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CGON Stock Analysis - CG Oncology, Inc. AI Rating

CGON Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001991792
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
92% Confidence

📊 CGON Key Takeaways

Revenue: $4.0M
Net Margin: -3,985.0%
Free Cash Flow: $-132.5M
Current Ratio: 24.63x
Debt/Equity: 0.00x
EPS: $-2.08
AI Rating: SELL with 92% confidence

Investment Thesis

CG Oncology is a pre-revenue biotech company with severe cash burn (-$132.3M operating cash flow) against minimal revenue ($4.0M), indicating extended path to profitability. Critically low liquidity relative to burn rate (32.5M cash against -$132.5M free cash flow) suggests potential funding challenges within 3-4 quarters without capital raises.

CGON Strengths

  • + Strong balance sheet with $752.6M stockholders' equity and zero net debt
  • + Exceptional liquidity ratios (24.63x current ratio) providing short-term solvency
  • + Rapid revenue growth (+254.7% YoY) indicating commercial traction in early stage
  • + Substantial asset base ($791.6M) providing resources for development

CGON Risks

  • ! Unsustainable cash burn rate of -$132.3M annually against only $32.5M cash on hand
  • ! Extreme negative profitability metrics (-4722% operating margin, -3985% net margin) with no path to breakeven visible
  • ! Net income loss of -$161.0M in latest period indicates massive R&D and operational expenses
  • ! Minimal revenue base ($4.0M) insufficient to offset operating expenses, requiring continued dilutive financing

Key Metrics to Watch

CGON Financial Metrics

Revenue
$4.0M
Net Income
$-161.0M
EPS (Diluted)
$-2.08
Free Cash Flow
$-132.5M
Total Assets
$791.6M
Cash Position
$32.5M

💡 AI Analyst Insight

Strong liquidity with a 24.63x current ratio provides a solid financial cushion.

CGON Profitability Ratios

Gross Margin N/A
Operating Margin -4,722.1%
Net Margin -3,985.0%
ROE -21.4%
ROA -20.3%
FCF Margin -3,279.2%

CGON vs Healthcare Sector

How CG Oncology, Inc. compares to Healthcare sector averages

Net Margin
CGON -3,985.0%
vs
Sector Avg 12.0%
CGON Sector
ROE
CGON -21.4%
vs
Sector Avg 15.0%
CGON Sector
Current Ratio
CGON 24.6x
vs
Sector Avg 2.0x
CGON Sector
Debt/Equity
CGON 0.0x
vs
Sector Avg 0.6x
CGON Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CGON Balance Sheet & Liquidity

Current Ratio
24.63x
Quick Ratio
24.58x
Debt/Equity
0.00x
Debt/Assets
4.9%
Interest Coverage
N/A
Long-term Debt
$3.0M

CGON 5-Year Financial Trend

CGON 5-year financial data: Year 2024: Revenue $1.1M, Net Income -$48.6M, EPS $-15.65. Year 2025: Revenue $4.0M, Net Income -$48.6M, EPS $-15.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CG Oncology, Inc.'s revenue has grown significantly by 255% over the 5-year period, indicating strong business expansion. The most recent EPS of $-15.65 indicates the company is currently unprofitable.

CGON Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-3,279.2%
Free cash flow / Revenue

CGON Quarterly Performance

Quarterly financial performance data for CG Oncology, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $43.0K -$16.9M $-0.30
Q2 2025 N/A -$16.9M $-0.28
Q1 2025 $52.0K -$16.9M $-0.36
Q3 2024 $9.0K -$8.7M $-0.30
Q2 2024 N/A -$8.7M $-0.28
Q1 2024 $194.0K -$8.7M $-0.36

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CGON Capital Allocation

Operating Cash Flow
-$132.3M
Cash generated from operations
Capital Expenditures
$134.0K
Investment in assets
Dividends
None
No dividend program

CGON SEC Filings

Access official SEC EDGAR filings for CG Oncology, Inc. (CIK: 0001991792)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/form4-03132026_080321.xml View →
Mar 6, 2026 4 xslF345X05/form4-03062026_100310.xml View →
Feb 27, 2026 10-K ck0001991792-20251231.htm View →
Feb 27, 2026 8-K ck0001991792-20260227.htm View →

Frequently Asked Questions about CGON

What is the AI rating for CGON?

CG Oncology, Inc. (CGON) has an AI rating of SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CGON's key strengths?

Strong balance sheet with $752.6M stockholders' equity and zero net debt. Exceptional liquidity ratios (24.63x current ratio) providing short-term solvency.

What are the risks of investing in CGON?

Unsustainable cash burn rate of -$132.3M annually against only $32.5M cash on hand. Extreme negative profitability metrics (-4722% operating margin, -3985% net margin) with no path to breakeven visible.

What is CGON's revenue and growth?

CG Oncology, Inc. reported revenue of $4.0M.

Does CGON pay dividends?

CG Oncology, Inc. does not currently pay dividends.

Where can I find CGON SEC filings?

Official SEC filings for CG Oncology, Inc. (CIK: 0001991792) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CGON's EPS?

CG Oncology, Inc. has a diluted EPS of $-2.08.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI