IRTC vs AGIO Stock Comparison: AI Score, Valuation, Performance and Upside
IRTC (iRhythm) is a commercial-stage cardiac monitoring medical device company with established revenues from Zio patch cardiac monitoring services, while AGIO (Agios) is a clinical-stage biopharmaceutical company with one approved rare disease drug (Pyrukynd) seeking to expand into larger hemolytic anemia indications. These companies are in very different development stages and serve different patient populations.
IRTC vs AGIO contrasts two innovative healthcare companies at different commercial maturities — iRhythm's established cardiac monitoring platform versus Agios' rare disease drug expansion strategy from a single approval into larger indications.
IRTC holds the edge across 4 of 5 key metrics in this comparison. AGIO has delivered stronger 1-year price return (-12.86% vs -38.02%), though IRTC has the better forward P/E setup (100.62x vs -8.51x for AGIO). On fundamentals, AGIO is growing revenue faster (259.30%), while IRTC maintains the higher operating margin (7.94%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for IRTC (+44.24%) than for AGIO (+36.16%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want established cardiac monitoring medical device exposure with growing Zio patch volumes and physician adoption
- Value iRhythm's AI-powered ECG analysis as a scalable infrastructure platform for cardiac arrhythmia detection
- See long-term cardiac monitoring as an expanding standard of care that will grow the total addressable market over time
- Want rare blood disorder biopharmaceutical exposure with Pyrukynd as a novel approved treatment for PK deficiency
- See Agios' hemolytic anemia expansion (sickle cell, thalassemia) as binary clinical catalysts that could dramatically expand the addressable market
- Are comfortable with clinical-stage risk in exchange for a biopharmaceutical company with an established commercial drug as its foundation
| Metric | IRTC | AGIO |
|---|---|---|
| AI scorei | 37.4 | 26.6 |
| AI ranki | #1493 | #2556 |
| Latest closei | $109.33 | $33.07 |
| 1M returni | -12.36% | -5.84% |
| 6M returni | -5.98% | +18.70% |
| 1Y returni | -38.02% | -12.86% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | IRTC | AGIO |
|---|---|---|
| 1Y ago | $6.2K (-38.0%) started 2025-09-18 | $8.71K (-12.9%) started 2025-09-18 |
| 5Y ago | $17.43K (+74.3%) started 2021-09-20 | $7.17K (-28.3%) started 2021-09-20 |
| 10Y ago | $41.97K (+319.7%) started 2016-10-20 | $6.95K (-30.5%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | IRTC | AGIO |
|---|---|---|
| Market capi | $4.03B | $2.01B |
| Trailing P/Ei | N/A | N/A |
| Forward P/Ei | 100.62 | -8.51 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 5.05 | 14.44 |
| Analyst targeti | $176.14 | $45.75 |
| Target upsidei | +44.24% | +36.16% |
| Metric | IRTC | AGIO |
|---|---|---|
| Revenue growthi | 20.10% | 259.30% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | +9.92% | -279.25% |
| Operating margini | 7.94% | -247.07% |
| Profit margini | -1.69% | 0.00% |
| ROIC proxyi | -9.63% | -34.34% |
| Return on equityi | -9.63% | -34.34% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.32 | 0.60 |
| Debt/equityi | 391.08 | 3.04 |
| Current ratioi | 3.85 | 10.22 |
| Quick ratioi | 3.65 | 9.14 |
Over the past year, IRTC and AGIO have moved barely in the same direction (correlation of 0.13), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | IRTC | AGIO |
|---|---|---|---|
| 1Y | Growthi | -38.02% | -12.86% |
| CAGRi | -38.04% | -12.87% | |
| Volatilityi | 43.60% | 76.27% | |
| Sharpe ratioi | -0.99 | 0.24 | |
| Sortino ratioi | -1.33 | 0.29 | |
| Max drawdowni | 46.21% | 50.89% | |
| Current drawdowni | 42.23% | 27.30% | |
| Avg drawdowni | 24.94% | 27.44% | |
| Ulcer Indexi | 29.24% | 30.94% | |
| Max daily dropi | 8.02% | 50.89% | |
| Max wkly dropi | 15.97% | 48.80% | |
| 5Y | Growthi | +74.26% | -28.28% |
| CAGRi | +11.76% | -6.44% | |
| Volatilityi | 61.67% | 59.67% | |
| Sharpe ratioi | 0.40 | 0.13 | |
| Sortino ratioi | 0.68 | 0.19 | |
| Max drawdowni | 66.03% | 65.73% | |
| Current drawdowni | 42.23% | 46.35% | |
| Avg drawdowni | 29.41% | 40.81% | |
| Ulcer Indexi | 33.53% | 43.59% | |
| Max daily dropi | 14.80% | 50.89% | |
| Max wkly dropi | 25.00% | 48.80% | |
| 10Y | Growthi | +319.69% | -30.48% |
| CAGRi | +15.57% | -3.57% | |
| Volatilityi | 61.40% | 56.25% | |
| Sharpe ratioi | 0.46 | 0.15 | |
| Sortino ratioi | 0.73 | 0.21 | |
| Max drawdowni | 84.39% | 82.86% | |
| Current drawdowni | 59.28% | 66.78% | |
| Avg drawdowni | 37.61% | 52.15% | |
| Ulcer Indexi | 45.43% | 56.70% | |
| Max daily dropi | 39.47% | 50.89% | |
| Max wkly dropi | 41.32% | 48.80% |
| Category | IRTC | AGIO |
|---|---|---|
| Company | iRhythm Technologies, Inc. | Agios Pharmaceuticals, Inc. |
| Sector | Healthcare | Healthcare |
| Industry | Medical Devices | Biotechnology |
| Core business | iRhythm makes the Zio patch, a long-term wearable cardiac monitoring device worn for up to 14 days that continuously records heart rhythm for arrhythmia detection, particularly atrial fibrillation, with AI-powered ECG analysis reporting to cardiologists. | Agios is a commercial-stage biopharmaceutical company focused on cellular metabolism diseases, marketing Pyrukynd (mitapivat) for pyruvate kinase (PK) deficiency — a rare inherited blood disorder, with clinical programs in sickle cell disease, thalassemia, and other hemolytic anemias. |
| Investor focus | Investors track iRhythm's Zio service volumes, revenue per patch, CMS reimbursement rate developments, and competitive dynamics as cardiac remote monitoring technology matures. | Investors track Agios' Pyrukynd revenue ramp in PK deficiency patients, clinical trial progress in larger hemolytic anemia indications (sickle cell, thalassemia), and the company's cash position relative to its pipeline investment timeline. |
- Zio patch is the market leader in long-term cardiac monitoring with superior physician satisfaction and patient compliance versus traditional Holter monitors
- AI analysis platform efficiently processes continuous cardiac data, providing cardiologists with actionable arrhythmia detection reports
- Atrial fibrillation detection market is large and growing as aging populations have higher AF prevalence and stroke prevention awareness grows
- Pyrukynd is the only FDA-approved treatment for pyruvate kinase (PK) deficiency, a rare disorder with no prior therapy options
- PK activator mechanism (restoring red blood cell function) may benefit patients with multiple hemolytic anemias beyond PK deficiency
- Expanding into sickle cell disease and thalassemia — much larger patient populations — represents significant addressable market growth opportunity
- CMS reimbursement rate changes create revenue per patch uncertainty — iRhythm has faced reimbursement pressure in prior rate cycles
- Competition from Bardy Diagnostics (Hillrom/Baxter), BioTelemetry (Philips), and CardioNet for long-term cardiac monitoring market
- Profitability requires growing revenue to outpace the cardiac ECG analysis service infrastructure cost
- PK deficiency is very rare (~5,000 patients in the U.S.) — Pyrukynd revenue will remain limited without successful expansion to larger hemolytic anemia indications
- Sickle cell disease trial results are critical to the long-term investment thesis — clinical failure would dramatically limit Agios' market opportunity
- Competition in hemolytic anemia treatment is intensifying from gene therapy (Vertex/CRISPR Casgevy) and other approaches in development
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