Is RCUS or REPL more undervalued in 2026?

CirclFi compares Arcus Biosciences, Inc. (RCUS) and Replimune Group, Inc. (REPL) using 13 institutional-grade valuation models. RCUS has a Quality of Company score of 6.4/10 while REPL scores 4.4/10.

Which is a better buy — RCUS or REPL?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do RCUS and REPL valuations compare?

RCUS at $24.48 and REPL at $4.68 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

RCUS vs REPL Valuation Comparison 2026 — Intrinsic Value Analysis

RCUS

Biotechnology

Arcus Biosciences, Inc.

Quality

6.4

out of 10

Value Trap

LOW

Price

$24.48

Last close

Models

12/13

Active

REPL

Biotechnology

Replimune Group, Inc.

Quality

4.4

out of 10

Value Trap

SAFE

Price

$4.68

Last close

Models

7/13

Active

Model-by-Model Comparison

Model	Type	RCUS Fair Value	RCUS Upside	REPL Fair Value	REPL Upside
Bayesian DCF	Intrinsic	$5.49	-77.6%	$1.65	-64.7%
Earnings Power Value	Intrinsic	$12.78	-49.9%	—	—
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$0.21	-99.2%	$2.21	-52.7%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%

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RCUS vs REPL — Which Stock Is More Undervalued?

RCUS scores higher with a 6.4/10 quality rating vs REPL's 4.4/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Arcus Biosciences, Inc. (RCUS) and Replimune Group, Inc. (REPL) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

RCUS currently trades at $24.48 with a QOC of 6.4/10, while REPL trades at $4.68 with a QOC of 4.4/10.

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 Topology), and ensemble methods (CUCE).