Bicycle Therapeutics vs Verastem
Bicycle Therapeutics is the larger business, with $72.6m of revenue in fiscal 2025 against $30.9m for Verastem (2.3 times as much). Verastem grew faster (209.1% against 105.8%). Bicycle Therapeutics kept more of each dollar of sales as profit: a net margin of -301.7% against -677.6%. Bicycle Therapeutics carries less debt relative to equity (0.0% against 133.5%).
| Latest fiscal year | Bicycle TherapeuticsBCYC, 2025 | VerastemVSTM, 2025 |
|---|---|---|
| Revenue | $72.6m | $30.9m |
| Revenue growth | 105.8% | 209.1% |
| Net income | −$219m | −$209m |
| Operating margin | -340.4% | -550.3% |
| Net margin | -301.7% | -677.6% |
| Return on equity | -31.2% | — |
| Free cash flow | −$252m | −$138m |
| Cash | $628m | $205m |
| Total debt | $0 | $76.3m |
| Debt to equity | 0.0% | 133.5% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | 288 | 102 |
| Market value | $255m | $884m |
| Price vs our value range | — | — |
| Moat score | 8 (Weak) | 28 (Weak) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 33 sales |