Company Analysis

Arvinas, Inc. (ARVN)

Nasdaq: ARVN · Pharmaceutical Preparations · New Haven, CT · filing with the SEC since 2015
Grade5.7
◀ Past 6.6● Present 6.0▶ Future 4.5
1 est.

The grade of Arvinas, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past6.630% of the headline
● Present6.040% of the headline
▶ Future4.530% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.6/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
8.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 82nd percentile among 497 sector filers · read for itself

From the record

Arvinas, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.4/10

What has it actually done, year after year?

+55.8% a year over 9 filed years; profitable in 0 of 9.

weight 45% of this tense · 54th percentile among 323 sector filers · read for its customers

From the record

Arvinas, Inc.'s 9 filed years say what it did: revenue went from $8 million in fiscal 2017 to $263 million in fiscal 2025, up 55.8% a year; it rose in 5 of 8 years; the deepest fall was 40% from fiscal 2022 to fiscal 2023; net income was positive in 0 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span55.8%top 21% of its family
  • the share of years revenue rosetop 48% of its family
  • the share of filed years with a profitbottom 27% of its family
  • the deepest fall from a revenue peak40.3%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
6.4/10

How has it treated the people who own it?

SI estimate 6.4/10, confidence 35 of 100 (one part).

weight 22% of this tense · 64th percentile among 464 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the top 36% of 464 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 464 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Arvinas, Inc.'s shareholder treatment is put at 6.4 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the top 36% of 464 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

6.0/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
7.1/10

Is it financially healthy right now?

ROE -19%: lost 19¢ per shareholder dollar. Leverage 40%: owes 40¢ per asset dollar.

weight 45% of this tense · 71st percentile among 473 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Arvinas, Inc. lost about 19 cents for every dollar of shareholders' money. Leverage: it owed about 40 cents per dollar of assets, and net share issuance: its share count shrank 1.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 43% of its family
  • return on equitytop 26% of its family
  • the share count against the year beforetop 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.8/10

How strong is its position in its industry?

top 32% of 315 in its family; net margin -30.8%.

weight 33% of this tense · 68th percentile among 315 sector filers · read for its customers

From the record

Arvinas, Inc.'s standing among 315 graded names in its industry family: revenue of $263 million in fiscal 2025 ranks in the top 26% by size; a net margin of -30.8% ranks in the top 36%; revenue growth of 26% a year over the last 3 filed years ranks in the top 33% (its annual reports).

What it rests on

  • revenue against the family$263Mtop 26% of its family
  • net margin-30.8%top 36% of its family
  • three-year revenue growth26.0%top 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
2.4/10

What are the people in charge doing?

bottom 24% of 315 in its family for leadership; chief executive since 2026.

weight 22% of this tense · 24th percentile among 315 sector filers · read for its shareholders

From the record

Arvinas, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Teel, Randy (President and CEO, as filed), filing under that title since 2026-02-18, 9 months (bottom 12% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.2 years (bottom 38%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 23%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 12 peoplebottom 23% of its family
  • the median years the people in charge have filed5.2 yearsbottom 38% of its family
  • the chief executive's years on the record8 monthsbottom 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.5/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.6/10

How much room does it have to grow?

bottom 46% of 273 in its family for room to expand.

weight 45% of this tense · 46th percentile among 273 sector filers · read for itself

From the record

Arvinas, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $143 million against debt of $400 thousand leaves 19.8% of its assets as net cash, bottom 39% of its family; cash from operations less capital spending is -105% of revenue (bottom 48%); research spending of 108.6% of revenue (top 50%) (its annual report).

What it rests on

  • cash less debt against assets19.8%bottom 39% of its family
  • cash from operations less capital spending against revenue-105.0%bottom 48% of its family
  • research spending against revenue108.6%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.3/10

What could actually drive growth from here?

bottom 33% of 306 in its family for growth drivers.

weight 33% of this tense · 33rd percentile among 306 sector filers · read for its customers

From the record

Arvinas, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 26% a year over the last three filed years against 55.8% over all 9, slowing (bottom 21% of its family); the newest year grew -0.3% (bottom 37%); research spending grew -3.3% a year (bottom 41%); capital spending grew -34.6% a year (bottom 34%) (its annual reports). Arvinas, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-29.8 points a yearbottom 21% of its family
  • the newest year's revenue growth-0.3%bottom 37% of its family
  • three-year growth of research spending-3.3%bottom 41% of its family
  • three-year growth of capital spending-34.6%bottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.9/10

Did its newest year beat what its own record pointed to?

top 41% of 233 in its family for expectations against reality.

weight 22% of this tense · 59th percentile among 233 sector filers · read for its shareholders

From the record

Arvinas, Inc.'s newest year against its own record: revenue of $263 million in fiscal 2025 came in 29.6% below the $373 million its prior three years' pace pointed to (bottom 26% of its family); net income of $81 million against a prior three-year average of $283 million (top 23%); a net margin of -30.8% against losses larger than its revenue before (top 25%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-29.6%bottom 26% of its family
  • net income against the prior three years' average+71%top 23% of its family
  • net margin against its prior averageup more than 100 pointstop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton ARVN · research, not advice