Mineralys Therapeutics (MLYS)

Healthcare · Biotechnology
$23.37 +4.42% on the day Market cap $2.0B 52-week range $21.46 to $47.65 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Mineralys Therapeutics's free cash flow was negative in fiscal 2025, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

D

Five factors scored 1 to 9 from MLYS's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation5
Profitability0
Financial health8

Results from SEC filings

Fiscal years, from Mineralys Therapeutics's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year2022202320242025
Revenue————
Net income-$30M-$72M-$178M-$155M
Free cash flow—-$81M-$166M-$142M
EPS (diluted)-$5.77-$1.99-$3.66-$2.29
Operating margin————

Superinvestors who own MLYS

From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Cliff Asness
AQR Capital Management
Added $4M0.00%Q2 2026

Insider buying

Open-market purchases by Mineralys Therapeutics's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

DateInsiderSharesPriceValue
Mar 27, 2026 Ra Capital Management, L.p.
310,700$23.67$7M

Get an alert at your buy price

Pick the price you'd be interested at. We'll email you when MLYS trades at or below it.

$

New accounts get 7 days of Pro, price alerts included. No card needed.

In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

Are Mineralys Therapeutics insiders buying the stock?

1 open-market insider purchase of MLYS in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Mineralys Therapeutics?

1 of the superinvestors Investingly tracks hold MLYS in their latest 13F, including Cliff Asness.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.