No connection

Search Results

IONS vs PEN

IONS
Ionis Pharmaceuticals, Inc.
BEARISH
Price
$75.17
Market Cap
$12.42B
Sector
Healthcare
AI Confidence
85%
PEN
Penumbra, Inc.
NEUTRAL
Price
$325.33
Market Cap
$12.8B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
IONS
--
PEN
71.98
Forward P/E
IONS
-120.83
PEN
51.01
P/B Ratio
IONS
25.1
PEN
8.94
P/S Ratio
IONS
13.16
PEN
9.12
EV/EBITDA
IONS
-33.45
PEN
60.24

Profitability

Gross Margin
IONS
1.29%
PEN
67.14%
Operating Margin
IONS
-105.47%
PEN
15.37%
Profit Margin
IONS
-40.41%
PEN
12.66%
ROE
IONS
-70.8%
PEN
13.78%
ROA
IONS
-7.31%
PEN
7.04%

Growth

Revenue Growth
IONS
-10.3%
PEN
22.1%
Earnings Growth
IONS
--
PEN
38.3%

Financial Health

Debt/Equity
IONS
5.35
PEN
0.15
Current Ratio
IONS
3.83
PEN
6.64
Quick Ratio
IONS
3.51
PEN
4.01

Dividends

Dividend Yield
IONS
--
PEN
--
Payout Ratio
IONS
0.0%
PEN
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%
PEN NEUTRAL

Penumbra exhibits a stable financial foundation with a Piotroski F-Score of 4/9 and an exceptionally strong balance sheet characterized by low debt and high liquidity. While the company demonstrates impressive growth metrics, including 38.3% earnings growth and a PEG ratio of 0.74, the current price of $325.33 represents a massive premium over its Graham Number ($60.84) and Intrinsic Value ($133.34). The bullish growth trajectory is currently offset by bearish insider sentiment and a negative technical trend, suggesting the stock may be overextended in the short term.

Strengths
Strong growth profile with 38.3% YoY earnings growth and 22.1% revenue growth
Excellent liquidity position with a Current Ratio of 6.64 and Quick Ratio of 4.01
Very low leverage with a Debt/Equity ratio of 0.15
Risks
Extreme valuation premium relative to defensive fair value (Graham Number)
Bearish insider activity with 9 sell transactions and 0 buys in the last 6 months
High P/E ratio of 71.98 makes the stock sensitive to any growth deceleration

Compare Another Pair

IONS vs PEN: Head-to-Head Comparison

This page compares Ionis Pharmaceuticals, Inc. (IONS) and Penumbra, Inc. (PEN) 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.

Home
Terminal
AI Chat
Markets
Profile