Risk Intelligence
Not Available
Insufficient Data
How strong and defensively sound is the company?
This reading is not available for this company yet.
ERAS · NASDAQ
Sector unavailable · Industry unavailable
$15.88
-0.94%
Close on Sep 11, 2026
Updated 12/18/2023
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Sector unavailable · Data confidence limited
No Pro Investor Score today
Risk Intelligence is unavailable
Not Available
Insufficient Data
How strong and defensively sound is the company?
This reading is not available for this company yet.
Not Available
Insufficient Data
Does the business have the characteristics needed to create value over many years?
This reading is not available for this company yet.
Not Available
Insufficient Data
Is the underlying business getting stronger or weaker?
This reading is not available for this company yet.
Not Available
Positive disclosed activity
What are important owners actually doing?
This reading is not available for this company yet.
Not Available
Insufficient Valuation Data
Is today's price reasonable?
No valuation reading is published for this company yet.
5 / 100
Limited Capital Returns
How effectively does the company reward shareholders?
Weaker than most covered companies on this measure — and capital returns are researched separately from the Suggested Investment Score.
No weakening evidence is recorded in today's readings.
Long-Term Potential is not available for this company, so no long-term reading is shown.
No disclosed ownership reading is available at the required confidence, so ownership is left blank rather than estimated.
No Valuation Intelligence reading is published for this company: there is not enough usable valuation evidence today. Valuation is never included in the Suggested Investment Score.
ERASCA INC reads 5 out of 100 on Capital Returns Intelligence (Limited Capital Returns), reflecting a share count rising about 67.6% a year. Direct capital returns are limited because the company continues reinvesting most of its cash. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare ERAS with other companiesResearch Collections
This company does not currently satisfy any collection rule. That is a stored research result, not a judgement about the business.
Browse collections60-Second Brief
Too few stored readings exist for this company to summarise honestly.
Composite discovery model
Pro Investor Score™
Risk Intelligence is unavailable. A composite score is only published when every required input is available for this company. Nothing is estimated to fill a gap, and exclusion from the ranking is not a sell instruction.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Ranking updated September 12, 2026
Researched separately
Valuation Intelligence Not Available · Insufficient Valuation Data
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 5 · Limited Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
This company does not currently hold a stored Pro Investor Score, so no contribution breakdown can be shown.
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
Loading professional-investor activity…
Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Insufficient Valuation Data
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Not Available
Is this company expensive or inexpensive compared with its own history?
Historical Valuation Coverage Limited — not enough point-in-time history for this company.
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Not Available
How expensive is this stock compared with similar companies?
No comparable cohort of at least eight companies with the same usable ratios.
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Not Available
How much financial output does an investor receive relative to the price paid?
No positive earnings or cash-flow yield is available, so this lens is not scored.
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Not Available
Does the company's growth help justify the valuation investors are paying?
Growth data for the matching financial line is unavailable.
No Valuation Intelligence reading is published for ERASCA INC: there is not enough usable valuation evidence today.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Limited Capital Returns
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Not Applicable — No Dividend
Dividend reliability
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
5
Limited Capital Returns
Do buybacks actually reduce shares?
No net share repurchases are recorded in the stored cash-flow statements.
5
Limited Capital Returns
Is your ownership share protected?
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Not Available
Can the cash flow support it?
The company returned no measurable capital in the latest period, so there is nothing to sustain.
5
Limited Capital Returns
Cash returned versus company value
ERASCA INC reads 5 out of 100 on Capital Returns Intelligence (Limited Capital Returns), reflecting a share count rising about 67.6% a year. Direct capital returns are limited because the company continues reinvesting most of its cash.
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
No measurable cash was returned to shareholders through dividends or net repurchases in the latest stored statements.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
| Today | Not ranked | No stored score |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | Not ranked | |
In the company’s own words
We are a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. Molecular alterations in RAS, the most frequently mutated oncogene, and the MAPK pathway, one of the most frequently altered signaling pathways in cancer, account for more than five million new patients diagnosed with cancer globally each year. Our company was co-founded by leading pioneers in precision oncology and RAS targeting to create novel therapies and combination regimens designed to comprehensively shut down the RAS/MAPK pathway for the treatment of patients with cancer. Our focused RAS/MAPK pathway pipeline comprises modality-agnostic programs aligned with our three therapeutic strategies of: (1) targeting key upstream and downstream signaling nodes in the RAS/MAPK pathway; (2) targeting RAS directly; and (3) targeting escape routes that emerge in response to treatment. Our pipeline enables us to pursue a systematic, data-driven, portfolio-wide clinical development effort to identify therapeutic approaches with the goal of prolonging survival in numerous patient populations with high unmet medical needs.
Our modality-agnostic approach aims to allow us to selectively and potently target critical signaling nodes with the most appropriate modality, including small and large molecule therapeutics. Our purpose-built pipeline includes two clinical-stage programs (ERAS-0015, a pan-RAS molecular glue; and ERAS-4001, a pan-KRAS inhibitor), and ERAS-12, a discovery-stage program (an EGFR D2/D3 biparatopic antibody), for which we have identified a lead candidate. We believe our world-class team’s capabilities and experience, further guided by our scientific advisory board (SAB), which includes the world’s leading experts in the RAS/MAPK pathway, uniquely position us to achieve our bold mission of erasing cancer.
Of the more than five million new patients diagnosed globally per year with cancers driven by RAS/MAPK pathway molecular alterations, most have limited or no targeted therapy treatment options. While the RAS/MAPK pathway has been well characterized and validated based on multiple compounds approved or in development targeting discrete signaling nodes in the cascade, most of these compounds face resistance and tolerability challenges, highlighting the need for new approaches to target this pathway. We believe that to effectively shut down a pathway that signals as promiscuously as RAS/MAPK, a holistic approach must be taken to target not just individual nodes, but multiple nodes and cooperative mechanisms in parallel. As depicted in the following figure and described below, we are pursuing three therapeutic strategies that may be used in combination with the goal of comprehensively, and perhaps synergistically, shutting down the RAS/MAPK pathway.
1. Target upstream and downstream MAPK pathway nodes with single agents and combinations intended to clamp these oncogenic drivers. We are evaluating drug combinations targeting upstream and downstream nodes to shut down, or "clamp," the signaling of various oncogenic drivers, such as receptor tyrosine kinases (RTKs), NF1, RAS, RAF, and MEK alterations, trapped between the inhibited nodes. For example, we are exploring ERAS-0015 in combination with an anti-EGFR monoclonal antibody for the treatment of patients with metastatic colorectal cancer.
Quoted from the business section of this company’s 10-K filed March 12, 2026. Read the filing
Four distinct intelligence areas
33
Restricted
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
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Insufficient Data
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
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Insufficient Data
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
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Insufficient Data
No prior period to compare
Too few tracked managers disclosed a position to describe consensus.
Not enough stored history to chart ERAS yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.
Last stored close $15.88 · +917.9% over the selected range · 64 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
4
New holders
4
Increasing
0
Reducing
0
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2023-09-30 · Public 12/18/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
No qualifying changes are recorded for this company in the stored research and filing history.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.