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Recursion Pharmaceuticals, Inc.. (RXRX) Stock Fundamental Analysis & AI Rating 2026

RXRX Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001601830
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 RXRX Key Takeaways

Revenue: $74.7M
Net Margin: -863.4%
Free Cash Flow: $-378.3M
Current Ratio: 5.50x
Debt/Equity: 0.01x
EPS: $-1.44
AI Rating: SELL with 75% confidence
Recursion Pharmaceuticals, Inc.. (RXRX) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $74.7M, net profit margin of -863.4%, and return on equity (ROE) of -57.0%, Recursion Pharmaceuticals, Inc.. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete RXRX stock analysis for 2026.

Is Recursion Pharmaceuticals, Inc.. (RXRX) a Good Investment?

Claude

Recursion is deeply unprofitable with operating losses of $648.1M against $74.7M revenue, indicating a fundamentally unsustainable business model. While the company maintains a strong balance sheet with $743.3M cash and minimal debt, it burns $378.3M annually in free cash flow with no clear path to profitability, constraining the 2-year cash runway.

Why Buy Recursion Pharmaceuticals, Inc.. Stock? RXRX Key Strengths

Claude
  • + Strong balance sheet with $743.3M cash equivalents and minimal debt ($9.6M long-term debt)
  • + Excellent liquidity position with 5.50x current ratio and 0.01x debt-to-equity ratio
  • + Revenue growth of 26.9% YoY demonstrating commercial traction
  • + Low capital expenditure requirements ($6.5M) relative to asset base

RXRX Stock Risks: Recursion Pharmaceuticals, Inc.. Investment Risks

Claude
  • ! Massive operating losses of -$648.1M with -867.9% operating margin indicating unsustainable cost structure
  • ! Negative free cash flow of -$378.3M annually with cash burn rate exceeding revenue by 5x
  • ! Net losses worsening 39.1% YoY despite revenue growth indicating deteriorating unit economics
  • ! Approximate 2-year cash runway at current burn rate necessitating significant cost reduction or additional capital
  • ! No identified path to profitability or inflection point in near-term financial projections
  • ! Dependency on continued capital markets access to sustain operations

Key Metrics to Watch

Claude
  • * Monthly operating cash flow burn rate and quarterly trends in cash position
  • * Operating expense ratio relative to revenue growth to assess path to unit profitability
  • * Gross margin expansion and operating leverage improvement
  • * Capital raise activity and timing of additional financing rounds

Recursion Pharmaceuticals, Inc.. (RXRX) Financial Metrics & Key Ratios

Revenue
$74.7M
Net Income
$-644.8M
EPS (Diluted)
$-1.44
Free Cash Flow
$-378.3M
Total Assets
$1.5B
Cash Position
$743.3M

💡 AI Analyst Insight

Strong liquidity with a 5.50x current ratio provides a solid financial cushion.

RXRX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -867.9%
Net Margin -863.4%
ROE -57.0%
ROA -43.7%
FCF Margin -506.5%

RXRX vs Healthcare Sector: How Recursion Pharmaceuticals, Inc.. Compares

How Recursion Pharmaceuticals, Inc.. compares to Healthcare sector averages

Net Margin
RXRX -863.4%
vs
Sector Avg 12.0%
RXRX Sector
ROE
RXRX -57.0%
vs
Sector Avg 15.0%
RXRX Sector
Current Ratio
RXRX 5.5x
vs
Sector Avg 2.0x
RXRX Sector
Debt/Equity
RXRX 0.0x
vs
Sector Avg 0.6x
RXRX Sector

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

Is Recursion Pharmaceuticals, Inc.. Stock Overvalued? RXRX Valuation Analysis 2026

Based on fundamental analysis, Recursion Pharmaceuticals, Inc.. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-57.0%
Sector avg: 15%
Net Profit Margin
-863.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Recursion Pharmaceuticals, Inc.. Balance Sheet: RXRX Debt, Cash & Liquidity

Current Ratio
5.50x
Quick Ratio
5.50x
Debt/Equity
0.01x
Debt/Assets
23.3%
Interest Coverage
-32,406.60x
Long-term Debt
$9.6M

RXRX Revenue & Earnings Growth: 5-Year Financial Trend

RXRX 5-year financial data: Year 2021: Revenue $10.2M, Net Income -$61.9M, EPS $-2.87. Year 2022: Revenue $39.8M, Net Income -$87.0M, EPS $-3.99. Year 2023: Revenue $44.6M, Net Income -$186.5M, EPS $-1.49. Year 2024: Revenue $58.8M, Net Income -$239.5M, EPS $-1.36. Year 2025: Revenue $74.7M, Net Income -$328.1M, EPS $-1.58.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Recursion Pharmaceuticals, Inc..'s revenue has grown significantly by 634% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.58 indicates the company is currently unprofitable.

RXRX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-506.5%
Free cash flow / Revenue

RXRX Quarterly Earnings & Performance

Quarterly financial performance data for Recursion Pharmaceuticals, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $5.2M -$95.8M $-0.34
Q2 2025 $14.4M -$97.5M $-0.40
Q1 2025 $13.8M -$91.4M $-0.39
Q3 2024 $10.5M -$93.0M $-0.34
Q2 2024 $11.0M -$76.7M $-0.38
Q1 2024 $12.1M -$65.3M $-0.34
Q3 2023 $10.5M -$60.4M $-0.35
Q2 2023 $7.7M -$65.6M $-0.38

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

Recursion Pharmaceuticals, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$371.8M
Cash generated from operations
Capital Expenditures
$6.5M
Investment in assets
Dividends
None
No dividend program

RXRX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Recursion Pharmaceuticals, Inc.. (CIK: 0001601830)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/wk-form4_1775681908.xml View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775681902.xml View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775681895.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775163383.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775163374.xml View →

Frequently Asked Questions about RXRX

What is the AI rating for RXRX?

Recursion Pharmaceuticals, Inc.. (RXRX) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RXRX's key strengths?

Claude: Strong balance sheet with $743.3M cash equivalents and minimal debt ($9.6M long-term debt). Excellent liquidity position with 5.50x current ratio and 0.01x debt-to-equity ratio.

What are the risks of investing in RXRX?

Claude: Massive operating losses of -$648.1M with -867.9% operating margin indicating unsustainable cost structure. Negative free cash flow of -$378.3M annually with cash burn rate exceeding revenue by 5x.

What is RXRX's revenue and growth?

Recursion Pharmaceuticals, Inc.. reported revenue of $74.7M.

Does RXRX pay dividends?

Recursion Pharmaceuticals, Inc.. does not currently pay dividends.

Where can I find RXRX SEC filings?

Official SEC filings for Recursion Pharmaceuticals, Inc.. (CIK: 0001601830) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RXRX's EPS?

Recursion Pharmaceuticals, Inc.. has a diluted EPS of $-1.44.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RXRX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Recursion Pharmaceuticals, Inc.. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RXRX stock overvalued or undervalued?

Valuation metrics for RXRX: ROE of -57.0% (sector avg: 15%), net margin of -863.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy RXRX stock in 2026?

Our dual AI analysis gives Recursion Pharmaceuticals, Inc.. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RXRX's free cash flow?

Recursion Pharmaceuticals, Inc..'s operating cash flow is $-371.8M, with capital expenditures of $6.5M. FCF margin is -506.5%.

How does RXRX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -863.4% (avg: 12%), ROE -57.0% (avg: 15%), current ratio 5.50 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI