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Erasca, Inc (ERAS) Fair Value & Analysis

Healthcare · US · Market cap $4.2B

Price$15.07
Fair Value$4.71
Upside-68.7%
Quality95/100
Evidence: Low Range $3.53 – $5.88

Fair value as of: Jun 24, 2026

Analysis

Erasca, Inc (ERAS) currently trades at $15.07, while our model-based Fair Value estimate is $4.71 — implying the stock looks roughly 68.7% overvalued today. We read business quality at 95/100 (high quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).

About the company

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 commerciali…

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Frequently asked questions

Is Erasca, Inc (ERAS) undervalued?
As of Jun 24, 2026, our model estimates a fair value of $4.71 versus a price of $15.07 — about −69% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ERAS?
Our 21-model fair value for Erasca, Inc is $4.71 (as of Jun 24, 2026), built from audited fundamentals. The current price is $15.07.
What is the quality score of ERAS?
Erasca, Inc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.