Arcutis Biotherapeutics Inc (ARQT)vsRevolution Medicines Inc (RVMD)
ARQT
Arcutis Biotherapeutics Inc
$21.23
-3.28%
HEALTHCARE · Cap: $3.05B
RVMD
Revolution Medicines Inc
$155.69
+4.02%
HEALTHCARE · Cap: $32.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Arcutis Biotherapeutics Inc generates 55914% more annual revenue ($415.62M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -0.6%. ARQT earns a higher WallStSmart Score of 32/100 (F).
ARQT
Avoid32
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.8%
Fair Value
$131.70
Current Price
$21.23
$110.47 discount
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 60.1% year-over-year
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Areas to Watch
Trading at 14.0x book value
0.0% earnings growth
Weak financial health signals
ROE of -1.3% — below average capital efficiency
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ARQT
The strongest argument for ARQT centers on Revenue Growth, Debt/Equity. Revenue growth of 60.1% demonstrates continued momentum.
Bull Case : RVMD
The strongest argument for RVMD centers on Debt/Equity.
Bear Case : ARQT
The primary concerns for ARQT are Price/Book, EPS Growth, Piotroski F-Score.
Bear Case : RVMD
The primary concerns for RVMD are EPS Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
ARQT profiles as a hypergrowth stock while RVMD is a value play — different risk/reward profiles.
ARQT carries more volatility with a beta of 1.52 — expect wider price swings.
ARQT is growing revenue faster at 60.1% — sustainability is the question.
ARQT generates stronger free cash flow (2M), providing more financial flexibility.
Bottom Line
ARQT scores higher overall (32/100 vs 24/100) and 60.1% revenue growth. Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arcutis Biotherapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Arcutis Biotherapeutics, Inc., a biopharmaceutical company, focuses on developing and commercializing treatments for dermatological diseases. The company is headquartered in Westlake Village, California.
Revolution Medicines Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.
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