Verrica Pharmaceuticals (VRCA) Stock Insights
$61.24M
Market Cap
-1.99
P/E
2.49
Forward P/E
—
Score
VRCA price $3.56 +0.10 +2.74%
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 12000000 | 9032000 | 5124000 | 7566000 | 35577000 |
Verrica Pharmaceuticals Inc., a dermatology therapeutics company, engages in the development and commercialization of medications for the treatment of dermatologic diseases in the United States. The company offers YCANTH (VP-102) a drug-device combination that contains a GMP-controlled formulation of cantharidin for the treatment of molluscum in adult and pediatric patients, as well as for the treatment of common…
VRCA fair value $31.64. Price $3.56. Price is 89% below fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 10.07M. Growth 0.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.6). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 17.18M. Net debt -28.52M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-13 | — | -0.45 | — | 6.20M |
| 2026-08-06 | -0.62 | -0.39 | 5.86M | 5.73M |
| 2026-05-12 | -0.41 | -0.59 | 5.02M | 4.51M |
| 2026-03-11 | -0.51 | -0.43 | 5.09M | 4.52M |
| 2025-11-14 | -0.03 | -1.14 | 14.34M | 9.75M |
| 2025-08-12 | 0.02 | -0.70 | 12.70M | 4.27M |
| 2025-05-13 | -1.00 | -1.23 | 3.44M | 2.54M |
| 2025-03-11 | -2.40 | -0.32 | 344.00K | 1.04M |
| 2024-11-04 | -4.90 | -3.70 | -1.78M | 5.26M |
| 2024-08-14 | -3.70 | -0.43 | 5.18M | 4.58M |
| 2024-05-13 | -3.80 | -4.47 | 3.83M | 2.81M |
| 2024-02-29 | -4.80 | -4.70 | 1.99M | 975.25K |
| 2023-11-09 | -3.20 | -0.36 | 2.92M | 454.07K |
| 2023-08-09 | -2.10 | -2.10 | 182.00K | 57.60K |
| 2023-05-09 | -0.15 | -0.19 | 37.00K | 322.00K |
| 2023-03-06 | -0.14 | -0.20 | 68.00K | 312.50K |
| 2022-11-07 | 0.03 | -0.10 | 8.32M | 4.33M |
| 2022-08-11 | -3.20 | -3.20 | 214.00K | 312.50K |
| 2022-05-09 | -2.50 | -5.40 | 431.00K | 332.40K |
| 2022-03-02 | -3.50 | -0.50 | — | 260.00K |
| 2021-11-12 | -4.00 | -4.90 | — | — |
| 2021-08-10 | -3.50 | -4.10 | — | 250.00K |
| 2021-05-07 | -0.20 | -3.50 | 12.00M | 20.37M |
| 2021-03-04 | -5.20 | -4.30 | — | — |
| 2020-11-09 | -4.20 | -4.60 | — | — |
| 2020-08-05 | -3.80 | -4.50 | — | — |
| 2020-05-07 | -3.90 | -3.90 | — | — |
| 2020-03-13 | -3.10 | -3.00 | — | — |
| 2019-11-06 | -2.40 | -3.20 | — | — |
| 2019-08-07 | -2.80 | -3.40 | — | — |
| 2019-05-07 | -3.00 | -2.90 | — | — |
| 2019-03-07 | -3.00 | -2.70 | — | — |
| 2018-11-07 | -2.70 | -2.50 | — | — |
| 2018-08-07 | -1.04 | -0.28 | — | — |
| 2018-06-15 | -0.82 | — | — | — |
| 2017-09-30 | -0.07 | — | — | — |
| 2017-06-30 | -0.05 | — | — | — |
| 2017-03-31 | -0.03 | — | — | — |
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-18 | Rosenberg Noah L. | Buy | 2.03K | $4.92 | 9.99K |
| 2026-08-18 | Kirby John J. | Buy | 5.00K | $4.93 | 24.65K |
| 2026-08-17 | Zawitz David | Buy | 6.00K | $4.98 | 29.88K |
| 2026-08-17 | Rieger Jayson | Buy | 5.00K | $4.91 | 24.55K |
| 2026-08-17 | Rosenberg Noah L. | Buy | 4.20K | $4.91 | 20.62K |
| 2026-08-14 | Rieger Jayson | Buy | 20.00K | $5.06 | 101.20K |
| 2026-06-05 | Eichenfield Lawrence | Buy | 16.00K | $6.04 | 96.64K |
| 2026-06-05 | Nguyen Diem | Buy | 16.00K | $6.04 | 96.64K |
| 2026-06-05 | PRYGOCKI MARK A SR | Buy | 16.00K | $6.04 | 96.64K |
| 2026-06-05 | Rosenberg Noah L. | Buy | 233.84K | $8.21 | 1.92M |
| 2026-06-05 | Zawitz David | Buy | 171.34K | $8.21 | 1.41M |
| 2026-06-05 | Rieger Jayson | Buy | 512.27K | $8.21 | 4.21M |
| 2026-06-05 | Corcoran Gavin | Buy | 16.00K | $6.04 | 96.64K |
| 2025-12-26 | Caligan Partners LP | Other | 0 | — | — |
| 2025-12-26 | Frantzreb Charles | Other | 0 | — | — |
| 2025-12-23 | Kirby John J. | Buy | 10.00K | — | — |
| 2025-11-25 | BKB Growth Investments, LLC | Other | 224.72K | $13.35 | 3.00M |
| 2025-11-25 | BKB Growth Investments, LLC | Other | 0 | — | — |
| 2025-11-25 | BKB Growth Investments, LLC | Other | 224.72K | $1.33 | 300.00K |
| 2025-11-25 | BKB Growth Investments, LLC | Other | 687.69K | $6.32 | 4.34M |
| 2025-11-25 | Caligan Partners LP | Other | 1.03M | $6.32 | 6.51M |
| 2025-11-25 | Caligan Partners LP | Other | 4.13M | $0.00 | 413 |
| 2025-11-25 | Rosenberg Noah L. | Buy | 2.36K | $4.24 | 10.00K |
| 2025-11-25 | Rosenberg Noah L. | Buy | 589 | $6.32 | 3.72K |
| 2025-11-25 | Kirby John J. | Buy | 3.54K | $4.24 | 15.00K |
| 2025-11-25 | Kirby John J. | Buy | 884 | $6.32 | 5.58K |
| 2025-11-25 | Zawitz David | Buy | 10.00K | $4.24 | 42.42K |
| 2025-11-25 | Zawitz David | Buy | 2.50K | $6.32 | 15.79K |
| 2025-11-25 | Rieger Jayson | Buy | 94.31K | $4.24 | 400.11K |
| 2025-11-25 | Rieger Jayson | Buy | 23.58K | $6.32 | 148.89K |
| 2025-11-25 | Manning Paul B | Buy | 1.38M | $4.24 | 5.84M |
| 2025-11-25 | Manning Paul B | Buy | 2.75M | $4.24 | 11.67M |
| 2025-11-25 | Manning Paul B | Buy | 687.69K | $6.32 | 4.34M |
| 2025-11-25 | Manning Paul B | Buy | 343.85K | $6.32 | 2.17M |
| 2025-06-05 | Corcoran Gavin | Buy | 20.00K | $0.58 | 11.60K |
| 2025-06-05 | Nguyen Diem | Buy | 20.00K | $0.58 | 11.60K |
| 2025-06-05 | Eichenfield Lawrence | Buy | 20.00K | $0.58 | 11.60K |
| 2025-06-05 | PRYGOCKI MARK A SR | Buy | 20.00K | $0.58 | 11.60K |
| 2025-03-31 | Corcoran Gavin | Buy | 17.50K | $0.44 | 7.70K |
| 2025-03-31 | Corcoran Gavin | Other | 0 | — | — |
| 2025-03-24 | Rosenberg Noah L. | Buy | 325.00K | $0.52 | 169.00K |
| 2025-03-24 | Rosenberg Noah L. | Other | 0 | — | — |
| 2025-03-17 | Hayes Christopher G. | Sell | 4.32K | $0.65 | 2.80K |
| 2025-03-14 | Rieger Jayson | Buy | 850.00K | $0.89 | 756.50K |
| 2025-03-14 | Hayes Christopher G. | Buy | 250.00K | $0.89 | 222.50K |
| 2024-12-09 | Zawitz David | Buy | 950.00K | $0.95 | 902.50K |
| 2024-12-09 | Zawitz David | Other | 0 | — | — |
| 2024-11-26 | Rieger Jayson | Buy | 50.00K | — | — |
| 2024-11-26 | Stalfort John A III | Buy | 50.00K | — | — |
| 2024-11-26 | Manning Paul B | Sell | 450.00K | — | — |
| 2024-11-22 | Caligan Partners LP | Other | 421.35K | $13.35 | 5.62M |
| 2024-11-22 | Rieger Jayson | Buy | 280.90K | $0.89 | 250.00K |
| 2024-11-22 | Rieger Jayson | Buy | 140.45K | $1.33 | 187.50K |
| 2024-11-22 | Rieger Jayson | Buy | 140.45K | $1.07 | 150.00K |
| 2024-11-22 | Stalfort John A III | Buy | 1.12M | $0.89 | 1000.00K |
| 2024-11-22 | Stalfort John A III | Buy | 561.80K | $1.33 | 750.00K |
| 2024-11-22 | Stalfort John A III | Buy | 561.80K | $1.07 | 600.00K |
| 2024-11-22 | Manning Paul B | Buy | 18.43M | $0.89 | 16.40M |
| 2024-11-22 | Manning Paul B | Buy | 9.21M | $1.33 | 12.30M |
| 2024-11-22 | Manning Paul B | Buy | 9.21M | $1.07 | 9.84M |
| 2024-11-22 | Manning Paul B | Buy | 4.49M | $0.89 | 4.00M |
| 2024-11-22 | Manning Paul B | Buy | 2.25M | $1.07 | 2.40M |
| 2024-11-22 | Manning Paul B | Buy | 2.25M | $1.33 | 3.00M |
| 2024-11-06 | Kirby John J. | Buy | 54.27K | — | — |
| 2024-11-06 | Rieger Jayson | Buy | 2.00M | $0.75 | 1.49M |
| 2024-11-05 | Kirby John J. | Other | 0 | — | — |
| 2024-11-05 | Rieger Jayson | Other | 0 | — | — |
| 2024-11-05 | Rieger Jayson | Other | 0 | — | — |
| 2024-11-05 | Rieger Jayson | Other | 0 | — | — |
| 2024-11-05 | Rieger Jayson | Other | 0 | — | — |
| 2024-10-09 | Hayes Christopher G. | Buy | 50.00K | $1.28 | 64.00K |
| 2024-09-19 | Manning Paul B | Buy | 891.87K | — | — |
| 2024-09-19 | Manning Paul B | Buy | 891.87K | — | — |
| 2024-09-19 | Manning Paul B | Sell | 2.68M | — | — |
| 2024-08-27 | Hayes Christopher G. | Sell | 9.53K | $2.46 | 23.44K |
| 2024-08-27 | Goldenberg Gary | Sell | 3.60K | $2.46 | 8.86K |
| 2024-08-27 | Bonaccorso Joe | Sell | 8.99K | $2.46 | 22.12K |
| 2024-08-27 | Kohler Terry | Sell | 7.90K | $2.46 | 19.43K |
| 2024-08-27 | White Ted | Sell | 9.02K | $2.46 | 22.19K |
| 2024-08-26 | Hayes Christopher G. | Sell | 26.18K | $2.66 | 69.65K |
| 2024-08-26 | Goldenberg Gary | Sell | 9.89K | $2.66 | 26.30K |
| 2024-08-26 | Bonaccorso Joe | Sell | 24.71K | $2.66 | 65.73K |
| 2024-08-26 | Kohler Terry | Sell | 21.82K | $2.66 | 58.04K |
| 2024-08-26 | White Ted | Sell | 24.98K | $2.66 | 66.44K |
| 2024-07-23 | White Ted | Sell | 154 | $6.98 | 1.07K |
| 2024-07-23 | Bonaccorso Joe | Sell | 115 | $6.98 | 803 |
| 2024-07-23 | Goldenberg Gary | Sell | 86 | $6.98 | 600 |
| 2024-07-23 | Hayes Christopher G. | Sell | 91 | $6.98 | 635 |
| 2024-07-22 | White Ted | Sell | 32.47K | $7.06 | 229.23K |
| 2024-07-22 | Bonaccorso Joe | Sell | 25.46K | $7.06 | 179.75K |
| 2024-07-22 | Goldenberg Gary | Sell | 18.42K | $7.06 | 130.05K |
| 2024-07-22 | Hayes Christopher G. | Sell | 21.65K | $7.06 | 152.84K |
| 2024-06-06 | PRYGOCKI MARK A SR | Buy | 20.00K | $8.78 | 175.60K |
| 2024-06-06 | Eichenfield Lawrence | Buy | 20.00K | $8.78 | 175.60K |
| 2024-06-06 | Nguyen Diem | Buy | 20.00K | $8.78 | 175.60K |
| 2024-06-06 | Ballaron Craig | Buy | 20.00K | $8.78 | 175.60K |
| 2024-03-15 | Hayes Christopher G. | Buy | 40.00K | — | — |
| 2024-03-15 | Hayes Christopher G. | Buy | 80.00K | $4.80 | 384.00K |
| 2024-03-15 | Goldenberg Gary | Buy | 40.00K | — | — |
| 2024-03-15 | Goldenberg Gary | Buy | 80.00K | $4.80 | 384.00K |
Latest filed quarter: Q2 2026.
Institutions holding: 44, holders +5 vs prior quarter. Ownership 22.30%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| CALIGAN PARTNERS LP | 923.91K | 0 | 0.00% | 5.65M |
| CANNELL CAPITAL LLC | 783.92K | 98.80K | +14.42% | 4.80M |
| AFFINITY ASSET ADVISORS, LLC | 707.34K | 0 | 0.00% | 4.33M |
| VELAN CAPITAL INVESTMENT MANAGEMENT LP | 471.56K | 0 | 0.00% | 2.89M |
| ARMISTICE CAPITAL, LLC | 426.30K | -91.88K | -17.73% | 2.61M |
| BOOTHBAY FUND MANAGEMENT, LLC | 280.73K | 0 | 0.00% | 1.72M |
| VANGUARD CAPITAL MANAGEMENT LLC | 279.31K | 90.55K | +47.97% | 1.71M |
| MARINER, LLC | 207.23K | 182.69K | +744.32% | 1.27M |
| GEODE CAPITAL MANAGEMENT, LLC | 138.16K | -757 | -0.54% | 845.66K |
| BLACKROCK, INC. | 74.34K | 35.79K | +92.84% | 454.99K |
| VANGUARD FIDUCIARY TRUST CO | 70.17K | 5.07K | +7.79% | 429.46K |
| TWO SIGMA INVESTMENTS, LP | 40.83K | -9.84K | -19.42% | 249.85K |
| STONEPINE CAPITAL MANAGEMENT, LLC | 88.42K | -11.32K | -11.35% | 241.45K |
| STATE STREET CORP | 28.92K | 0 | 0.00% | 176.97K |
| NORTHERN TRUST CORP | 27.00K | -4.58K | -14.52% | 165.22K |
| DAFNA CAPITAL MANAGEMENT LLC | 23.75K | -129.96K | -84.55% | 145.35K |
| JANE STREET GROUP, LLC | 23.65K | -25.56K | -51.93% | 144.76K |
| VERDAD ADVISERS, LP | 23.07K | 10.97K | +90.68% | 141.18K |
| RENAISSANCE TECHNOLOGIES LLC | 21.77K | -10.59K | -32.73% | 133.23K |
| LEGACY TRUST | 16.58K | -650 | -3.77% | 101.49K |
| FIFTH THIRD BANCORP | 14.00K | 14.00K | New | 85.68K |
| DIMENSIONAL FUND ADVISORS LP | 13.89K | 13.89K | New | 85.00K |
| XTX TOPCO LTD | 13.72K | 13.72K | New | 83.98K |
| TWO SIGMA SECURITIES, LLC | 13.04K | 13.04K | New | 79.83K |
| HRT FINANCIAL LP | 13.02K | 13.02K | New | 79.00K |
Insights · Dividends · Forecast · Financials · Learn
$61.24M
Market Cap
-1.99
P/E
2.49
Forward P/E
—
Score