INSP Competition Analysis

Inspire Medical Systems, Inc. Peer Comparison

Metric	Value	Ranking
Market Cap	$5.6 Billion	7/14	DXCM $32.8B	PODD $19.6B	SWAV $12.6B	GMED $11.4B	PEN $10.2B	GKOS $7.9B	INSP $5.6B	NARI $4.7B	NVCR $2.3B	TMDX $2.3B	TNDM $2.2B	INMD $1.3B	CLPT $497.4M	OM $41.9M
Gross Margin	84%	4/14	PODD 100%	SWAV 87%	NARI 87%	INSP 84%	INMD 82%	GKOS 77%	NVCR 77%	PEN 67%	DXCM 60%	CLPT 60%	GMED 57%	TMDX 56%	TNDM 34%	OM 34%
Profit Margin	9%	6/14	INMD 39%	SWAV 25%	PODD 21%	DXCM 14%	PEN 10%	INSP 9%	GMED 8%	TMDX 4%	TNDM -6%	NARI -12%	NVCR -20%	GKOS -22%	CLPT -61%	OM -97%
EBITDA margin	7%	8/14	INMD 45%	PODD 24%	SWAV 19%	DXCM 15%	PEN 15%	GMED 8%	TMDX 8%	INSP 7%	NARI -5%	TNDM -7%	NVCR -21%	GKOS -26%	CLPT -64%	OM -212%
Quarterly Revenue	$203.2 Million	7/14	DXCM $994.2M	GMED $625.7M	PODD $372.6M	TNDM $363.3M	PEN $301.0M	SWAV $218.8M	INSP $203.2M	NVCR $155.1M	NARI $153.4M	INMD $130.2M	TMDX $108.8M	GKOS $96.7M	OM $28.7M	CLPT $8.1M
Quarterly Earnings	$18.5 Million	7/14	DXCM $134.6M	PODD $77.5M	SWAV $55.3M	GMED $51.8M	INMD $51.0M	PEN $29.5M	INSP $18.5M	TMDX $4.2M	CLPT -$5.0M	NARI -$18.4M	GKOS -$21.4M	TNDM -$23.3M	OM -$27.9M	NVCR -$30.6M
Quarterly Free Cash Flow	$44.3 Million	5/14	GMED $161.7M	DXCM $88.3M	PODD $76.1M	PEN $51.0M	INSP $44.3M	INMD $33.6M	SWAV $27.5M	TNDM $21.5M	NVCR -$307,000	NARI -$995,000	CLPT -$1.2M	GKOS -$11.0M	OM -$20.1M	TMDX -$41.3M
Trailing 4 Quarters Revenue	$755.6 Million	7/14	DXCM $4.0B	GMED $2.5B	PODD $1.8B	PEN $1.2B	TNDM $973.7M	SWAV $788.0M	INSP $755.6M	NVCR $577.7M	NARI $574.5M	INMD $423.7M	TMDX $401.1M	GKOS $360.3M	OM $114.7M	CLPT $30.4M
Trailing 4 Quarters Earnings	$33.0 Million	7/14	DXCM $994.2M	GMED $625.7M	PODD $372.6M	TNDM $363.3M	PEN $301.0M	SWAV $218.8M	INSP $203.2M	NVCR $155.1M	NARI $153.4M	INMD $130.2M	TMDX $108.8M	GKOS $96.7M	OM $28.7M	CLPT $8.1M
Quarterly Earnings Growth	317%	2/14	GMED 5094%	INSP 317%	PEN 220%	TMDX 117%	PODD 49%	SWAV 41%	OM 39%	NVCR 38%	GKOS 30%	TNDM 29%	DXCM 12%	INMD 10%	CLPT -3%	NARI -681%
Annual Earnings Growth	174%	3/14	PODD 215%	TMDX 215%	INSP 174%	DXCM 45%	NVCR 32%	CLPT 30%	OM 21%	TNDM 10%	GKOS -16%	INMD -28%	GMED -47%	PEN -48%	SWAV -65%	NARI -934%
Quarterly Revenue Growth	33%	6/14	TNDM 96%	TMDX 64%	GMED 63%	CLPT 41%	SWAV 36%	INSP 33%	GKOS 24%	NVCR 22%	NARI 21%	PEN 11%	INMD 6%	DXCM 2%	OM -6%	PODD -14%
Annual Revenue Growth	25%	6/14	GMED 97%	TMDX 79%	SWAV 33%	CLPT 29%	TNDM 26%	INSP 25%	NARI 19%	NVCR 14%	GKOS 13%	PODD 12%	DXCM 10%	PEN 10%	OM -17%	INMD -20%
Cash On Hand	$147.5 Million	8/14	PODD $902.6M	GMED $622.8M	DXCM $621.2M	TMDX $330.1M	SWAV $281.7M	PEN $280.5M	INMD $164.8M	INSP $147.5M	GKOS $100.1M	TNDM $49.0M	NARI $41.1M	OM $33.3M	CLPT $21.6M	NVCR -$0
Short Term Debt	$109,000	12/14	NVCR $86.4M	PODD $42.0M	DXCM $22.3M	TNDM $18.0M	PEN $14.5M	GMED $11.0M	SWAV $3.7M	TMDX $2.5M	OM $1.7M	NARI $1.6M	CLPT $536,000	INSP $109,000	GKOS -$0	INMD -$0
Long Term Debt	$25.2 Million	10/14	DXCM $2.5B	PODD $1.4B	SWAV $773.1M	GMED $523.5M	TMDX $508.5M	TNDM $457.9M	PEN $212.2M	GKOS $157.1M	NARI $31.1M	INSP $25.2M	CLPT $3.2M	OM $3.2M	NVCR $0	INMD $0
PE	169.57	2/14	PEN 296.68	INSP 169.57	GMED 125.00	SWAV 76.87	TMDX 70.04	DXCM 48.12	PODD 46.59	INMD 8.55	GKOS -1.00	TNDM -1.00	NVCR -1.00	CLPT -1.00	NARI -1.00	OM -1.00
PS	7.42	8/14	GKOS 21.98	CLPT 16.34	SWAV 15.95	PODD 10.82	PEN 8.81	DXCM 8.29	NARI 8.15	INSP 7.42	TMDX 5.70	GMED 4.62	NVCR 4.00	INMD 3.10	TNDM 2.26	OM 0.37
PB	8.05	10/14	PODD 17.54	CLPT 17.15	SWAV 16.72	DXCM 16.55	GKOS 11.85	TMDX 10.89	NARI 10.77	PEN 9.28	TNDM 9.27	INSP 8.05	GMED 2.81	INMD 1.78	OM 0.88	NVCR 0.00
PC	37.99	6/14	NARI 113.76	GKOS 79.09	DXCM 52.74	TNDM 44.92	SWAV 44.62	INSP 37.99	PEN 36.54	CLPT 23.05	PODD 21.72	GMED 18.37	INMD 7.97	TMDX 6.92	OM 1.26	NVCR -1.00
Liabilities to Equity	0.14	13/14	OM 5.12	TNDM 3.03	TMDX 2.74	NVCR 2.39	DXCM 2.21	PODD 1.71	SWAV 1.19	NARI 0.60	GKOS 0.39	CLPT 0.39	PEN 0.34	GMED 0.25	INSP 0.14	INMD 0.12
ROA	0.04	5/14	INMD 19%	PODD 14%	DXCM 11%	SWAV 10%	INSP 4%	TMDX 4%	GMED 2%	PEN 2%	NARI -11%	TNDM -13%	GKOS -16%	CLPT -45%	OM -48%	NVCR -100%
ROE	0.05	6/14	PODD 38%	DXCM 34%	SWAV 22%	INMD 21%	TMDX 16%	INSP 5%	PEN 3%	GMED 2%	NARI -18%	GKOS -22%	NVCR -42%	TNDM -53%	CLPT -63%	OM -295%
Current Ratio	7.99	2/14	INMD 9.46	INSP 7.99	GMED 5.00	PEN 3.95	GKOS 3.59	CLPT 3.59	NARI 2.66	SWAV 1.84	PODD 1.59	DXCM 1.45	TMDX 1.36	TNDM 1.33	OM 1.20	NVCR 0.00
Quick Ratio	4.13	2/14	PEN 296.68	INSP 169.57	GMED 125.00	SWAV 76.87	TMDX 70.04	DXCM 48.12	PODD 46.59	INMD 8.55	GKOS -1.00	TNDM -1.00	NVCR -1.00	CLPT -1.00	NARI -1.00	OM -1.00
Long Term Debt to Equity	0.04	12/14	TMDX} 2.42	TNDM} 1.93	DXCM} 1.27	PODD} 1.21	SWAV} 1.03	GKOS} 0.24	PEN} 0.19	GMED} 0.13	CLPT} 0.11	NARI} 0.07	OM} 0.07	INSP} 0.04	NVCR} 0.00	INMD} 0.00
Debt to Equity	0.04	13/14	TMDX 2.42	TNDM 2.00	DXCM 1.28	PODD 1.25	SWAV 1.03	GKOS 0.24	NVCR 0.24	PEN 0.21	GMED 0.13	CLPT 0.13	OM 0.10	NARI 0.08	INSP 0.04	INMD 0.00
Burn Rate	-8.45	9/14	TMDX 19.69	CLPT 4.12	GKOS 3.62	NARI 2.06	OM 1.17	TNDM 1.06	NVCR 0.00	INMD -3.23	INSP -8.45	SWAV -11.98	PEN -16.10	DXCM -21.72	GMED -22.13	PODD -70.80
Cash to Cap	0.03	7/14	OM 0.79	TMDX 0.14	INMD 0.13	PODD 0.05	GMED 0.05	CLPT 0.04	INSP 0.03	PEN 0.03	TNDM 0.02	DXCM 0.02	SWAV 0.02	GKOS 0.01	NARI 0.01	NVCR 0.00
CCR	2.39	2/14	GMED 3.12	INSP 2.39	PEN 1.73	PODD 0.98	OM 0.72	DXCM 0.66	INMD 0.66	GKOS 0.52	SWAV 0.50	CLPT 0.24	NARI 0.05	NVCR 0.01	TNDM -0.93	TMDX -9.81
EV to EBITDA	382.86	1/14	INSP} 382.86	SWAV} 308.03	TMDX} 289.17	GMED} 236.00	PEN} 230.35	PODD} 228.20	DXCM} 228.10	INMD} 19.70	OM} -0.22	NVCR} -74.74	CLPT} -92.71	TNDM} -100.78	GKOS} -323.48	NARI} -647.99
EV to Revenue	7.25	8/14	GKOS 22.14	SWAV 16.58	CLPT 15.76	PODD 11.09	DXCM 8.77	PEN 8.76	NARI 8.13	INSP 7.25	TMDX 6.14	GMED 4.58	NVCR 4.15	INMD 2.71	TNDM 2.70	OM 0.12

Inspire Medical Systems, Inc. Peer Comparison

Cookies