EDITEditas Medicine, Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $41M
- 25% YoY
- Operating margin
- -394.9%
- 49% YoY
- EBITDA
- −$155M
- 37% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$124M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired25% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $26M | $20M | $78M | $32M | $41M | 25% |
| Operating income | −$193M | −$226M | −$169M | −$251M | −$160M | 36% |
| Net income | −$193M | −$220M | −$153M | −$237M | −$160M | 32% |
| Operating cash flow | −$164M | −$177M | −$132M | −$210M | −$165M | 21% |
| Capex | $8M | $4M | $5M | $9M | $607K | 93% |
| Stock-based comp | $43M | $29M | $20M | $21M | $10M | 53% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 23 | — |
| FY2024 | — | — | 14 | — |
| FY2023 | — | — | 114 | — |