Erasca, Inc. (ERAS) vs Travere Therapeutics, Inc. (TVTX)

Erasca, Inc. and Travere Therapeutics, Inc. are both Biotechnology companies. Travere Therapeutics, Inc. is the larger, with a market value of $5.7B against $5.1B — 1.1× the size. Erasca, Inc. has the higher net margin (0.00% vs −7.35%) and the lower return on invested capital (−203.1% vs −18.3%). Across the 14 metrics below, Erasca, Inc. leads on 7 and Travere Therapeutics, Inc. on 7.

Valuation

Metric ERAS TVTX Biotechnology median
P/E n/m n/m 7.88
P/S n/m 9.40 11.47
P/B 12.26 226.59 2.52
Price to free cash flow n/m 383.94 21.16
EV/EBITDA n/m 281.89 0.74
EV/Sales n/m 9.59 10.73
Earnings yield (6.67%) (0.76%) (28.84%)
Free cash flow yield (5.68%) 0.26% (23.03%)

Profitability

Metric ERAS TVTX Biotechnology median
Gross margin 0.00% 98.60% 65.16%
Operating margin 0.00% (6.84%) 0.00%
Net margin 0.00% (7.35%) 0.00%
Free cash flow margin 0.00% 2.56% 0.00%
Return on equity (78.25%) (151.79%) (57.72%)
Return on assets (65.25%) (6.42%) (49.22%)
Return on invested capital (203.13%) (18.31%) 0.00%

Growth

Metric ERAS TVTX Biotechnology median
Revenue growth (TTM) — 77.12% 5.64%
EPS growth (last fiscal year) 36.23% 92.89% —
Revenue growth, 5-year CAGR — 19.87% 8.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ERAS TVTX Biotechnology median
Debt to equity 0.00 24.58 0.00
Current ratio 8.29 4.05 4.73
Net debt to EBITDA 1.93 2.27 0.96

Dividend

Metric ERAS TVTX Biotechnology median
Dividend yield — — 2.10%
Payout ratio 0.00 0.00 0.00

Size

Metric ERAS TVTX Biotechnology median
Market cap 5.08b 5.66b 162.10m

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