Revolution Medicines, Inc. (RVMD)
Healthcare · NMS
Price as at 13 Aug 2026, 11:16 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Revolution Medicines, Inc. trades at USD205.26, which is 64% above the USD73.58 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 21 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
RVMD earnings and analyst estimates
Recommendation mix, 23 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Revolution Medicines, Inc.
Revolution Medicines, Inc., a clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers. The company's research and development pipeline consist of RAS(ON) inhibitors that binds RAS variants to be used as monotherapy in combination with other RAS(ON) inhibitors and/or in combination with RAS companion inhibitors or other therapeutic agents, and RAS companion inhibitors to suppress cooperating targets and pathways that sustain RAS-addicted cancers. Its RAS(ON) inhibitors include daraxonrasib (RMC-6236), elironrasib G12C (RMC-6291) which is in early clinical development for the treatment of solid tumors, and zoldonrasib G12D (RMC-9805), which are in phase 3 registrational trial evaluating the combination of daraxonrasib with zoldonrasib in patients with 1L PDAC; and development candidates comprise RMC-5127 (G12V) which is in clinical trial, RMC-0708 (Q61H), that is in clinical trial; and RMC-8839 (G13C). Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
RVMD passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
14 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Farallon Capital, FARALLON CAPITAL MANAGEMENT, L.L.C.$2.54B · 11.7% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$242.61M · 0.1% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$138.16M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$110.48M · 0.0% of book
- Stanley Druckenmiller, Duquesne Family Office LLC$74.83M · 1.4% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Revolution Medicines, Inc. (RVMD) undervalued?
Against our fair value estimate of USD73.58, RVMD at USD205.26 is 64% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own RVMD?
14 of the institutions we track reported a position in RVMD in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its RVMD data?
Fundamentals for RVMD come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 13 Aug 2026, 11:16 UTC and is delayed. Our data quality score for this company is 75/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for RVMD, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.