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what it is
Cardiff Oncology is testing onvansertib, an oral cancer drug, across several aggressive cancers.
how it gets paid
Last year Cardiff Oncology made $593K in revenue. Onvansertib collaboration was the main engine at $313K, or 53% of sales.
why growth slowed
Revenue fell 13.2% last year. The $350K quarter matters because it shows how small the business base still is.
what just happened
$350K of quarterly revenue and -$0.58 EPS show a company still living on clinical hope.
At a glance
B balance sheet — gets the job done, barely
45/100 earnings predictability — expect surprises
-$0.69 fy2025 eps est
$2B fy2026 rev est
n/a operating margin
xvary composite: 48/100 — below average
What they do
Cardiff Oncology is testing onvansertib, an oral cancer drug, across several aggressive cancers.
PLK1 inhibition → blocking a cell-division protein → so what: one target can matter in several cancers. Onvansertib has a 24-hour half-life, so your dose lasts a full day. Cardiff has 32 employees, not 3,200, while it tries to run multi-cancer trials.
How they make money
$593K
annual revenue · their business grew -13.2% last year
Onvansertib collaboration
$313K
Research grants
$140K
Development services
$100K
Other revenue
$40K
The products that matter
plk1 inhibitor in Phase 2
Onvansertib
1 lead asset · $127M equity story
this is the story. the company has just $593K of annual revenue, so most of what you are underwriting sits inside one oncology program.
lead asset
pre-commercial development platform
Clinical pipeline
$593K revenue · still early
the current operating base is tiny. $593K in annual revenue means the pipeline matters far more than any existing business line.
pre-revenue reality
Key numbers
$593K
annual revenue
That is tiny next to a $127M market cap. The stock is priced like a story, not a sales machine.
n/a
operating margin
Prior margin KPI failed sanity check — verify in filings. Losses dwarf revenue by an absurd margin. That is what a trial-stage company looks like when the product has not turned into sales.
$0M
long-term debt
No debt means no lender pressure. It does not mean you avoid dilution.
32
employees
A 32-person team is trying to run multi-cancer trials. That is lean, and it leaves little room for error.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $0M (0% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for CRDF right now.
source: institutional data · return history unavailable
What just happened
missed estimates
$350K of quarterly revenue and -$0.58 EPS show a company still living on clinical hope.
Revenue rose 192% from the prior year quarter, but the base was tiny. Annual revenue still fell 13.2%, and the company kept losing money.
$350K
revenue
-$0.58
eps
13.2%
revenue Vs. last year
the number that mattered
The $350K quarter matters because it shows how small the business base still is.
source: company earnings report, 2026
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What could go wrong
the top risk is Phase 2 failure for onvansertib.
med
clinical trial disappointment
There is one lead asset carrying most of the story. If Phase 2 data in colorectal or pancreatic cancer disappoints, the thesis takes a direct hit.
With only $593K of annual revenue, there is almost no operating business here to soften a bad readout.
med
commercial proof is still missing
The company generated $593K of revenue last year and that figure fell 13.2% from the prior year. You are not buying proven demand today.
That gap between current sales and a $127M market cap makes valuation extremely sensitive to future expectations.
med
the stock moves like a catalyst vehicle
A 1.45 beta and a 5 / 100 price stability score tell you this name can swing hard around updates, sentiment, or financing fears.
The 52-week range runs from $1 to $5. Same company. Very different implied outcomes.
With just $593K of annual revenue, most of the current equity value lives in one clinical narrative — and narratives break faster than operating businesses.
source: institutional data · regulatory filings · risk analysis
Pay attention to
catalyst
CRDF-004 data is the whole calendar
The ongoing randomized Phase 2 CRDF-004 study is the clearest event that can move the stock from story to evidence.
metric
$593K revenue versus $127M market cap
That gap is the snapshot in one line. If you own this, you are paying for optionality, not a scaled business.
risk
single-asset dependence
One lead drug candidate means one disappointing update can reset the entire valuation framework.
trend
price behavior still says speculation
The stock sits at $1.99 inside a $1–$5 range, with 1.45 beta and 5 / 100 price stability. That is not calm ownership.
Analyst rankings
earnings predictability
45 / 100
The score says reported results are hard to model. In human-speak, analysts do not have a stable operating machine to forecast here.
risk profile
3
Risk rank 3 puts the balance sheet around the middle of the pack. Better than a distressed biotech, not strong enough to erase clinical risk.
price stability
5 / 100
A 5 / 100 stability score is a warning label. The stock can move violently even when the underlying business barely changes.
source: institutional data
Institutional activity
institutional ownership data for CRDF is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$2
current price
n/a
target midpoint · n/a from current
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