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C4 Therapeutics, Inc. (CCCC) Stock Fundamental Analysis & AI Rating 2026

CCCC Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001662579
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
84% Confidence
STRONG AGREEMENT
SELL
85% Conf
SELL
82% Conf

📊 CCCC Key Takeaways

Revenue: $35.9M
Net Margin: -292.1%
Free Cash Flow: $-99.3M
Current Ratio: 7.81x
Debt/Equity: 0.00x
EPS: $-1.27
AI Rating: SELL with 85% confidence
C4 Therapeutics, Inc. (CCCC) receives a SELL rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $35.9M, net profit margin of -292.1%, and return on equity (ROE) of -40.9%, C4 Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete CCCC stock analysis for 2026.

Is C4 Therapeutics, Inc. (CCCC) a Good Investment?

Claude

C4 Therapeutics is a pre-revenue clinical-stage biotech company with significant fundamental challenges. Despite having a strong balance sheet with $74.6M in cash and no debt, the company is burning cash at an unsustainable rate of $99.3M annually in free cash flow, with operating losses exceeding $115M against minimal $35.9M revenue. At current burn rates, the company has approximately 9 months of cash runway, creating imminent financing risk regardless of clinical progress.

ChatGPT

C4 Therapeutics shows weak core fundamentals today: revenue growth is minimal, operating and net margins are deeply negative, and the business is consuming nearly $100M of free cash flow annually. The balance sheet is a clear offset, with strong liquidity, no long-term debt, and substantial equity capital, but the current financial profile still depends on improving pipeline monetization or meaningfully reducing burn.

Why Buy C4 Therapeutics, Inc. Stock? CCCC Key Strengths

Claude
  • + Strong balance sheet with $74.6M cash and zero long-term debt
  • + Excellent liquidity position with 7.81x current ratio
  • + Modest revenue of $35.9M suggests early commercialization has begun
ChatGPT
  • + Strong liquidity with a 7.81x current and quick ratio
  • + Debt-free balance sheet with $0 long-term debt
  • + Large equity base of $256.59M provides financial flexibility

CCCC Stock Risks: C4 Therapeutics, Inc. Investment Risks

Claude
  • ! Severe cash burn of $99.3M annually with only ~9 months of runway at current rates
  • ! Operating losses of $115.2M on $35.9M revenue indicating business model not yet sustainable
  • ! Net losses of $105M with -292.1% net margin indicating company is far from profitability
  • ! Dilutive financing will likely be required within 12 months, materially impacting shareholders
ChatGPT
  • ! Severe and persistent losses, with operating margin at -320.5% and net margin at -292.1%
  • ! Weak growth quality, as revenue increased only 1.0% while cash burn remained very high
  • ! Negative operating cash flow and free cash flow increase dependence on existing cash reserves and future external funding

Key Metrics to Watch

Claude
  • * Quarterly cash burn rate and cash runway remaining
  • * Revenue growth trajectory and path to gross profitability
  • * Operating expense control and progress toward cash flow breakeven
  • * Clinical trial progress and probability of regulatory approval for pipeline candidates
ChatGPT
  • * Quarterly operating cash burn and free cash flow trend
  • * Revenue growth from collaborations, milestones, and broader pipeline commercialization progress

C4 Therapeutics, Inc. (CCCC) Financial Metrics & Key Ratios

Revenue
$35.9M
Net Income
$-105.0M
EPS (Diluted)
$-1.27
Free Cash Flow
$-99.3M
Total Assets
$359.1M
Cash Position
$74.6M

💡 AI Analyst Insight

Strong liquidity with a 7.81x current ratio provides a solid financial cushion.

CCCC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -320.5%
Net Margin -292.1%
ROE -40.9%
ROA -29.2%
FCF Margin -276.2%

CCCC vs Healthcare Sector: How C4 Therapeutics, Inc. Compares

How C4 Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
CCCC -292.1%
vs
Sector Avg 12.0%
CCCC Sector
ROE
CCCC -40.9%
vs
Sector Avg 15.0%
CCCC Sector
Current Ratio
CCCC 7.8x
vs
Sector Avg 2.0x
CCCC Sector
Debt/Equity
CCCC 0.0x
vs
Sector Avg 0.6x
CCCC Sector

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

Is C4 Therapeutics, Inc. Stock Overvalued? CCCC Valuation Analysis 2026

Based on fundamental analysis, C4 Therapeutics, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-40.9%
Sector avg: 15%
Net Profit Margin
-292.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

C4 Therapeutics, Inc. Balance Sheet: CCCC Debt, Cash & Liquidity

Current Ratio
7.81x
Quick Ratio
7.81x
Debt/Equity
0.00x
Debt/Assets
28.5%
Interest Coverage
N/A
Long-term Debt
$0.0

CCCC Revenue & Earnings Growth: 5-Year Financial Trend

CCCC 5-year financial data: Year 2022: Revenue $45.8M, Net Income -$83.9M, EPS $-1.82. Year 2023: Revenue $31.1M, Net Income -$128.2M, EPS $-2.62. Year 2024: Revenue $35.6M, Net Income -$132.5M, EPS $-2.67. Year 2025: Revenue $35.9M, Net Income -$105.3M, EPS $-1.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: C4 Therapeutics, Inc.'s revenue has declined by 21% over the 5-year period, indicating business contraction. The most recent EPS of $-1.52 indicates the company is currently unprofitable.

CCCC 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
-276.2%
Free cash flow / Revenue

CCCC Quarterly Earnings & Performance

Quarterly financial performance data for C4 Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $11.2M -$17.7M $-0.35
Q2 2025 $6.5M -$17.7M $-0.26
Q1 2025 $3.0M -$26.3M $-0.37
Q1 2023 $2.7M -$17.7M $-0.26
Q3 2022 $6.8M -$21.0M $-0.51
Q2 2022 $9.8M -$21.0M $-0.51

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

C4 Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$98.7M
Cash generated from operations
Stock Buybacks
$193.0K
Shares repurchased (TTM)
Capital Expenditures
$607.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for C4 Therapeutics, Inc. (CIK: 0001662579)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K cccc-20260410.htm View →
Apr 9, 2026 8-K cccc-20260409.htm View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775227552.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775227541.xml View →
Feb 26, 2026 10-K cccc-20251231.htm View →

Frequently Asked Questions about CCCC

What is the AI rating for CCCC?

C4 Therapeutics, Inc. (CCCC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CCCC's key strengths?

Claude: Strong balance sheet with $74.6M cash and zero long-term debt. Excellent liquidity position with 7.81x current ratio. ChatGPT: Strong liquidity with a 7.81x current and quick ratio. Debt-free balance sheet with $0 long-term debt.

What are the risks of investing in CCCC?

Claude: Severe cash burn of $99.3M annually with only ~9 months of runway at current rates. Operating losses of $115.2M on $35.9M revenue indicating business model not yet sustainable. ChatGPT: Severe and persistent losses, with operating margin at -320.5% and net margin at -292.1%. Weak growth quality, as revenue increased only 1.0% while cash burn remained very high.

What is CCCC's revenue and growth?

C4 Therapeutics, Inc. reported revenue of $35.9M.

Does CCCC pay dividends?

C4 Therapeutics, Inc. does not currently pay dividends.

Where can I find CCCC SEC filings?

Official SEC filings for C4 Therapeutics, Inc. (CIK: 0001662579) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CCCC's EPS?

C4 Therapeutics, Inc. has a diluted EPS of $-1.27.

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 CCCC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, C4 Therapeutics, Inc. has a SELL rating with 84% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CCCC stock overvalued or undervalued?

Valuation metrics for CCCC: ROE of -40.9% (sector avg: 15%), net margin of -292.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CCCC stock in 2026?

Our dual AI analysis gives C4 Therapeutics, 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 CCCC's free cash flow?

C4 Therapeutics, Inc.'s operating cash flow is $-98.7M, with capital expenditures of $607.0K. FCF margin is -276.2%.

How does CCCC compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -292.1% (avg: 12%), ROE -40.9% (avg: 15%), current ratio 7.81 (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: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI