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← CockpitCompetitor Analysis › MAZE Maze Therapeutics, Inc.Open in the cockpit ↗

Maze Therapeutics, Inc.MAZECompetitor analysis, valuation and peers

United States · USD·Health Care›Pharmaceuticals: Major

Uses human-genetics research to find precision drug targets; lead programs target Pompe disease and kidney disease.

Momentum leader 93
Mkt cap
$1.90B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$22.1M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-127.0 pp
WACC 14.7%
Hurdle
n/a
no reverse DCF
Next earnings
150 days
5 Apr 2027
Close · USD$34.19
1D+5.1%
1W+8.6%
1M+32.1%
3M+19.8%
6M+29.2%
YTD-17.5%
1Y+2.9%
ATR %5.0%
Beta0.75
52w lowhigh36.3% off high

What Maze Therapeutics does

Uses human-genetics research to find precision drug targets; lead programs target Pompe disease and kidney disease.

Has no approved medicine, so it lives on money raised from investors and on payments from partners, such as upfront and milestone fees, rather than product sales. Sales would start only if a drug is approved and launched. Its genetics-based list of drug targets is the asset it hopes to turn into several medicines.

Products and services

  • MZE829 (APOL1 kidney disease)
  • Pompe disease glycogen synthase inhibitor

Where it sits in the supply chain

  • Precision-medicine biopharma
  • Human-genetics target discovery…
  • Rare/metabolic disease drug development

What could go right

  • Genetics-driven pipeline validation
  • Partnership milestone payments

What could go wrong

  • Early-stage pipeline, no approved products
  • Platform value hard for market to assess

Moat: narrow (data, IP / patents). A large genetics/target-discovery data engine underpins its pipeline selection process.

Headquarters: South San Francisco, California, US · Founded: 2019 · Employees: 141

Named competitors

Maze Therapeutics at a glance

Size Maze Therapeutics (MAZE) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $1.90B, the 1831st largest of 3,117 United States companies the cockpit tracks. Shares closed at $34.19 on 6 Nov 2026.

Performance Over six months the shares gained 29.2%, against -8.7% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 700.0% over the last twelve months (peer median +10.9%); the operating margin is -728.1% (peer median 17.3%).

Valuation It trades at 77.4× enterprise value to sales against a peer median of 4.8× (most expensive of 21).

Capital Return on invested capital runs 127.0 points below its cost of capital (14.7% WACC).

Short interest Short interest is 13.6% of the free float (15 Oct 2026).

Next results Next results expected around 5 Apr 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026MAZE 134Peer median 93
Six months, rebased to 100: Maze Therapeutics against the median of its 20 peers (local-currency closes).

Maze Therapeutics financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$20.0M$0$168M$0$0
Revenue growth—-100%———
Gross profit$18.1M-$2.40M$164M-$4.09M-$3.82M
EBITDA-$144M-$140M$60.9M-$94.5M-$107M
Net income-$134M-$131M$18.4M-$100M-$115M
Free cash flow-$107M-$113M$74.8M-$87.3M-$101M
Capital expenditure$302,000$794,000$1.15M$441,000$1.97M
Total debt$60.4M$23.3M$26.6M$49.6M$32.1M

Quarterly statements and history in the cockpit →

Maze Therapeutics competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%0%+20%3005739989SRPTCAPLIPOINTALIVUSHRMYPFIZERONESOURCE600211000028SHILPAMED605507301047ERIS3007234540688166300009APLLTDMAZE6-month return →1-month return →
Up and to the right = strong over both horizons. Maze Therapeutics is the large dot.

Fundamentals: revenue growth against valuation

0%+200%+400%+600%0×20×40×60×3005739989SRPTCAPLIPOINTONESOURCE300723MAZERevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Maze Therapeutics is the large dot.

Maze Therapeutics competitors and peer comparison

Head to head with its named competitors (MAZE vs REGN vs SAN.PA)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Maze Therapeutics MAZE$1.90B+29%+700%-728%77.4×n/a
Regeneron Pharmaceuticals REGN$93.5B+27%+19%30%5.2×-2.2%
Sanofi SAN.PA$113B+14%+15%27%2.6×-5.4%

How Maze Therapeutics compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Maze Therapeutics against its 20 peers (data as of 6 Nov 2026)
MeasureMAZEPeer medianRank in peer set
1-month return+32.1%+0.6%highest of 21
6-month return+29.2%-8.7%4th highest of 21
Distance from 52-week high-36.3%-27.2%5th lowest of 21
Revenue growth (TTM)+700.0%+10.9%highest of 21
Operating margin-728.1%17.3%lowest of 21
EV / Sales77.4×4.8×most expensive of 21
ROIC minus cost of capital-127.0 pp-0.0 pplowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Maze Therapeutics MAZEUnited States$1.90B+29%+700%-728%77.4×n/an/a
Shenyang Xingqi Pharmaceutical 300573.SZChina$1.91B-25%+17%33%4.4×6.0%+29.1%
Shenzhen Hepalink Pharmaceutical 9989.HKHong Kong$1.89B-18%-1%8%2.3×0.4%-0.2%
Sarepta Therapeutics SRPTUnited States$1.88B-11%-20%-3%1.1×11.9%+32.4%
Caplin Point Laboratories CAPLIPOINT.NSIndia$1.92B+28%+15%31%7.9×29.3%+15.7%
Alivus Life Sciences ALIVUS.NSIndia$1.92B+32%+8%31%6.4×20.4%+6.2%
Harmony Biosciences HRMYUnited States$1.93B+7%+20%22%1.4×-10.9%+40.3%
Pfizer PFIZER.NSIndia$1.87B-19%+12%34%5.5×11.2%+2.4%
OneSource Specialty Pharma ONESOURCE.NSIndia$1.94B-12%+11%6%11.9×n/an/a
Tibet Rhodiola Pharmaceutical 600211.SSChina$1.95B0%+13%27%3.5×-0.5%+16.7%
China National Accord Medicines 000028.SZChina$1.85B-4%0%2%0.3×-9.4%+4.2%
Shilpa Medicare SHILPAMED.NSIndia$1.95B+113%+28%21%11.0×n/an/a
Guobang Pharma 605507.SSChina$1.84B-8%+3%12%1.9×-5.8%+7.4%
Sino Biological 301047.SZChina$1.98B+50%+20%17%13.0×36.8%-15.1%
Eris Lifesciences ERIS.NSIndia$1.82B-11%+11%26%5.8×24.7%+20.9%
ApicHope Pharmaceutical 300723.SZChina$1.99B-28%-28%-50%19.2×14.0%-11.0%
Tsumura & 4540.TJapan$1.81B+2%+10%18%2.0×n/an/a
United Laboratories International 3933.HKHong Kong$2.00B-19%-13%5%0.7×3.7%+7.8%
BrightGene Bio-Medical Technology 688166.SSChina$2.00B-51%+14%7%11.1×38.5%+9.2%
Anhui Anke Biotechnology (Group) 300009.SZChina$2.01B-9%-9%30%5.2×9.1%+9.3%
Alembic Pharmaceuticals APLLTD.NSIndia$2.01B+24%+20%12%2.4×25.0%+6.5%

Questions

Who are Maze Therapeutics's main competitors?
Named competitors: Regeneron Genetics Center (REGN), Sanofi (Genzyme, Pompe) (SAN.PA). The cockpit's measured peer set (industry) also includes Shenyang Xingqi Pharmaceutical (300573.SZ), Shenzhen Hepalink Pharmaceutical (9989.HK), Sarepta Therapeutics (SRPT), Caplin Point Laboratories (CAPLIPOINT.NS), Alivus Life Sciences (ALIVUS.NS), Harmony Biosciences (HRMY).
Is Maze Therapeutics expensive compared with its peers?
On ev / sales it trades at 77.4× against a peer median of 4.8×, most expensive of 21 in its peer set.
How has Maze Therapeutics stock performed?
Over six months to 6 Nov 2026 the shares returned +29.2% against -8.7% for the median peer; over one year +2.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.