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Cogent Biosciences, Inc.(COGT)Earnings, Financials & Key Ratios
COGT•NASDAQ
$38.10
Price updated Jun 27, 2026
AboutCogent Biosciences, Inc., a biotechnology company, focuses on developing precision therapies for genetically defined diseases. Its lead product candidate includes CGT9486, a selective tyrosine kinase inhibitor designed to inhibit the KIT D816V mutation that drives systemic mastocytosis, as well as other mutations in KIT exon 17, which are found in patients with advanced gastrointestinal stromal tumors. It has a licensing agreement with Plexxikon Inc. for the research, development, and commercialization of bezuclastinib. The company was formerly known as Unum Therapeutics Inc. and changed its name to Cogent Biosciences, Inc. in October 2020. Cogent Biosciences, Inc. was incorporated in 2014 and is headquartered in Cambridge, Massachusetts.Show more
- Revenue$0
- EBITDA-$329M-21.0%
- Net Income-$329M-28.6%
- EPS (Diluted)-2.55-3.7%
- ROE-73.7%+26.0%
COGT Price & Volume
Cogent Biosciences, Inc. (COGT) stock price & volume — 10-year historical chart
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Intensified Clinical Spending Drives Pipeline Development Risk
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Negative
Financial Position:Healthy
Cash Flow:Burning
Primary Risk:Clinical trial execution failure
"Cogent Biosciences is currently in a high-stakes clinical development phase, prioritizing the advancement of bezuclastinib through registrational trials at the expense of significant quarterly operating losses. While the company maintains a robust liquidity position to fund these efforts, the long-term value proposition remains entirely dependent on successful clinical readouts for its KIT-inhibitor pipeline. Investors should monitor the sustainability of the current $75.4 million quarterly R&D burn rate against the backdrop of a $1.3 billion cumulative deficit."
Verdict Logic
while the current ratio of 15.14 provides a substantial liquidity buffer for near-term clinical trials, the lack of commercial revenue and the $87.3 million quarterly free cash flow burn warrant extreme caution regarding long-term capital sustainability.
COGT Growth Metrics
Cogent Biosciences, Inc. (COGT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-31.47%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-30.51%
Return on Capital
10 Years-60.23%
5 Years-65.72%
3 Years-78.26%
Last Year-58.19%
COGT Recent Earnings
Cogent Biosciences, Inc. (COGT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.53+0.0%
$0.53
Rev
—
$500
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$0.55-7.8%
$0.51
Rev
—
$2M
Q4 2025
Nov 7, 2025Metric
Actual
Est
EPS
$0.50+7.4%
$0.54
Rev
—
—
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.53+3.6%
$0.55
Rev
—
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.53vs $0.53+0.0% | —vs $500 |
| Q1 2026 | Feb 17, 2026 | $0.55vs $0.51-7.8% | —vs $2M |
| Q4 2025 | Nov 7, 2025 | $0.50vs $0.54+7.4% | — |
| Q3 2025 | Aug 5, 2025 | $0.53vs $0.55+3.6% | — |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Cogent Biosciences, Inc. (COGT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.10 | $6.51B | -14.94 | — | — | -73.7% | — | |
| $108.12 | $8.83B | -29.30 | -16.72% | -612.17% | -25.02% | — | |
| $90.00 | $6.83B | -26.87 | -12.38% | -654.43% | -50.62% | — | |
| $327.79 | $9.47B | -24.32 | -100% | — | -43.02% | — | |
| $38.85 | $7.98B | -14.03 | — | — | -68.16% | — | |
| $5.57 | $34.47M | -2.27 | -44.59% | -1919.68% | -139.47% | — |
Compare COGT vs Peers
Cogent Biosciences, Inc. (COGT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
COGT SEC Filings & Documents
Cogent Biosciences, Inc. (COGT) SEC filings — annual & quarterly reports (10-K, 10-Q)
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COGT Frequently Asked Questions
Cogent Biosciences, Inc. (COGT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Is COGT profitable?
Cogent Biosciences, Inc. (COGT) reported a net loss of $354.3M for fiscal year 2025.
Dividend & Returns
What is COGT's return on equity?
Cogent Biosciences, Inc. (COGT) has a return on equity (ROE) of -73.7%. Negative ROE indicates the company is unprofitable.
What is Cogent Biosciences, Inc.'s free cash flow?
Cogent Biosciences, Inc. (COGT) had negative free cash flow of $286.3M in fiscal year 2025, likely due to heavy capital investments.