Revolution Medicines, Inc.

NasdaqGS:RVMD Stock Report

Market Cap: US$31.7b

Revolution Medicines Management

Management criteria checks 3/4

Revolution Medicines' CEO is Mark Goldsmith, appointed in Nov 2014, has a tenure of 11.58 years. total yearly compensation is $14.67M, comprised of 5.5% salary and 94.5% bonuses, including company stock and options. directly owns 0.38% of the company’s shares, worth $119.15M. The average tenure of the management team and the board of directors is 7.8 years and 9.5 years respectively.

Key information

Mark Goldsmith

Chief executive officer

US$14.7m

Total compensation

CEO salary percentage5.54%
CEO tenure11.6yrs
CEO ownership0.4%
Management average tenure7.8yrs
Board average tenure9.5yrs

Recent management updates

Recent updates

Seeking Alpha • Jun 02

Revolution Medicines: More Landmark Data Doesn't Dispel Doubts Around Valuation

Summary Revolution Medicines, Inc. has delivered unprecedented Phase 3 data for daraxonrasib in second-line metastatic pancreatic cancer, nearly doubling overall survival versus chemotherapy. RVMD's daraxonrasib reduced death risk by 60%, with a median OS of 13.2 months versus 6.6 months for chemotherapy, and showed a favorable safety profile. Despite strong clinical results and potential for $5bn+ peak PDAC revenues, RVMD's $33.5bn valuation appears stretched given the lack of commercial revenue and intense competition. I maintain a Hold rating on RVMD, citing valuation concerns, uncertain acquisition prospects, and the challenge of solo commercialization amid escalating R&D and operating expenses. Read the full article on Seeking Alpha
New Narrative • Apr 02

Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options

Catalysts About Revolution Medicines Revolution Medicines focuses on targeted therapies for cancers driven by RAS mutations. What are the underlying business or industry changes driving this perspective?
New Narrative • Mar 19

Late Stage RAS Oncology Pipeline Will Face Heavy Costs Yet Eventually Support Stable Long Term Outlook

Catalysts About Revolution Medicines Revolution Medicines focuses on targeted therapies for cancers driven by RAS mutations, with a pipeline of RAS(ON) inhibitors across pancreatic, lung and colorectal indications. What are the underlying business or industry changes driving this perspective?
New Narrative • Mar 04

RAS Oncology Catalysts Will Drive A Transformational Long Term Opportunity

Catalysts About Revolution Medicines Revolution Medicines focuses on targeted therapies for cancers driven by RAS mutations, with a broad portfolio of RAS(ON) inhibitors across multiple tumor types. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Apr 08

Revolution Medicines: Overpriced RAS-Addicted Cancers Maven

Summary Revolution Medicines is a clinical-stage pharma company with a market cap of ~6 billion. It has ample liquidity to support its current business plan into 2027. Its pipeline directed entirely towards RAS-addicted cancers includes two phase 3 trials that are still enrolling patients. Investment thesis: Revolution's hefty market cap belies its speculative prospects, particularly in the current market environment. Read the full article on Seeking Alpha
Seeking Alpha • Dec 04

Revolution Medicines: Risky Buy On Recent Share Price Dip

Summary Revolution Medicines' stock has surged over 30% since April, driven by promising clinical data for its lead asset, RMC-6236, targeting RAS-mutated cancers. RMC-6236 shows best-in-class efficacy in PDAC, with potential expansion into NSCLC and CRC, positioning it as a potential new standard of care. Despite a recent stock dip due to a $600m public offering, Revolution's robust cash position and promising pipeline offer significant long-term potential. Revolution is a speculative "Buy" with substantial upside, but investors should be cautious of single-asset risk and lack of Big Pharma partnerships. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Mark Goldsmith's remuneration changed compared to Revolution Medicines's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$1b

Dec 31 2025US$15mUS$813k

-US$1b

Sep 30 2025n/an/a

-US$961m

Jun 30 2025n/an/a

-US$812m

Mar 31 2025n/an/a

-US$698m

Dec 31 2024US$10mUS$689k

-US$600m

Sep 30 2024n/an/a

-US$567m

Jun 30 2024n/an/a

-US$519m

Mar 31 2024n/an/a

-US$484m

Dec 31 2023US$10mUS$631k

-US$436m

Sep 30 2023n/an/a

-US$331m

Jun 30 2023n/an/a

-US$296m

Mar 31 2023n/an/a

-US$259m

Dec 31 2022US$7mUS$607k

-US$249m

Sep 30 2022n/an/a

-US$245m

Jun 30 2022n/an/a

-US$224m

Mar 31 2022n/an/a

-US$208m

Dec 31 2021US$8mUS$581k

-US$187m

Sep 30 2021n/an/a

-US$169m

Jun 30 2021n/an/a

-US$143m

Mar 31 2021n/an/a

-US$126m

Dec 31 2020US$2mUS$554k

-US$110m

Sep 30 2020n/an/a

-US$95m

Jun 30 2020n/an/a

-US$85m

Mar 31 2020n/an/a

-US$71m

Dec 31 2019US$5mUS$504k

-US$62m

Compensation vs Market: Mark's total compensation ($USD14.67M) is about average for companies of similar size in the US market ($USD14.79M).

Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.

CEO

Mark Goldsmith (64 yo)

11.6yrs
Tenure
US$14,672,390
Compensation

Dr. Mark A. Goldsmith, M.D., Ph.D. is the Chief Executive Officer, President and Director of Revolution Medicines, Inc. since November 2014 and serves as its Chairman since 2020. Dr. Goldsmith served as a...

Leadership Team

NamePositionTenureCompensationOwnership
Mark Goldsmith
CEO, President & Chairman11.6yrsUS$14.67m0.38%
$ 119.2m
Jack Anders
Chief Financial Officer7.8yrsUS$3.59m0.032%
$ 10.3m
Margaret Horn
Chief Operating Officer7.7yrsUS$4.82m0.040%
$ 12.6m
Jeffrey Cislini
Senior VP3.8yrsUS$3.72m0.0049%
$ 1.6m
Stephen Kelsey
President of Research & Development9.3yrsUS$5.96m0.099%
$ 31.5m
Martin Burke
Co-Founder & Chairman of Scientific Advisory Boardno datano datano data
Michael Fischbach
Academic Co-Founder & Member of Scientific Advisory Boardno datano datano data
Kevan Shokat
Academic Co-Founder & Member of Scientific Advisory Board9.5yrsno datano data
Walter Reiher
Chief Information Officerno datano datano data
Jan Smith
Chief Scientific Officer2.8yrsno datano data
Erin Graves
Senior Director of Corporate Communications & Investor Relationsno datano datano data
Hieu Le
Vice President of Compliance3.4yrsno datano data
7.8yrs
Average Tenure
57yo
Average Age

Experienced Management: RVMD's management team is seasoned and experienced (7.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Mark Goldsmith
CEO, President & Chairman11.6yrsUS$14.67m0.38%
$ 119.2m
Martin Burke
Co-Founder & Chairman of Scientific Advisory Boardno datano datano data
Michael Fischbach
Academic Co-Founder & Member of Scientific Advisory Board10yrsno datano data
Kevan Shokat
Academic Co-Founder & Member of Scientific Advisory Board9.5yrsno datano data
Julian Adams
Senior Advisor & Member of Scientific Advisory Board9.5yrsno datano data
Alexis Borisy
Lead Independent Director11.6yrsUS$481.22k1.1%
$ 348.6m
Eric Gordon
Senior Advisor & Member of Scientific Advisory Board10yrsno datano data
John Kuriyan
Senior Advisor & Member of Scientific Advisory Board9.5yrsno datano data
Lorence Kim
Independent Director3.9yrsUS$468.33k0.033%
$ 10.4m
Thilo Schroeder
Independent Director8.3yrsno data0.36%
$ 113.5m
Elizabeth Anderson
Independent Director11.3yrsUS$461.62k0.022%
$ 7.0m
Trever Bivona
Senior Advisor & Member of Scientific Advisory Board9.5yrsno datano data
9.5yrs
Average Tenure
54yo
Average Age

Experienced Board: RVMD's board of directors are considered experienced (9.5 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/12 01:48
End of Day Share Price 2026/06/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Revolution Medicines, Inc. is covered by 33 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey WalchBernstein
Alec StranahanBofA Global Research
Cory KasimovEvercore ISI