IRWD vs LNTH Valuation Comparison 2026 — Intrinsic Value Analysis

Quick Summary — LNTH scores higher on quality with 10.0/10 vs IRWD's 7.7/10. IRWD trades at $3.28 while LNTH trades at $96.30. Both analyzed daily using SEC EDGAR data across 13 institutional models.

IRWD

Drug Manufacturers - Specialty & Generic

Ironwood Pharmaceuticals, Inc.

Quality

7.7

out of 10

Value Trap

39

LOW

Price

$3.28

Last close

Models

11/13

Active

VS

LNTH

Drug Manufacturers - Specialty & Generic

Lantheus Holdings, Inc.

Quality

10.0

out of 10

Value Trap

31

LOW

Price

$96.30

Last close

Models

13/13

Active

IRWD

Earnings Power Value sees +70.1% upside

Limited to 2/13 visible models

LNTH

Quality Score 10.0/10 — top tier

Limited to 2/13 visible models

IRWD vs LNTH — Fair Value Comparison

IRWD

LNTH

Market Price Model 1 Model 2

Model-by-Model Comparison

Model	Type	IRWD Fair Value	IRWD Upside	LNTH Fair Value	LNTH Upside
Bayesian DCF	Intrinsic	—	—	$65.31	-32.2%
Earnings Power Value	Intrinsic	$5.58	+70.1%	$49.83	-48.3%
EROIC Spread	Intrinsic	$4.81	+46.8%	$36.55	-62.0%
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	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

IRWD vs LNTH — Which Stock Is More Undervalued in 2026?

LNTH scores higher with a 10.0/10 quality rating vs IRWD's 7.7/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do IRWD and LNTH Valuations Compare?

IRWD currently trades at $3.28 while LNTH trades at $96.30. 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 for both companies.

Quality of Company: IRWD vs LNTH

IRWD earns a Quality of Company score of 7.7/10 compared to LNTH's 10.0/10. This moderate difference suggests one company has an edge in fundamental quality, though both may offer investment merit depending on valuation. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: IRWD vs LNTH

IRWD carries a LOW value trap risk (39/100) while LNTH shows LOW risk (31/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Drug Manufacturers - Specialty & Generic

Both IRWD and LNTH operate in Drug Manufacturers - Specialty & Generic, which has 79 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. 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), and ensemble methods (CUCE).

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IRWD

View Full Ironwood Pharmaceuticals, Inc. Analysis →

LNTH

View Full Lantheus Holdings, Inc. Analysis →

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