Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
INSP
HOLDInspire Medical Systems, Inc. · Healthcare · United States · $1.4B · Avg Vol: $52M/d
COMPANY DESCRIPTION
Inspire Medical Systems, Inc. is a medical technology company specializing in the development and commercialization of a minimally invasive neurostimulation device for obstructive sleep apnea (OSA). Its significant competitive moat stems from its Inspire system being the first and only FDA-approved implantable device for moderate-to-severe OSA, establishing a strong first-mover advantage. The company targets a large addressable market of patients who cannot tolerate traditional OSA therapies.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 407.9M | 624.8M | 802.8M | 912.0M | 30.8% | 915.2M | 843.3M | 875.6M | -2.0% |
| EPS | -1.60 | -0.72 | 1.80 | 4.95 | 175.0% | 4.63 | — | — | — |
| Shares | 29.0M | 29.6M | 29.7M | 28.6M | -1.5% | 28.8M | — | — | — |
| Debt | 8.9M | 24.8M | 31.8M | 32.2M | 53.6% | 29.6M | — | — | — |
| Equity | 496.0M | 572.5M | 689.7M | 781.2M | 16.3% | — | — | — | — |
| Op CF | 11.6M | 24.7M | 130.2M | 117.0M | 116.2% | 136.5M | — | — | — |
| Inv CF | -19.6M | -294.8M | -113.1M | 21.4M | — | — | — | — | — |
| Fin CF | 235.1M | 13.9M | -52.4M | -183.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of INSP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| INSP | Inspire Medical Systems, Inc.(you) | $1.4B | 56 | HOLD |
| QDEL | QuidelOrtho Corporation | $1.1B | 48 | HOLD |
| AXGN | Axogen, Inc. | $2.1B | 63 | HOLD |
| AVNS | Avanos Medical, Inc. | $1.2B | 72 | BUY |
| VREX | Varex Imaging Corporation | $460M | 56 | HOLD |
| KIDS | OrthoPediatrics Corp. | $485M | 54 | HOLD |
| CERS | Cerus Corporation | $587M | 50 | HOLD |
| BFLY | Butterfly Network, Inc. | $1.7B | 36 | HOLD |
| OFIX | Orthofix Medical Inc. | $455M | 54 | HOLD |
| IART | Integra LifeSciences Holdings Corporation | $1.5B | 79 | BUY |
Peer medians: ROE -25.6% · P/E 27.7x · Gross margin 50.5%