ERAS (Erasca) Moat Score: 5/10 (As of Jun. 27, 2026)


ERAS Erasca Inc ERAS
22 GF Score
Price $15.94
! 3 Warning Signs
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What is Erasca Moat Score?

Erasca ERAS +7.09% 22 Moat Score is 5 as of Jun. 27, 2026. GuruFocus rates ERAS with a GF Score™ of 22/100. The stock has 3 warning signs investors should review. Among 1,404 Biotechnology companies, Erasca ranks better than 96.72% on this metric.

Erasca has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Erasca has Narrow Moat: Erasca Inc has a solid narrow moat with valuable intellectual property and strong R&D capabilities in the biotech sector. However, it lacks significant market share and customer loyalty, and faces high competition, limiting its moat to narrow.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Erasca might have Narrow Moat - Solid narrow moat.

Erasca  (NAS:ERAS) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Erasca Moat Score Related Terms

ERAS vs NAMS, CPRX, VKTX: Moat Score Comparison

For the Biotechnology subindustry, Erasca's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Erasca Moat Score vs Biotechnology Industry

For the Biotechnology industry and Healthcare sector, Erasca's Moat Score distribution charts can be found below:

* The bar in red indicates where Erasca's Moat Score falls into.


ERAS
22GF Score
Erasca Inc ERAS
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Erasca (ERAS) has a Moat Score of 5 as of Jun. 27, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Erasca ranks #46 out of 1404 companies in the Biotechnology industry, placing it in the top 3.3%.
Is Erasca's Moat Score too high?
Erasca's current Moat Score is 5. The Biotechnology industry median Moat Score is 2.00. Erasca's value of 5 is 150% above this industry median. Based on the distribution chart, Erasca ranks #46 out of 1404 companies in the Biotechnology industry, which is in the top quartile — a strong position relative to peers. Overall, Erasca has a GF Score™ of 22/100, reflecting its overall financial health beyond just this single metric.
How does Erasca's Moat Score compare to NAMS and CPRX?
According to the Biotechnology industry distribution chart, Erasca ranks #46 out of 1404 companies for Moat Score. This places Erasca in the top 3% of its industry — outperforming the majority of peers. The industry median Moat Score is 2.00. Erasca's value of 5 is 150% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Biotechnology company?
The median Moat Score among Biotechnology companies is 2.00, based on 1,404 companies in the industry. Companies in the top quartile (top 25%) have a Moat Score significantly above this median, while those in the bottom quartile fall well below. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Erasca's current Moat Score of 5 is 150% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. For the Biotechnology industry, the median Moat Score is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Erasca's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Erasca stock overvalued right now?
Erasca (ERAS) has a current Moat Score of 5. The current Moat Score is 5 and 150% above the Biotechnology industry median of 2.00. Erasca's overall GF Score™ is 22/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Erasca (ERAS), the current Moat Score is 5 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Erasca Business Description

Address 3115 Merryfield Row, Suite 300, San Diego, CA, USA, 92121
Erasca Inc is a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. Its focused RAS/MAPK pathway pipeline comprises modality-agnostic programs aligned with three therapeutic strategies of: targeting key upstream and downstream signaling nodes in the RAS/MAPK pathway; targeting RAS directly; and targeting escape routes that emerge in response to treatment. Its pipeline includes two clinical-stage programs (ERAS-0015, a pan-RAS molecular glue; and ERAS-4001, a pan-KRAS inhibitor), and ERAS-12, a discovery-stage program.
22GF Score

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