Erasca (ERAS) Competitors

Erasca (NASDAQ:ERAS) and Twist Bioscience (NASDAQ:TWST) are both medical companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, dividends, risk, valuation, earnings, community ranking and institutional ownership.

Do insiders and institutionals hold more shares of ERAS or TWST?

67.8% of Erasca shares are held by institutional investors. 21.5% of Erasca shares are held by insiders. Comparatively, 3.9% of Twist Bioscience shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Does the media favor ERAS or TWST?

In the previous week, Twist Bioscience had 5 more articles in the media than Erasca. MarketBeat recorded 7 mentions for Twist Bioscience and 2 mentions for Erasca. Erasca's average media sentiment score of 1.15 beat Twist Bioscience's score of 0.59 indicating that Erasca is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Erasca	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Twist Bioscience	2 Very Positive mention(s)	0 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community believe in ERAS or TWST?

Twist Bioscience received 77 more outperform votes than Erasca when rated by MarketBeat users. However, 70.59% of users gave Erasca an outperform vote while only 59.06% of users gave Twist Bioscience an outperform vote.

Company	Underperform	Outperform
Erasca	Outperform Votes 24 70.59%	Underperform Votes 10 29.41%
Twist Bioscience	Outperform Votes 101 59.06%	Underperform Votes 70 40.94%

Which has better earnings and valuation, ERAS or TWST?

Erasca has higher earnings, but lower revenue than Twist Bioscience. Twist Bioscience is trading at a lower price-to-earnings ratio than Erasca, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Erasca	N/A	N/A	-$125.04M	-$0.83	-3.06
Twist Bioscience	$312.97M	9.09	-$208.73M	-$3.60	-13.32

Do analysts rate ERAS or TWST?

Erasca presently has a consensus target price of $5.90, indicating a potential upside of 132.28%. Twist Bioscience has a consensus target price of $51.90, indicating a potential upside of 8.26%. Given Erasca's stronger consensus rating and higher probable upside, equities analysts plainly believe Erasca is more favorable than Twist Bioscience.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Erasca	0 Sell rating(s)	1 Hold rating(s)	4 Buy rating(s)	0 Strong Buy rating(s)	2.80
Twist Bioscience	1 Sell rating(s)	1 Hold rating(s)	8 Buy rating(s)	0 Strong Buy rating(s)	2.70

Is ERAS or TWST more profitable?

Erasca has a net margin of 0.00% compared to Twist Bioscience's net margin of -66.69%. Twist Bioscience's return on equity of -32.27% beat Erasca's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Erasca	N/A	-42.26%	-34.97%
Twist Bioscience	-66.69%	-32.27%	-25.37%

Which has more risk & volatility, ERAS or TWST?

Erasca has a beta of 1.2, meaning that its share price is 20% more volatile than the S&P 500. Comparatively, Twist Bioscience has a beta of 1.82, meaning that its share price is 82% more volatile than the S&P 500.

Summary

Erasca beats Twist Bioscience on 10 of the 17 factors compared between the two stocks.