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Erasca (ERAS) Competitors

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$18.15 0.00 (0.00%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$17.90 -0.25 (-1.40%)
As of 07/31/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

ERAS vs. RVMD, INSM, BNTX, MRNA, and VTRS

Should you buy Erasca stock or one of its competitors? MarketBeat compares Erasca with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Erasca include Revolution Medicines (RVMD), Insmed (INSM), BioNTech (BNTX), Moderna (MRNA), and Viatris (VTRS).

How does Erasca compare to Revolution Medicines?

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

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
ErascaN/AN/A-$124.55M-$0.93N/A
Revolution MedicinesN/AN/A-$1.13B-$7.07N/A

In the previous week, Erasca had 21 more articles in the media than Revolution Medicines. MarketBeat recorded 42 mentions for Erasca and 21 mentions for Revolution Medicines. Revolution Medicines' average media sentiment score of 1.39 beat Erasca's score of 0.25 indicating that Revolution Medicines is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Erasca
9 Very Positive mention(s)
1 Positive mention(s)
31 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Revolution Medicines
17 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Erasca's return on equity of -35.31% beat Revolution Medicines' return on equity.

Company Net Margins Return on Equity Return on Assets
ErascaN/A -35.31% -29.49%
Revolution Medicines N/A -83.22%-59.06%

67.8% of Erasca shares are owned by institutional investors. Comparatively, 94.3% of Revolution Medicines shares are owned by institutional investors. 14.2% of Erasca shares are owned by insiders. Comparatively, 7.6% of Revolution Medicines shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Erasca has a beta of 0.66, suggesting that its stock price is 34% less volatile than the broader market. Comparatively, Revolution Medicines has a beta of 1.37, suggesting that its stock price is 37% more volatile than the broader market.

Erasca presently has a consensus target price of $21.64, suggesting a potential upside of 19.21%. Revolution Medicines has a consensus target price of $144.67, suggesting a potential downside of 22.85%. Given Erasca's higher probable upside, equities research analysts plainly believe Erasca is more favorable than Revolution Medicines.

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
Revolution Medicines
1 Sell rating(s)
1 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.95

Summary

Erasca beats Revolution Medicines on 8 of the 14 factors compared between the two stocks.

How does Erasca compare to Insmed?

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

In the previous week, Erasca had 29 more articles in the media than Insmed. MarketBeat recorded 42 mentions for Erasca and 13 mentions for Insmed. Insmed's average media sentiment score of 1.30 beat Erasca's score of 0.25 indicating that Insmed is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Insmed
10 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Erasca
9 Very Positive mention(s)
1 Positive mention(s)
31 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Erasca has a net margin of 0.00% compared to Insmed's net margin of -144.44%. Erasca's return on equity of -35.31% beat Insmed's return on equity.

Company Net Margins Return on Equity Return on Assets
Insmed-144.44% -130.11% -51.57%
Erasca N/A -35.31%-29.49%

Insmed currently has a consensus target price of $209.35, indicating a potential upside of 112.32%. Erasca has a consensus target price of $21.64, indicating a potential upside of 19.21%. Given Insmed's stronger consensus rating and higher probable upside, equities research analysts plainly believe Insmed is more favorable than Erasca.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Insmed
1 Sell rating(s)
0 Hold rating(s)
23 Buy rating(s)
2 Strong Buy rating(s)
3.00
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Insmed has a beta of 0.81, meaning that its share price is 19% less volatile than the broader market. Comparatively, Erasca has a beta of 0.66, meaning that its share price is 34% less volatile than the broader market.

67.8% of Erasca shares are held by institutional investors. 2.1% of Insmed 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 will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Insmed$606.42M35.24-$1.28B-$5.75N/A
ErascaN/AN/A-$124.55M-$0.93N/A

Summary

Insmed and Erasca tied by winning 8 of the 16 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 better investment? We will contrast the two companies based on the strength of their dividends, risk, analyst recommendations, valuation, institutional ownership, profitability, media sentiment and earnings.

Erasca has a net margin of 0.00% compared to BioNTech's net margin of -44.39%. BioNTech's return on equity of -5.30% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
ErascaN/A -35.31% -29.49%
BioNTech -44.39%-5.30%-4.62%

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-$0.93N/A
BioNTech$3.25B7.06-$1.29B-$5.88N/A

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

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

Erasca currently has a consensus target price of $21.64, suggesting a potential upside of 19.21%. BioNTech has a consensus target price of $129.13, suggesting a potential upside of 42.55%. Given BioNTech's stronger consensus rating and higher possible upside, analysts clearly believe BioNTech is more favorable than Erasca.

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

In the previous week, Erasca had 36 more articles in the media than BioNTech. MarketBeat recorded 42 mentions for Erasca and 6 mentions for BioNTech. BioNTech's average media sentiment score of 0.86 beat Erasca's score of 0.25 indicating that BioNTech is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Erasca
9 Very Positive mention(s)
1 Positive mention(s)
31 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
BioNTech
2 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

BioNTech beats Erasca on 11 of the 16 factors compared between the two stocks.

How does Erasca compare to Moderna?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Moderna$1.94B11.19-$2.82B-$8.15N/A
ErascaN/AN/A-$124.55M-$0.93N/A

75.3% of Moderna shares are held by institutional investors. Comparatively, 67.8% of Erasca shares are held by institutional investors. 10.8% of Moderna shares are held by company insiders. Comparatively, 14.2% of Erasca shares are held 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.

In the previous week, Moderna had 4 more articles in the media than Erasca. MarketBeat recorded 46 mentions for Moderna and 42 mentions for Erasca. Moderna's average media sentiment score of 0.38 beat Erasca's score of 0.25 indicating that Moderna is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Moderna
15 Very Positive mention(s)
6 Positive mention(s)
9 Neutral mention(s)
9 Negative mention(s)
1 Very Negative mention(s)
Neutral
Erasca
9 Very Positive mention(s)
1 Positive mention(s)
31 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Moderna has a beta of 0.91, indicating that its stock price is 9% less volatile than the broader market. Comparatively, Erasca has a beta of 0.66, indicating that its stock price is 34% less volatile than the broader market.

Erasca has a net margin of 0.00% compared to Moderna's net margin of -141.43%. Moderna's return on equity of -28.30% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
Moderna-141.43% -28.30% -19.39%
Erasca N/A -35.31%-29.49%

Moderna presently has a consensus target price of $40.00, indicating a potential downside of 27.03%. Erasca has a consensus target price of $21.64, indicating a potential upside of 19.21%. Given Erasca's stronger consensus rating and higher possible upside, analysts clearly believe Erasca is more favorable than Moderna.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Moderna
5 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.82
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Summary

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

How does Erasca compare to Viatris?

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

Erasca has lower revenue, but higher earnings than Viatris. Viatris 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
Viatris$14.30B1.43-$3.51B-$0.26N/A
ErascaN/AN/A-$124.55M-$0.93N/A

Viatris currently has a consensus price target of $17.50, indicating a potential downside of 0.34%. Erasca has a consensus price target of $21.64, indicating a potential upside of 19.21%. Given Erasca's stronger consensus rating and higher probable upside, analysts clearly believe Erasca is more favorable than Viatris.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Viatris
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57
Erasca
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Erasca has a net margin of 0.00% compared to Viatris' net margin of -2.04%. Viatris' return on equity of 19.04% beat Erasca's return on equity.

Company Net Margins Return on Equity Return on Assets
Viatris-2.04% 19.04% 7.62%
Erasca N/A -35.31%-29.49%

Viatris has a beta of 0.9, suggesting that its share price is 10% less 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.

79.9% of Viatris shares are owned by institutional investors. Comparatively, 67.8% of Erasca shares are owned by institutional investors. 0.3% of Viatris shares are owned by insiders. Comparatively, 14.2% of Erasca shares are owned 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.

In the previous week, Erasca had 37 more articles in the media than Viatris. MarketBeat recorded 42 mentions for Erasca and 5 mentions for Viatris. Viatris' average media sentiment score of 0.39 beat Erasca's score of 0.25 indicating that Viatris is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Viatris
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Erasca
9 Very Positive mention(s)
1 Positive mention(s)
31 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Erasca beats Viatris on 8 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$5.64B$3.54B$6.86B$12.42B
Dividend YieldN/A3.78%2.59%10.03%
P/E Ratio-19.527.38282.2724.66
Price / SalesN/A1,273.79590.9192.54
Price / CashN/A44.8028.6046.71
Price / Book17.2916.7810.936.07
Net Income-$124.55M-$12.56M$3.49B$347.99M
7 Day Performance-3.82%-1.82%-0.64%-0.42%
1 Month Performance-1.73%-8.45%-3.78%-4.80%
1 Year Performance1,205.76%48.33%61.99%18.61%

Erasca Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ERAS
Erasca
2.3319 of 5 stars
$18.15
flat
$21.64
+19.2%
+1,205.8%$5.64BN/AN/A120
RVMD
Revolution Medicines
1.7953 of 5 stars
$189.23
+0.3%
$144.67
-23.5%
+412.0%$40.13B$11.58MN/A250
INSM
Insmed
3.8307 of 5 stars
$106.92
-0.5%
$209.13
+95.6%
-9.3%$23.28B$606.42MN/A1,664
BNTX
BioNTech
3.9423 of 5 stars
$89.33
-3.0%
$129.13
+44.5%
-15.6%$23.28B$3.25BN/A7,807
MRNA
Moderna
1.3283 of 5 stars
$54.07
-5.2%
$40.00
-26.0%
+98.6%$22.62B$1.94BN/A4,700

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This page (NASDAQ:ERAS) was last updated on 8/3/2026 by MarketBeat.com Staff.
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