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IONS vs MEDP

IONS
Ionis Pharmaceuticals, Inc.
BEARISH
Price
$75.17
Market Cap
$12.42B
Sector
Healthcare
AI Confidence
85%
MEDP
Medpace Holdings, Inc.
NEUTRAL
Price
$501.23
Market Cap
$14.31B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
IONS
--
MEDP
32.76
Forward P/E
IONS
-120.83
MEDP
26.07
P/B Ratio
IONS
25.1
MEDP
30.98
P/S Ratio
IONS
13.16
MEDP
5.66
EV/EBITDA
IONS
-33.45
MEDP
24.62

Profitability

Gross Margin
IONS
1.29%
MEDP
71.06%
Operating Margin
IONS
-105.47%
MEDP
21.63%
Profit Margin
IONS
-40.41%
MEDP
17.83%
ROE
IONS
-70.8%
MEDP
70.23%
ROA
IONS
-7.31%
MEDP
16.4%

Growth

Revenue Growth
IONS
-10.3%
MEDP
32.0%
Earnings Growth
IONS
--
MEDP
26.9%

Financial Health

Debt/Equity
IONS
5.35
MEDP
0.3
Current Ratio
IONS
3.83
MEDP
0.74
Quick Ratio
IONS
3.51
MEDP
0.69

Dividends

Dividend Yield
IONS
--
MEDP
--
Payout Ratio
IONS
0.0%
MEDP
0.0%

AI Verdict

IONS BEARISH

IONS presents a significant disconnect between its market valuation and fundamental performance. While the Piotroski F-Score of 5/9 indicates stable financial health, the company is grappling with negative revenue growth (-10.30%) and a severe collapse in YoY EPS (-167.4%). Despite a massive 181% price surge over the last year, the valuation is extreme with a Price/Book of 25.10 and a Price/Sales of 13.16. Heavy insider selling by the CEO and CFO, combined with a bearish technical trend, suggests the current price is driven by speculative pipeline expectations rather than realized value.

Strengths
Strong short-term liquidity with a Current Ratio of 3.83
Consistent history of beating earnings estimates (3 of last 4 quarters)
Strong analyst consensus with a target price of $97.60
Risks
Extreme valuation premiums (P/B 25.10, P/S 13.16)
Negative revenue growth (-10.30% YoY) and declining Q/Q revenue
Severe profitability issues with an operating margin of -105.47%
MEDP NEUTRAL

Medpace exhibits strong operational health with a Piotroski F-Score of 7/9 and an exceptional ROE of 70.23%, reflecting a high-efficiency growth engine. However, the stock is significantly overvalued from a defensive standpoint, trading at $501.23 against a Graham Number of $74.63 and slightly above its growth-based intrinsic value of $451.35. While revenue and earnings growth remain robust, the high PEG ratio (2.98) and aggressive insider selling by the CEO and President suggest the current price may have peaked. The overall profile is that of a high-quality company trading at a premium valuation.

Strengths
Exceptional Return on Equity (ROE) of 70.23%
Strong Piotroski F-Score (7/9) indicating financial strength
Consistent earnings beat track record over 25 quarters
Risks
Extreme valuation premium (Price/Book of 30.98)
Liquidity concerns indicated by a Current Ratio of 0.74
Heavy insider selling totaling $140.17M in the last 6 months

Compare Another Pair

IONS vs MEDP: Head-to-Head Comparison

This page compares Ionis Pharmaceuticals, Inc. (IONS) and Medpace Holdings, Inc. (MEDP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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