Stock Library / ERAS

ERAS Healthcare Latest YouTube: Q2 2026 Published 2026-08-13

Erasca, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Latest earnings video

Erasca (ERAS) Q2 2026: Positive Data. The Stock Fell 48%.

Published 2026-08-13

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Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-08-13

Podcast available

Yes

Current price

$18.04

+0.33 (+1.86%)

Trailing / Forward P/E

—

Forward: -31.61x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

—

Earnings: —

Margins

0.0% op

Gross: 0.0% · Net: 0.0%

Balance sheet

8.29x current

Debt / Equity: 12.4

52-week range / Beta

$1.33 - $24.28

Beta: 0.65

Analyst target

$22.89

Upside: 26.9%

Cash / shareholder return

-3.34% FCF yield

Dividend yield: —

Company context

Industry: Biotechnology

Country: United States

Employees: —

Price to book: 14.25x

Return on equity: -78.2%

Erasca, Inc., a clinical-stage precision oncology company, focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. The company's product pipeline includes ERAS-0015, a pan-RAS molecular glue for the treatment of patients with RAS-mutated solid tumors; ERAS-4001, a pan-KRAS inhibitor for the treatment of patients with KRAS-mutated solid tumors; and ERAS-12, an investigational EGFR D2/D3 biparatopic antibody (bpAb) for the treatment of EGFR and RAS/MAPK solid tumors. It has license agreement with Guangzhou Joyo Pharmatech Co., Ltd to develop, manufacture, and commercialize certain pan-RAS inhibitors; Medshine Discovery Inc. to develop, manufacture, and commercialize certain pan-KRAS inhibitors; Novartis Pharma AG to develop, manufacture, use, and commercialize naporafenib; NiKang Therapeutics, Inc. to develop and commercialize ERAS-601 and certain other related compounds; and Asana BioSciences, LLC to develop and commercialize ERAS-007 and certain other related compounds. The company has a clinical trial collaboration and supply agreement with Tango Therapeutics, Inc. for the evaluation of ERAS-0015. Erasca, Inc. was incorporated in 2018 and is headquartered in San Diego, California.

Price chart

Market context for ERAS

Competitive view

ERAS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Erasca, Inc. latest YouTube video thumbnail

Erasca, Inc.

ERAS

YouTube Spotify Podbean

Latest video

Q2 2026

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Intuitive Surgical latest YouTube video thumbnail

Intuitive Surgical

ISRG

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Johnson & Johnson latest YouTube video thumbnail

Johnson & Johnson

JNJ

YouTube Podbean Apple

Latest video

Q2 2026

Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

ERAS

$6.31B

Erasca, Inc.

ISRG

$142.77B

Intuitive Surgical

JNJ

$629.14B

Johnson & Johnson

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

ERAS

—

Erasca, Inc.

ISRG

45.8x

Intuitive Surgical

JNJ

30.3x

Johnson & Johnson

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

ERAS

-31.6x

Erasca, Inc.

ISRG

33.0x

Intuitive Surgical

JNJ

21.2x

Johnson & Johnson

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

ERAS

—

Erasca, Inc.

ISRG

18.5%

Intuitive Surgical

JNJ

6.6%

Johnson & Johnson

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

ERAS

—

Erasca, Inc.

ISRG

26.5%

Intuitive Surgical

JNJ

-0.9%

Johnson & Johnson

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

ERAS

0.0%

Erasca, Inc.

ISRG

33.6%

Intuitive Surgical

JNJ

29.2%

Johnson & Johnson

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

ERAS

0.0%

Erasca, Inc.

ISRG

66.7%

Intuitive Surgical

JNJ

68.1%

Johnson & Johnson

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

ERAS

0.0%

Erasca, Inc.

ISRG

28.4%

Intuitive Surgical

JNJ

21.5%

Johnson & Johnson

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

ERAS

-78.2%

Erasca, Inc.

ISRG

17.4%

Intuitive Surgical

JNJ

25.7%

Johnson & Johnson

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

ERAS

-3.3%

Erasca, Inc.

ISRG

1.8%

Intuitive Surgical

JNJ

2.7%

Johnson & Johnson

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

ERAS

12.36x

Erasca, Inc.

ISRG

—

Intuitive Surgical

JNJ

57.71x

Johnson & Johnson

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

ERAS

8.29x

Erasca, Inc.

ISRG

4.96x

Intuitive Surgical

JNJ

1.09x

Johnson & Johnson

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

ERAS

0.65

Erasca, Inc.

ISRG

1.46

Intuitive Surgical

JNJ

0.23

Johnson & Johnson

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

ERAS

—

Erasca, Inc.

ISRG

—

Intuitive Surgical

JNJ

2.0%

Johnson & Johnson

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

ERAS

26.9%

Erasca, Inc.

ISRG

20.0%

Intuitive Surgical

JNJ

4.4%

Johnson & Johnson

Episode timeline

Episode archive for ERAS

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-13

Published youtube podcast complete

Erasca (ERAS) Q2 2026: Positive Data. The Stock Fell 48%.

Quarterly earnings-analysis entry for Erasca, Inc.. Use the links on the right to open the video or podcast episode.

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