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Company Analysis

Ironwood Pharmaceuticals, Inc. IRWD

A comprehensive view of key metrics, scores, and financial health for Ironwood Pharmaceuticals, Inc.

Overview of Ironwood Pharmaceuticals, Inc.

IRWD NMS
Healthcare Drug Manufacturers - Specialty & Generic Framework: Pharma / Mature Biotech Small Cap
Ironwood Pharmaceuticals, Inc. (IRWD), is a Small Cap company, in the Drug Manufacturers - Specialty & Generic industry, last closed at $3.46, about 26.9% undervalued vs fair value, +68.8% 1Y return, ranked 389/1145 in sector.
Metrics P/E 22.9× Rev Growth -15.7% ROE -8.5% Gross Margin 99.4%
USD 3.46
-1.14%
(Delayed)
• Vol 90d: 57.8%
52-Week Range
Market Cap
$571.73M
Enterprise Value
$877.60M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 88%
Confidence: 92%
Updated: Oct 31
Top Beats

Quick Facts

Website https://ironwoodpharma.com
HQ Boston, MA
Employees 253
Fiscal year Dec 31

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$4
$4
$5
Current: $3.46 +27% vs base

Engine Room Money Flow™

Small Cap

Pharmaceutical / Mature Biotech - Where revenue goes and how value is created

Flow Steps
Total Revenue
$296.2M
-15.7%%
Gross Profit
$294.3M
-14.4%%
R&D Expense
$95.1M
-14.6%%
Operating Income (EBIT)
$102.8M
4.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Pharmaceutical / Mature Biotech

Quality & Reliability Indicators

Cash Conversion
123.6%
Excellent

Strong cash conversion - profit becomes cash

Locked Metric
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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
3/4
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Ironwood Pharmaceuticals, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Consistently Above Peers Gross margin at 99.4% (top 6%) and operating margin at 33.3% (top 2%) indicate strong pricing power.
  • Cost Leadership Position Operating margin at 97.5th percentile with strong OpEx control demonstrates cost leadership.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.20), raising questions about short-term obligations.
  • Volatile Margins Suggest Cyclicality Margin volatility is high (stability score 0.28), suggesting cyclical exposure or competitive pressure.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing IRWD's balance between Growth (21.4%), Profitability (52.3%), and Safety (26.3%). Growth 21% Safety 26% Profitability 52%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

37th percentile vs peers
37
Key Signals
EPS Growth YoY 25.81 96p Rev Growth YoY -15.7% 20p TSR 12.5% 56p Revenue CAGR 3Y -10.3% 20p EPS CAGR 3Y -46.1% 5p
Strengths
  • EPS Growth YoY in top 20% of peers (25.81, 96th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Operating Margin in top 20% of peers (33.3%, 94th percentile)
  • ROIC in top 20% of peers (22.6%, 93th percentile)
Risks
  • Rev Growth YoY in bottom 20% of peers (-15.7%)

Profitability

90th percentile vs peers
90
Key Signals
Strengths
Risks
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Safety

45th percentile vs peers
45
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Ironwood Pharmaceuticals, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$4.39
- - -
+26.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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