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IRMD vs SEPN

IRMD
IRADIMED CORPORATION
NEUTRAL
Price
$93.40
Market Cap
$1.19B
Sector
Healthcare
AI Confidence
85%
SEPN
Septerna, Inc.
NEUTRAL
Price
$26.13
Market Cap
$1.17B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
IRMD
53.37
SEPN
--
Forward P/E
IRMD
40.26
SEPN
-13.43
P/B Ratio
IRMD
12.62
SEPN
3.07
P/S Ratio
IRMD
14.24
SEPN
25.54
EV/EBITDA
IRMD
41.84
SEPN
-10.18

Profitability

Gross Margin
IRMD
76.75%
SEPN
100.0%
Operating Margin
IRMD
31.26%
SEPN
-66.44%
Profit Margin
IRMD
26.82%
SEPN
-106.37%
ROE
IRMD
24.78%
SEPN
-12.19%
ROA
IRMD
15.78%
SEPN
-9.59%

Growth

Revenue Growth
IRMD
17.0%
SEPN
11276.4%
Earnings Growth
IRMD
24.8%
SEPN
--

Financial Health

Debt/Equity
IRMD
--
SEPN
0.06
Current Ratio
IRMD
7.98
SEPN
4.73
Quick Ratio
IRMD
6.37
SEPN
4.66

Dividends

Dividend Yield
IRMD
0.86%
SEPN
--
Payout Ratio
IRMD
38.86%
SEPN
0.0%

AI Verdict

IRMD NEUTRAL

IRMD presents a dichotomy between exceptional operational performance and extreme valuation premiums. While the Piotroski F-Score of 4/9 indicates stable financial health and the company boasts an impressive 76.75% gross margin and a consistent 25-quarter earnings beat record, the stock is trading significantly above its Graham Number ($17.07) and Intrinsic Value ($51.62). The strong fundamental growth is currently offset by bearish insider activity from the CEO and a completely bearish technical trend (0/100).

Strengths
Exceptional profitability with 76.75% gross margins and 26.82% profit margins
Strong return on equity (ROE) of 24.78%
Outstanding liquidity position with a current ratio of 7.98
Risks
Severe valuation stretch with a P/E of 53.37 and P/S of 14.24
Bearish insider sentiment with the CEO selling $9.44M in shares
Technical trend is currently 0/100, indicating strong bearish momentum
SEPN NEUTRAL

Septerna exhibits a stark disconnect between fundamental financial health and market sentiment. The Piotroski F-Score of 2/9 indicates weak financial health, characterized by negative profitability and consistent earnings misses (0/4 beats in the last year). However, the company maintains a strong liquidity position with a Current Ratio of 4.73 and very low debt (D/E 0.06), which is typical for a clinical-stage biotech. While analysts maintain a 'strong_buy' rating with a target of $44.43, the combination of bearish insider selling and a high Price/Sales ratio (25.54) suggests a highly speculative valuation based on future pipeline success rather than current performance.

Strengths
Strong liquidity with a Current Ratio of 4.73
Very low leverage (Debt/Equity of 0.06)
Explosive year-over-year revenue growth (11,276%)
Risks
Weak deterministic health (Piotroski F-Score 2/9)
Severe negative profit margins (-106.37%)
Consistent failure to meet earnings estimates (Average surprise -93.75%)

Compare Another Pair

IRMD vs SEPN: Head-to-Head Comparison

This page compares IRADIMED CORPORATION (IRMD) and Septerna, Inc. (SEPN) 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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