Revolution Medicines is a clinical-stage oncology company developing targeted treatments against RAS-driven cancers. Its research focuses on RAS(ON) inhibitors and related compounds designed to block mutant RAS signaling in solid tumors. The company is primarily funded through capital and partnerships while progressing clinical trials, rather than through a broad established drug portfolio.
Revolution Medicines Inc. (RVMD) has a MarketKingdoms composite score of 55.5 (C+), an C-range rating. It ranks 1554th of 1,866 covered companies, 74th of 78 in Healthcare (sector average 64.4) and 11th of 12 in Biotechnology. Scores as of 2026-10-26.
Its strongest lenses are Industry opportunity at 77 (Healthcare average 81) and Stock selection at 73 (Healthcare average 79). Its weakest lenses are Quality (profitability) at 1 (sector average 50) and Price (valuation) at 2 (sector average 50).
| Lens | Type | RVMD | Healthcare average | Biotechnology average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 77 | 81 | 77 | 44th |
| Stock selection | Research signal | 73 | 79 | 78 | 18th |
| KPI momentum | Research signal | 62 | 78 | 75 | 16th |
| Catalyst watch | Research signal | 67 | 74 | 74 | 10th |
| Price (valuation) | Fundamental lens | 2 | 50 | 30 | 1st |
| Expansion (growth) | Fundamental lens | 55 | 50 | 64 | 69th |
| Quality (profitability) | Fundamental lens | 1 | 50 | 55 | 1st |
| Trend (momentum) | Fundamental lens | 68 | 50 | 48 | 72nd |
The most recent call analysed was held on 2026-08-05 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -28.5%: its price is well below the path its market, sector and industry moves explain (strongly undervalued versus the model path). Factor sensitivity: market beta 1.19, sector beta 0.24, industry beta 0.09; the factor model explains 10% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Royalty Pharma plc (RPRX) | 74.9 | B+ | -17.8% |
| BeOne Medicines Ltd ADR (ONC) | 73.4 | B+ | -26.6% |
| Regeneron Pharmaceuticals Inc. (REGN) | 72.7 | B+ | +7.7% |
| Vertex Pharmaceuticals Incorporated (VRTX) | 68.1 | B | -7.5% |
| argenx SE ADR (ARGX) | 68.0 | B | -27.3% |
| Incyte Corporation (INCY) | 68.0 | B | -18.8% |
| Alnylam Pharmaceuticals Inc. (ALNY) | 61.4 | B- | -18.1% |
| Bio-Techne Corporation (TECH) | 60.4 | B- | -22.2% |
Revolution Medicines Inc. financial statements · Healthcare sector ranking · Biotechnology industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.