INSM vs TWLO

Comparison between Insmed Inc (INSM, Company) and Twilio Inc Class A (TWLO, Company).

INSM is from the Healthcare sector, while TWLO is from the Technology sector.

5-Year PerformanceINSM has outperformed TWLO, delivering a return of +25.5% compared to -8.1%

INSM vs TWLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INSM(COMPANY)	TWLO(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	98.65%	90.36%
Sharpe Ratio	0.91	1.40
5Y Beta	0.69	1.32
Industry	Biotechnology	Software - Infrastructure
P/E Ratio	-22.08	172.20
Forward P/E	16.37	35.09
PEG Ratio	-1.49	0.38
5Y EPS CAGR	15.90%	N/A
Debt to Equity	73.20%	12.75%
Free Cash Flow Yield	-3.29%	3.31%
P/S Ratio	48.80	5.48
P/B Ratio	40.86	3.70

Market Cap

Winner

INSM

$29B

TWLO

$29B

Max Drawdown

INSM

98.65%

Winner

TWLO

90.36%

Sharpe Ratio

INSM

0.91

Winner

TWLO

1.40

5Y Beta

Winner

INSM

0.69

TWLO

1.32

Industry

INSM

Biotechnology

TWLO

Software - Infrastructure

P/E Ratio

Winner

INSM

-22.08

TWLO

172.20

Forward P/E

Winner

INSM

16.37

TWLO

35.09

PEG Ratio

Winner

INSM

-1.49

TWLO

0.38

5Y EPS CAGR

INSM

15.90%

TWLO

N/A

Debt to Equity

INSM

73.20%

Winner

TWLO

12.75%

Free Cash Flow Yield

INSM

-3.29%

Winner

TWLO

3.31%

P/S Ratio

INSM

48.80

Winner

TWLO

5.48

P/B Ratio

INSM

40.86

Winner

TWLO

3.70

INSM vs TWLO - Historical Returns

Returns include dividend reinvestment.

Period	INSM	TWLO
1 month	-36.73%	+55.61%
3 months	-32.23%	+72.41%
6 months	-46.57%	+57.97%
1 year	+54.43%	+91.67%
5 years(CAGR)	+25.47%	-8.06%
10 years(CAGR)	+24.08%	+21.80%
Max(CAGR)	-1.86%	+21.80%

INSM

-36.73%

Winner

TWLO

+55.61%

INSM

-32.23%

Winner

TWLO

+72.41%

INSM

-46.57%

Winner

TWLO

+57.97%

INSM

+54.43%

Winner

TWLO

+91.67%

5Y(CAGR)

Winner

INSM

+25.47%

TWLO

-8.06%

10Y(CAGR)

Winner

INSM

+24.08%

TWLO

+21.80%

Max(CAGR)

INSM

-1.86%

Winner

TWLO

+21.80%

INSM vs TWLO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	INSM	TWLO
2026	-42.78%	+45.77%
2025	+148.81%	+30.41%
2024	+130.59%	+51.95%
2023	+61.57%	+50.48%
2022	-28.97%	-81.33%
2021	-18.49%	-21.29%
2020	+40.70%	+228.16%
2019	+70.94%	+13.00%
2018	-59.58%	+255.78%
2017	+138.38%	-10.94%
2016	-23.26%	+0.21%
2015	+13.72%	N/A
2014	-9.74%	N/A
2013	+144.25%	N/A
2012	+112.38%	N/A
2011	-52.34%	N/A
2010	-18.08%	N/A
2009	+57.14%	N/A
2008	-43.67%	N/A
2007	-8.33%	N/A
2006	-58.69%	N/A
2005	-14.35%	N/A
2004	-27.43%	N/A
2003	+518.75%	N/A
2002	-88.60%	N/A
2001	+1.87%	N/A
2000	-78.95%	N/A

INSM vs TWLO Drawdown Comparison

The maximum drawdown for INSM was -98.65%, occurring on Nov 25, 2011. Recovery took 6341 trading sessions.

The maximum drawdown for TWLO was -90.36%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current INSM drawdown is -52.06%. The current TWLO drawdown is -54.52%.

Rank	INSM	TWLO
#1	-98.65% Aug 30, 2000 - Nov 17, 2025	-90.36% Feb 18, 2021 - Nov 4, 2022
#2	-52.06% Dec 1, 2025 - May 8, 2026	-66.41% Sep 28, 2016 - Aug 7, 2018
#3	-35.29% Jun 5, 2000 - Aug 3, 2000	-52.18% Jul 26, 2019 - May 7, 2020
#4	-28.69% Aug 3, 2000 - Aug 28, 2000	-27.05% Sep 25, 2018 - Nov 7, 2018
#5	-2.91% Jun 1, 2000 - Jun 5, 2000	-22.51% Aug 3, 2020 - Oct 2, 2020
#6	-2.36% Nov 19, 2025 - Nov 24, 2025	-21.81% Dec 12, 2018 - Jan 7, 2019
#7	-2.16% Nov 25, 2025 - Dec 1, 2025	-21.20% Oct 13, 2020 - Dec 11, 2020
#8	N/A	-21.10% Nov 7, 2018 - Dec 12, 2018
#9	N/A	-14.05% Jan 20, 2021 - Feb 4, 2021
#10	N/A	-12.52% May 16, 2019 - Jun 7, 2019
#11	N/A	-12.49% Aug 16, 2016 - Sep 21, 2016
#12	N/A	-11.79% Jul 15, 2016 - Aug 9, 2016
#13	N/A	-11.26% Dec 22, 2020 - Jan 12, 2021
#14	N/A	-10.03% Apr 30, 2019 - May 16, 2019
#15	N/A	-9.98% Mar 21, 2019 - Apr 29, 2019