RVMD
HealthcareRevolution Medicines, Inc. · Biotechnology · $32B
What is Revolution Medicines, Inc.?
Revolution Medicines is a clinical-stage precision oncology company focused on developing targeted therapies for RAS-addicted cancers — one of the most historically difficult cancer subtypes to treat. Headquartered in Redwood City, California, the company is building a pipeline around inhibiting RAS pathway proteins.
The company designs small-molecule inhibitors that block specific proteins driving RAS-dependent tumor growth. Its pipeline targets multiple points along the RAS signaling pathway, including mutant-selective KRAS inhibitors and upstream regulators like SHP2 and SOS1. Revenue is not yet generated from product sales — the company funds operations through equity raises and a collaboration agreement with Sanofi focused on SHP2 inhibitor research. As a clinical-stage company, its value is tied entirely to pipeline progress and eventual regulatory approvals.
Revolution Medicines was incorporated in 2014 and is headquartered in Redwood City, California.
- RMC-6236: a broad RAS(ON) multi-selective inhibitor in clinical development
- RMC-6291: mutant-selective KRASG12C(ON) inhibitor targeting solid tumors
- RMC-4630: SHP2 inhibitor developed in collaboration with Sanofi
- RMC-5552: selective mTORC1 hyperactivated inhibitor for tumor signaling
- RAS(ON) inhibitors targeting KRASG13C and KRASG12D mutations
Is RVMD a Good Stock to Buy?
UQS Score rates RVMD as Poor overall, reflecting the realities of a pre-revenue clinical-stage biotech.
The most constructive element of RVMD's profile is its Risk pillar, which scores Good — suggesting the company carries a relatively manageable risk structure compared to many peers at the same development stage. This likely reflects its balance sheet positioning and the backing of a major pharma collaborator in Sanofi.
Quality, Moat, and Growth all register as Weak, consistent with a company that has no commercial products yet. Valuation is rated Elevated, meaning the market is pricing in significant future success that remains unproven.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does RVMD pay dividends?
No — Revolution Medicines, Inc. does not currently pay a dividend.
Revolution Medicines does not pay a dividend, which is typical for clinical-stage biotechs. All available capital is directed toward funding clinical trials, research operations, and pipeline development. Investors in RVMD are accepting near-term cash burn in exchange for potential long-term upside if pipeline candidates reach commercialization.
When does RVMD report earnings?
Revolution Medicines reports financial results on a quarterly cadence, standard for US-listed public companies.
As a pre-revenue company, quarterly reports focus on pipeline milestones, cash runway, and operating expense trends rather than traditional revenue or profit metrics. Clinical trial updates and collaboration activity with Sanofi tend to be the most market-moving disclosures.
For the most recent quarter's results and upcoming reporting dates, visit Revolution Medicines' investor relations page directly.
RVMD Price History
+397.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Revolution Medicines, Inc.?
Based on Revolution Medicines, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
RVMD Long-term Outlook
RVMD's fundamental outlook is shaped almost entirely by clinical execution. With Growth and Quality both rated Weak, the near-term trajectory depends on whether pipeline candidates — particularly RMC-6236 and RMC-6291 — generate compelling trial data. The Valuation pillar is rated Elevated, meaning the current share price already reflects a degree of optimism about future approvals. The Good Risk rating provides some reassurance about financial stability, but the path to commercial revenue remains long and uncertain.
Growth drivers
- Advancement of RMC-6236 and RMC-6291 through clinical trials toward potential approval
- Expanding the RAS(ON) inhibitor platform to cover additional KRAS mutation subtypes
- Ongoing Sanofi collaboration providing non-dilutive funding and validation
Key risks
- Clinical trial failure or delays could significantly impair the pipeline's value
- Elevated valuation leaves limited margin of safety if data disappoints
- Continued cash burn without commercial revenue requires ongoing capital raises
RVMD vs Peers
Revolution Medicines operates in a competitive oncology and rare-disease biotech landscape alongside companies at varying stages of commercial maturity.
Insmed focuses on rare pulmonary diseases rather than oncology, giving it a distinct therapeutic focus and a different regulatory pathway profile.
BioNTech brings mRNA platform technology to oncology and infectious disease, operating at a much larger commercial scale than RVMD's clinical-stage pipeline.
United Therapeutics is a fully commercial rare-disease company with established revenue streams, contrasting sharply with RVMD's pre-revenue status.
Frequently Asked Questions
What does Revolution Medicines do?
Revolution Medicines is a clinical-stage oncology company developing small-molecule drugs that target proteins in the RAS signaling pathway — a driver of some of the hardest-to-treat cancers. Its pipeline includes inhibitors targeting KRAS mutations, SHP2, SOS1, and mTORC1. The company has no approved products yet and is funded through equity and a Sanofi collaboration.
Does RVMD pay dividends?
No, Revolution Medicines does not pay a dividend. As a clinical-stage company with no commercial revenue, it directs all capital toward research and clinical operations. Investors seeking income should look elsewhere — RVMD is a pure pipeline-driven investment.
When does RVMD report earnings?
Revolution Medicines follows a standard quarterly reporting schedule. Because it is pre-revenue, reports center on pipeline updates, cash position, and operating expenses rather than traditional financial performance. Check the company's investor relations page for the most current schedule.
Is RVMD a good stock to buy?
UQS Score rates RVMD as Poor overall, driven by Weak readings across Quality, Moat, and Growth — all consistent with a pre-commercial biotech. The Risk pillar is Good, which is a relative positive. Valuation is Elevated. Whether RVMD fits a portfolio depends on an investor's risk tolerance and conviction in the clinical pipeline.
Is RVMD overvalued?
The UQS Valuation pillar for RVMD is rated Elevated, indicating the current market price reflects meaningful optimism about future pipeline success. For a company with no approved products and ongoing cash burn, that premium carries real risk if clinical milestones are missed.
How does RVMD compare to its competitors?
Unlike peers such as United Therapeutics or BioNTech, which have commercial products and established revenue, Revolution Medicines is entirely pre-revenue. Its differentiation lies in its RAS(ON) inhibitor platform — a scientifically novel approach to a historically undruggable cancer target. That novelty comes with higher binary risk.
What is RVMD's market cap bracket?
Revolution Medicines is classified as a large-cap company — notable for a clinical-stage biotech with no approved products. This reflects market expectations for the RAS inhibitor pipeline rather than current financial performance.
Who founded Revolution Medicines?
Revolution Medicines was incorporated in 2014. Founding and leadership details are publicly available through the company's official website and SEC filings, which provide the most accurate and current information.
Is RVMD a long-term quality indicator?
From a UQS perspective, RVMD's long-term quality profile is currently rated Poor, with Weak scores across Quality, Moat, and Growth. Long-term investors would need to see clinical success translate into commercial revenue before the quality profile could materially improve. The Good Risk rating is a modest positive in the interim.
What is the main competitive advantage of Revolution Medicines?
Revolution Medicines' core differentiation is its focus on RAS(ON) inhibition — targeting active, GTP-bound RAS proteins that most prior drug development efforts could not address. This scientific approach, if validated clinically, could position the company as a leader in a large and underserved cancer segment.
What sector does RVMD belong to?
Revolution Medicines operates in the Healthcare sector, specifically within precision oncology and clinical-stage biopharmaceuticals. It sits in a high-risk, high-potential subsector where outcomes are heavily dependent on clinical trial results and regulatory decisions.
Is RVMD a growth stock or value stock?
RVMD is best characterized as a speculative growth stock — but with a Weak Growth pillar and Elevated Valuation, it does not currently score well on either dimension. The investment case rests on future pipeline success rather than present financial performance.
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Pro Analysis
RVMD — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 22, 2026 | 15.2 | 0.0 | 17.0 | 0.0 | 73.3 | 0.0 | +4.0 |
| May 9, 2026 | 11.2 | 0.0 | 17.0 | 0.0 | 46.2 | 0.0 | -4.1 |
| Apr 2, 2026 | 15.3 | 0.0 | 17.0 | 0.0 | 73.4 | 0.0 | — |
RVMD — Pillar Breakdown
Quality
— 0.0/100 (25%)Revolution Medicines, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 0.0/100 (20%)Revolution Medicines, Inc. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Risk
— 73.3/100 (15%)Revolution Medicines, Inc. maintains a reasonable risk profile with manageable debt levels.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 0.0/100 (15%)Revolution Medicines, Inc. appears expensively valued relative to its fundamentals and growth prospects.
Moat
— 17/100 (25%)Revolution Medicines, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for RVMD.
Score Composition
Financial Data
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How is the RVMD UQS Score Calculated?
The UQS (Unified Quality Score) for Revolution Medicines, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Revolution Medicines, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Revolution Medicines, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.