Loading…
← CockpitCompetitor Analysis › STOK Stoke Therapeutics, Inc.Open in the cockpit ↗

Stoke Therapeutics, Inc.STOKCompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology

Develops RNA-based medicines that restore normal levels of proteins missing in genetic diseases like Dravet syndrome.

Momentum weak 35
Mkt cap
$1.74B
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$35.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 11.7%
Hurdle
n/a
no reverse DCF
Next earnings
130 days
16 Mar 2027
Close · USD$26.54
1D+1.8%
1W+0.9%
1M+10.8%
3M-17.6%
6M-19.3%
YTD-16.4%
1Y+16.3%
ATR %4.5%
Beta0.84
52w lowhigh34.0% off high

What Stoke Therapeutics does

Develops RNA-based medicines that restore normal levels of proteins missing in genetic diseases like Dravet syndrome.

Has no medicine on the market, so it lives on cash from shareholders and partner payments, and nearly all its value rests on one lead medicine for Dravet syndrome. The approach raises output from the healthy copy of the affected gene, and Biogen is a partner on its central-nervous-system work.

Products and services

  • Zorevunersen (Dravet syndrome)
  • Pipeline in other haploinsufficiency diseases

Customers

  • Neurologists/pediatric specialists (post-approval)

Where it sits in the supply chain

  • Health Care
  • Biotechnology
  • RNA-based protein restoration…

What could go right

  • Pivotal trial data readouts
  • Large CNS pipeline optionality via Biogen partnership

What could go wrong

  • Clinical trial failure risk
  • Small addressable Dravet syndrome population

Moat: narrow (IP / patents, process know-how). Proprietary TANGO antisense oligonucleotide technology targets gene splicing to restore protein levels.

Headquarters: Bedford, Massachusetts, US · Founded: 2014 · Employees: 170

Named competitors

Stoke Therapeutics at a glance

Size Stoke Therapeutics (STOK) is a United States Health Care company (Biotechnology) with a market value of $1.74B, the 1889th largest of 3,117 United States companies the cockpit tracks. Shares closed at $26.54 on 6 Nov 2026.

Performance Over six months the shares fell 19.3%, against +2.4% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 19 in its peer set.

Growth Revenue fell 86.3% over the last twelve months (peer median +20.2%); the operating margin is -913.1% (peer median -43.2%).

Valuation It trades at 50.3× enterprise value to sales against a peer median of 15.0× (6th most expensive of 19).

Short interest Short interest is 15.9% of the free float (15 Oct 2026).

Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 102STOK 81
Six months, rebased to 100: Stoke Therapeutics against the median of its 20 peers (local-currency closes).

Stoke Therapeutics financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$28.2M$184M$36.6M$8.78M$12.4M
Revenue growth—+405%+316%-29%—
Gross profit$23.9M$180M$32.1M$4.05M$8.87M
EBITDA-$253M-$16.4M-$96.9M-$110M-$101M
Net income-$243M-$6.88M-$89.0M-$105M-$101M
Free cash flow-$216M$44.9M-$87.1M-$82.7M-$35.8M
Capital expenditure$5.41M$670,000$203,000$1.62M$3.96M
Total debt$1.92M$4.15M$4.77M$6.83M$5.08M

Quarterly statements and history in the cockpit →

Stoke 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

-50%0%+50%-25%0%+25%688185ABSI688105688319600226NVAXKLRAGENBNRIX087010MSB688765ZBIOPPGNPGENNTLAALVOSTOK6-month return →1-month return →
Up and to the right = strong over both horizons. Stoke Therapeutics is the large dot.

Fundamentals: revenue growth against valuation

0%+500%+1,000%+1,500%+2,000%0×500×1,000×1,500×688185ABSI688105NRIX087010MSB688765ZBIOPGEN688806STOKRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Stoke Therapeutics is the large dot.

Stoke Therapeutics competitors and peer comparison

Head to head with its named competitors (STOK vs IONS vs BIIB)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Stoke Therapeutics STOK$1.74B-19%-86%-913%50.3×n/a
Ionis Pharmaceuticals IONS$6.55B-48%-7%-68%7.7×n/a
Biogen BIIB$36.7B+28%+2%17%4.4×9.4%

How Stoke 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.

Stoke Therapeutics against its 20 peers (data as of 6 Nov 2026)
MeasureSTOKPeer medianRank in peer set
1-month return+10.8%-9.9%3rd highest of 20
6-month return-19.3%+2.4%6th lowest of 19
Distance from 52-week high-34.0%-38.6%8th highest of 20
Revenue growth (TTM)-86.3%+20.2%2nd lowest of 20
Operating margin-913.1%-43.2%4th lowest of 20
EV / Sales50.3×15.0×6th most expensive of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Stoke Therapeutics STOKUnited States$1.74B-19%-86%-913%50.3×n/an/a
CanSino Biologics 688185.SSChina$1.73B+21%+30%-4%8.5×n/an/a
Absci ABSIUnited States$1.75B+72%-62%-8,411%991.7×n/an/a
Nanjing Vazyme Biotech 688105.SSChina$1.72B+45%+16%-5%6.2×45.1%-2.5%
Chengdu Olymvax Biopharmaceuticals 688319.SSChina$1.71B-9%+12%8%14.8×n/an/a
Lycia Therapeutics LYCAUnited States$1.76Bn/a-55%-593%n/an/an/a
Zhejiang Hengtong 600226.SSChina$1.76B-23%+71%0%4.5×n/an/a
Novavax NVAXUnited States$1.78B+7%-62%-29%3.3×n/an/a
Kailera Therapeutics KLRAUnited States$1.68B-40%n/an/an/an/an/a
Generate Biomedicines GENBUnited States$1.68B-4%+56%-737%40.2×n/an/a
Nurix Therapeutics NRIXUnited States$1.67B-7%+739%41%1.0×-19.0%+36.4%
Peptron 087010.KSSouth Korea$1.67B-63%+16%-427%369.5×n/an/a
Mesoblast MSB.AXAustralia$1.83B0%+556%-43%15.2×n/an/a
Wuhan Healthgen Biotechnology 688765.SSChina$1.64B-44%+90%-297%231.2×n/an/a
Zenas BioPharma ZBIOUnited States$1.84B+44%-93%-27,390%1,588.4×n/an/a
PolyPeptide PPGN.SWSwitzerland$1.62B+6%+22%7%3.3×n/an/a
Precigen PGENUnited States$1.60B+6%+1,875%-46%19.4×n/an/a
Immunocore Holdings Plc Shs Sponsored American Depositary Shares Repr 1 Sh IMCRUnited States$1.60B+5%+20%-5%2.7×n/an/a
Intellia Therapeutics NTLAUnited States$1.59B-19%+13%-712%20.6×n/an/a
Alvotech ALVOUnited States$1.90B+49%-12%9%6.5×n/an/a
Zhuhai Trinomab Pharmaceutical 688806.SSChina$1.58Bn/a+238%-1,196%199.0×n/an/a

Questions

Who are Stoke Therapeutics's main competitors?
Named competitors: Ionis Pharmaceuticals (IONS), Biogen (BIIB), UCB (private or unlisted). The cockpit's measured peer set (industry) also includes CanSino Biologics (688185.SS), Absci (ABSI), Nanjing Vazyme Biotech (688105.SS), Chengdu Olymvax Biopharmaceuticals (688319.SS), Lycia Therapeutics (LYCA), Zhejiang Hengtong (600226.SS).
Is Stoke Therapeutics expensive compared with its peers?
On ev / sales it trades at 50.3× against a peer median of 15.0×, 6th most expensive of 19 in its peer set.
How has Stoke Therapeutics stock performed?
Over six months to 6 Nov 2026 the shares returned -19.3% against +2.4% for the median peer; over one year +16.3%.

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.