LIVE
IRTC
iRhythm Technologies, Inc. · Health Care - Cardiac Medical Devices
$104.65
-8.07% this month
VERSUS
⟷
COMPARE
AGIO
Agios Pharmaceuticals, Inc. · Health Care - Biotechnology / Rare Blood Disorders
$34.16
+23.19% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
IRTC
2
AGIO
2
Comparison scoreboard
MIXED SETUPAI Score
IRTC ✓34.5
AGIO 26.2
1Y Return
IRTC -28.09%
AGIO ✓-3.77%
Fwd P/E
IRTC 99.54
AGIO ✓-7.24
Target Up.
IRTC ✓+70.98%
AGIO +19.29%
Op. Margin
IRTC N/A
AGIO N/A
Metrics last refreshed: 6/20/2026
Quick take
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.
Live analysis · updated 6/20/2026
IRTC and AGIO are closely matched — they split the tracked metrics evenly. AGIO leads on both 1-year return (-3.77%) and forward P/E (-7.24x vs 99.54x for IRTC), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for IRTC (+70.98%) than for AGIO (+19.29%).
Normalized 1Y performance
IRTC
AGIO
Recent returns
IRTC
AGIO
Analyst price targets & sentiment
IRTC · 14 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$147.00
analyst high$255.00
analyst mean$178.93
current price$104.65
+71.0% upside to analyst mean
AGIO · 8 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$28.00
analyst high$59.00
analyst mean$40.75
current price$34.16
+19.3% upside to analyst mean
Who should consider this stock?
IRTC may suit investors who:
- →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
AGIO may suit investors who:
- →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
Performance & AI score
| Metric | IRTC | AGIO |
|---|---|---|
| AI score | 34.5 | 26.2 |
| AI rank | #1701 | #2635 |
| Latest close | $104.65 | $34.16 |
| 1M return | -8.07% | +23.19% |
| 6M return | -37.48% | +34.22% |
| 1Y return | -28.09% | -3.77% |
$10,000 invested — hypothetical growth (dividends reinvested)
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 | $7.19K (-28.1%) started 2025-06-18 | $9.62K (-3.8%) started 2025-06-18 |
| 5Y ago | $16.12K (+61.2%) started 2021-06-18 | $5.65K (-43.5%) started 2021-06-18 |
| 10Y ago | $40.17K (+301.7%) started 2016-10-20 | $6.93K (-30.7%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | IRTC | AGIO |
|---|---|---|
| Market cap | $3.44B | $2.03B |
| Trailing P/E | N/A | N/A |
| Forward P/E | 99.54 | -7.24 |
| Price/Sales | 4.37 | 30.76 |
| EV/Revenue | 4.77 | 18.05 |
| Analyst target | $178.93 | $40.75 |
| Target upside | +70.98% | +19.29% |
Growth, profitability & risk
| Metric | IRTC | AGIO |
|---|---|---|
| Revenue growth | 25.70% | 137.70% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +7.24% | -404.59% |
| Operating margin | N/A | N/A |
| Profit margin | -3.53% | 0.00% |
| ROIC proxy | -22.42% | -32.81% |
| Return on equity | -22.42% | -32.81% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.28 | 0.59 |
| Debt/equity | 452.39 | 3.22 |
| Current ratio | 5.17 | 14.19 |
| Quick ratio | 4.79 | 12.80 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
IRTC max drawdown46.21%
AGIO max drawdown50.89%
IRTC max wkly drop15.97%
AGIO max wkly drop48.80%
5Y risk snapshot
IRTC max drawdown66.03%
AGIO max drawdown72.16%
IRTC max wkly drop25.00%
AGIO max wkly drop48.80%
10Y risk snapshot
IRTC max drawdown84.39%
AGIO max drawdown82.86%
IRTC max wkly drop41.32%
AGIO max wkly drop48.80%
Performance metrics by period
| Period | Metric | IRTC | AGIO |
|---|---|---|---|
| 1Y | Growth | -28.09% | -3.77% |
| CAGR | -28.11% | -3.78% | |
| Sharpe ratio | -0.65 | 0.36 | |
| Max drawdown | 46.21% | 50.89% | |
| Max daily drop | 8.02% | 50.89% | |
| Max wkly drop | 15.97% | 48.80% | |
| 5Y | Growth | +61.22% | -43.50% |
| CAGR | +10.02% | -10.79% | |
| Sharpe ratio | 0.37 | 0.05 | |
| Max drawdown | 66.03% | 72.16% | |
| Max daily drop | 14.80% | 50.89% | |
| Max wkly drop | 25.00% | 48.80% | |
| 10Y | Growth | +301.73% | -30.71% |
| CAGR | +15.48% | -3.60% | |
| Sharpe ratio | 0.46 | 0.15 | |
| Max drawdown | 84.39% | 82.86% | |
| Max daily drop | 39.47% | 50.89% | |
| Max wkly drop | 41.32% | 48.80% |
Business comparison
| Category | IRTC | AGIO |
|---|---|---|
| Company | iRhythm Technologies, Inc. | Agios Pharmaceuticals, Inc. |
| Sector | Health Care - Cardiac Medical Devices | Health Care - Biotechnology / Rare Blood Disorders |
| Industry | N/A | N/A |
| 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. |
IRTC strengths
- →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
AGIO strengths
- →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
Risks to watch — IRTC
- →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
Risks to watch — AGIO
- →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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