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Monte Rosa Therapeutics, Inc.(GLUE)Earnings, Financials & Key Ratios
GLUE•NASDAQ
$22.29
Price updated Jun 27, 2026
AboutMonte Rosa Therapeutics, Inc., a biopharmaceutical company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. It develops an oral molecular glue degrader for GSPT1, a translational termination factor and degron-containing protein for the treatment of Myc-driven cancers. The company also develops CDK2 to treat ovarian, uterine, and breast cancers; NEK7 for the treatment of inflammatory diseases, such as Crohn's disease, neurodegenerative disease, diabetes, and liver disease; VAV1, a target protein for autoimmune diseases; and BCL11A, a therapeutically-relevant protein in hemoglobinopathies. Monte Rosa Therapeutics, Inc. was incorporated in 2019 and is headquartered in Boston, Massachusetts.Show more
- Revenue$124M+63.5%
- EBITDA-$46M+37.2%
- Net Income-$39M+46.9%
- EPS (Diluted)-0.46+53.1%
- Gross Margin93.24%+4.5%
- EBITDA Margin-37.08%+61.6%
- Operating Margin-43.83%+59.1%
- Net Margin-31.23%+67.5%
- ROE-16.94%+53.1%
GLUE Price & Volume
Monte Rosa Therapeutics, Inc. (GLUE) stock price & volume — 10-year historical chart
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Milestone Dependency Masks Underlying Operational Cash Burn
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Negative
Financial Position:Adequate
Cash Flow:Burning
Primary Risk:Clinical milestone funding dependency
"Monte Rosa Therapeutics faces a challenging outlook as its revenue trajectory remains tethered to volatile, episodic milestone payments from its QuEEN platform, leading to a 95% year-over-year revenue decline in 2026Q1. While the company maintains a conservative capital structure with a 0.07 debt-to-equity ratio, the persistent accumulation of losses, evidenced by retained earnings of -$521.7M, underscores the difficulty of achieving self-sustaining operations. Investors should monitor the firm's ability to transition from milestone-dependent funding to consistent clinical progress, as the current rigid R&D cost structure—averaging over $30M per quarter—continues to outpace core commercial inflows."
Verdict Logic
the company's reliance on non-recurring milestone payments to offset a rigid R&D cost structure, which reached $44.1M in 2026Q1, suggests a high risk of continued equity dilution and operational instability.
GLUE Growth Metrics
Monte Rosa Therapeutics, Inc. (GLUE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-73.07%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-2213.02%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-2757.14%
Return on Capital
10 Years-70.74%
5 Years-33.89%
3 Years-32.1%
Last Year-16.27%
GLUE Recent Earnings
Monte Rosa Therapeutics, Inc. (GLUE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 5/12 qtrs (56%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.45-60.7%
$0.28
Rev
$4M-61.7%
$11M
Q2 2026
Mar 17, 2026Metric
Actual
Est
EPS
$0.54-53.6%
$0.35
Rev
$3M-82.0%
$16M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.33+9.9%
$0.37
Rev
$13M-17.7%
$16M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.15+60.2%
$0.38
Rev
$23M+198.4%
$8M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.45vs $0.28-60.7% | $4Mvs $11M-61.7% |
| Q2 2026 | Mar 17, 2026 | $0.54vs $0.35-53.6% | $3Mvs $16M-82.0% |
| Q4 2025 | Nov 6, 2025 | $0.33vs $0.37+9.9% | $13Mvs $16M-17.7% |
| Q3 2025 | Aug 7, 2025 | $0.15vs $0.38+60.2% | $23Mvs $8M+198.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Monte Rosa Therapeutics, Inc. (GLUE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $22.29 | $1.45B | -48.46 | 63.54% | -31.23% | -16.94% | — | |
| $8.00 | $516.17M | -6.25 | -0.3% | -247.54% | -44.39% | — | |
| $108.12 | $8.83B | -29.30 | -16.72% | -612.17% | -25.02% | — | |
| $327.79 | $9.47B | -24.32 | -100% | — | -43.02% | — | |
| $491.34 | $124.98B | 32.07 | 9.57% | 35.4% | 23.93% | — | |
| $34.81 | $3.58B | -42.98 | 120.01% | -49.17% | -5.89% | — |
Compare GLUE vs Peers
Monte Rosa Therapeutics, Inc. (GLUE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GLUE SEC Filings & Documents
Monte Rosa Therapeutics, Inc. (GLUE) SEC filings — annual & quarterly reports (10-K, 10-Q)
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GLUE Frequently Asked Questions
Monte Rosa Therapeutics, Inc. (GLUE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Monte Rosa Therapeutics, Inc.'s revenue?
Monte Rosa Therapeutics, Inc. (GLUE) reported $43.0M in revenue for fiscal year 2025.
How fast is Monte Rosa Therapeutics, Inc. growing?
Monte Rosa Therapeutics, Inc. (GLUE) grew revenue by 63.5% over the past year. This is strong growth.
Is GLUE profitable?
Monte Rosa Therapeutics, Inc. (GLUE) reported a net loss of $130.0M for fiscal year 2025.
Dividend & Returns
What is GLUE's return on equity?
Monte Rosa Therapeutics, Inc. (GLUE) has a return on equity (ROE) of -16.9%. Negative ROE indicates the company is unprofitable.
What is Monte Rosa Therapeutics, Inc.'s free cash flow?
Monte Rosa Therapeutics, Inc. (GLUE) had negative free cash flow of $19.7M in fiscal year 2025, likely due to heavy capital investments.