%Gross profitability 45.2%32.8%16.7% → 45.2%Gross margin 83.5%60.3%78.6% → 83.5%Gross margin Δ 3y +4.6 pp+0.0 pp+2.3 pp → +4.6 ppOperating margin -73.9%10.1%-243.2% → -73.9%Operating margin Δ 3y +172.1 pp+1.1 pp−42.0 pp → +172.1 ppDebt/equity 0.7×0.7×30.7× → 0.7×Net debt/EBITDA —2.0×Interest coverage -10.3×4.5×-8.8× → -10.3×Share count Δ 3y 52.9%0.1%40.5% → 52.9%Stock compensation / revenue 13.8%1.8%24.8% → 13.8%Accruals ratio -4.2%-4.3%-18.5% → -4.2%
Momentum & risk
INSMSector 12 quarters Volatility 30d 35.0%29.5%
Ownership & positioning
INSMSector 12 quarters Insider buys (90d) 00Insiders buying (90d) 00Insider net value (90d) -$35.7M$0Institutional ownership 102.5%99.3%Institutional Δ QoQ —+1.1 ppConviction funds net buying +0.7 pp+0.0 ppActive managers net buying +13.0 pp+0.1 ppActive funds net buying —+0.0 ppDays to cover —4.29Short % of shares out —6.0%Short interest Δ —+0.1 pp

Share price and valuation

$93.48 on Oct 23, 2026 · -5.0% since Jun 17, 2026

Compare with
Daily close
$100.00$110.00$120.00$130.00Close: Jun 17 $98.44 → Oct 23 $93.48High $134.85Low $93.48Insider selling $31.96M Adsett Roger (Chief Operating Officer) $31.96MInsider selling $3.1M Brennan David R (Director) $3.1MFunds Q2 2026: net +$3.17B · 5 bought, 0 sold Fidelity (FMR): new +$1.72B Capital International Investors: new +$878.34M T. Rowe Price Associates: new +$363.07M + 2 moreInsider selling $637.65K SHAROKY MELVIN MD (Director) $637.65KQuarterly report filed: quarter ended Jun 30, 2026 Revenue (TTM) $1.14B, 296.1% YoY (quarter) Net income (TTM) -$875.31MJul 9Jul 30Aug 20Sep 11Oct 2Oct 23
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IEX Historical Data: the last regular-session trade on IEX each day, split-adjusted, dividends not added.

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Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.