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TARSTarsus Pharmaceuticals, Inc.
$74.29$3.2B
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Tarsus Pharmaceuticals, Inc. (TARS) Financial Ratios

Latest Ratios: P/E Ratio -46.7x · EV/EBITDA N/A · ROE -23.4%. (2018–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

TARS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Market Cap$3.2B$3.4B$2.1B$595M$361M$462M$840M——
Enterprise Value$3.1B$3.3B$2.1B$400M$309M$293M$673M——
P/E Ratio →-46.72————————
P/S Ratio7.087.5811.3834.1013.988.11———
P/B Ratio9.049.969.273.021.872.775.06——
P/FCF—————146.26———
P/OCF—————123.39———

P/E links to full P/E history page with 30-year chart

TARS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
EV / Revenue—7.3811.2622.9411.995.14———
EV / EBITDA—————————
EV / EBIT—————————
EV / FCF—————92.67———

TARS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Gross Margin93.2%93.2%93.0%90.9%96.3%96.4%———
Operating Margin-15.7%-15.7%-65.9%-820.5%-242.9%-21.3%———
Net Profit Margin-14.7%-14.7%-63.2%-778.9%-240.5%-24.2%———

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
ROE-23.4%-23.4%-54.8%-69.7%-34.5%-8.3%-33.5%——
ROA-14.1%-14.1%-36.0%-55.1%-30.5%-7.9%-23.3%-15.4%-55.2%
ROIC-23.4%-23.4%-88.5%-149.4%-67.8%————
ROCE-19.6%-19.6%-45.9%-64.9%-33.0%-7.3%-24.1%-14.4%-61.1%

TARS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Debt / Equity0.270.270.320.150.100.010.01——
Debt / EBITDA—————————
Net Debt / Equity—-0.26-0.10-0.99-0.27-1.02-1.01——
Net Debt / EBITDA—————————
Debt / FCF—————-53.59———
Interest Coverage-6.20-6.20-14.46-41.10-29.08—-142.61-115.72—

Net cash position: cash ($184M) exceeds total debt ($94M)

TARS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Current Ratio3.853.854.426.9314.6115.3331.6870.8513.31
Quick Ratio3.823.824.396.8514.6115.3331.6870.8513.31
Cash Ratio3.083.083.616.1614.0714.9731.2170.7613.16
Asset Turnover—0.800.490.070.110.32———
Inventory Turnover7.027.024.900.51—————
Days Sales Outstanding—70.4495.88370.5950.640.59———

TARS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Dividend Yield—————————
Payout Ratio—————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Earnings Yield—————————
FCF Yield—————0.7%———
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%——
Total Shareholder Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%——
Shares Outstanding—$42M$38M$29M$25M$21M$20M$20M$4M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStable
Balance SheetAdequate
Cash FlowImproving
Top Statement Risk

Gross-to-net erosion and payer friction

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Gross Margin Strength Masks Operating Leverage

Gross margin held at 93.0% in 2026Q2, per reported financials, while operating margin improved from -136.5% in 2024Q1 to -11.4%, indicating early operating leverage.

The gross margin stability above 92% across most quarters, except the 79.3% dip in 2025Q3, suggests manufacturing scale and pricing power are intact. Operating margin improvement from -136.5% to -11.4% over ten quarters reflects SG&A growing slower than revenue, a sign of emerging operating leverage. However, the negative operating margin still indicates that commercialization and R&D costs outweigh gross profits, so the path to profitability depends on sustaining volume growth without proportional cost increases.

Working Capital Swings Drive Cash Flow Volatility

Cash conversion cycle improved from -738 days in 2024Q1 to -151 days in 2026Q2, per reported figures, driven by negative DPO trends and inventory management.

The negative CCC, ranging from -738 to -151 days, reflects a business model where TARS collects cash from customers before paying suppliers, a structural advantage typical of specialty pharma. DPO improved from 1015 days in 2024Q1 to 241 days in 2026Q2, indicating more normalized payment terms, while DSO remained stable around 56 days. The working capital tailwind of $35.0M in 2026Q2, per recent SEC filings, may reverse, so investors should monitor whether the negative CCC is sustainable as the company scales.

Low Leverage Provides Refinancing Flexibility

D/E ratio held at 0.26 in 2026Q2, according to reported financials, with total debt of $88.7M, indicating modest leverage that supports future capital needs.

The D/E ratio has remained below 0.32 across all ten quarters, reflecting a conservative capital structure with minimal reliance on debt. Interest coverage is negative due to operating losses, but the low absolute debt level suggests refinancing risk is limited. As the company approaches potential profitability, the modest leverage provides headroom for pipeline investments without immediate covenant pressure.

Liquidity Buffer Strong but Working Capital Dependent

Current ratio stood at 3.20 in 2026Q2, per recent SEC filings, with cash of $204.6M, though a $35.0M working capital benefit may reverse.

The current ratio has declined from 8.01 in 2024Q1 to 3.20 in 2026Q2, reflecting increased operational scale and cash deployment. The quick ratio of 3.17 indicates minimal inventory dependence, consistent with an asset-light model. However, the $35.0M working capital tailwind in 2026Q2, per reported figures, may reverse, potentially reducing the liquidity cushion. Investors should monitor whether the cash position remains robust as operating losses narrow.

ROIC Improving from Deep Negative Base

ROIC improved from -49.5% in 2024Q1 to -5.3% in 2026Q2, according to reported figures, reflecting narrowing losses and better capital efficiency.

The ROIC trend shows a clear trajectory of improvement, driven by revenue growth outpacing invested capital expansion. The improvement from -49.5% to -5.3% over ten quarters suggests the company is approaching a breakeven return on capital, though still negative. The driver is margin expansion rather than asset turnover, which remained stable around 0.29. If operating leverage continues, ROIC could turn positive within the next few quarters, but this depends on sustaining revenue growth.

Gross Margin Misapplied as Profitability Proxy

Gross margin of 93.0% in 2026Q2, per reported financials, is often cited as a strength, but it obscures the negative operating margin and GTN erosion risk.

The 93% gross margin is a common misapplication for TARS because it reflects the low marginal cost of lotilaner production, not the true earning power of the business. Operating margin of -11.4% and net margin of -10.7% in 2026Q2, according to reported figures, show that SG&A and R&D costs dominate. Additionally, gross-to-net erosion from Medicare Part D coverage could compress net revenue per bottle, making gross margin an unreliable indicator of profitability. Investors should focus on operating margin and net revenue per prescription as more accurate measures of economic value.

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Includes 30+ ratios · 8 years · Updated daily

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TARS — Frequently Asked Questions

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

What is Tarsus Pharmaceuticals, Inc.'s P/E ratio?

Tarsus Pharmaceuticals, Inc.'s current P/E ratio is -46.7x. This places it at the 50th percentile of its historical range.

What is Tarsus Pharmaceuticals, Inc.'s ROE?

Tarsus Pharmaceuticals, Inc.'s return on equity (ROE) is -23.4%. The historical average is -37.4%.

Is TARS stock overvalued?

Based on historical data, Tarsus Pharmaceuticals, Inc. is trading at a P/E of -46.7x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Tarsus Pharmaceuticals, Inc.'s profit margins?

Tarsus Pharmaceuticals, Inc. has 93.2% gross margin and -15.7% operating margin.