LENZ vs TARS
LENZ: LENZ Therapeutics is a commercial-stage ophthalmic company that developed VIZZ, the first FDA-approved, once-daily aceclidine-based eye drop for the treatment of presbyopia. TARS: Tarsus Pharmaceuticals commercializes XDEMVY, the first FDA-approved treatment for Demodex blepharitis, with a pipeline of lotilaner-based therapies for ocular and infectious diseases.
Side-by-side fundamentals
| Metric | LENZ | TARS | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $5.70 | $60.12 | |
| Market cap as of 2026-07-31 | $179M | $2.6B | |
| PEG as of 2026-07-31 | -0.02 | n/a | |
| Net margin as of 2026-07-31 | -519.3% | -9.0% | TARS higher |
| Gross margin as of 2026-07-31 | +97.8% | +93.5% | LENZ higher |
| Operating margin as of 2026-07-31 | -563.8% | -9.5% | TARS higher |
| ROE as of 2026-07-31 | -37.6% | -14.2% | TARS higher |
| ROA as of 2026-07-31 | -34.8% | -8.9% | TARS higher |
| Debt / equity as of 2026-07-31 | 0.00 | 0.21 | LENZ lower |
| Revenue growth (YoY) as of 2026-07-31 | n/a | +129.0% | |
| Revenue CAGR (3y) SEC XBRL | n/a | +159.5% | |
| Dividend streak (yrs) SEC XBRL | n/a | 0 | |
| Beta as of 2026-07-31 | 2.07 | 0.53 | |
| 1-year return as of 2026-07-27 close | -82.0% | +44.9% | TARS higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.