Head-To-Head Comparison: Disc Medicine (NASDAQ:IRON) versus Ultragenyx Pharmaceutical (NASDAQ:RARE)

Disc Medicine (NASDAQ:IRON) and Ultragenyx Pharmaceutical (NASDAQ:RARE) are both mid-cap healthcare companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, dividends, analyst recommendations, earnings, profitability and risk.

Institutional and Insider Ownership

83.7% of Disc Medicine shares are owned by institutional investors. Comparatively, 97.7% of Ultragenyx Pharmaceutical shares are owned by institutional investors. 3.8% of Disc Medicine shares are owned by insiders. Comparatively, 5.2% of Ultragenyx Pharmaceutical shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Valuation & Earnings

This table compares Disc Medicine and Ultragenyx Pharmaceutical”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Disc Medicine	N/A	N/A	-$212.18 million	($6.58)	-11.82
Ultragenyx Pharmaceutical	$673.00 million	3.67	-$575.00 million	($5.84)	-4.29

Disc Medicine has higher earnings, but lower revenue than Ultragenyx Pharmaceutical. Disc Medicine is trading at a lower price-to-earnings ratio than Ultragenyx Pharmaceutical, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

Disc Medicine has a beta of 1, indicating that its stock price has a similar volatility profile to the S&P 500.Comparatively, Ultragenyx Pharmaceutical has a beta of 0.35, indicating that its stock price is 65% less volatile than the S&P 500.

Profitability

This table compares Disc Medicine and Ultragenyx Pharmaceutical’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Disc Medicine	N/A	-37.17%	-33.65%
Ultragenyx Pharmaceutical	-81.79%	-1,024.42%	-44.40%

Analyst Ratings

This is a breakdown of current recommendations for Disc Medicine and Ultragenyx Pharmaceutical, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Disc Medicine	1	1	10	0	2.75
Ultragenyx Pharmaceutical	1	2	15	1	2.84

Disc Medicine presently has a consensus price target of $106.50, suggesting a potential upside of 36.98%. Ultragenyx Pharmaceutical has a consensus price target of $59.44, suggesting a potential upside of 137.02%. Given Ultragenyx Pharmaceutical’s stronger consensus rating and higher possible upside, analysts plainly believe Ultragenyx Pharmaceutical is more favorable than Disc Medicine.

Summary

Ultragenyx Pharmaceutical beats Disc Medicine on 9 of the 14 factors compared between the two stocks.

About Disc Medicine

Disc Medicine, Inc., together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for the treatment of erythropoietic porphyrias, including erythropoietic protoporphyria, X-linked protoporphyria, and diamond-blackfan anemia; DISC-0974 for the treatment of anemia of myelofibrosis, and anemia of chronic kidney disease; and DISC-3405 for the treatment of polycythemia vera, and other hematologic disorders. The company’s preclinical programs include DISC-0998, for the treatment of anemia associated with inflammatory diseases. Disc Medicine, Inc. was founded in 2017 and is headquartered in Watertown, Massachusetts.

About Ultragenyx Pharmaceutical

Ultragenyx Pharmaceutical Inc., a biopharmaceutical company, focuses on the identification, acquisition, development, and commercialization of novel products for the treatment of rare and ultra-rare genetic diseases in North America, Latin America, Japan, Europe, and internationally. Its biologic products include Crysvita (burosumab), an antibody targeting fibroblast growth factor 23 for the treatment of X-linked hypophosphatemia, as well as tumor-induced osteomalacia; Mepsevii, an enzyme replacement therapy for the treatment of children and adults with Mucopolysaccharidosis VII; Dojolvi for treating long-chain fatty acid oxidation disorders; and Evkeeza (evinacumab) for the treatment of homozygous familial hypercholesterolemia. The company's products candidatures include DTX401, an adeno-associated virus 8 (AAV8) gene therapy clinical candidate for the treatment of patients with glycogen storage disease type Ia; DTX301, an AAV8 gene therapy for the treatment of patients with ornithine transcarbamylase; UX143, a human monoclonal antibody for the treatment of osteogenesis imperfecta; GTX-102, an antisense oligonucleotide for the treatment of Angelman syndrome; UX111, an AAV9 gene therapy product candidate for the treatment of patients with Sanfilippo syndrome type A, or MPS IIIA, a rare lysosomal storage disease; UX701, for the treatment of Wilson disease; and UX053 for the treatment of glycogen storage disease type III. Ultragenyx Pharmaceutical Inc. has collaboration and license agreement with Kyowa Kirin Co., Ltd.; Saint Louis University; Baylor Research Institute; REGENXBIO Inc.; Bayer Healthcare LLC; GeneTx; Mereo; University of Pennsylvania; Arcturus Therapeutics Holdings Inc.; Solid Biosciences Inc.; Regeneron; Abeona; and Daiichi Sankyo Co., Ltd. The company was incorporated in 2010 and is headquartered in Novato, California.