COMP <GO>
MANE vs COGT // EV/EBITDA & P/E VALUATION
Veradermics Incorporated (NYSE) VS. Cogent Biosciences Inc. (NASDAQ) • 15-METRIC TALLY: MANE 8
— COGT 3
■ METRIC PARITY
LAST: $133.61 (+3.15%) • MKT CAP: $5.41B
valuation
—
LAST: $31.06 (+4.47%) • MKT CAP: $5.16B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MANE VS. COGT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MANE | COGT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -11.90% | -35.00% | +23.10 | MANE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -1.19% | -4.80% | +3.61 | MANE | /fcf-yield <GO> |
| Operating Margin | -4.30% | -21.50% | +17.20 | MANE | /operating-margins <GO> |
| Net Profit Margin | -4.20% | -21.20% | +17.00 | MANE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 22.00% | -17.60 | COGT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 10.84 | +15.16 | MANE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | COGT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.9 | 40.2 | +9.70 | MANE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.05 | +0.02 | MANE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.0x | 22.0x | +2.00 | COGT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.41B | $5.16B | $252.9M | MANE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MANE REV | COGT REV | MANE GROSS % | COGT GROSS % | MANE FCF | COGT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $202.6M | $933.4M | — | — | -$71.6M | -$266.0M |
| FY 2024 | $75.0M | $772.6M | — | — | -$23.7M | -$208.4M |
| FY 2023 | — | $582.8M | — | — | — | -$153.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MANE // BETA 1.07
COGT // BETA 1.05