NRIX
Nurix Therapeutics, Inc.
$26.10
+4.69% 2026-10-20
Healthcare
NRIXSPY
1W
+17.9%
1M
+2.6%
3M
+11.2%
6M
+58.8%
YTD
+37.6%
1Y
+151.2%
Live chart
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Grades vs sector
MomentumNot enough data yet–
Momentum
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
GrowthNot enough data yet–
Growth
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
ValueNot enough data yet–
Value
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
ProfitabilityNot enough data yet–
Profitability
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsCan KYMR's Targeted Protein Degradation Pipeline Drive Future Growth?
Zacks · Oct 19
Big Pharma Is Pouring Billions Into a New Class of ‘Protein Degrader’ Drugs
The Wall Street Journal · Oct 15
Nurix Therapeutics Insider Sold Shares Worth $528,528, According to a Recent SEC Filing
MT Newswires · Oct 14
Nurix Therapeutics' Enterprise Value Remains Underappreciated, RBC Capital Markets Says
MT Newswires · Oct 13
Cathie Wood Has Sold Nearly $18 Million of Meta in Days -- Here's What It Means
GuruFocus.com · Oct 13
Key stats
Market cap$2.9B
P/E (trailing)10.7
P/E (forward)-20.5
52-week range10.15 – 28.23
Revenue growth (YoY, latest qtr)+8426.3%
Dividend yield0.00%
Analyst consensusStrong Buy (14)
Mean price target$34.50 (+32%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Looks undervalued
Model read-out from the numbers below, not advice. Score +3 (DCF counts double).
▲DCF (base case)above the price by 436%
•Piotroski F-score4/9
▲Altman Z9.2 (safe)
▲Net debt / EBITDA-3.1x
▲Analyst target+32% (14 analysts)
Discounted cash flow
Bear
$72
+177%
growth 18% · disc. 14.0% · term. 2.0%
Base
$140
+436%
growth 30% · disc. 13.0% · term. 2.5%
Bull
$232
+788%
growth 38% · disc. 12.0% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price implies shrinking cash flows: about -8% a year for 10 years.
Implied
-8%/yr
FCF, last 3 yrs
n/a
FCF, last 5 yrs
n/a
Revenue, last 3 yrs
+30%/yr
Revenue, last 5 yrs
+36%/yr
Same inputs as the DCF above: trailing free cash flow 0.4B, 13.0% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-08-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.82 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs sector
Forward EPS $-1.28 vs trailing $2.43 (-152% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
–
Operating margin
41.3%
FCF margin
52.7%
Net margin
42.0%
Return on equity
30.5%
Return on invested capital
879.2%
Net debt / EBITDA
-3.1×
Current ratio
8.4×
Interest cover
–
Cash conversion (OCF/NI)
1.3×
Piotroski F-score 4/9 · last two fiscal years
✗ Positive net income✗ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✓ Current ratio improved✗ No share dilution✗ Gross margin improved✓ Asset turnover improved
Altman Z-score 9.2 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Mean target
$34
+32%
Analysts
14
Strong Buy
Range
$25–$45
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $84.0M | $-264.5M | $-263.5M |
| 2024 | $54.5M | $-193.6M | $-181.9M |
| 2023 | $77.0M | $-143.9M | $-89.8M |
| 2022 | $38.6M | $-180.4M | $-172.1M |
| 2021 | $29.8M | $-117.2M | $-90.0M |
| 2020 | $17.8M | $-43.2M | $-4.6M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +29.5%.
Earnings
Next report: 2027-01-28 · during market · EPS est 1.51
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-10-11 | 5.02 | 4.73 | -5.7% |
| 2026-07-09 | -0.72 | -0.81 | -13.1% |
| 2026-04-08 | -0.76 | -0.79 | -3.3% |
| 2026-01-28 | -0.92 | -0.82 | +10.8% |
| 2025-10-09 | -0.85 | -1.03 | -21.1% |
| 2025-07-09 | -0.74 | -0.52 | +30.2% |
| 2025-04-08 | -0.76 | -0.67 | +12.0% |
| 2025-01-28 | -0.67 | -0.75 | -12.1% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-05-31 | $9.0M | -79.5% |
| 2026-02-28 | $6.3M | – |
| 2025-11-30 | $13.6M | – |
| 2025-08-31 | $7.9M | – |
| 2025-05-31 | $44.1M | – |
Analyst actions
HC Wainwright & Co.
PT $36
2026-10-16 · main
Buy → BuyPT $36
RBC Capital
PT $35
2026-10-13 · main
Outperform → OutperformPT $35
Oppenheimer
PT $32
2026-10-13 · main
Outperform → OutperformPT $32
Truist Securities
PT $33
2026-10-13 · main
Buy → BuyPT $33
Baird
PT $36
2026-10-13 · main
Outperform → OutperformPT $36
Needham
PT $34
2026-10-13 · reit
Buy → BuyPT $34
Insider trades
Hansen Gwenn
$36.3K
Chief Scientific Officer · 2026-10-15
SELL$36.3K
Gregory Julia P
$528.5K
Director · 2026-10-14
SELL$528.5K
Ring Christine
$134.1K
Chief Legal Officer · 2026-10-02
SELL$134.1K
Ring Christine
$138.4K
Chief Legal Officer · 2026-09-02
SELL$138.4K
Ring Christine
$10.7K
Chief Legal Officer · 2026-09-02
SELL$10.7K
Hansen Gwenn
$37.0K
Chief Scientific Officer · 2026-09-01
SELL$37.0K
Hansen Gwenn
$108.9K
Chief Scientific Officer · 2026-08-05
SELL$108.9K
Hansen Gwenn
$35.8K
Chief Scientific Officer · 2026-08-04
SELL$35.8K
Hansen Gwenn
$64.3K
Chief Scientific Officer · 2026-08-04
SELL$64.3K
Van Houte Hans
$42.9K
Chief Financial Officer · 2026-08-04
SELL$42.9K
Van Houte Hans
$73.1K
Chief Financial Officer · 2026-08-04
SELL$73.1K
Ring Christine
$382.4K
Chief Legal Officer · 2026-08-03
SELL$382.4K
Stats refreshed 2026-10-20 18:13:42 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.