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Erasca (ERAS) Competitors

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$15.88 -0.15 (-0.94%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$16.10 +0.22 (+1.37%)
As of 09/11/2026 07:55 PM Eastern
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ERAS vs. RVMD, GMAB, UTHR, ASND, and BBIO

Should you buy Erasca stock or one of its competitors? Erasca's main competitors and comparable companies include Revolution Medicines (RVMD), Genmab A/S (GMAB), United Therapeutics (UTHR), Ascendis Pharma A/S (ASND), and BridgeBio Pharma (BBIO). 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 stock? We will compare the two companies based on the strength of their valuation, profitability, earnings, media sentiment, risk, analyst recommendations, institutional ownership and dividends.

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 has a beta of 1.4, meaning that its stock price is 40% more volatile than the broader market. Comparatively, Erasca has a beta of 0.64, meaning that its stock price is 36% less volatile than the broader market.

In the previous week, Revolution Medicines had 4 more articles in the media than Erasca. MarketBeat recorded 13 mentions for Revolution Medicines and 9 mentions for Erasca. Revolution Medicines' average media sentiment score of 1.20 beat Erasca's score of 1.01 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)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Erasca
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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 MedicinesN/AN/A-$1.13B-$8.82N/A
ErascaN/AN/A-$124.55M-$0.95N/A

Revolution Medicines currently has a consensus price target of $226.17, suggesting a potential upside of 10.99%. Erasca has a consensus price target of $22.09, suggesting a potential upside of 39.11%. Given Erasca's higher possible 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)
17 Buy rating(s)
2 Strong Buy rating(s)
2.95
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Summary

Revolution Medicines and Erasca tied by winning 7 of the 14 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 stock? We will contrast the two businesses based on the strength of their dividends, valuation, risk, profitability, media sentiment, analyst recommendations, earnings and institutional ownership.

Erasca currently has a consensus target price of $22.09, suggesting a potential upside of 39.11%. Genmab A/S has a consensus target price of $39.50, suggesting a potential upside of 21.65%. Given Erasca's higher probable upside, 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 0.64, indicating that its stock price is 36% less volatile than the broader market. Comparatively, Genmab A/S has a beta of 0.84, indicating that its stock price is 16% 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 is poised for long-term growth.

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$4.13B4.90$963M$1.2725.57

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 3 more articles in the media than Genmab A/S. MarketBeat recorded 9 mentions for Erasca and 6 mentions for Genmab A/S. Erasca's average media sentiment score of 1.01 beat Genmab A/S's score of 0.40 indicating that Erasca is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Erasca
4 Very Positive mention(s)
1 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)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Genmab A/S beats Erasca on 11 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 business? We will contrast the two businesses based on the strength of their media sentiment, valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership and risk.

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

United Therapeutics has a beta of 0.56, indicating that its stock price is 44% less volatile than the broader market. Comparatively, Erasca has a beta of 0.64, indicating that its stock price is 36% less volatile than the broader market.

United Therapeutics presently has a consensus price target of $646.00, suggesting a potential upside of 29.95%. Erasca has a consensus price target of $22.09, suggesting a potential upside of 39.11%. Given Erasca's higher probable upside, analysts plainly believe Erasca is more favorable than United Therapeutics.

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

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 14 more articles in the media than Erasca. MarketBeat recorded 23 mentions for United Therapeutics and 9 mentions for Erasca. Erasca's average media sentiment score of 1.01 beat United Therapeutics' score of 0.88 indicating that Erasca is being referred to more favorably in the news media.

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

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$3.18B6.70$1.33B$27.9517.79
ErascaN/AN/A-$124.55M-$0.95N/A

Summary

United Therapeutics beats Erasca on 11 of the 15 factors compared between the two stocks.

How does Erasca compare to Ascendis Pharma A/S?

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

Ascendis Pharma A/S has a net margin of 70.99% compared to Erasca's net margin of 0.00%. Ascendis Pharma A/S's return on equity of 32.54% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
Ascendis Pharma A/S70.99% 32.54% 7.71%
Erasca N/A -38.43%-32.05%

In the previous week, Ascendis Pharma A/S had 6 more articles in the media than Erasca. MarketBeat recorded 15 mentions for Ascendis Pharma A/S and 9 mentions for Erasca. Erasca's average media sentiment score of 1.01 beat Ascendis Pharma A/S's score of 0.88 indicating that Erasca is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ascendis Pharma A/S
4 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Erasca
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ascendis Pharma A/S$814.57M20.18-$258M$12.8920.44
ErascaN/AN/A-$124.55M-$0.95N/A

67.8% of Erasca shares are owned by institutional investors. 40.0% of Ascendis Pharma A/S shares are owned by company insiders. Comparatively, 14.2% of Erasca shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Ascendis Pharma A/S currently has a consensus target price of $310.00, suggesting a potential upside of 17.64%. Erasca has a consensus target price of $22.09, suggesting a potential upside of 39.11%. Given Erasca's higher possible upside, analysts plainly believe Erasca is more favorable than Ascendis Pharma A/S.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ascendis Pharma A/S
0 Sell rating(s)
1 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
3.05
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Ascendis Pharma A/S has a beta of 0.35, indicating that its share price is 65% less volatile than the broader market. Comparatively, Erasca has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market.

Summary

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

How does Erasca compare to BridgeBio Pharma?

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

BridgeBio Pharma currently has a consensus price target of $102.61, indicating a potential upside of 41.65%. Erasca has a consensus price target of $22.09, indicating a potential upside of 39.11%. Given BridgeBio Pharma's stronger consensus rating and higher probable upside, analysts plainly believe BridgeBio Pharma is more favorable than Erasca.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BridgeBio Pharma
1 Sell rating(s)
2 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.83
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

In the previous week, BridgeBio Pharma had 4 more articles in the media than Erasca. MarketBeat recorded 13 mentions for BridgeBio Pharma and 9 mentions for Erasca. Erasca's average media sentiment score of 1.01 beat BridgeBio Pharma's score of 0.36 indicating that Erasca is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BridgeBio Pharma
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Erasca
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Erasca has a net margin of 0.00% compared to BridgeBio Pharma's net margin of -97.03%. BridgeBio Pharma's return on equity of 0.00% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
BridgeBio Pharma-97.03% N/A -61.19%
Erasca N/A -38.43%-32.05%

99.8% of BridgeBio Pharma shares are held by institutional investors. Comparatively, 67.8% of Erasca shares are held by institutional investors. 14.2% of BridgeBio Pharma shares are held by company insiders. Comparatively, 14.2% of Erasca shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

BridgeBio Pharma has a beta of 0.97, meaning that its share price is 3% less volatile than the broader market. Comparatively, Erasca has a beta of 0.64, meaning that its share price is 36% less volatile than the broader market.

Erasca has lower revenue, but higher earnings than BridgeBio Pharma. BridgeBio Pharma 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
BridgeBio Pharma$713.07M19.86-$724.93M-$3.57N/A
ErascaN/AN/A-$124.55M-$0.95N/A

Summary

BridgeBio Pharma beats Erasca on 9 of the 15 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

MetricErascaBiotechnology IndustryHealthcare SectorNASDAQ Exchange
Market Cap$5.55B$3.84B$7.13B$12.72B
Dividend YieldN/A3.63%2.56%11.15%
P/E Ratio-16.7214.25275.2425.29
Price / SalesN/A1,473.16656.0298.94
Price / CashN/A106.6877.0451.44
Price / Book15.1215.1210.336.20
Net Income-$124.55M-$22.86M$3.50B$358.50M
7 Day Performance-1.91%-4.34%-3.32%-2.35%
1 Month Performance-14.53%-0.02%-0.41%-2.77%
1 Year Performance917.95%40.64%19.21%7.63%

Erasca Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ERAS
Erasca
2.4264 of 5 stars
$15.88
-0.9%
$22.09
+39.1%
+886.3%$5.55BN/AN/A103
RVMD
Revolution Medicines
2.9753 of 5 stars
$210.02
-0.4%
$200.74
-4.4%
+340.7%$45.20B$11.58MN/A250
GMAB
Genmab A/S
4.3603 of 5 stars
$33.60
-2.4%
$39.50
+17.6%
+13.5%$21.46B$3.72B26.463,029
UTHR
United Therapeutics
4.2986 of 5 stars
$487.61
-0.5%
$646.00
+32.5%
+22.8%$21.03B$3.18B17.451,400
ASND
Ascendis Pharma A/S
4.3814 of 5 stars
$270.56
-0.2%
$310.05
+14.6%
+33.3%$16.91B$814.57M20.991,189

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This page (NASDAQ:ERAS) was last updated on 9/12/2026 by MarketBeat.com Staff.
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