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What this page is: Delvantic's full research page for Scholar Rock Holding Corporation (SRRK) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysisthe core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

Scholar Rock Holding Corporation

SRRK NASDAQ GICS Category PDF
Healthcare · Biotechnology
Cambridge, MA 02142, United States scholarrock.com Updated Aug 8, 11:28pm
Price
$52.92
Market Cap
$6.3B
Employees
289
Beta
Avg Volume
1,365,243
CEO
Mr. David L. Hallal

Scholar Rock Holding Corporation is a late-stage biopharmaceutical company focused on discovering, developing, and delivering innovative medicines for serious diseases where protein growth factor signaling plays a central role. It employs a proprietary platform targeting the transforming growth factor beta (TGFβ) superfamily to create monoclonal antibodies that selectively inhibit precursor activation of these growth factors. Key product candidates include apitegromab, a selective anti-latent myostatin antibody in Phase 3 for spinal muscular atrophy in patients aged two years and older, with additional Phase 2 programs in spinal muscular atrophy for younger patients and facioscapulohumeral muscular dystrophy, plus preclinical efforts in other neuromuscular diseases. The pipeline also features SRK-181 in Phase 1 for immuno-oncology in cancers resistant to checkpoint inhibitors, SRK-373 in preclinical for fibrotic diseases, and SRK-256 in preclinical for iron-restricted anemia. Scholar Rock Holding Corporation operates in the biotechnology sector, addressing neuromuscular disorders, obesity, cancer, fibrosis, and hematology through this novel approach. Founded in 2012 and headquartered in Cambridge, Massachusetts, it manages its activities as a single operating segment dedicated to advancing these investigational therapies.

Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 8
No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Aug 6, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
+36.7%
Oct '25
-7.1%
Nov '25
+0.0%
Mar '26
-6.4%
May '26
+0.0%
Aug '26
Print date EPS est. EPS actual Revenue est. Revenue actual
Aug 6, 2026 $-0.84 $-0.84 +0.0%
May 7, 2026 $-0.78 $-0.83 -6.4%
Mar 3, 2026 $-0.88 $-0.88 +0.0%
Nov 14, 2025 $-0.84 $-0.90 -7.1%
Oct 23, 2025 $-0.30 $-0.19 +36.7%

Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.

Recent SEC Filings
Last updated: Aug 8, 2026 11:28pm (4h ago)
Filed Form Document
Aug 6, 2026 8-K View
Aug 6, 2026 424B5 View
Aug 6, 2026 10-Q View
Aug 6, 2026 8-K View
Jul 6, 2026 4 View
Jul 6, 2026 4 View
Jul 6, 2026 4 View
Jul 6, 2026 4 View
Jul 6, 2026 4 View
Jul 6, 2026 144 View
Jul 1, 2026 144 View
Jul 1, 2026 144 View

Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.

Price Overview
Last updated: Aug 9, 2026 3:42am (just now)
Current data · timestamped when a report runs
$52.92
Change · Aug 9
+0.28 (+0.53%)
Day Range
$50.77 – $53.68
52-Week Range
$27.07 – $58.49
50-Day MA
$50.00
200-Day MA
$45.17
Volume
958,100.00
Share Structure
Outstanding 121,600,396.00
Float 100,079,395.00
Free Float 82.3%
High free float — 82.3% of shares trade freely, ~17.7% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Aug 9, 2026 12:02am (3h ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Aug 8, 2026 11:28pm (4h ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
-16.09
Stock Price: $52.92
EPS (Diluted): -3.29
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
24.73
Stock Price: $52.92
Total Equity: $245.49M
Shares: 114,701,154
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
-17.00
Market Cap: $6.34B
Total Debt: $99.71M
Cash: $323.53M
EBITDA: -$382.99M
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$6.5B
Market Cap: $6.34B
Total Debt: $99.71M
Cash: $323.53M
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
Gross Profit: N/A
Revenue: $0.00
Missing from API: Gross Profit
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
Operating Income: -$384.65M
Revenue: $0.00
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
Net Income: -$377.94M
Revenue: $0.00
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
-154.0%
Net Income: -$377.94M
Total Equity: $245.49M
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
-1,402.3%
Operating Income: -$384.65M
Tax Rate: N/A
Equity: $245.49M
Total Debt: $99.71M
Cash: $323.53M
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
6.95
Current Assets: $385.15M
Current Liabilities: $55.42M
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
0.41
Short-Term Debt: $0.00
Long-Term Debt: $99.71M
Total Debt: $99.71M
Total Equity: $245.49M
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
Revenue: $0.00
Shares: 114,701,154
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
$2.14
Total Equity: $245.49M
Shares: 114,701,154
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$-2.62
Operating CF: -$300.04M
CapEx: -$602,000
Shares: 114,701,154
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
Last Dividend: $0.00
Stock Price: $52.92
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: -$377.94M
Dividends paid not available in cash flow statement
Income Statement (Annual)
Last updated: Aug 8, 2026 11:28pm (4h ago)
Metric 2021 2022 2023 2024 2025
Revenue $18.8M $33.2M $0
Cost of Revenue
Gross Profit
Operating Expenses $148.7M $167.6M $171.3M $252.1M $384.6M
Operating Income -$129.9M -$134.4M -$171.3M -$252.1M -$384.6M
Net Income -$131.8M -$134.5M -$165.8M -$246.3M -$377.9M
EBITDA -$127.3M -$131.4M -$168.5M -$250.1M -$383.0M
EPS $-3.59 $-1.13 $-1.99 $-2.47 $-3.29
EPS (Diluted) $-3.59 $-1.13 $-1.99 $-2.47 $-3.29
Balance Sheet (Annual)
Last updated: Aug 8, 2026 11:28pm (4h ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $212.8M $103.3M $101.9M $177.9M $323.5M
Total Current Assets $265.3M $328.0M $288.2M $451.2M $385.1M
Total Assets $304.4M $358.2M $311.0M $474.9M $404.3M
Current Liabilities $64.3M $36.4M $32.7M $46.9M $55.4M
Long-Term Debt $48.4M $49.7M $48.7M $50.1M $99.7M
Total Liabilities $132.4M $97.9M $85.8M $106.3M $158.8M
Total Equity $172.1M $260.2M $225.2M $368.6M $245.5M
Retained Earnings -$376.1M -$510.6M -$676.4M -$922.7M -$1.3B
Cash Flow (Annual)
Last updated: Aug 8, 2026 11:28pm (4h ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow -$126.8M -$132.7M -$145.2M -$200.9M -$300.0M
Capital Expenditure -$5.2M -$1.1M $-71,000 $-98,000 $-602,000
Free Cash Flow -$132.0M -$133.8M -$145.3M -$201.0M -$300.6M
Acquisitions (net)
Net Debt Issued / (Repaid) $-852,000
Dividends Paid
Stock Buybacks
Net Change in Cash $52.5M -$109.6M -$1.5M $76.0M
Growth Trends (YoY %)
Last updated: Aug 8, 2026 11:28pm (4h ago)
Metric 2022 2023 2024 2025
Revenue Growth +76.4%
Gross Profit Growth
Operating Income Growth -3.4% -27.5% -47.1% -52.6%
Net Income Growth -2.1% -23.3% -48.6% -53.5%
EBITDA Growth -3.2% -28.2% -48.5% -53.1%
Insider Trading (Recent)
Last updated: Aug 8, 2026 11:28pm (4h ago)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-07-01 FLIER JEFFREY S. S-Sale 1,568.00 $53.53 $83,939
2026-07-01 FLIER JEFFREY S. S-Sale 1,470.00 $54.24 $79,728
2026-07-01 FLIER JEFFREY S. S-Sale 15.00 $54.88 $823
2026-07-01 Gilman Michael S-Sale 1,346.00 $53.54 $72,070
2026-07-01 Gilman Michael S-Sale 1,155.00 $54.23 $62,631
2026-07-01 Gilman Michael S-Sale 43.00 $54.81 $2,357
2026-07-01 Burow Kristina S-Sale 2,105.00 $53.49 $112,605
2026-07-01 Burow Kristina S-Sale 948.00 $54.28 $51,459
2026-07-01 Reed Joshua S-Sale 2,105.00 $53.50 $112,609
2026-07-01 Reed Joshua S-Sale 948.00 $54.28 $51,459
2026-07-01 Peng Katie S-Sale 2,988.00 $53.56 $160,037
2026-07-01 Peng Katie S-Sale 2,437.00 $54.25 $132,214
2026-07-01 Peng Katie S-Sale 21.00 $54.96 $1,154
2026-06-04 FLIER JEFFREY S. A-Award 6,839.00 $0.00 $0
2026-06-04 FLIER JEFFREY S. A-Award 4,310.00 $0.00 $0
2026-06-04 Reed Joshua A-Award 6,839.00 $0.00 $0
2026-06-04 Reed Joshua A-Award 4,310.00 $0.00 $0
2026-06-04 Brudnick Richard A-Award 6,839.00 $0.00 $0
2026-06-04 Brudnick Richard A-Award 4,310.00 $0.00 $0
2026-06-04 Burow Kristina A-Award 6,839.00 $0.00 $0
Industry Benchmarks
Compares SRRK against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for SRRK — it's generated by the pipeline (market-narrative step).
Claude Reading
Claude Opus reviews the pipeline's raw data + every prior verdict, then writes an independent take.
No AI findings yet for SRRK — they're generated by the pipeline (ai-findings step) when a report is run on this ticker.
GPT Reading
GPT reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No GPT reading yet for SRRK — it's generated by the pipeline (gpt-critique step) after the other Big-3 seats, when a report is run on this ticker.
Grok Reading
Grok (xAI) reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No Grok reading yet for SRRK — it's generated by the pipeline (grok-critique step) alongside the other Big-3 seats, when a report is run on this ticker.
Advanced Analysis Forensic deep-dive · three lenses
A separate, manually-run forensic pipeline (dilution, earnings quality, liquidity → two scored lenses → the play). Hasn't been run for this ticker yet.
Character & Durability Scorecard
Ten long-horizon business-character traits the Quality / Value / Sentiment lenses don’t break out, scored 1–10.
No scorecard yet for SRRK — the ten traits are scored by the pipeline (ext-scorecard step) when a report is run on this ticker.
Community AI Feedback
No community reviews yet for SRRK. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.515 · 9f7cac68 · 2026-08-08 13:09:58