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Erasca (ERAS) Competitors

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$2.42 +0.29 (+13.62%)
Closing price 10/3/2025 04:00 PM Eastern
Extended Trading
$2.44 +0.02 (+0.83%)
As of 10/3/2025 07:50 PM Eastern
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ERAS vs. IDYA, BEAM, CDTX, IRON, AGIO, TVTX, BLTE, OCUL, ETNB, and ARQT

Should you be buying Erasca stock or one of its competitors? The main competitors of Erasca include IDEAYA Biosciences (IDYA), Beam Therapeutics (BEAM), Cidara Therapeutics (CDTX), Disc Medicine (IRON), Agios Pharmaceuticals (AGIO), Travere Therapeutics (TVTX), Belite Bio (BLTE), Ocular Therapeutix (OCUL), 89BIO (ETNB), and Arcutis Biotherapeutics (ARQT). These companies are all part of the "pharmaceutical products" industry.

Erasca vs. Its Competitors

Erasca (NASDAQ:ERAS) and IDEAYA Biosciences (NASDAQ:IDYA) are both medical companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation, dividends and media sentiment.

In the previous week, IDEAYA Biosciences had 1 more articles in the media than Erasca. MarketBeat recorded 4 mentions for IDEAYA Biosciences and 3 mentions for Erasca. IDEAYA Biosciences' average media sentiment score of 1.02 beat Erasca's score of 0.40 indicating that IDEAYA Biosciences is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Erasca
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
IDEAYA Biosciences
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

67.8% of Erasca shares are owned by institutional investors. Comparatively, 98.3% of IDEAYA Biosciences shares are owned by institutional investors. 14.4% of Erasca shares are owned by company insiders. Comparatively, 2.5% of IDEAYA Biosciences shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Erasca has a beta of 1.18, indicating that its share price is 18% more volatile than the S&P 500. Comparatively, IDEAYA Biosciences has a beta of 0.14, indicating that its share price is 86% less volatile than the S&P 500.

Erasca's return on equity of -31.19% beat IDEAYA Biosciences' return on equity.

Company Net Margins Return on Equity Return on Assets
ErascaN/A -31.19% -26.34%
IDEAYA Biosciences N/A -31.42%-29.45%

Erasca has higher earnings, but lower revenue than IDEAYA Biosciences. IDEAYA Biosciences is trading at a lower price-to-earnings ratio than Erasca, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ErascaN/AN/A-$161.65M-$0.45-5.38
IDEAYA Biosciences$7M346.05-$274.48M-$3.79-7.29

Erasca currently has a consensus target price of $3.71, indicating a potential upside of 53.48%. IDEAYA Biosciences has a consensus target price of $43.36, indicating a potential upside of 56.86%. Given IDEAYA Biosciences' stronger consensus rating and higher possible upside, analysts clearly believe IDEAYA Biosciences is more favorable than Erasca.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Erasca
2 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.38
IDEAYA Biosciences
1 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.72

Summary

IDEAYA Biosciences beats Erasca on 7 of the 13 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ERAS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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ERAS vs. The Competition

MetricErascaMED IndustryMedical SectorNASDAQ Exchange
Market Cap$686.48M$3.33B$6.08B$10.54B
Dividend YieldN/A2.27%5.68%4.70%
P/E Ratio-5.3822.1478.0526.71
Price / SalesN/A421.73579.79179.45
Price / CashN/A47.2037.7961.25
Price / Book1.619.9312.556.56
Net Income-$161.65M-$52.80M$3.31B$277.70M
7 Day Performance16.35%5.22%4.28%2.41%
1 Month Performance63.51%13.01%7.85%9.30%
1 Year Performance-4.72%25.18%71.37%31.22%

Erasca Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ERAS
Erasca
2.1385 of 5 stars
$2.42
+13.6%
$3.71
+53.5%
-1.2%$686.48MN/A-5.38120News Coverage
High Trading Volume
IDYA
IDEAYA Biosciences
4.3072 of 5 stars
$27.19
+1.3%
$43.36
+59.5%
-5.5%$2.35B$7M-7.1780Positive News
Analyst Upgrade
BEAM
Beam Therapeutics
2.8929 of 5 stars
$23.91
+4.1%
$46.40
+94.1%
+12.2%$2.32B$63.52M-5.31510Positive News
CDTX
Cidara Therapeutics
3.9711 of 5 stars
$95.26
+5.3%
$119.43
+25.4%
+853.2%$2.29B$1.27M-8.5690Analyst Forecast
High Trading Volume
IRON
Disc Medicine
2.0183 of 5 stars
$65.06
-0.7%
$98.30
+51.1%
+35.2%$2.28BN/A-14.5530
AGIO
Agios Pharmaceuticals
4.3654 of 5 stars
$39.27
+0.9%
$56.00
+42.6%
-0.1%$2.26B$40.88M3.57390Insider Trade
TVTX
Travere Therapeutics
2.3935 of 5 stars
$24.04
-5.0%
$34.20
+42.3%
+80.5%$2.26B$233.18M-11.78460Analyst Upgrade
BLTE
Belite Bio
3.0221 of 5 stars
$73.00
+4.3%
$96.00
+31.5%
+48.5%$2.23BN/A-47.1010Positive News
OCUL
Ocular Therapeutix
4.0117 of 5 stars
$12.53
flat
$17.83
+42.3%
+23.6%$2.18B$63.72M-9.79230Trending News
Analyst Forecast
Analyst Revision
Gap Up
ETNB
89BIO
3.136 of 5 stars
$14.70
flat
$25.81
+75.6%
+107.4%$2.18BN/A-4.0740Options Volume
ARQT
Arcutis Biotherapeutics
1.3677 of 5 stars
$18.62
+6.0%
$19.80
+6.3%
+95.8%$2.11B$196.54M-24.83150Trending News
Insider Trade
High Trading Volume

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This page (NASDAQ:ERAS) was last updated on 10/4/2025 by MarketBeat.com Staff
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