CMND vs COGT

Clearmind Medicine Inc. vs Cogent Biosciences, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — COGT scores higher on quality with 4.5/10 vs CMND's 1.6/10. CMND trades at $2.92 while COGT trades at $32.76. Both analyzed daily using SEC EDGAR data across 13 institutional models.

CMND

Biotechnology
Clearmind Medicine Inc.
Quality
1.6
out of 10
Value Trap
Price
$2.92
Last close
Models
5/13
Active
VS

COGT

Biotechnology
Cogent Biosciences, Inc.
Quality
4.5
out of 10
Value Trap
24
SAFE
Price
$32.76
Last close
Models
10/13
Active
CMND
2 models active
Quality 1.6/10 — below average
COGT
2 models active
Quality 4.5/10 — below average

CMND vs COGT — Fair Value Comparison

CMND
$0$1$2$3 Price$2.92 Bayesian …$0.76 (-74.0%) ML-RIV$0.50 (-4.7%)
COGT
$0$13$26$39 Price$32.76 Bayesian …$9.64 (-70.6%) Earnings …$16.18 (-56.0%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType CMND Fair ValueCMND Upside COGT Fair ValueCOGT Upside
Bayesian DCF Intrinsic $0.76 -74.0% $9.64 -70.6%
Earnings Power Value Intrinsic $16.18 -56.0%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $0.50 -4.7% $0.15 -99.6%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%

CMND vs COGT — Which Stock Is More Undervalued in 2026?

COGT scores higher with a 4.5/10 quality rating vs CMND's 1.6/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do CMND and COGT Valuations Compare?

At $2.92, CMND trades +74.0% above its Bayesian DCF fair value of $0.76, while COGT at $32.76 trades +70.6% above its estimate of $9.64. CMND shows a wider gap between price and intrinsic value.

Quality of Company: CMND vs COGT

CMND earns a Quality of Company score of 1.6/10 compared to COGT's 4.5/10. This moderate difference suggests one company has an edge in fundamental quality, though both may offer investment merit depending on valuation. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: CMND vs COGT

Review the value trap analysis for both CMND and COGT to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Biotechnology

Both CMND and COGT operate in Biotechnology, which has 566 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

2 of 13 MODELS UNLOCKED

You’re comparing 2 models. 11 more have an opinion.

11 hidden models compare CMND vs COGT differently — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more. Some may disagree with the 2 you see above.

11 additional fair values per stock Full confidence breakdown Live terminal — 5,000+ stocks

Bloomberg Terminal: ~$2,000/mo  ·  FactSet: ~$1,000/mo  ·  CirclFi: $0.90/day

See All 13 Models — $0.90/day

We don’t predict prices. We show you what 13 independent mathematical frameworks say a stock is worth — and let you decide.

See all Biotechnology stocks →