Go Pro

Erasca (ERAS) Competitors

Erasca logo
$17.63 +0.55 (+3.22%)
As of 08/21/2026 04:00 PM Eastern

ERAS vs. RVMD, INCY, BNTX, UTHR, and GMAB

Should you buy Erasca stock or one of its competitors? Erasca's main competitors and comparable companies include Revolution Medicines (RVMD), Incyte (INCY), BioNTech (BNTX), United Therapeutics (UTHR), and Genmab A/S (GMAB). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "biotechnology" industry.

How does Erasca compare to Revolution Medicines?

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

Erasca's return on equity of -38.43% beat Revolution Medicines' return on equity.

Company Net Margins Return on Equity Return on Assets
Revolution MedicinesN/A -88.20% -57.85%
Erasca N/A -38.43%-32.05%

Revolution Medicines presently has a consensus target price of $167.89, indicating a potential downside of 19.85%. Erasca has a consensus target price of $22.09, indicating a potential upside of 25.30%. Given Erasca's higher probable upside, analysts clearly believe Erasca is more favorable than Revolution Medicines.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Revolution Medicines
1 Sell rating(s)
1 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.90
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

In the previous week, Revolution Medicines had 7 more articles in the media than Erasca. MarketBeat recorded 12 mentions for Revolution Medicines and 5 mentions for Erasca. Revolution Medicines' average media sentiment score of 1.31 beat Erasca's score of 0.50 indicating that Revolution Medicines is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Revolution Medicines
10 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Erasca
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Revolution Medicines has a beta of 1.39, suggesting that its share price is 39% more volatile than the broader market. Comparatively, Erasca has a beta of 0.66, suggesting that its share price is 34% less volatile than the broader market.

94.3% of Revolution Medicines shares are held by institutional investors. Comparatively, 67.8% of Erasca shares are held by institutional investors. 7.6% of Revolution Medicines shares are held by insiders. Comparatively, 14.2% of Erasca shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Erasca has lower revenue, but higher earnings than Revolution Medicines. Revolution Medicines 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
Revolution Medicines$11.58M3,877.00-$1.13B-$8.82N/A
ErascaN/AN/A-$124.55M-$0.95N/A

Summary

Revolution Medicines beats Erasca on 8 of the 15 factors compared between the two stocks.

How does Erasca compare to Incyte?

Incyte (NASDAQ:INCY) and Erasca (NASDAQ:ERAS) are both healthcare companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, analyst recommendations, risk, profitability, valuation, earnings and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Incyte$5.14B5.04$1.29B$7.8516.28
ErascaN/AN/A-$124.55M-$0.95N/A

Incyte presently has a consensus price target of $123.10, indicating a potential downside of 3.69%. Erasca has a consensus price target of $22.09, indicating a potential upside of 25.30%. Given Erasca's stronger consensus rating and higher probable upside, analysts plainly believe Erasca is more favorable than Incyte.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Incyte
0 Sell rating(s)
13 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.48
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Incyte has a net margin of 27.71% compared to Erasca's net margin of 0.00%. Incyte's return on equity of 29.93% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
Incyte27.71% 29.93% 22.88%
Erasca N/A -38.43%-32.05%

Incyte has a beta of 0.76, meaning that its stock price is 24% less volatile than the broader market. Comparatively, Erasca has a beta of 0.66, meaning that its stock price is 34% less volatile than the broader market.

97.0% of Incyte shares are owned by institutional investors. Comparatively, 67.8% of Erasca shares are owned by institutional investors. 16.2% of Incyte shares are owned by company insiders. Comparatively, 14.2% of Erasca shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Incyte had 20 more articles in the media than Erasca. MarketBeat recorded 25 mentions for Incyte and 5 mentions for Erasca. Incyte's average media sentiment score of 1.04 beat Erasca's score of 0.50 indicating that Incyte is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Incyte
16 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Erasca
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Incyte beats Erasca on 13 of the 15 factors compared between the two stocks.

How does Erasca compare to BioNTech?

Erasca (NASDAQ:ERAS) and BioNTech (NASDAQ:BNTX) are both healthcare companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, analyst recommendations, earnings, media sentiment, institutional ownership, valuation, profitability and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ErascaN/AN/A-$124.55M-$0.95N/A
BioNTech$3.25B9.08-$1.29B-$7.83N/A

Erasca has a beta of 0.66, meaning that its share price is 34% less volatile than the broader market. Comparatively, BioNTech has a beta of 1.27, meaning that its share price is 27% more volatile than the broader market.

Erasca presently has a consensus price target of $22.09, suggesting a potential upside of 25.30%. BioNTech has a consensus price target of $127.81, suggesting a potential upside of 9.64%. Given Erasca's higher possible upside, equities research analysts clearly believe Erasca is more favorable than BioNTech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64
BioNTech
1 Sell rating(s)
4 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.74

67.8% of Erasca shares are held by institutional investors. Comparatively, 15.5% of BioNTech shares are held by institutional investors. 14.2% of Erasca shares are held by insiders. Comparatively, 19.2% of BioNTech shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Erasca has a net margin of 0.00% compared to BioNTech's net margin of -63.54%. BioNTech's return on equity of -6.86% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
ErascaN/A -38.43% -32.05%
BioNTech -63.54%-6.86%-6.00%

In the previous week, BioNTech had 14 more articles in the media than Erasca. MarketBeat recorded 19 mentions for BioNTech and 5 mentions for Erasca. Erasca's average media sentiment score of 0.50 beat BioNTech's score of 0.16 indicating that Erasca is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Erasca
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BioNTech
5 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
3 Very Negative mention(s)
Neutral

Summary

BioNTech beats Erasca on 10 of the 16 factors compared between the two stocks.

How does Erasca compare to United Therapeutics?

United Therapeutics (NASDAQ:UTHR) and Erasca (NASDAQ:ERAS) are both healthcare companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, media sentiment, analyst recommendations, risk, dividends, institutional ownership and profitability.

94.1% of United Therapeutics shares are held by institutional investors. Comparatively, 67.8% of Erasca shares are held by institutional investors. 8.6% of United Therapeutics shares are held by insiders. Comparatively, 14.2% of Erasca shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
United Therapeutics$3.18B6.91$1.33B$27.9518.36
ErascaN/AN/A-$124.55M-$0.95N/A

United Therapeutics has a beta of 0.59, indicating that its share price is 41% less volatile than the broader market. Comparatively, Erasca has a beta of 0.66, indicating that its share price is 34% less volatile than the broader market.

United Therapeutics has a net margin of 41.56% compared to Erasca's net margin of 0.00%. United Therapeutics' return on equity of 20.18% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
United Therapeutics41.56% 20.18% 17.98%
Erasca N/A -38.43%-32.05%

In the previous week, United Therapeutics had 28 more articles in the media than Erasca. MarketBeat recorded 33 mentions for United Therapeutics and 5 mentions for Erasca. United Therapeutics' average media sentiment score of 1.01 beat Erasca's score of 0.50 indicating that United Therapeutics is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
United Therapeutics
23 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Erasca
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

United Therapeutics currently has a consensus target price of $646.00, suggesting a potential upside of 25.90%. Erasca has a consensus target price of $22.09, suggesting a potential upside of 25.30%. Given United Therapeutics' stronger consensus rating and higher probable upside, equities analysts plainly believe United Therapeutics is more favorable than Erasca.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
United Therapeutics
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.85
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Summary

United Therapeutics beats Erasca on 13 of the 15 factors compared between the two stocks.

How does Erasca compare to Genmab A/S?

Erasca (NASDAQ:ERAS) and Genmab A/S (NASDAQ:GMAB) are both healthcare companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, earnings, risk, profitability, dividends, valuation and analyst recommendations.

Erasca currently has a consensus price target of $22.09, indicating a potential upside of 25.30%. Genmab A/S has a consensus price target of $39.50, indicating a potential upside of 18.09%. Given Erasca's higher possible upside, research analysts clearly believe Erasca is more favorable than Genmab A/S.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64
Genmab A/S
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.85

Erasca has a beta of 0.66, indicating that its share price is 34% less volatile than the broader market. Comparatively, Genmab A/S has a beta of 0.83, indicating that its share price is 17% less volatile than the broader market.

67.8% of Erasca shares are owned by institutional investors. Comparatively, 7.1% of Genmab A/S shares are owned by institutional investors. 14.2% of Erasca shares are owned by company insiders. Comparatively, 1.5% of Genmab A/S shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Genmab A/S has a net margin of 19.08% compared to Erasca's net margin of 0.00%. Genmab A/S's return on equity of 14.89% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
ErascaN/A -38.43% -32.05%
Genmab A/S 19.08%14.89%7.73%

In the previous week, Erasca had 4 more articles in the media than Genmab A/S. MarketBeat recorded 5 mentions for Erasca and 1 mentions for Genmab A/S. Erasca's average media sentiment score of 0.50 beat Genmab A/S's score of 0.00 indicating that Erasca is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Erasca
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Genmab A/S
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Genmab A/S has higher revenue and earnings than Erasca. Erasca is trading at a lower price-to-earnings ratio than Genmab A/S, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ErascaN/AN/A-$124.55M-$0.95N/A
Genmab A/S$3.72B5.61$963M$1.2726.34

Summary

Genmab A/S beats Erasca on 11 of the 16 factors compared between the two stocks.

Get Erasca News Delivered to You Automatically

Sign up to receive the latest news and ratings for ERAS and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

ERAS vs. The Competition

MetricErascaBiotechnology IndustryHealthcare SectorNASDAQ Exchange
Market Cap$6.17B$4.01B$7.38B$12.85B
Dividend YieldN/A3.64%2.53%10.78%
P/E Ratio-18.5611.62272.6024.25
Price / SalesN/A1,334.43623.26100.86
Price / CashN/A105.1478.6253.99
Price / Book17.1216.8013.056.20
Net Income-$124.55M-$12.50M$3.47B$348.59M
7 Day Performance-4.08%3.29%2.09%0.08%
1 Month Performance-8.84%8.23%6.63%3.88%
1 Year Performance1,001.88%55.05%25.01%16.98%

Erasca Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ERAS
Erasca
2.6923 of 5 stars
$17.63
+3.2%
$22.09
+25.3%
+1,001.9%$6.17BN/AN/A120
RVMD
Revolution Medicines
2.524 of 5 stars
$203.71
+0.8%
$161.79
-20.6%
+466.0%$43.30B$11.58MN/A250
INCY
Incyte
3.5748 of 5 stars
$120.16
-0.3%
$120.65
+0.4%
+50.3%$24.43B$5.14B15.312,844
BNTX
BioNTech
2.4909 of 5 stars
$93.09
+1.1%
$127.81
+37.3%
+5.1%$23.30B$3.25BN/A7,807
UTHR
United Therapeutics
4.1975 of 5 stars
$499.73
-0.3%
$646.00
+29.3%
+64.3%$21.50B$3.18B17.881,400

Related Companies and Tools


This page (NASDAQ:ERAS) was last updated on 8/23/2026 by MarketBeat.com Staff.
From Our Partners