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OnKure Therapeutics, Inc.

OKUR·NASDAQ

$4.20

+1.9%
HealthcareBiotechnology

OnKure, Inc. engages in the discovery and development of oncology-precision medicines for the treatment of cancer. The company focuses on developing selective inhibitors of histone deacetylases. Its portfolio includes OKI-179, an inhibitor for the treatment of both hematological and solid tumors. The company was incorporated in 2011 and is based in Boulder, Colorado.

At a Glance

Live Snapshot
Market Cap$57.43M
EPS-4.4000
P/E Ratio-0.95
Earnings Date08/11/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -0.9).

Valuation inputs: P/E -0.9, earnings yield N/A, momentum +1.9%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -1.1%, ROIC -1.1%).

Profitability stack: net margin 0.0%, ROE -1.1%, ROIC -1.1%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +9.6%, momentum +1.9%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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OnKure Therapeutics, Inc. Market vs Earnings Trajectory

OKUR · NASDAQ

Loading price and EPS data...

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OnKure Therapeutics, Inc. Fair Value Envelope

OKUR · NASDAQ

Our analysis suggests that OKUR has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $4.2, this represents a potential HIDDEN relative to our calculated worth for OnKure Therapeutics, Inc..

Intrinsic Value
Current Price: $4.2
3Y+99.0%
5Y-43.0%
10Y-43.0%

No Revenue Data

OKUR has not reported any revenue values in the available annual periods.

3Y+102.0%
5Y+206.0%
10Y+206.0%
3Y+92.0%
5Y+180.0%
10Y+180.0%
3Y+85.0%
5Y+179.0%
10Y+179.0%
3Y+288.0%
5Y+12.0%
10Y+12.0%
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OnKure Therapeutics, Inc. Profit Bridge

OKUR · NASDAQ
Revenue0.00
Cost of Goods Sold (830.00K)
Gross Profit-830.00K
Operating Expenses (62.12M)
Operating Income-62.95M
Interest Expense (0.00)
Other Income/Expense3.43M
Pretax Income-59.52M
Income Tax (0.00)
Net Income-59.52M
Net Income
-59.52M

Profitability Analysis

No Gross Profit Margin Data

OKUR has not reported any gross profit margin values in the available annual periods.

No Operating Profit Margin Data

OKUR has not reported any operating profit margin values in the available annual periods.

No Net Profit Margin Data

OKUR has not reported any net profit margin values in the available annual periods.

-105.93%
Return on Equity
109%
3Y-295.0%
5Y-329.0%
10Y-329.0%
-95.81%
Return on Assets
109%
3Y-48.0%
5Y+172.0%
10Y+172.0%
-110.93%
Return on Invested Capital
114%
3Y-60.0%
5Y+187.0%
10Y+187.0%
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OnKure Therapeutics, Inc. Cash Conversion Engine

OKUR · NASDAQ
Net Income-59.52M
Depreciation & Amortization830.00K
Stock-Based Compensation11.63M
Change in Working Capital-4.78M
Others6.00K
Capital Expenditures-46.00K
Free Cash Flow-51.87M

Cash Flow Quality Analysis

FCF Conversion Rate

87.2%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

CapEx Intensity

-0.1%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-1.4%

Flat FCF growth. Stable but not expanding—monitor for signs of business maturity or temporary headwinds.

Working Capital Impact

-$4.78M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

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OnKure Therapeutics, Inc. Funding & Solvency Profile

OKUR · NASDAQ
Cash & Cash Equivalents192.11M
Net Receivables0.00
Inventory0.00
Other Current Assets5.38M
Total Current Assets197 M
Property, Plant & Equipment807.00K
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets405.00K
Total Non-Current Assets1 M
Total Assets
198.69M

Financial Health Analysis

Current Ratio

13.78x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.08x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

183 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

99% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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OnKure Therapeutics, Inc. Street Expectations Map

OKUR · NASDAQ

Wall Street analysts project that OKUR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 35.00, with estimates ranging from a low of 35.00 to a high of 35.00.

Lowest Target
35.00
733.33%
Consensus Target
35.00
733.33%
Highest Target
35.00
733.33%

The consensus 1-year price target stands at 35.00, with estimates ranging from a low of 35.00 to a high of 35.00.

Analyst Consensus Analysis

Upside Potential

+733.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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OnKure Therapeutics, Inc. Insider Positioning

OKUR · NASDAQ

During the last 12 months, insiders have sold $5K worth of OKUR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

387

1.61K

Net Activity

-2K

-$2K

3-6 Months

Bought

0

0.00

Sold

389

1.15K

Net Activity

-1K

-$1K

6-9 Months

Bought

0

0.00

Sold

391

1.02K

Net Activity

-1K

-$1K

9-12 Months

Bought

0

0.00

Sold

391

931.00

Net Activity

-931

-$931

Top Buyers

No buying activity

Top Sellers

1
LJA

Leverone Jason A.

Officer: Chief Financial Officer

1.2K shares4 transactions

$4K

2
SNA

Saccomano Nicholas A

Director, Officer: President And Ceo

349 shares4 transactions

$1K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.

No Dividend Yield Data

OKUR has not reported any dividend yield values in the available annual periods.

 

okur Dividend History

OKUR
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%