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RVMD US​

Revolution Medicines, Inc.(RVMD US)

$186.99-0.700.37%Ext:$182.59-4.402.36%(Market Closed · 23:56:03 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Revolution Medicines, Inc. — Company Profile

Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel pathways crucial for RAS-driven cancers. Its pipeline includes several promising drug candidates: RMC-4630, an SHP2 inhibitor, is currently undergoing Phase 1/2 clinical trials for various solid tumors, such as gynecological and colorectal cancers. The company's portfolio also features RMC-5845, a selective inhibitor designed to target SOS1, a protein responsible for activating RAS within cells, and RMC-5552, a highly selective inhibitor for hyperactive mTORC1 signaling found in cancerous cells. Further expanding its therapeutic arsenal, Revolution Medicines is advancing RMC-6291, which selectively inhibits mutated forms of KRASG12C(ON) and NRASG12C(ON). Another promising compound, RMC-6236, specifically targets and inhibits a range of active RAS(ON) variants. Its research efforts also encompass other active RAS inhibitors aimed at KRASG13C(ON) and KRASG12D(ON) mutations. Revolution Medicines has established a collaborative partnership with Sanofi to research and develop SHP2 inhibitors, a collaboration that includes the development of RMC-4630. Established in 2014, Revolution Medicines, Inc. operates from its corporate headquarters situated in Redwood City, California.

Sector
Materials
Industry
Paper & Forest Products
Exchange
UQ
CEO
Mark A. Goldsmith
Headquarters
Redwood City, CA, US
IPO Date
Feb 13, 2020
Employees
883
Website
www.revmed.com

Key Metrics

Price
$206.64
Market Cap
$43.93B
Revenue (TTM)
$0.00
Net Income (TTM)
$-453816000.00
EPS (TTM)
-2.29
P/E (TTM)
-32.03
P/B (TTM)
29.29
Dividend Yield
0.00%
ROE (TTM)
-30.26%
ROA (TTM)
-20.14%
Operating Margin
0.00%
Beta
0.76

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel pathways crucial for RAS-driven cancers. Its pipeline includes several promising drug candidates: RMC-4630, an SHP2 inhibitor, is currently undergoing Phase 1/2 clinical trials for various solid tumors, such as gynecological and colorectal cancers. The company's portfolio also features RMC-5845, a selective inhibitor designed to target SOS1, a protein responsible for activating RAS within cells, and RMC-5552, a highly selective inhibitor for hyperactive mTORC1 signaling found in cancerous cells. Further expanding its therapeutic arsenal, Revolution Medicines is advancing RMC-6291, which selectively inhibits mutated forms of KRASG12C(ON) and NRASG12C(ON). Another promising compound, RMC-6236, specifically targets and inhibits a range of active RAS(ON) variants. Its research efforts also encompass other active RAS inhibitors aimed at KRASG13C(ON) and KRASG12D(ON) mutations. Revolution Medicines has established a collaborative partnership with Sanofi to research and develop SHP2 inhibitors, a collaboration that includes the development of RMC-4630. Established in 2014, Revolution Medicines, Inc. operates from its corporate headquarters situated in Redwood City, California.

Website
www.revmed.com
Location
Redwood City, CA, US
Phone650 481 6801
Employees883
CEOMark A. Goldsmith
Sector
Materials
Industry
Paper & Forest Products
IPO DateFeb 13, 2020

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Latest Documents

SEC Filings(853)

Expand
  • 8-KCreation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant13 Oct
  • 4Statement of changes in beneficial ownership1 Oct
  • 4Statement of changes in beneficial ownership29 Sep
  • 144Sandler Alan B.29 Sep
  • 4Statement of changes in beneficial ownership28 Sep
  • 144Mancini Anthony25 Sep
  • 4Statement of changes in beneficial ownership24 Sep
  • 144Mancini Anthony24 Sep
  • 4Statement of changes in beneficial ownership22 Sep
  • 144ANDERSON ELIZABETH M22 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 4Statement of changes in beneficial ownership18 Sep
  • 144Mancini Anthony18 Sep
  • 144Sandler Alan B.15 Sep
  • 144Mancini Anthony15 Sep

News

  • Revolution Medicines Presents Overall Survival Data for RASONQUE™ (daraxonrasib) Across Subgroups in Previously Treated Metastatic Pancreatic Cancer at ESMO 202623 Oct
  • Revolution Medicines to Report Financial Results for Third Quarter 2026 After Market Close on November 4, 202621 Oct
  • Revolution Medicines Begins Phase 3 Trial For Advanced Lung Cancer Treatment20 Oct
  • Revolution Medicines Begins Treating Patients in Phase 3 RASolve 308 Trial Evaluating Zoldonrasib in Combination with Pembrolizumab and Chemotherapy as First-Line Treatment for Patients with Metastatic RAS G12D Non-Squamous Non-Small Cell Lung Cancer20 Oct
  • 7,403 Shares in Revolution Medicines, Inc. $RVMD Purchased by SteelPeak Wealth LLC19 Oct
  • 3,373 Shares of Revolution Medicines, Inc. $RVMD Bought by First Citizens Bank & Trust Co.17 Oct
  • Revolution Medicines Stock Has Surged 124% This Year — Analyst Sees More Room to Grow16 Oct
  • Revolution Medicines, Inc. $RVMD Stock Acquired by Assenagon Asset Management S.A.16 Oct
  • Revolution Medicines' RASONQUE(™) (daraxonrasib) Receives Positive CHMP Opinion Recommending Marketing Authorization in European Union for Metastatic Pancreatic Cancer15 Oct
  • Here Are Monday’s Top Wall Street Analyst Research Calls: Align Technology, AutoNation, Estee Lauder, Harley-Davidson, HubSpot, Microsoft, Mosaic, Ryder System, Wells Fargo & Company, and More5 Oct
  • Revolution Medicines Begins Treating Patients in Phase 3 RASolute 309 Trial Evaluating RASONQUE™ (daraxonrasib) Plus Zoldonrasib as First-Line Treatment for Metastatic RAS G12D Pancreatic Cancer5 Oct
  • Revolution Medicines (NASDAQ:RVMD) Stock: Insider Elizabeth Anderson Sells 10,143 Shares26 Sep
  • Is Buying Royalty Pharma Stock a Safer Way to Bet on Revolution Medicines?24 Sep
  • Alan Sandler Sells 341 Shares of Revolution Medicines (NASDAQ:RVMD) Stock20 Sep
  • Jack Anders Sells 4,053 Shares of Revolution Medicines (NASDAQ:RVMD) Stock20 Sep
  • Axsome Therapeutics vs. Revolution Medicines: Which Healthcare Stock Is a Better Buy in 2026?18 Sep
  • Engineers Gate Manager LP Buys 4,356 Shares of Revolution Medicines, Inc. $RVMD18 Sep
  • Stephen Michael Kelsey Sells 92,531 Shares of Revolution Medicines (NASDAQ:RVMD) Stock17 Sep
  • Revolution Medicines Just Hit a Major Milestone. Is the Stock a Buy?17 Sep
  • Concurrent Investment Advisors LLC Invests $475,000 in Revolution Medicines, Inc. $RVMD15 Sep

Mentions in Filings

  • On October 23, 2026, the Company disclosed promising results from its ongoing Phase 1/2 trial evaluating vopimetostat in combination with RAS(ON) inhibitors from <strong>Revolution Medicines, Inc.</strong> in patients with MTAP-deleted and RAS-mutant metastatic pancreatic ductal adenocarcinoma (“PDAC”) and non-small cell lung cancer (“NSCLC”). As of the data cutoff date of August 20, 2026, updated data from the ongoing Phase 1/2 study demonstrated an 82% objecti …
    Tango Therapeutics, Inc.Revolution Medicines, Inc.·8-K - Regulation FD Disclosure·Q4 26·23 Oct
  • … the lives of patients with cancer, today announced promising results from its ongoing Phase 1/2 study of vopimetostat, an investigational PRMT5 inhibitor with first- and best-in-class potential, in combination with <strong>Revolution Medicines</strong>’ RAS(ON) inhibitors in patients with MTAP-deleted and RAS-mutant metastatic pancreatic ductal adenocarcinoma (PDAC) and non-small cell lung cancer (NSCLC). The results are being presented at the European Society fo …
    Tango Therapeutics, Inc.Revolution Medicines, Inc.·EX-99.1 - 8-K - Regulation FD Disclosure·Q4 26·23 Oct
  • … r. Yu also led investments in Zai Labs (NASDAQ: ZLAB), RiverVision (acquired by Horizon), CRISPR Therapeutics (NASDAQ:CRSP), Intellia (NASDAQ: NTLA), Durata (acquired by Actavis), Trauson (acquired by Stryker), and <strong>Revolution Medicines</strong> (NASDAQ:RVMD). Dr. Yu also serves on the California Board of Trustees for the Nature Conservancy (since August 2025) and ElevAATe Biotechnology (since November 2024), and was previously a member of the Stanford Med …
    TCGX Acquisition Corp. IIRevolution Medicines, Inc.·424B4 - Prospectus filing (Rule 424(b)(4))·Q4 26·16 Oct
  • … Takeda Pharmaceuticals, U.S.A., Inc. (Takeda), and H. Lundbeck A/S (Lundbeck). We also have partnerships with leading pharmaceutical and technology companies, NVIDIA Corporation (NVIDIA), Lambda, Inc. (Lambda), <strong>Revolution Medicines, Inc.</strong> (RevMed), Jazz Pharmaceuticals Ireland Limited (Jazz Pharmaceuticals), and Bayer Healthcare LLC (Bayer). These partnerships cover a substantial number of programs and could represent a significant portion of our …
    Iambic Therapeutics, Inc.Revolution Medicines, Inc.·424B4 - Prospectus filing (Rule 424(b)(4))·Q4 26·15 Oct
  • … capital fund, and also serves as a consultant at Yael Capital Management Ltd., as well as XtalPi, a publicly-traded company on the Hong Kong Stock Exchange. He is also the founder of Warp Drive Bio (merged into <strong>Revolution Medicines, Inc.</strong> (Nasdaq: RVMD)) and served in various roles, from Chief Scientific Officer to Chief Executive Officer, from the company’s inception in 2012 until April 2016. Dr. Verdine founded Enanta Pharmaceuticals and served …
    Wave Life Sciences, Inc.Revolution Medicines, Inc.·DEF 14A - Definitive proxy statement·Q4 26·14 Oct
  • … f uses the same method as zoldonrasib Sources: VS - 7375 – Verastem data on file (data cutoff Oct 2, 2026). Daraxonrasib 2L – RASolute 302, RAS G12X (n=228); 24% ORR in KRAS G12D subgroup (23/95). Zoldonrasib 2L+ – <strong>Revolution Medicines</strong> update, Sep 2024 (n=40). INCB161734 2L+ – ASCO GI 2026 (n=41). Setidegrasib 2L+ – NEJM 2026 (n=21). Daraxonrasib 3L+ – Phase 1/2 study (n=38). QD: daily; QW: once weekly; DCR, disease control rate Daraxonrasib KRAS …
    Verastem, Inc.Revolution Medicines, Inc.·EX-99.3 - 8-K - Results of Operations and Financial Condition·Q4 26·14 Oct

Key Stats

Trading

Px/Chg 1D$206.64 / +0.36%
Avg Volume3.02M
Beta0.76
Mkt Cap43.93B
FD Mkt Cap43.12B

Float

Shrs Out/Float212.60M / 190.10M
Short Float0.07%
Days to Cover2.99
Stock Repurchased$0.00

Current Valuation

EV43.93B
EV/EBITDA-32.89
EV/Sales0.00
P/B29.29
P/S0.00
FCF Yield-0.81%
ROE-30.26%
ROA-20.14%
Current Ratio6.80

Estimates

P/E-32.03
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings-40.39-7.89-10.08-10.47-76.70-96.80
Price / Sales87.0755.47379.900.000.000.00
Price / Book Value10.902.862.412.7717.1629.29
Price / Free Cash Flow-51.31-8.34-12.28-11.06-101.35-123.50
ENTERPRISE VALUE METRICS
Enterprise Value16,644.01,865.23,791.15,872.927,763.943,927.2
Enterprise Value / Sales76.0252.72327.380.000.000.00
Enterprise Value / EBITDA-40.86-7.50-7.93-8.67-79.72-100.50
Enterprise Value / EBIT-40.33-7.22-7.78-8.52-78.66-99.47

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue—29.435.411.6--
Gross Income—29.435.411.6--16.6
EBITDA56.9%-179.7-248.6-477.9-677.7-1,090.5
EBIT56%-187.1-258.3-487.2-689.5-1,107.1
Net Income56.8%-187.1-248.7-436.4-600.1-1,131.3
EPS (Diluted)24.6%-2.47-3.08-3.86-3.58-5.95
BALANCE SHEET
Cash & ST Inv36.9%577.1644.91,853.02,289.32,025.7
Total Assets33.6%738.0811.92,061.72,558.32,354.5
Total Liabilities52%135.4126.7235.5293.1723.2
Total Shareholder Equity28.3%602.6685.21,826.22,265.21,631.3
CASH FLOW
Net Operating Cash Flow57.2%-147.2-224.4-350.6-557.4-897.7
Cap Ex25.1%-6.5-10.8-7.7-10.3-16.0
Free Cash Flow56.1%-153.7-235.2-358.3-567.7-913.7

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)188.22
Basic Shares212.60
Market Cap40,014.8
Diluted Shares198.10
Fully Diluted Shares Outstanding198.10
Fully Diluted Market Cap37,286.0
+Consolidated Debt437.3
−In-the-Money Convertible Debt—
+Capital Leases156.6
+Operating Leases—
−Cash & Equivalents-440.9
−Short-term Investments-1,467.1
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value40,011.2

Segment data

Revenue

by Products and services

  • Collaboration Revenue Member100%

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