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RVMD

Revolution Medicines, Inc.
$182.15
+2.35% 2026-10-19
Healthcare
-5%+73%+152%+231%+309%Oct 2025Apr 2026Oct 2026
RVMDSPY
1W
-6.1%
1M
-4.6%
3M
+1.0%
6M
+24.6%
YTD
+128.7%
1Y
+236.7%

Grades vs sector

Momentum
no data
–

Percentile within its GICS sector across the S&P 1500.
Growth
no data
–

Percentile within its GICS sector across the S&P 1500.
Value
no data
–

Percentile within its GICS sector across the S&P 1500.
Profitability
no data
–

Percentile within its GICS sector across the S&P 1500.
Revisions
no data
–

30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 3 live models right now.

Momentum Top 15
not ranked (outside this model's universe or screens)
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Blend
not in the current book

Key stats

Market cap$39.0B
P/E (trailing)–
P/E (forward)-31.3
52-week range52.48 – 224.31
Revenue growth (YoY, latest qtr)–
Dividend yield0.00%
Analyst consensusStrong Buy (24)
Mean price target$257.84 (+42%)

Valuation & fundamentals

Bottom line
No cash-flow valuation
Model read-out from the numbers below, not advice. Score +0 (DCF counts double).
▼Piotroski F-score2/9
▲Altman Z12.1 (safe)
▲Analyst target+42% (24 analysts)

Discounted cash flow

Trailing free cash flow is negative or missing, so a cash-flow DCF isn't meaningful by default. You can enter your own assumptions below.
Reverse DCFfor context, not a signal
Trailing free cash flow is zero or negative, so there's no growth rate to solve for. The price is betting on a turnaround to positive cash flow.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (FY to 2025-12-31). 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 1.40 × 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 $-5.83 vs trailing $-8.87. Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
–
Operating margin
–
FCF margin
–
Net margin
–
Return on equity
-67.8%
Return on invested capital
–
Net debt / EBITDA
–
Current ratio
11.4×
Interest cover
-27.4×
Cash conversion (OCF/NI)
–
Piotroski F-score 2/9 · 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 12.1 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$258
+42%
Analysts
24
Strong Buy
Range
$179–$320
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$0$-1.1B$-913.7M
2024$0$-600.1M$-567.7M
2023$11.6M$-436.4M$-358.3M
2022$35.4M$-248.7M$-235.2M
2021$29.4M$-187.1M$-153.7M
2020$43.0M$-108.2M$-103.0M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR –.

Earnings

Next report: 2026-11-04 · during market · EPS est -2.39
24-1125-0225-0525-0825-1126-0226-0526-08-3.060.00
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-05-2.06-3.06-48.8%
2026-05-06-1.84-2.29-24.6%
2026-02-25-1.56-1.86-18.9%
2025-11-05-1.41-1.61-14.3%
2025-08-06-1.12-1.31-16.7%
2025-05-07-1.06-1.13-7.0%
2025-02-26-0.96-1.12-16.1%
2024-11-06-0.88-0.94-7.0%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$0–
2026-03-31$0–
2025-12-31$0–
2025-09-30$0–
2025-06-30$0–

Analyst actions

Truist Securities
2026-10-19 · main
Buy → Buy
PT $241
William Blair
2026-10-16 · init
→ Outperform
Needham
2026-10-15 · reit
Buy → Buy
PT $275
RBC Capital
2026-10-14 · main
Outperform → Outperform
PT $260
RBC Capital
2026-10-08 · main
Outperform → Outperform
PT $259
Truist Securities
2026-10-07 · main
Buy → Buy
PT $240

Insider trades

Sandler Alan B.
Chief Development Officer · 2026-09-29
SELL
$441.8K
Sandler Alan B.
Chief Development Officer · 2026-09-29
SELL
$324.6K
Sandler Alan B.
Chief Development Officer · 2026-09-29
SELL
$202.8K
Sandler Alan B.
Chief Development Officer · 2026-09-29
SELL
$244.5K
Sandler Alan B.
Chief Development Officer · 2026-09-29
SELL
$61.6K
Cislini Jeff
SVP & General Counsel · 2026-09-25
SELL
$158.6K
Mancini Anthony
See Remarks · 2026-09-25
SELL
$625.9K
Mancini Anthony
See Remarks · 2026-09-24
SELL
$117.4K
Anderson Elizabeth M
Director · 2026-09-22
SELL
$174.6K
Anderson Elizabeth M
Director · 2026-09-22
SELL
$959.8K
Anderson Elizabeth M
Director · 2026-09-22
SELL
$512.2K
Anderson Elizabeth M
Director · 2026-09-22
SELL
$291.9K

News

Roche inks $15B ADC pact with Hansoh; Veradermics scores in another baldness study
BioPharma Dive · 22h ago
Revolution Medicines Stock In Focus After EU Drug Backing
Simply Wall St. · Oct 17
Jefferies Highlights Top Mid-Cap Biotech Stocks Ahead of Earnings
Investing.com · Oct 16
VSTM Stock Clocks Best Day In 11 Months After Positive Cancer Drug Trial Update And Multiple Price-Target Hikes
Stocktwits · Oct 15
Revolution Medicines' Pancreatic Cancer Drug Gets EU Panel Recommendation
MT Newswires · Oct 15
Revolution Medicines’ RASONQUE™ (daraxonrasib) Receives Positive CHMP Opinion Recommending Marketing Authorization in European Union for Metastatic Pancreatic Cancer
GlobeNewswire · Oct 15
Verastem Gets a New CEO, $250M, and a Shot at Another Cancer Drug
Barrons.com · Oct 14
Revolution Medicines Seeing Enthusiasm for Rasonque Launch, RBC Says
MT Newswires · Oct 14

Stats refreshed 2026-10-19 19:02:22 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.