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← CockpitCompetitor Analysis › RVMD Revolution Medicines, Inc.Open in the cockpit ↗

Revolution Medicines, Inc.RVMDCompetitor analysis, valuation and peers

United States · USD·Health Care›Pharmaceuticals: Other

Clinical-stage biotech developing drugs that target RAS-mutant cancers, a historically 'undruggable' driver of many tumors.

Momentum strong 75
Mkt cap
$41.2B
US dollars, full cap
Free float
90%
of shares outstanding
$/day
$425M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 11.9%
Hurdle
n/a
no reverse DCF
Next earnings
115 days
1 Mar 2027
Close · USD$192.28
1D+8.2%
1W+0.5%
1M+2.2%
3M-7.1%
6M+35.6%
YTD+141.4%
1Y+224.0%
ATR %5.5%
Beta1.26
52w lowhigh14.3% off high

What Revolution Medicines does

Clinical-stage biotech developing drugs that target RAS-mutant cancers, a historically 'undruggable' driver of many tumors.

Has no approved product, so spending is funded by share sales and financing deals rather than by sales. Its lead candidates, RAS(ON) inhibitors, are in late-stage trials in pancreatic cancer and other tumours, and trial results and regulatory decisions are the events that drive its value.

Products and services

  • RAS(ON) inhibitor pipeline (pre-commercial)

Where it sits in the supply chain

  • Pharmaceuticals
  • Biotech
  • Oncology - RAS-targeted therapies

What could go right

  • Large unmet need in RAS-driven cancers (pancreatic, lung)
  • Potential first-in-class/best-in-class approvals

What could go wrong

  • Pre-revenue clinical-trial risk across a broad pipeline
  • Competitive RAS-targeting programs from larger pharma

Moat: narrow (IP / patents, process know-how). Proprietary chemistry targeting RAS proteins directly, a target class most rivals could not previously drug.

Headquarters: Redwood City, California, United States · Founded: 2014 · Employees: 883

Named competitors

Revolution Medicines at a glance

Size Revolution Medicines (RVMD) is a United States Health Care company (Pharmaceuticals: Other) with a market value of $41.2B, the 293rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $192.28 on 6 Nov 2026.

Performance Over six months the shares gained 35.6%, against -4.4% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.

Credit Revolution Medicines has 1 bond outstanding ($500M).

Short interest Short interest is 6.0% of the free float (15 Oct 2026).

Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026RVMD 133Peer median 96
Six months, rebased to 100: Revolution Medicines against the median of its 20 peers (local-currency closes).

Revolution Medicines financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$0$0$0$11.6M$35.4M
Revenue growth——-100%-67%—
Gross profit-$18.1M-$16.6M-$11.8M$2.27M$25.7M
EBITDA-$1.61B-$1.17B-$678M-$478M-$249M
Net income-$1.77B-$1.13B-$600M-$436M-$249M
Free cash flow-$1.23B-$914M-$568M-$358M-$235M
Capital expenditure$9.10M$16.0M$10.3M$7.73M$10.8M
Total debt$1.19B$427M$136M$87.9M$64.2M

Quarterly statements and history in the cockpit →

Revolution Medicines 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%+10%+20%+30%002001CIPLAAUROPHARMALUPINABVX000423002603002317BHC000623600062600750GRANULES11123003636002166472RVMD6-month return →1-month return →
Up and to the right = strong over both horizons. Revolution Medicines is the large dot.

Revolution Medicines competitors and peer comparison

Head to head with its named competitors (RVMD vs AMGN vs BMY vs LLY)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Revolution Medicines RVMD$41.2B+36%n/an/an/an/a
Amgen AMGN$249B+40%+9%36%7.4×1.8%
Bristol Myers Squibb BMY$127B+12%+4%33%3.2×-12.9%
Lilly (Eli) LLY$1.27T+43%+46%51%15.2×5.9%
Erasca ERAS$5.04B+42%n/an/an/an/a
Verastem VSTM$1.02B+72%+3,996%-183%11.1×n/a

How Revolution Medicines 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.

Revolution Medicines against its 20 peers (data as of 6 Nov 2026)
MeasureRVMDPeer medianRank in peer set
1-month return+2.2%+2.2%11th highest of 21
6-month return+35.6%-4.4%3rd highest of 21
Distance from 52-week high-14.3%-21.3%7th highest 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
Revolution Medicines RVMDUnited States$41.2B+36%n/an/an/an/an/a
Zhejiang NHU 002001.SZChina$12.3B-23%+11%33%3.1×-7.8%+16.7%
Cipla CIPLA.NSIndia$12.1B+4%-1%13%3.8×28.2%+8.1%
Aurobindo Pharma AUROPHARMA.NSIndia$10.9B+22%+14%15%2.8×21.0%+6.3%
Lupin LUPIN.NSIndia$9.65B-19%+24%24%2.9×8.8%+13.0%
Abivax ABVX.PAFrance$7.58B-25%n/an/an/an/an/a
Dong-E-E-Jiao 000423.SZChina$4.80B-8%+8%29%3.6×-4.6%+14.5%
Shijiazhuang Yiling Pharmaceutical 002603.SZChina$4.02B-6%+32%21%3.1×-3.2%-2.2%
Guangdong Zhongsheng Pharmaceutical 002317.SZChina$3.13B+35%-14%9%9.3×34.7%+5.9%
Bausch Health Companies BHC.TOCanada$3.09B+48%+10%27%2.0×-14.5%+5.9%
Jilin Aodong Pharmaceutical 000623.SZChina$3.02B-9%-4%-13%8.6×5.2%+1.0%
By-health 300146.SZChina$2.61B-1%+10%11%2.0×5.1%+0.6%
China Resources Double-Crane Pharmaceutical 600062.SSChina$2.50B-10%-1%13%1.6×-8.3%+5.3%
China Resources Jiangzhong Pharmaceutical 600750.SSChina$2.19B-3%-10%24%3.9×-2.5%+11.6%
Granules India GRANULES.NSIndia$2.10B+8%+22%17%3.3×23.5%+10.6%
Health and Happiness (H&H) International 1112.HKHong Kong$2.05B+70%+24%16%1.3×-3.0%+4.4%
China Meheco 600056.SSChina$2.00B-14%+2%3%0.6×-0.8%-2.1%
Porton Pharma Solutions 300363.SZChina$1.92B+14%+6%-2%3.6×5.3%+10.4%
Tibet Cheezheng Tibetan Medicine 002287.SZChina$1.66B-15%-7%28%4.2×-1.1%+10.4%
Zhejiang Medicine 600216.SSChina$1.61B-23%-6%7%1.0×-6.7%+3.9%
Bora Pharmaceuticals 6472.TWTaiwan$1.55B-2%-6%15%3.4×4.5%+60.2%

Revolution Medicines bonds and credit

Revolution Medicines has 1 bond outstanding with $500M face value.

Every bond, yield and spread in the cockpit →

Questions

Who are Revolution Medicines's main competitors?
Named competitors: Amgen (AMGN), Bristol Myers Squibb (Mirati) (BMY), Boehringer Ingelheim (private or unlisted), Eli Lilly (LLY), Erasca (ERAS), Verastem Oncology (VSTM). The cockpit's measured peer set (industry) also includes Zhejiang NHU (002001.SZ), Cipla (CIPLA.NS), Aurobindo Pharma (AUROPHARMA.NS), Lupin (LUPIN.NS), Abivax (ABVX.PA), Dong-E-E-Jiao (000423.SZ).
How has Revolution Medicines stock performed?
Over six months to 6 Nov 2026 the shares returned +35.6% against -4.4% for the median peer; over one year +224.0%.

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.