MetaCap

Insmed (INSM) vs Zoetis (ZTS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Insmed (INSM) has outperformed Zoetis (ZTS) over the past year, losing 37.9% versus a loss of 49.1%. Over five years, INSM leads with a +279.3% price change compared with -63.9% for ZTS. Zoetis is the larger company by market cap ($30.76 billion vs $21.90 billion), about 1.4 times the size, while Insmed is growing revenue faster (+66.7% vs +2.3%).

On valuation, Zoetis trades at a lower forward P/E (11.4x vs 127.4x for Insmed). Zoetis pays a dividend yielding 2.77%, while Insmed does not currently pay one. Zoetis converts more of its revenue into profit, with a net margin of 28.2% versus -210.5%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

INSM-37.90%ZTS-49.07%
+35%-11%-56%
Oct 8, 20251 yearOct 8, 2026
INSM+253.06%ZTS-63.07%
+665%+283%-100%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

INSM versus ZTS key metrics
MetricINSMZTS
Share price$100.30$74.44
Market cap$21.90B$30.76B
1-day change-0.18%+1.86%
YTD return-42.27%-41.92%
1-year return-37.90%-49.07%
5-year return+279.31%-63.86%
P/E ratio (TTM)—12.24
Forward P/E127.3811.37
EPS (TTM)$-4.10$6.08
Dividend yield0.00%2.77%
Annual dividend$0.00$2.06
Revenue (latest FY)$606.42M$9.47B
Revenue growth (YoY)+66.73%+2.28%
Net income (latest FY)$-1.28B$2.67B
Gross margin79.73%71.84%
Operating margin-205.59%—
Net margin-210.54%28.23%
52-week high$212.75$148.30
52-week low$90.39$68.77
Distance from 52-week high-52.86%-49.80%
Analyst consensusstrong_buybuy
Avg. price target upside+97.15%+28.96%
Average volume2.60M5.46M
Shares outstanding218.38M413.22M
Employees1,66414,500
SectorHealth CareHealth Care
IndustryBiotechnology: Pharmaceutical PreparationsBiotechnology: Pharmaceutical Preparations

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • INSM has outperformed ZTS by 11.2 percentage points over the past year.
  • Zoetis offers a meaningfully higher dividend yield (2.77% vs 0.00%).
  • Zoetis is more profitable, keeping 28.2 cents of every revenue dollar as net income versus -210.5 cents for Insmed.
  • Insmed grew revenue faster in its latest fiscal year (+66.73% vs +2.28%).

About Insmed

INSM stock →

Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients.

Health Care · Biotechnology: Pharmaceutical Preparations · 1,664 employees

About Zoetis

ZTS stock →

Zoetis Inc. engages in the discovery, development, manufacture, and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry in the United States and internationally.

Health Care · Biotechnology: Pharmaceutical Preparations · 14,500 employees

INSM vs ZTS FAQ

Which is bigger, Insmed or Zoetis?

Zoetis (ZTS) is larger, with a market capitalization of $30.76B compared with $21.90B for Insmed (INSM).

Which stock has performed better over the past year, INSM or ZTS?

INSM returned -37.90% over the past 12 months, compared with -49.07% for ZTS (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Insmed or Zoetis?

Zoetis pays a dividend yielding 2.77%, while Insmed does not currently pay a regular dividend.

Are Insmed and Zoetis in the same industry?

Yes. Both are classified in the Biotechnology: Pharmaceutical Preparations industry within the Health Care sector.

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