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GLUEMonte Rosa Therapeutics, Inc.
$22.29$1.5B
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HomeStocksGLUEBalance Sheet

Monte Rosa Therapeutics, Inc. (GLUE) Balance Sheet

7Y historyFree accessUpdated daily

Despite significant cumulative losses, the firm maintains a robust liquidity position with a current ratio of 9.54 as of 2026Q1, though this is heavily influenced by $33.1M in deferred revenue obligations.

GLUE Balance Sheet

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19
Total Current Assets677.55M393.19M377.44M236.21M275.89M348.67M43.59M9.76M
Cash & Short-Term Investments666.22M377.1M372.15M232.41M262.83M346.07M41.7M6M
Cash Only159.86M129.88M224.25M128.1M54.91M346.07M41.7M6M
Short-Term Investments506.36M247.22M147.9M104.31M207.91M000
Accounts Receivable4.61M4.6M173K505K7.66M000
Days Sales Outstanding35.1513.580.83-----
Inventory00000000
Days Inventory Outstanding--------
Other Current Assets6.72M11.48M5.12M3.29M5.4M0100K3.25M
Total Non-Current Assets58.88M55.47M61.29M67.54M66.5M17.66M5.79M1.33M
Property, Plant & Equipment53.1M50.37M56.31M62.61M61.91M12.32M4.62M1.33M
Fixed Asset Turnover0.81x2.46x1.34x-----
Goodwill00000000
Intangible Assets00000000
Long-Term Investments4.95M00005.34M1.16M0
Other Non-Current Assets5.78M5.1M4.98M4.93M4.6M000
Total Assets736.43M448.66M438.73M303.75M342.39M366.33M49.38M11.09M
Asset Turnover0.09x0.28x0.17x-----
Asset Growth %139.99%2.26%44.44%-11.28%-6.54%641.89%345.09%-
Total Current Liabilities71.04M64.21M156.95M46.59M25.57M16.64M29.27M4.29M
Accounts Payable7.9M3.55M17.21M11.15M7.86M6.56M7.07M3.19M
Days Payables Outstanding1.42K155.07773.73654.21--4.8K16.2K
Short-Term Debt4.48M4.4M00000750K
Deferred Revenue (Current)105.83M29.57M117.23M17.68M0000
Other Current Liabilities25.59M26.69M11.57M9.26M10.64M840K21.08M0
Current Ratio9.54x6.12x2.40x5.07x10.79x20.96x1.49x2.27x
Quick Ratio9.54x6.12x2.40x5.07x10.79x20.96x1.49x2.27x
Cash Conversion Cycle-1.38K-------
Total Non-Current Liabilities143.48M151.39M58.85M77.91M45.41M2.18M68.83M18.95M
Long-Term Debt34.58M34.79M000067.76M0
Capital Lease Obligations37.04M039M42.88M43.87M000
Deferred Tax Liabilities00000000
Other Non-Current Liabilities108.89M5.26M3.7M2.71M1.53M2.18M018.95M
Total Liabilities214.51M215.6M215.8M124.5M70.98M18.81M98.11M23.24M
Total Debt39.06M39.19M42.72M46.04M47M067.76M750K
Net Debt-120.8M-90.69M-181.54M-82.06M-7.91M-346.07M26.07M-5.25M
Debt / Equity0.07x0.17x0.19x0.26x0.17x---
Debt / EBITDA-0.28x-------
Net Debt / EBITDA0.86x-------
Interest Coverage-----29.86x---7739.00x
Total Equity521.92M233.06M222.94M179.25M271.41M347.51M-48.73M-12.15M
Equity Growth %133.19%4.54%24.37%-33.96%-21.9%813.17%-301.12%-
Book Value per Share7.962.813.023.495.757.47-1.11-0.28
Total Shareholders' Equity521.92M233.06M222.94M179.25M271.41M347.51M-48.73M-12.15M
Common Stock8K7K6K5K5K5K1K50K
Retained Earnings-521.72M-477.21M-438.59M-365.89M-230.54M-122.03M-48.08M-12.2M
Treasury Stock00000000
Accumulated OCI-4.75M-3.83M-3.36M-2.72M-1.75M-2.02M-1.06M0
Minority Interest00000000

Key Metrics

Growth RegimeMixed
ProfitabilityNegative
Balance SheetAdequate
Cash FlowBurning
Top Statement Risk

Clinical milestone funding dependency

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Liquidity Buffer Masks Operational Burn

According to the most recent balance sheet data, GLUE maintains a current ratio of 9.54 as of 2026Q1, yet this liquidity buffer is heavily contingent upon the timing of milestone-driven deferred revenue rather than consistent, self-sustaining cash inflows from core biotechnology operations.

While the high current ratio suggests a strong short-term cushion, investors should monitor the volatility of this metric, which has fluctuated significantly from 2.40 to 9.54 over the last six quarters. This instability implies that the company's liquidity is highly sensitive to the recognition of partnership-related revenue, leaving the firm vulnerable to cash crunches if clinical milestones are delayed.

Minimal Leverage Amidst Capital Intensity

Based on reported financial statements, GLUE maintains a conservative capital structure with a debt-to-equity ratio of 0.07 as of 2026Q1, indicating that the firm has avoided significant reliance on traditional debt financing to fund its extensive research and development pipeline.

The low leverage profile appears strategic, allowing the company to avoid interest expense burdens while it remains in a pre-commercial, cash-burning phase. However, the lack of debt also suggests that the company must rely almost exclusively on equity dilution or partnership capital to sustain its operations, which warrants further investigation into the long-term cost of capital.

Equity Erosion Through Persistent Losses

As evidenced by the company's balance sheet, retained earnings have deteriorated to -$521.7M by 2026Q1, reflecting the cumulative impact of sustained operating losses inherent in the development of the QuEEN platform and associated clinical trial programs.

The consistent decline in retained earnings highlights the significant capital intensity required to advance molecular glue degraders through the clinical pipeline. Investors should monitor whether future milestone payments can eventually offset this erosion, as the current trajectory suggests that equity value is being consumed to fund ongoing scientific discovery.

Deferred Revenue Distorts Liquidity Perception

Based on the 2026Q1 balance sheet, the presence of $33.1M in deferred revenue serves as a critical accounting distortion, as this liability represents future performance obligations rather than a traditional debt burden that would require immediate cash repayment.

This deferred revenue balance effectively masks the true operational cash position, as it represents cash already received that has not yet been recognized as income. Analysts should be cautious in interpreting the current ratio, as the eventual recognition of this revenue will not provide additional cash inflows, potentially overstating the company's actual financial flexibility.

GLUE — Frequently Asked Questions

Quick answers to the most common questions about buying GLUE stock.

What are the total assets of Monte Rosa Therapeutics, Inc. (GLUE)?

As of 2025, Monte Rosa Therapeutics, Inc. (GLUE) had total assets of $448.7M including $393.2M in current assets.

How much debt does Monte Rosa Therapeutics, Inc. (GLUE) have?

Monte Rosa Therapeutics, Inc. (GLUE) carries total debt of $39.2M, offset by $377.1M in cash and short-term investments. Comparing total debt to cash helps evaluate the company's debt burden and net leverage.

What is the book value or shareholders' equity of Monte Rosa Therapeutics, Inc.?

Monte Rosa Therapeutics, Inc. (GLUE) has total shareholders' equity (book value) of $233.1M ($2.81 book value per share). Book value represents the net worth of the company belonging to common stock holders.

What is Monte Rosa Therapeutics, Inc.'s current ratio and liquidity?

Monte Rosa Therapeutics, Inc. (GLUE) reported a current ratio of 6.12x. A current ratio above 1.0x indicates that the company has more current assets than current liabilities, suggesting sufficient short-term liquidity.