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Coherus Oncology, Inc. (CHRS) Stock Fundamental Analysis & AI Rating 2026

CHRS Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001512762
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
85% Confidence
STRONG AGREEMENT
SELL
85% Conf
SELL
85% Conf

📊 CHRS Key Takeaways

Revenue: $42.2M
Net Margin: 398.4%
Free Cash Flow: $-138.8M
Current Ratio: 1.47x
Debt/Equity: 1.21x
EPS: $1.43
AI Rating: SELL with 85% confidence
Coherus Oncology, Inc. (CHRS) receives a SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $42.2M, net profit margin of 398.4%, and return on equity (ROE) of 275.4%, Coherus Oncology, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete CHRS stock analysis for 2026.

Is Coherus Oncology, Inc. (CHRS) a Good Investment?

Claude

Coherus Oncology exhibits severe operational distress with massive negative operating margins (-429.5%) and substantial operating cash burn (-$138.5M) that cannot be sustained despite modest revenue growth of 59.8% YoY. The company's positive net income and ROE metrics are likely distorted by non-cash items or significant one-time gains that mask underlying operational deterioration, indicating fundamental business performance remains deeply negative.

ChatGPT

Coherus Oncology shows strong top-line growth, but the core business remains deeply unprofitable, with a -429.5% operating margin and large negative free cash flow. Reported net income appears low quality because it is inconsistent with operating losses and cash burn, suggesting non-recurring or non-operating items are driving earnings rather than durable operating improvement. Liquidity is still adequate near term, but leverage and ongoing cash consumption create meaningful financial risk if revenue growth does not translate into sustainable operating cash flow.

Why Buy Coherus Oncology, Inc. Stock? CHRS Key Strengths

Claude
  • + Strong revenue growth of 59.8% year-over-year demonstrates market demand for products
  • + Positive gross margin of 275.2% suggests strong pricing power on products sold
  • + Adequate liquidity with $88.9M cash and 1.47x current ratio provides near-term runway
ChatGPT
  • + Revenue grew 59.8% year over year, indicating improving commercial traction
  • + Cash and equivalents of $88.88M and current ratio of 1.47x provide some near-term liquidity support
  • + Low capital expenditure requirements reduce the burden of maintaining the asset base

CHRS Stock Risks: Coherus Oncology, Inc. Investment Risks

Claude
  • ! Severe operating losses of $181.1M with negative operating margin of -429.5% indicating unsustainable business model
  • ! Massive negative operating cash flow of -$138.5M and negative free cash flow of -$138.8M will deplete cash reserves quickly
  • ! Debt/Equity ratio of 1.21x with negative interest coverage ratio of -20.1x indicates inability to service debt from operations, creating financial distress risk
  • ! Disconnect between reported positive net income ($168.0M) and negative operating cash flow suggests reliance on non-recurring items or accounting adjustments rather than genuine profitability
ChatGPT
  • ! Core operations remain severely unprofitable, with operating income of -$181.13M and negative interest coverage
  • ! Operating cash flow of -$138.51M and free cash flow of -$138.80M indicate substantial ongoing cash burn
  • ! Debt-to-equity of 1.21x and a small equity base increase balance-sheet risk if losses persist

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Operating margin improvement trajectory toward sustainability
  • * Quarterly revenue growth sustainability and gross margin stability
  • * Cash burn rate and runway remaining at current consumption levels
ChatGPT
  • * Operating cash flow and quarterly cash burn trend
  • * Whether revenue growth converts into materially improved operating margin

Coherus Oncology, Inc. (CHRS) Financial Metrics & Key Ratios

Revenue
$42.2M
Net Income
$168.0M
EPS (Diluted)
$1.43
Free Cash Flow
$-138.8M
Total Assets
$258.3M
Cash Position
$88.9M

💡 AI Analyst Insight

Coherus Oncology, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CHRS Profit Margin, ROE & Profitability Analysis

Gross Margin 275.2%
Operating Margin -429.5%
Net Margin 398.4%
ROE 275.4%
ROA 65.0%
FCF Margin -329.1%

CHRS vs Healthcare Sector: How Coherus Oncology, Inc. Compares

How Coherus Oncology, Inc. compares to Healthcare sector averages

Net Margin
CHRS 398.4%
vs
Sector Avg 12.0%
CHRS Sector
ROE
CHRS 275.4%
vs
Sector Avg 15.0%
CHRS Sector
Current Ratio
CHRS 1.5x
vs
Sector Avg 2.0x
CHRS Sector
Debt/Equity
CHRS 1.2x
vs
Sector Avg 0.6x
CHRS Sector

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

Is Coherus Oncology, Inc. Stock Overvalued? CHRS Valuation Analysis 2026

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

Return on Equity
275.4%
Sector avg: 15%
Net Profit Margin
398.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.21x
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.

Coherus Oncology, Inc. Balance Sheet: CHRS Debt, Cash & Liquidity

Current Ratio
1.47x
Quick Ratio
1.45x
Debt/Equity
1.21x
Debt/Assets
76.4%
Interest Coverage
-20.12x
Long-term Debt
$73.7M

CHRS Revenue & Earnings Growth: 5-Year Financial Trend

CHRS 5-year financial data: Year 2021: Revenue $475.8M, Net Income $89.8M, EPS $1.23. Year 2022: Revenue $475.8M, Net Income $132.2M, EPS $1.62. Year 2023: Revenue $326.6M, Net Income -$287.1M, EPS $-3.81. Year 2024: Revenue $267.0M, Net Income -$291.8M, EPS $-3.76. Year 2025: Revenue $42.2M, Net Income $28.5M, EPS $0.25.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Coherus Oncology, Inc.'s revenue has declined by 91% over the 5-year period, indicating business contraction. The most recent EPS of $0.25 reflects profitable operations.

CHRS 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
-329.1%
Free cash flow / Revenue

CHRS Quarterly Earnings & Performance

Quarterly financial performance data for Coherus Oncology, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $6.1M -$10.8M $-0.09
Q2 2025 $10.3M -$12.9M $-0.11
Q1 2025 $2.3M -$56.6M $-0.49
Q3 2024 $70.8M -$10.8M $-0.09
Q2 2024 $58.7M -$12.9M $-0.11
Q1 2024 $32.4M -$75.7M $0.83
Q3 2023 $45.4M -$39.6M $-0.41
Q2 2023 $58.7M -$42.9M $-0.49

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

Coherus Oncology, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$138.5M
Cash generated from operations
Stock Buybacks
$2.0K
Shares repurchased (TTM)
Capital Expenditures
$286.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Coherus Oncology, Inc. (CIK: 0001512762)

📋 Recent SEC Filings

Date Form Document Action
Mar 9, 2026 10-K chrs-20251231x10k.htm View →
Mar 9, 2026 8-K chrs-20260309x8k.htm View →
Feb 17, 2026 8-K chrs-20260212x8k.htm View →
Feb 4, 2026 8-K chrs-20260204x8k.htm View →
Jan 26, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about CHRS

What is the AI rating for CHRS?

Coherus Oncology, Inc. (CHRS) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 85% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CHRS's key strengths?

Claude: Strong revenue growth of 59.8% year-over-year demonstrates market demand for products. Positive gross margin of 275.2% suggests strong pricing power on products sold. ChatGPT: Revenue grew 59.8% year over year, indicating improving commercial traction. Cash and equivalents of $88.88M and current ratio of 1.47x provide some near-term liquidity support.

What are the risks of investing in CHRS?

Claude: Severe operating losses of $181.1M with negative operating margin of -429.5% indicating unsustainable business model. Massive negative operating cash flow of -$138.5M and negative free cash flow of -$138.8M will deplete cash reserves quickly. ChatGPT: Core operations remain severely unprofitable, with operating income of -$181.13M and negative interest coverage. Operating cash flow of -$138.51M and free cash flow of -$138.80M indicate substantial ongoing cash burn.

What is CHRS's revenue and growth?

Coherus Oncology, Inc. reported revenue of $42.2M.

Does CHRS pay dividends?

Coherus Oncology, Inc. does not currently pay dividends.

Where can I find CHRS SEC filings?

Official SEC filings for Coherus Oncology, Inc. (CIK: 0001512762) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CHRS's EPS?

Coherus Oncology, Inc. has a diluted EPS of $1.43.

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 CHRS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Coherus Oncology, Inc. has a SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CHRS stock overvalued or undervalued?

Valuation metrics for CHRS: ROE of 275.4% (sector avg: 15%), net margin of 398.4% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy CHRS stock in 2026?

Our dual AI analysis gives Coherus Oncology, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CHRS's free cash flow?

Coherus Oncology, Inc.'s operating cash flow is $-138.5M, with capital expenditures of $286.0K. FCF margin is -329.1%.

How does CHRS compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 398.4% (avg: 12%), ROE 275.4% (avg: 15%), current ratio 1.47 (avg: 2).

Why is CHRS's return on equity (ROE) so high?

Coherus Oncology, Inc. has a return on equity of 275.4%, significantly above the Healthcare sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 398.4% net margin.

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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