Company Analysis

Monte Rosa Therapeutics, Inc. (GLUE)

Nasdaq: GLUE · Biological Products, (No Diagnostic Substances) · Boston, MA · filing with the SEC since 2020
Grade6.2
◀ Past 6.5● Present 6.2▶ Future 6.0
2 est.

The grade of Monte Rosa Therapeutics, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.2/10
◀ Past6.525% of the headline
● Present6.235% of the headline
▶ Future6.040% of the headline

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

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.5/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
8.0/10

Has it survived what it has been through?

No warning events in its filings since 2020.

weight 22% of this tense · 80th percentile among 159 sector filers · read for itself

From the record

Monte Rosa Therapeutics, Inc.'s filings since 2020 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
7.1/10

What has it actually done, year after year?

3 filed years; profitable in 0 of 3.

weight 45% of this tense · 71st percentile among 102 sector filers · read for its customers

From the record

Monte Rosa Therapeutics, Inc.'s 3 filed years say what it did: it rose in 1 of 1 years; it never fell from a peak; net income was positive in 0 of 3 of those years (its annual reports).

What it rests on

  • the share of years revenue rosetop 8% of its family
  • the share of filed years with a profitbottom 31% of its family
  • the deepest fall from a revenue peak0.0%top 9% of its family

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

Shareholder treatment

SI estimate
4.7/10

How has it treated the people who own it?

SI estimate 4.7/10, confidence 35 of 100 (one part).

weight 33% of this tense · 47th percentile among 146 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 bottom 47% of 146 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 146 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: Monte Rosa Therapeutics, Inc.'s shareholder treatment is put at 4.7 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 bottom 47% of 146 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?

6.2/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
6.0/10

Is it financially healthy right now?

ROE -17%: lost 17¢ per shareholder dollar. Leverage 48%: owes 48¢ per asset dollar.

weight 45% of this tense · 60th percentile among 147 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Monte Rosa Therapeutics, Inc. lost about 17 cents for every dollar of shareholders' money. Leverage: it owed about 48 cents per dollar of assets, and net share issuance: its share count grew 12.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 40% of its family
  • return on equitytop 20% of its family
  • the share count against the year beforetop 40% of its family

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

Industry position

as filed
7.2/10

How strong is its position in its industry?

top 28% of 102 in its family; net margin -31.2%.

weight 22% of this tense · 72nd percentile among 102 sector filers · read for its customers

From the record

Monte Rosa Therapeutics, Inc.'s standing among 102 graded names in its industry family: revenue of $124 million in fiscal 2025 ranks in the top 25% by size; a net margin of -31.2% ranks in the top 30% (its annual reports).

What it rests on

  • revenue against the family$124Mtop 25% of its family
  • net margin-31.2%top 30% of its family

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

Leadership

as filed
5.7/10

What are the people in charge doing?

top 43% of 110 in its family for leadership; chief executive since 2021.

weight 33% of this tense · 57th percentile among 110 sector filers · read for its shareholders

From the record

Monte Rosa Therapeutics, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Warmuth, Markus (President & CEO, as filed), filing under that title since 2021-06-23, 5.4 years (top 41% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 5 years (bottom 36%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 25%; 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 charge4 in three years among 14 peopletop 25% of its family
  • the median years the people in charge have filed5.0 yearsbottom 36% of its family
  • the chief executive's years on the record5.4 yearstop 41% 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?

6.0/1040% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
5.6/10

How much room does it have to grow?

top 44% of 92 in its family for room to expand.

weight 33% of this tense · 56th percentile among 92 sector filers · read for itself

From the record

Monte Rosa Therapeutics, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $135 million against no long-term debt tagged leaves 30.1% of its assets as net cash, top 47% of its family; cash from operations less capital spending is -22.2% of revenue (top 27%); research spending of 114.4% of revenue (bottom 41%) (its annual report).

What it rests on

  • cash less debt against assets30.1%top 47% of its family
  • cash from operations less capital spending against revenue-22.2%top 27% of its family
  • research spending against revenue114.4%bottom 41% of its family

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

Growth drivers

as filed
6.8/10

What could actually drive growth from here?

top 32% of 100 in its family for growth drivers.

weight 45% of this tense · 68th percentile among 100 sector filers · read for its customers

From the record

Monte Rosa Therapeutics, Inc.'s growth drivers, from the filed years to fiscal 2025: the newest year grew 63.6% (top 28%); research spending grew 18.5% a year (top 19%); capital spending grew -28.6% a year (top 48%) (its annual reports). Monte Rosa Therapeutics, 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

  • the newest year's revenue growth63.6%top 28% of its family
  • three-year growth of research spending18.5%top 19% of its family
  • three-year growth of capital spending-28.6%top 48% of its family

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

Expectations vs reality

SI estimate
5.1/10

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

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 73 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 73 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 73 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Monte Rosa Therapeutics, Inc.'s expectations vs reality is put at 5.1 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 73 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

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 GLUE · research, not advice