Is INSM or IRON more undervalued in 2026?

CirclFi compares Insmed Incorporated (INSM) and Disc Medicine, Inc. (IRON) using 13 institutional-grade valuation models. INSM has a Quality of Company score of 4.0/10 while IRON scores 4.2/10.

Which is a better buy — INSM or IRON?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do INSM and IRON valuations compare?

INSM at $106.91 and IRON at $69.57 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

INSM vs IRON Valuation Comparison 2026 — Intrinsic Value Analysis

INSM

Pharmaceutical Preparations

Insmed Incorporated

Quality

4.0

out of 10

Value Trap

SAFE

Price

$106.91

Last close

Models

11/13

Active

IRON

Pharmaceutical Preparations

Disc Medicine, Inc.

Quality

4.2

out of 10

Value Trap

SAFE

Price

$69.57

Last close

Models

10/13

Active

Model-by-Model Comparison

Model	Type	INSM Fair Value	INSM Upside	IRON Fair Value	IRON Upside
Bayesian DCF	Intrinsic	$36.40	-66.0%	$20.84	-70.0%
Earnings Power Value	Intrinsic	$64.56	-52.2%	$32.12	-53.3%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%

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INSM vs IRON — Which Stock Is More Undervalued?

IRON scores higher with a 4.2/10 quality rating vs INSM's 4.0/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Insmed Incorporated (INSM) and Disc Medicine, Inc. (IRON) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

INSM currently trades at $106.91 with a QOC of 4.0/10, while IRON trades at $69.57 with a QOC of 4.2/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).