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RVMDRevolution Medicines, Inc.
$190.46$40.5B
Overview & Verdict
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RVMD logoRevolution Medicines, Inc.(RVMD)Earnings, Financials & Key Ratios

RVMD•NASDAQ
$190.46
Price updated Jul 7, 2026
SectorHealthcareIndustryBiotechnologySub-IndustryOncology Therapeutics Developers
AboutRevolution Medicines, Inc., a clinical-stage precision oncology company, focuses on developing therapies to inhibit frontier targets in RAS-addicted cancers. The company is developing RMC-4630, an inhibitor of SHP2, which is in Phase 1/2 clinical trial for the treatment of solid tumors, such as gynecologic and colorectal cancer tumors. It also develops RMC-5845, a selective inhibitor of SOS1, a protein that converts RAS (OFF) to RAS (ON) in cells; and RMC-5552, a hyperactivated selective inhibitor of mTORC1 signaling in tumors. In addition, the company is developing RMC-6291, a mutant-selective inhibitor of KRASG12C(ON) and NRASG12C(ON); and RMC-6236, a RAS-selective inhibitor of multiple RAS(ON) variants. Further, it develops RAS(ON) Inhibitors targeting KRASG13C(ON) and KRASG12D(ON). The company has a collaboration agreement with Sanofi for the research and development of SHP2 inhibitors, including RMC-4630. Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.Show more
  • Revenue$0
  • EBITDA-$1.17B-72.0%
  • Net Income-$1.13B-88.5%
  • EPS (Diluted)-5.95-66.2%
  • ROE-58.07%-98.0%

RVMD Price & Volume

Revolution Medicines, Inc. (RVMD) stock price & volume — 10-year historical chart

Loading chart...

Accelerating Clinical Burn Outpaces Capital Reserve Stability

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Adequate
Cash Flow:Burning
Primary Risk:Clinical trial execution failure

Key Thesis Takeaways

  • Revolution Medicines operates as a high-risk, clinical-stage oncology firm where the absence of recurring revenue necessitates aggressive capital deployment into late-stage trials.
  • While the company maintains a conservative debt-to-equity ratio of 0.10, the rapid escalation of R&D expenses to $344.0 million in 2026Q1 creates significant pressure on the equity base.
  • Investors should monitor the sustainability of the current cash position, as the accelerating quarterly net loss of $453.8 million suggests that future dilutive financing may be required to support the long-term pipeline.

Verdict Logic

the company's accelerating quarterly cash burn of $355.7 million in 2026Q1, combined with a lack of commercial revenue, presents a high risk of future shareholder dilution.

RVMD Growth Metrics

Revolution Medicines, Inc. (RVMD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-
3 Years-
TTM-

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM-96.66%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-77.31%

Return on Capital

10 Years-80.65%
5 Years-37.82%
3 Years-40.51%
Last Year-53.04%

RVMD Recent Earnings

Revolution Medicines, Inc. (RVMD) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 2/12 qtrs (17%)●Beat Revenue 2/12 qtrs (67%)
Q2 2026Latest
May 6, 2026
Metric
Actual
Est
EPS
$2.29-24.5%
$1.84
Rev
—
$2M
Q1 2026
Feb 25, 2026
Metric
Actual
Est
EPS
$1.86-17.7%
$1.58
Rev
—
$4M
Q4 2025
Nov 5, 2025
Metric
Actual
Est
EPS
$1.61-13.4%
$1.42
Rev
—
$2M
Q3 2025
Aug 6, 2025
Metric
Actual
Est
EPS
$1.31-39.4%
$0.94
Rev
—
$28M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 6, 2026
$2.29vs $1.84-24.5%
—vs $2M
Q1 2026Feb 25, 2026
$1.86vs $1.58-17.7%
—vs $4M
Q4 2025Nov 5, 2025
$1.61vs $1.42-13.4%
—vs $2M
Q3 2025Aug 6, 2025
$1.31vs $0.94-39.4%
—vs $28M
Based on last 12 quarters of dataView full earnings history →

Latest RVMD News

Recent stock market news and headlines for Revolution Medicines, Inc. (RVMD)

GlobeNewsWire·20h ago
European Medicines Agency Expedites Assessment of Revolution Medicines' Daraxonrasib Under Phased Review Process

REDWOOD CITY, Calif., July 07, 2026 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced that European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) has started a phased review of data on daraxonrasib, the company's investigational RAS(ON) multi-selective inhibitor. A phased review aims to accelerate the assessment of a medicine by evaluating the data in phases as they become available, ahead of the submission of a full marketing authorization application. Daraxonrasib was designated by the EMA as an orphan medicinal product for the treatment of pancreatic cancer and has been recognized as a high priority under EMA's Cancer Medicines Pathfinder project based on its potential to address a high unmet medical need.

Reuters·20h ago
EMA fast-tracks review of Revolutions' experimental pancreatic cancer pill

The European Medicines Agency said on Tuesday it has begun a rolling review of Revolution Medicines' experimental ​treatment for patients with metastatic pancreatic cancer.

The Motley Fool·1 day ago
These 3 Stocks Trounced the S&P 500 in the First Half of 2026 -- and Wall Street Thinks 1 of Them Could Soar Even More

Each of these biotech players has reached an important turning point. Recent drug approvals could supercharge the performance of one in particular.

The Motley Fool·2 days ago
Revolution Medicines Is Up Nearly 140% in 2026. Is the Hot Biotech Stock Still a Buy?

Revolution Medicines has taken a new approach to the treatment of certain cancers. The company's lead product is approaching the regulatory review stage.

GlobeNewsWire·5 days ago
Revolution Medicines Presents Phase 1/2 Clinical Data for Zoldonrasib Combination Regimens in Patients with RAS G12D Metastatic Pancreatic Cancer at ESMO Gastrointestinal Cancers Congress 2026

REDWOOD CITY, Calif., July 02, 2026 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced results from two Phase 1/2 clinical trials evaluating zoldonrasib, its oral RAS(ON) G12D-selective covalent inhibitor, in combination regimens for patients with RAS G12D metastatic pancreatic ductal adenocarcinoma (PDAC).

Peers Comparison

Key metrics vs top competitors for Revolution Medicines, Inc. (RVMD)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
RVMD logoRVMDRevolution Medicines, Inc.Current
$190.46$40.49B-32.01——-58.07%—
MRSN logoMRSNMersana Therapeutics, Inc.
$29.08$145.36M-2.069.88%-211.21%——
ARVN logoARVNArvinas, Inc.
$8.59$554.24M-6.71-0.3%-247.54%-44.39%—
BDTX logoBDTXBlack Diamond Therapeutics, Inc.
$2.08$119.19M5.33——-36.37%—
TNGX logoTNGXTango Therapeutics, Inc.
$30.12$3.5B-34.6248.29%-188.15%-41.54%—
NUVL logoNUVLNuvalent, Inc.
$123.77$9.1B-21.16——-42.78%—

Compare RVMD vs Peers

Revolution Medicines, Inc. (RVMD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs MRSN

Most directly comparable listed peer for RVMD.

Scale Benchmark

vs LLY

Larger-name benchmark to compare RVMD against a more recognizable public peer.

Peer Set

Compare Top 5

vs MRSN, ARVN, BDTX, TNGX

RVMD SEC Filings & Documents

Revolution Medicines, Inc. (RVMD) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 6, 2026·SEC

Material company update

Apr 17, 2026·SEC

Material company update

Apr 16, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 26, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 6, 2026·SEC

FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 6, 2025·SEC

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RVMD Frequently Asked Questions

Revolution Medicines, Inc. (RVMD) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
Is RVMD profitable?

Revolution Medicines, Inc. (RVMD) reported a net loss of $1.37B for fiscal year 2025.

Dividend & Returns
What is RVMD's return on equity?

Revolution Medicines, Inc. (RVMD) has a return on equity (ROE) of -58.1%. Negative ROE indicates the company is unprofitable.

What is Revolution Medicines, Inc.'s free cash flow?

Revolution Medicines, Inc. (RVMD) had negative free cash flow of $1.07B in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in RVMD back in 2017?

Total return calculator · dividends reinvested · 9+ years of data

See returns →