Is TLPH or TXMD more undervalued in 2026?

CirclFi compares Talphera, Inc. (TLPH) and TherapeuticsMD, Inc. (TXMD) using 13 institutional-grade valuation models. TLPH has a Quality of Company score of 5.6/10 while TXMD scores 6.5/10.

Which is a better buy — TLPH or TXMD?

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 TLPH and TXMD valuations compare?

TLPH at $0.82 and TXMD at $2.11 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

TLPH vs TXMD Valuation Comparison 2026 — Intrinsic Value Analysis

TLPH

Drug Manufacturers - Specialty & Generic

Talphera, Inc.

Quality

5.6

out of 10

Value Trap

WARN

Price

$0.82

Last close

Models

9/13

Active

TXMD

Drug Manufacturers - Specialty & Generic

TherapeuticsMD, Inc.

Quality

6.5

out of 10

Value Trap

LOW

Price

$2.11

Last close

Models

12/13

Active

Model-by-Model Comparison

Model	Type	TLPH Fair Value	TLPH Upside	TXMD Fair Value	TXMD Upside
Bayesian DCF	Intrinsic	$0.26	-68.7%	$4.60	+118.2%
Earnings Power Value	Intrinsic	—	—	$0.75	-63.7%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$0.68	-17.6%	$6.63	+214.4%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

🔒

Unlock Full 13-Model Comparison

Access all valuation models for TLPH vs TXMD — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more.

Access Full Analysis — From $27/mo →

TLPH vs TXMD — Which Stock Is More Undervalued?

TXMD scores higher with a 6.5/10 quality rating vs TLPH's 5.6/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Talphera, Inc. (TLPH) and TherapeuticsMD, Inc. (TXMD) 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.

TLPH currently trades at $0.82 with a QOC of 5.6/10, while TXMD trades at $2.11 with a QOC of 6.5/10.

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).