RVMDRevolution Medicines, Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $0
- Operating margin
- —
- EBITDA
- −$1.2B
- 72% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 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 SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $29M | $35M | $12M | $0 | $0 | |
| Operating income | −$188M | −$258M | −$487M | −$690M | −$1.2B | 71% |
| Net income | −$187M | −$249M | −$436M | −$600M | −$1.1B | 89% |
| Operating cash flow | −$147M | −$224M | −$351M | −$557M | −$898M | 61% |
| Capex | $7M | $11M | $8M | $10M | $16M | 55% |
| Stock-based comp | $21M | $31M | $62M | $79M | $118M | 49% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $37M · 49
- Net
- −$37M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $15M | $37M | 201 | 125 |
| FY2024 | $10M | $20M | 110 | 117 |
| FY2023 | $10M | $14M | 72 | 114 |
| FY2022 | $7M | $9M | 60 | 110 |
| FY2021 | $8M | −$3M | 64 | 125 |