Vera Therapeutics, Inc (VERA) Fair Value & Analysis
Healthcare · US · Market cap $3.0B
Vera Therapeutics, Inc
VERA · US
Fair value as of: Aug 13, 2026
From 1 valuation models · updated today
Share price −33.0% over the past month.
Below-average quality, and screening another 75% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($8.87). The favourable scenario is already priced in.
- Weak quality (18/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range ($4.68 to $8.87) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $5.41 – $55.67 · fair‑value band $4.68 – $8.87 · the $28.89 price screens above the $7.09 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Vera Therapeutics, Inc (VERA) currently trades at $28.89, while our model-based Fair Value estimate is $7.09, implying the stock looks roughly 75.5% overvalued today. The Quality Score stands at 18/100 (below-average 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).
It earns a return on equity of -71.3%. The balance sheet holds a net cash position of $277M. Fundamentals as of Aug 13, 2026
Our scenario range runs from $4.68 (bear case) to $8.87 (bull case); at $28.89, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 48% below its 52-week high and 52% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -47% fair-value upside, at -75%, VERA screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 1 models by family
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Key figures & financial health
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 28 · Market factors (momentum, volatility) 41
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Vera Therapeutics, Inc., a clinical stage biotechnology company, focuses on the development and commercialization of transformative treatments for patients with immunological diseases.
Full company description
Vera Therapeutics, Inc., a clinical stage biotechnology company, focuses on the development and commercialization of transformative treatments for patients with immunological diseases. The company offers atacicept, a fully humanized TACI-Fc fusion protein that binds B-cell activating factor (BAFF) and A proliferation-inducing ligand (APRIL), which is self-administered at home as a subcutaneous injection being evaluated for the treatment of immunoglobulin A nephropathy (IgAN) and other autoimmune kidney diseases. It is also developing MAU868, a human monoclonal antibody for the treatment of BK viremia infections that has completed phase 2 clinical trial; and VT-109, a novel BAFF/APRIL dual-inhibitor B cell maturation antigen (BCMA) molecule to treat B cell mediated autoimmune diseases. The company was formerly known as Trucode Gene Repair, Inc. and changed its name to Vera Therapeutics, Inc. in April 2020. Vera Therapeutics, Inc. was incorporated in 2016 and is headquartered in Brisbane, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Vera Therapeutics, Inc reported revenue of $0 in FY2025 versus $0 in FY2021. Reported net income was −$300M in FY2025.
VERA screens 75% overvalued. Compare with Vertex Pharmaceuticals Incorporated →
Peer Group
Biotechnology · 600 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Biotechnology median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Biotechnology stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Vertex Pharmaceuticals Incorporated VRTX | $525.73 | $278.78 | -47% |
| Regeneron Pharmaceuticals, Inc REGN | $797.99 | $594.40 | -26% |
| Samsung Biologics Co 207940 | 1,549,000 KRW | 1,055,793 KRW | -32% |
| Celltrion, Inc 068270 | 202,000 KRW | 74,519 KRW | -63% |
| WuXi Biologics (Cayman) Inc 2269 | HK$45.70 | HK$30.58 | -33% |
| Innovent Biologics, Inc 1801 | HK$95.55 | HK$19.68 | -79% |
| Genmab A/S GMAB | kr 2,037 | kr 250.07 | -88% |
| Sino Biopharmaceutical Limited 1177 | HK$4.87 | HK$3.37 | -31% |
| RemeGen Co 688331 | ¥131.87 | ¥23.19 | -82% |
| ALTEOGEN Inc 196170 | 317,500 KRW | 39,476 KRW | -88% |
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Frequently asked questions
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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.
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