undamentalytics Newsletter

4d Molecular Therapeutics vs Verastem

4d Molecular Therapeutics is the larger business, with $85.2m of revenue in fiscal 2025 against $30.9m for Verastem (2.8 times as much). 4d Molecular Therapeutics grew faster (230194.6% against 209.1%). 4d Molecular Therapeutics kept more of each dollar of sales as profit: a net margin of -164.4% against -677.6%. 4d Molecular Therapeutics carries less debt relative to equity (0.0% against 133.5%).

Latest fiscal year4d Molecular TherapeuticsFDMT, 2025VerastemVSTM, 2025
Revenue $85.2m $30.9m
Revenue growth 230194.6% 209.1%
Net income −$140m −$209m
Operating margin -187.2% -550.3%
Net margin -164.4% -677.6%
Return on equity -27.6% —
Free cash flow −$110m −$138m
Cash $60.2m $205m
Total debt $0 $76.3m
Debt to equity 0.0% 133.5%
Dividend per share — —
Dividend yield — —
Share buybacks — —
Employees 196 102
Market value $656m $884m
Price vs our value range — —
Moat score 12 (Weak) 28 (Weak)
Insider trades, 12 months 0 buys, 25 sales 0 buys, 33 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.