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Verastem, Inc.VSTMCompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology
Momentum leader 95
Mkt cap
$1.02B
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$51.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 7.0%
Hurdle
n/a
no reverse DCF
Next earnings
132 days
18 Mar 2027
Close · USD$8.41
1D-10.3%
1W-13.7%
1M+3.7%
3M+23.9%
6M+72.0%
YTD+8.9%
1Y+3.1%
ATR %8.4%
Beta0.88
52w lowhigh22.3% off high

What Verastem does

Employees: 102

Verastem at a glance

Size Verastem (VSTM) is a United States Health Care company (Biotechnology) with a market value of $1.02B, the 2232nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $8.41 on 6 Nov 2026.

Performance Over six months the shares gained 72.0%, against -14.0% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue grew 3,995.7% over the last twelve months (peer median +1.4%); the operating margin is -182.6% (peer median -28.8%).

Valuation It trades at 11.1× enterprise value to sales against a peer median of 5.7× (7th most expensive of 18).

Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026VSTM 172Peer median 87
Six months, rebased to 100: Verastem against the median of its 20 peers (local-currency closes).

Verastem financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$87.5M$30.9M$10.0M$0$0
Revenue growth—+209%———
Gross profit$75.6M$25.6M$9.97M-$62,000-$118,000
EBITDA-$159M-$169M-$115M-$92.0M-$75.4M
Net income-$203M-$209M-$131M-$87.4M-$73.8M
Free cash flow-$162M-$138M-$105M-$86.5M-$63.7M
Capital expenditure$9.62M$9.62M$28,000$0$0
Total debt$84.3M$87.2M$42.3M$41.6M$27.1M

Quarterly statements and history in the cockpit →

Verastem 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%-40%-20%0%+20%688253688276ANROJANXJBIO0020309887300482IVAGLUEOXBRAPP2160MGTXURGNSNDXCMPSVSTM6-month return →1-month return →
Up and to the right = strong over both horizons. Verastem is the large dot.

Fundamentals: revenue growth against valuation

0%+2,000%+4,000%0×5,000×10,000×15,000×688253688276JANXIVAMGTXVSTMRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Verastem is the large dot.

Verastem competitors and peer comparison

How Verastem 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.

Verastem against its 20 peers (data as of 6 Nov 2026)
MeasureVSTMPeer medianRank in peer set
1-month return+3.7%-5.6%6th highest of 21
6-month return+72.0%-14.0%highest of 20
Distance from 52-week high-22.3%-43.9%highest of 21
Revenue growth (TTM)+3,995.7%+1.4%2nd highest of 16
Operating margin-182.6%-28.8%6th lowest of 18
EV / Sales11.1×5.7×7th most expensive of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Verastem VSTMUnited States$1.02B+72%+3,996%-183%11.1×n/an/a
Innovita Biological Technology 688253.SSChina$1.02B-4%-28%11%16.3×42.9%-16.6%
Changchun BCHT Biotechnology 688276.SSChina$1.00B-11%+2%-29%10.0×n/an/a
Chengdu Kanghua Biological Products Co. Td Class 1 300841.SZChina$995M-11%0%22%4.7×11.1%+2.3%
Alto Neuroscience ANROUnited States$987M+4%n/an/an/an/an/a
Janux Therapeutics JANXUnited States$1.08B+24%+5,367%-598%5.3×n/an/a
China Animal Husbandry Industry 600195.SSChina$960M-17%+1%2%1.4×6.6%+4.4%
Jade Biosciences JBIOUnited States$958M-42%n/an/an/an/an/a
Daan Gene 002030.SZChina$1.11B-9%+1%-81%8.4×5.7%-32.3%
Nanjing Leads Biolabs 9887.HKHong Kong$927M-54%n/a-108%26.5×n/an/a
Odyssey Therapeutics ODTXUnited States$924Mn/a-33%-5,415%208.9×n/an/a
Guangzhou Wondfo Biotech 300482.SZChina$1.14B-10%-24%-2%3.2×16.4%-5.8%
Inventiva IVA.PAFrance$912M-29%-100%-307,063%14,560.9×n/an/a
Monte Rosa Therapeutics GLUEUnited States$902M-45%-84%-633%11.1×n/an/a
Oxford BioMedica OXB.LUnited Kingdom$892M-14%+16%-18%4.3×n/an/a
Rapport Therapeutics RAPPUnited States$1.17B-36%n/a-838%39.3×n/an/a
GNI 2160.TJapan$866M-29%+10%-24%5.7×n/an/a
MeiraGTx MGTXUnited States$864M-8%+948%46%2.1×-9.9%+39.2%
UroGen Pharma URGNUnited States$1.21B-16%+159%-12%5.2×n/an/a
Syndax Pharmaceuticals SNDXUnited States$859M-56%+160%-62%3.5×n/an/a
COMPASS Pathways Plc Sponsored ADR CMPSUnited States$1.22B-13%n/an/an/an/an/a

Questions

Which companies are Verastem's closest peers?
The cockpit's peer set: Innovita Biological Technology (688253.SS), Changchun BCHT Biotechnology (688276.SS), Chengdu Kanghua Biological Products Co. Td Class 1 (300841.SZ), Alto Neuroscience (ANRO), Janux Therapeutics (JANX), China Animal Husbandry Industry (600195.SS), Jade Biosciences (JBIO), Daan Gene (002030.SZ).
Is Verastem expensive compared with its peers?
On ev / sales it trades at 11.1× against a peer median of 5.7×, 7th most expensive of 18 in its peer set.
How has Verastem stock performed?
Over six months to 6 Nov 2026 the shares returned +72.0% against -14.0% for the median peer; over one year +3.1%.

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.