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Maze Therapeutics, Inc. MAZE R2K

Healthcare · Biotechnology · United States
https://www.mazetx.com

Maze Therapeutics, Inc., a clinical stage biopharmaceutical company, develops small molecule precision medicines for the treatment of kidney and metabolic diseases in the United States. Its lead programs include MZE829, an oral small molecule inhibitor of apolipoprotein L1, or APOL1, which is in phase II clinical trial for the treatment of patients with APOL1 kidney disease; and MZE782, an oral small molecule inhibitor that is in phase II ready clinical trial for the treatment of phenylketonuria and chronic kidney disease. The company also develops MZE001, an investigational oral small molecule inhibitor of muscle-specific glycogen synthase clinical program for the treatment of Pompe disease. It has a license agreement with Trace Neuroscience, Inc. to discovery research program targets UNC13A; the Shionogi & Co., Ltd to research, develop, manufacture, and commercialize MZE001; and Neurocrine Biosciences, Inc. to discover research program that targets ATXN2. The company was formerly known as Modulus Therapeutics, Inc. and changed its name to Maze Therapeutics, Inc. in September 2018. The company was incorporated in 2017 and is based in South San Francisco, California.

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$26.46
+164.34% 1Y

Market & Price

Market Cap
$1.46B
Current Price
$26.46
High / Low (52W)
$51.84 / $10.01
Beta
-

Valuation

Stock P/E
-
Industry PE
23.65
Forward P/E
-
PEG Ratio
-
Book Value
$6.93
Price to Book
3.82
P/S
73.22
EV/EBITDA
-8.90
Dividend Yield
-

Profitability & Returns

ROCE
-38.15%
ROE
-38.67%
ROA
-22.27%
Profit Margin
0.00%
Op Margin
-
EPS (Latest Qtr)
$-0.45
EPS (TTM)
$-2.35

Balance Sheet & Liquidity

Debt/Equity
0.18
Quick Ratio
17.62
Current Ratio
17.88
Debt
$61.22M
Total Assets
$397.13M
Current Assets
$349.72M
Working Capital
$327.16M

Ownership

Promoter Holding
1.46%
Chg in Prom Hold
-
FII / Inst Holding
95.40%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$1.17B
Total Revenue (TTM)
$20.00M
EBITDA
$-131.89M
Free Cash Flow
$-81.70M
Operating Cash Flow
$-121.54M
Shares Outstanding
55.35M
Gross Margin
100.00%
Payout Ratio
0.00%

Growth (CAGR)

Revenue 5Y
-
Profit 5Y
-4.69%
Revenue (YoY)
-
Earnings (YoY)
-

PROS

No notable strengths flagged.

CONS

  • Earnings shrank at -4.7% CAGR over 5 years.
  • Trading 49.0% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Healthcare).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 MAZE Maze Therapeutics, Inc. R2K 26.46 - $1.46B - -38.15% -38.67% - -4.69%
2 LLY Eli Lilly and Company SPX 1,105.00 39.21 $985.37B 0.63% 38.44% 107.46% 31.69% 48.96%
3 JNJ Johnson & Johnson SPX 225.33 26.11 $542.42B 2.38% 23.13% 26.42% 5.60% 14.32%
4 UNH UnitedHealth Group Incorporated SPX 380.31 28.66 $345.38B 2.32% 9.60% 12.18% 11.35% -15.69%
5 MRK Merck & Co., Inc. SPX 118.72 33.44 $293.22B 2.86% 20.66% 18.94% 3.12% 7.93%
6 TMO Thermo Fisher Scientific Inc. SPX 492.51 27.11 $183.03B 0.38% 9.17% 13.52% -0.27% -1.19%
7 AMGN Amgen Inc. NDXSPX 336.79 23.42 $181.77B 2.99% 18.02% 101.32% 11.77% 5.58%
8 GILD Gilead Sciences, Inc. NDXSPX 134.43 18.29 $166.90B 2.44% 22.92% 43.36% 2.57% 22.83%
9 ISRG Intuitive Surgical, Inc. NDXSPXAI 424.64 51.53 $150.39B - 15.96% 17.23% 17.39% 29.26%
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Quarterly Results

Figures in USD.

Metric Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -165.00M--000020.00M
Cost of Revenue ---------
Gross Profit ---------
Operating Expenses ----35.40M36.47M32.97M38.06M46.55M
Operating Income -28.01M139.56M---35.40M-36.47M-32.97M-38.06M-26.55M
EBITDA -----32.10M-35.83M-32.39M-37.56M-22.90M
Interest Expense ----0---866.00K
Pretax Income -----32.79M-33.68M-30.09M-34.57M-24.21M
Tax Provision ---279.00K-275.00K-000-
Net Income -32.49M139.06M---32.79M-33.68M-30.09M-34.57M-24.21M
Diluted EPS -13.913.22---1.15-0.77-0.66-0.65-0.45
R&D Expense 21.88M19.55M19.86M-27.58M28.11M25.19M-34.15M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 00167.50M0
Cost of Revenue ----
Gross Profit ----
Operating Expenses 111.03M98.55M109.91M142.90M
Operating Income -111.03M-98.55M57.59M-142.90M
EBITDA -107.21M-94.46M60.88M-140.50M
Interest Expense ----
Pretax Income -114.94M-100.42M53.40M-131.12M
Tax Provision -01.17M0
Net Income -114.94M-100.42M52.23M-131.12M
Diluted EPS -3.29-2.870.08-
R&D Expense --83.50M108.45M

Compounded Sales Growth

5 Years:-
1 Year:-

Compounded Profit Growth

5 Years:-4.69%
1 Year:-

Stock Price Performance

1 Year:+164.34%
6 Months:-27.90%
3 Months:-41.96%
1 Month:+3.04%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets 149.96M71.50M240.54M397.13M
Current Assets 106.15M34.11M201.67M349.72M
Cash & Equivalents 99.92M29.16M196.81M189.25M
Inventory ----
Receivables ----
Total Liabilities 432.42M445.35M551.73M42.16M
Current Liabilities 20.78M16.32M20.67M22.56M
Long Term Debt -20.08M--
Total Debt 32.05M49.62M26.63M23.31M
Total Equity -282.46M-373.85M-311.18M354.97M
Shares Outstanding 43.78M43.78M43.78M49.34M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -99.20M-86.83M75.95M-111.94M
Investing Cash Flow -3.17M-441.00K-1.15M-170.96M
Financing Cash Flow 1.73M16.39M92.85M275.34M
Capital Expenditure -1.97M-441.00K-1.15M-794.00K
Free Cash Flow -101.17M-87.27M74.81M-112.73M
Net Change in Cash -100.64M-70.88M167.65M-7.57M

Ratios (Annual)

Figures in %.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ----
Operating Margin % --34.4%-
Net Margin % --31.2%-
ROE % 40.7%26.9%-16.8%-36.9%
ROCE % -86.0%-178.6%26.2%-38.2%

Shareholding Pattern

Insiders
1.46%
Institutions
95.40%
Public Float
96.82%

Top Institutional Holders

#Holder% HeldSharesValue
1 Frazier Life Sciences Management, L.P. 8.25% 4.57M $120.85M
2 TRV GP IV, LLC 8.08% 4.47M $118.38M
3 Arch Venture Management, Llc 7.44% 4.12M $109.02M
4 Deep Track Capital, Lp 6.28% 3.48M $92.02M
5 Janus Henderson Group PLC 5.17% 2.86M $75.65M
6 Paradigm Biocapital Advisors LP 4.96% 2.74M $72.62M
7 Blackrock Inc. 4.64% 2.57M $68.01M
8 a16z Capital Management, L.L.C. 3.08% 1.70M $45.04M
9 Venrock Adviser, LLC 2.89% 1.60M $42.39M
10 Vanguard Capital Management LLC 2.59% 1.44M $37.99M

Analyst View

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