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Recursion Pharmaceuticals, Inc. RXRX R2KAI

Healthcare · Biotechnology · United States
https://www.recursion.com
Company Profile ↓
$3.34
-36.74% 1Y
Mkt Cap$1.75B
P/E-2.88
P/B1.63
52W High$6.79
52W Low$2.84
Book Value$1.93
EPS (TTM)$-1.16

Company Overview

Recursion Pharmaceuticals, Inc., a clinical-stage biotechnology company, engages in the decoding biology and chemistry by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery in the United States and the United Kingdom. The company develops REC-4881, which is in Phase 1b/2 clinical trial to treat familial adenomatous polyposis; REC-617, which is in Phase 1/2 clinical trial to treat advanced solid tumors; REC-1245, which is in Phase 1/2 clinical trial to treat biomarker-enriched solid tumors and lymphoma; REC-3565 that is in Phase 1/2 for the treatment of relapsed or refractory B-cell malignancies; and REC-4539, a reversible, CNS penetrant, orally bioavailable, and potential best-in-class inhibitor of LSD1 for the treatment of solid tumors and hematology oncology. Its preclinical stage product includes REC-7735 for the treatment of HR+ breast cancer; and REC-102 for the treatment of hypophosphatasia. The company has collaboration and agreement with Roche & Genentech; Sanofi; Bayer AG; Tempus; and Takeda Pharmaceutical Company Limited. Recursion Pharmaceuticals, Inc. was incorporated in 2013 and is headquartered in Salt Lake City, Utah.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 78.4% CAGR over the past five years.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.07.

Recent Developments

  • Dec 2025 Revenue of $74.68M (+26.9% YoY); net profit $-644.76M.
  • Trailing 12 Months Year-on-year growth — revenue -56.1%.
  • 5-Year Trend Long-term compounding — revenue CAGR 78.4%.

Growth & Price Performance

Compounded Sales Growth

5 Years:78.37%
1 Year:-56.10%

Stock Price Performance

1 Year:-36.74%
6 Months:-28.33%
3 Months:-2.34%
1 Month:+6.03%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI AI Drug Discovery
Core Focus

Phenomic-image foundation models for drug discovery; merged with Exscientia.

Key Initiatives
  • AI-driven drug discovery Recursion runs a 'lab-in-the-loop' platform combining automated biology experiments with machine learning to discover drugs at scale.
  • BioHive supercomputing Its NVIDIA-backed BioHive supercomputer trains models on vast proprietary biological datasets.
  • Pharma partnerships Collaborations with major pharma validate and fund the AI-discovery platform.
Why Investors Should Care
  • A leading 'AI for biology' platform with a large proprietary dataset and NVIDIA backing.
  • Pre-commercial and deeply loss-making — a long-duration optionality bet.
  • Pipeline progress and partnership milestones are the key catalysts.
  • High-risk: drug-discovery timelines are long and uncertain; needs ongoing funding.
AI InvestmentBioHive-2 supercomputer + R&D.
AI RevenuePartnership deal income (Roche, Sanofi); pipeline pre-clinical.
ROI (Now)Loss-making; cash runway multi-year.
ROI (Expected)Clinical readouts late-decade are gating.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 78.4% over 5 years.

CONS

  • Trading 50.8% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

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

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Valuation

Stock P/E
-2.88
Industry PE
25.41
Forward P/E
-3.80
PEG Ratio
-
Book Value
$1.93
Price to Book
1.63
P/S
25.18
EV/EBITDA
-2.17
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
78.37%
Profit 5Y
-
Revenue (YoY)
-56.10%
Earnings (YoY)
-

Profitability & Returns

ROCE
-48.86%
ROE
-57.16%
ROA
-27.66%
Profit Margin
0.00%
Op Margin
-
Gross Margin
0.00%
EPS (Latest Qtr)
$-0.22
EPS (TTM)
$-1.16

Balance Sheet & Liquidity

Debt/Equity
0.07
Quick Ratio
5.15
Current Ratio
5.47
Debt
$72.38M
Total Assets
$1.34B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
2.36%
Chg in Prom Hold
0.00%
FII / Inst Holding
68.78%
Chg in FII Hold
-0.01%

Financial Snapshot

Enterprise Value
$1.75B
Total Revenue (TTM)
$66.41M
EBITDA
$-501.23M
Free Cash Flow
$-177.80M
Operating Cash Flow
$-320.95M
Shares Outstanding
524.68M
Gross Margin
0.00%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Healthcare).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 RXRX Recursion Pharmaceuticals, Inc. R2KAI 3.34 -2.88 $1.75B 0.00% -48.86% -57.16% 78.37% -
2 LLY Eli Lilly and Company SPX 1,152.54 41.02 $1.03T 0.61% - 107.46% 7.20% 11.41%
3 JNJ Johnson & Johnson SPX 253.85 29.45 $611.07B 2.23% 14.88% 26.42% 2.43% 4.76%
4 ABBV AbbVie Inc. SPX 244.78 119.40 $432.48B 3.04% 10.47% -129.24% 1.75% -29.06%
5 UNH UnitedHealth Group Incorporated SPX 425.19 32.02 $386.13B 2.27% 9.74% 12.18% 10.40% 5.43%
6 MRK Merck & Co., Inc. SPX 120.78 34.02 $298.31B 2.86% - 18.94% 5.64% 10.01%
7 AZN AstraZeneca PLC NDX 164.50 24.81 $255.12B 1.77% 15.97% 23.48% 9.82% 45.96%
8 TMO Thermo Fisher Scientific Inc. SPX 534.07 29.33 $198.47B 0.40% 8.14% 13.52% 8.81% 12.95%
9 AMGN Amgen Inc. NDXSPX 355.25 24.69 $191.73B 2.84% 18.02% 101.32% 11.77% 5.58%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 60.00K186.00K1.02M2.56M2.55M2.53M5.33M7.67M13.16M12.13M11.02M10.53M13.79M14.42M26.08M14.74M19.22M5.17M6.47M
Operating Income -18.34M-18.22M-22.47M-30.48M-40.93M-46.40M-55.98M-66.19M-62.57M-69.86M-81.72M-99.55M-96.34M-100.54M-98.35M-191.37M-176.23M-172.20M-128.50M
Net Income -18.42M-18.94M-23.87M-30.72M-43.40M-47.43M-55.98M-65.56M-60.45M-65.33M-76.73M-93.02M-91.37M-97.54M-95.84M-202.49M-171.90M-162.25M-117.50M
Diluted EPS -0.85-0.88-1.09-1.33-0.31-0.28-0.33-0.38-0.35-0.34-0.38-0.43-0.39-0.40-0.34-0.50-0.41-0.36-0.22
R&D Expense 12.84M13.24M16.54M24.11M29.62M33.25M32.44M38.44M40.84M46.68M55.06M70.01M67.56M73.93M74.60M129.63M128.64M121.06M87.90M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 2.32M3.96M10.18M39.84M44.58M58.84M74.68M
Operating Income -62.44M-84.61M-182.78M-245.73M-350.06M-479.00M-648.13M
Net Income -61.88M-87.01M-186.48M-239.48M-328.07M-463.66M-644.76M
Diluted EPS -2.87-3.99-1.49-1.36-1.58-1.69-1.44
R&D Expense 45.81M63.32M135.27M155.70M241.23M314.42M475.27M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --298.58M610.35M701.29M653.70M1.45B1.47B
Total Equity -63.85M-124.27M-206.29M542.94M485.81M463.44M1.03B1.13B
Cash & Equivalents --262.13M285.12M549.91M391.56M594.35M743.29M
Long Term Debt ---723.00K----
Total Liabilities --56.56M67.41M215.48M190.26M413.82M343.26M
Current Liabilities --23.10M46.66M100.27M93.17M187.47M147.71M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -57.04M-45.40M-158.61M-83.52M-287.78M-359.17M-371.81M
Investing Cash Flow -3.91M-8.74M-271.74M193.25M-10.23M260.06M-16.87M
Financing Cash Flow 120.41M246.13M458.54M154.34M140.13M304.12M521.53M
Capital Expenditure -3.91M-5.83M-39.80M-37.06M-11.96M-13.70M-6.47M
Free Cash Flow -60.95M-51.23M-198.41M-120.58M-299.74M-372.87M-378.28M

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------
Operating Margin % -2,692.6%-2,135.7%-1,795.8%-616.7%-785.3%-814.1%-867.9%
Net Margin % -2,668.3%-2,196.0%-1,832.2%-601.0%-736.0%-788.0%-863.4%
ROE % 49.8%42.2%-34.3%-49.3%-70.8%-44.8%-57.0%
ROCE % --30.7%-32.4%-40.9%-62.5%-38.0%-48.9%

Shareholding Pattern

Insiders
2.36%
Institutions
68.78%
Public Float
70.44%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.23% 43.19M $175.79M
2 ARK Investment Management, LLC 7.66% 40.21M $163.67M
3 State Street Corporation 5.43% 28.49M $115.96M
4 BAILLIE GIFFORD & CO 4.51% 23.68M $96.36M
5 Vanguard Portfolio Management LLC 4.34% 22.76M $92.63M
6 Vanguard Capital Management LLC 4.24% 22.24M $90.53M
7 Softbank Group Corporation 2.60% 13.64M $55.50M
8 Geode Capital Management, LLC 2.34% 12.28M $49.96M
9 MIC Capital Management UK LLP 1.84% 9.64M $39.25M
10 Goldman Sachs Group Inc 1.16% 6.07M $24.69M

Analyst View

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Latest News

Recent headlines for RXRX

Google News ue, 14 Jul 2026

RXRX Stock Soars Pre-Market On Q4 Beat, Recursion CEO Says Company Has ‘Reached An Inflection Point’ - Stocktwits

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Google News ue, 14 Jul 2026

Why Recursion Pharmaceuticals (RXRX) Outpaced the Stock Market Today - Yahoo Finance

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Google News Fri, 10 Jul 2026

Recursion Pharmaceuticals Stock (RXRX) Opinions on Biotech AI Prospects - Quiver Quantitative

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Google News ue, 30 Jun 2026

Recursion Pharmaceuticals vs. Summit Therapeutics: Which Healthcare Stock Is a Better Buy in 2026? - The Motley Fool

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Google News ue, 16 Jun 2026

Recursion Pharmaceuticals (RXRX) Stock Could Be 67% Overvalued After Pipeline Updates - simplywall.st

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Google News Fri, 26 Jun 2026

RXRX Stock Gains Attention As ARK Investment Steps In - timothysykes.com

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RXRX — Frequently Asked Questions

What is the current share price of Recursion Pharmaceuticals, Inc. (RXRX)?

As of 2026-07-14 21:23 PDT, Recursion Pharmaceuticals, Inc. (RXRX) trades at $3.34 on NasdaqGS. Its 52-week range is $2.84 to $6.79.

What is the market capitalisation of RXRX?

Recursion Pharmaceuticals, Inc. (RXRX) has a market capitalisation of $1.75B on NasdaqGS.

What is the P/E ratio of RXRX?

RXRX trades at a trailing price-to-earnings (P/E) ratio of -2.88. The industry average P/E is 25.41. Its price-to-book (P/B) ratio is 1.63.

What is the return on equity (ROE) of RXRX?

RXRX has a return on equity (ROE) of -57.16%. Its return on capital employed (ROCE) is -48.86%.

Is RXRX a good stock to buy?

This page provides a data-driven analysis of Recursion Pharmaceuticals, Inc. (RXRX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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